Top Financial Advisors in Houston, Texas
Finding the right financial advisor in Houston is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Houston, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Houston, TX.
Find the Best Financial Advisor Firms in Houston:
KAYNE ANDERSON CAPITAL ADVISORS LP
CRD#: 104536
Address: 717 Texas Avenue 22nd Floor, Houston, TX 77002
AUM: $ 30.5B
VALIC FINANCIAL ADVISORS, INC.
CRD#: 42803
Address: 2919 Allen Parkway L3-20, Houston, TX 77019
Clients: 292,566
In Business for: 29 Years
Average Clients per Advisor: 236
AUM: $ 26.4B
Disclosures: 20
U.S. CAPITAL WEALTH ADVISORS, LLC
CRD#: 288199
Address: 4444 Westheimer Rd. Suite G500, Houston, TX 77027
Clients: 2,728
Average Clients per Advisor: 40
AUM: $ 7.3B
AMERICANA PARTNERS, LLC
CRD#: 301354
Address: 811 Louisiana Street Suite 2420, Houston, TX 77002
Clients: 686
Average Clients per Advisor: 26
AUM: $ 6.1B
LINSCOMB WEALTH, INC.
CRD#: 106779
Address: 1333 West Loop South Suite 1500, Houston, TX 77027
Clients: 654
Average Clients per Advisor: 21
AUM: $ 4.6B
AVIDIAN WEALTH SOLUTIONS
CRD#: 127186
Address: 800 Town & Country Blvd Ste 410 And Ste 220, Houston, TX 77024
Clients: 825
Average Clients per Advisor: 25
AUM: $ 4.0B
How We Chose the Top Financial Advisors in Houston, Texas
To create this list of top financial advisor firms in Houston, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Houston has to offer.
Search Financial Advisors in Houston, Texas
Troy Lynn Wootton Jr
Casey Alan Mack
Robert Alan Sitton
Jason Edward Whitley
Rodger Dale Rhyne
Jonathan Paul Hoyme
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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