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Best financial advisors in Houston, TX

Registered advisers within 25 miles of Houston, TX.

Offices
2,077
Firms
889
Combined AUM
$22.6T
Firm-wide filings, not assets booked only here
Clients
3.47M
3,465,508 clients when Item 5C has a number
Avg / client
$6.51M
Combined AUM ÷ clients

Nearby offices

Firms

CRG
THE SALIENT ZARVONA ENERGY FUND GP, L.P.
ZARVONA ENERGY LLC
CAPTRUST
ENERVEST INVESTMENT SERVICES, L.L.C.
UPP MANAGEMENT, LP
DOUGLAS ANDERSON, III
ROBERTSON INVESTMENT MANAGEMENT
LPL FINANCIAL LLC
WERRUS ENERGY MANAGEMENT COMPANY, LLC
THE CAPSTREET GROUP, LLC
LDR PARTNERS LP
WELLS FARGO CLEARING SERVICES, LLC
AMBERJACK CAPITAL PARTNERS, L.P.
INTREPID INVESTMENT MANAGEMENT, LLC

Investors

CHARLES WILLIAM TATE
Brent Allan Thomas
WILLIAM DENNIS TATES
JASON ALLEN MARTINEZ
TIMOTHY JOHN VOS
IRINA GOROKHOVA
JACOB ALEXANDER RHODES
JOHN CHARLES MATEJKA
David Stix
ROBERT MARCUS MACASKIE
DOUGLAS ANDERSON
JASON ROGER LOCKE
NGHIEP HOANG NGHIEM
Daniel Pierre DeBarros
SONIA CONSTANCE JOAO
FREDERICK ALLEN MECKLENBURG
ROBERT PAUL MOYES
Telisa V Shead
JULIE ROOSTH
Coston Brandt Parker
PATRICK MICHAEL REAGAN
RAYMOND CRAIG FRIERSON
ROBERT EDWARD NICHOLS
RAMONA JEAN CONKLIN
ANA V DEL TORO
MARVIN CONRAD
JEANETTE MARY ALLAN
JAMMIE LEANNE POWELL
GERALD WAYNE DOERR
RYAN OLIVER GRAUMAN
MARSHALL PEASE GRAHAM
HOWARD STEVEN LORCH
PATRICIA MCMAHON BONNOT
CHARLES ELDER NEUHAUS
VINCENT MALEY WEIR
ALEKSEY REZNIKOV
JACK LIANG HSIA
MISAEL GARZA
BRIAN GARY MAGUE
JUAN RAMON PLASCENCIA
ANDREA C DEVINCENZI
JOHN EVERETT WINGATE
FREDERICK JOSEPH STEWART
ELIAS VINCENT DAVIS
SHARON THERESA AURICH
THOMAS F PARRISH
DANIEL HYUN KIM
LEONID M ONYIEGO
STELLA NKPA
ROBERT DEAN NELSON
MARIA INGRID MUSGROVE
JORDAN ALLAN
MATTHEW MICHAEL DUHON
MARIO GEORGE WALKER
JACKY HIN PUI TSANG
STEPHEN CAMILLI
Alsharari D Rawahneh
MARIANNE E MAKARI
EVELYN Aileen MENDEZ
ARIANNA VANESSA SANCHEZ GARCIA
ABEL RODRIGUEZ
CAMILLE HILARIO CHOWDHURY
Akash KAMLESH Patel
JASSMIN ELIZABETH PENADO
ERIKA VIRGINIA PEREZ CASTILLO
BLAIZE N. KADURU
CHRISTOPHER DAVID GUERRERO
TRAVIS J THOMPSON
JONATHAN J. AULBERT
MICHAEL ANTHONY GRISAFFI
MICHAEL EUGENE MURPHY
WILLIAM DOUGLAS HICKS
JARRID SHANE HICKS
DAVID CHIAWEI HO
DARIN FRESHOUR
MARIE GARNER
CHELSEA BODNAR DANIEL
MARINA MICHELLE TUTULEA
MICHAEL HAMILTON HOPPER
CHRISTINA MICHELLE WOLSEY
JAYSON DE JESUS COLLAZO
Carlos Perez
TOMISLAV WEIGAND
SMRUTIL VINUBHAI PATEL
JUSTIN MYLES GALATAS
EDWIN JACOB RIVERA
MARK AARON MUSGROVE
KRISTOPHER M PARTRIDGE
HAVEN JACKSON
MICHAEL SURUDA PARKER
ARDIS JEFFERY STEPHENS
RAY ANTHONY MACCARY
Corey Michael Mowen
SAMANTHA ANN NUNN
LUIS LINO PELAEZ
ROBERT LEE MARTINEZ
NAZIR AHMAD SAMADYAR
JORGE EDUARDO GARCIA
YORDANOS DEBAS HAILE
SAMUEL LAWRENCE GONZALES
JOSE TORRES
SERGIO ORTIZ VILLALOBOS
YOANA MICHEL ROBLES
BLAKE JONATHAN DEJONGE
JAZMYN NIKOLE JACKSON
INGRID ELIZABETH MENDEZ
JESSICA ARELI SANTOS
LAURA NOELLE JACO
MELINDA SUE DUPLER-WHITMIRE
RYAN ALLEN CRAWFORD
KIMBERLY CASIA HOLLOWAY
ROBERT GREGORY HIRSCH
Eric M. Aldape
CHRISTOPHER JAMES PHILLIPS
JENNIFER ELAINE PAINTER
ESTHER TAN
ADRIANA MARTINEZ-CORTEZ
LEONEL ALEXANDER TEJADA
SALMAN ASIF
VERONICA AGUIRRE VASQUEZ
STEVE ANTHONY GARCIA
SEBASTIAN CASTELLANOS MOLINA
Diana Gislet Contreras Perez
VICENTE LOPEZ
Fareedullah Shah
Frederick Korfeh Tommy
ARMANDO GARZA
Jeneil Lea Baird
Katherine Gabrielle Cisneros
JARED LEE HENSLEY
SANDRA RENEE RICKER
GILBERT ANTHONY RODRIGUEZ
HEATHER ERIN MAY
MICHAEL PAUL COVELL
Poopak Saatpour
MARCUS DEWAYNE GILBERT
LILIANA MARTINEZ
HOWARD WILLIAMS
RICHARD ANTHONY JONES
Judith Wallace
ANDRES VALDEZ
DEBORAH SUZANNE PETANSKY
PATRICK JEFFREY NUTER
MICHAEL AMADOR VEGA
BRADLEY GLENN GARNETT
NICHOLAS KONECNY
IGNACIO BONILLA ORTIZ
DANIEL ALEXANDER ROSENTHAL
ROLAND ANTHONY LEWIS
AKKILA SHADAE HAYES
Traci LEE Truett
NOAH BENJAMIN STUBBLEFIELD
JESUS ANDRES MALDONADO MORALES
Jessika Duarte
Angel De Jesus Carlin Jimenez
CHARLES EDWARD MCCALL
BELINA DAVILA DUSTIN
ASHLEIGH RENEE GEARHART
Daniel Sobarzo
SAORI INCLAN
JUSTIN MICHAEL CREED
FELLESIA ALICIA REID
RUBEN ELISEO GALVAN
QUINCY VAUGHN HARDEN
Jacqueline M Dewese
CAROL ELAINE WHITLEY
JAY EDWARD HALEY
WILLIAM P CONNELLY
JASON RICHARD TUROWSKY
ROBERT LOUIS CABES

Within 25 miles of Houston, TX, Best Investors lists 889 registered investment advisory firms with 2,077 offices nearby, managing about $22.6T in combined regulatory AUM across 3,465,508 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Houston

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM