Adviser Record

Investment advisers in Houston, TX

240 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in TX

FirmAssetsEmployeesDisclosures
Fayez Sarofim & Co.$35.07 billion540
Kayne Anderson Capital Advisors, L.P.$34.11 billion3100
The Variable Annuity Life Insurance Company$32.94 billion1,70014
Valic Financial Advisors, Inc.$29.22 billion1,64717
Quantum Capital Group$28.77 billion1440
Garcia Hamilton & Associates LP$24.86 billion410
Sarofim Trust Co$12.96 billion260
Vaughan Nelson Investment Management, L.P.$12.24 billion533
The Energy & Minerals Group LP$12.02 billion220
The Windacre Partnership LLC$11.42 billion80
Caz Investments L.P.$10.83 billion830
Americana Partners, LLC$9.10 billion860
The Sterling Group, L.P.$9.01 billion870
Crossmark Global Investments, Inc.$8.98 billion540
U.S. Capital Wealth Advisors, LLC$8.76 billion1410
Ogam, LP$8.69 billion420
Wincoram Asset Management LLC$8.19 billion281
59 North Capital Management, LP$7.50 billion90
Five Point Infrastructure LLC$7.05 billion330
Trust Advisors, Inc.$6.97 billion760
Ara Partners$6.79 billion950
Linscomb Wealth, Inc.$5.21 billion460
Hines Capital Advisors LLC$5.15 billion8390
Avidian Wealth Solutions$4.76 billion592
Bridgeway Capital Management, LLC$4.25 billion230
Waterous Energy Fund Management (US), LLC$4.01 billion20
Gfs Advisors LLC$3.76 billion112
Trb Wealth Management, LLC$3.74 billion150
Andros Capital Partners LLC$3.51 billion60
Stellus Capital Management, LLC$3.51 billion360
Marble Capital LP$3.35 billion380
Ridgewood Energy Corporation$3.28 billion610
Chilton Capital Management LLC$3.23 billion270
Trust Asset Management LLC$3.21 billion100
Ka Fund Advisors, LLC$3.19 billion380
Eagle Global Advisors LLC$3.10 billion240
Pan Capital Management LP$3.08 billion431
Paul Comstock Partners$2.80 billion160
Transpose Platform Management, LLC$2.65 billion230
Sunbelt Securities$2.64 billion688
North Hudson Resource Partners LP$2.58 billion80
Icon Wealth Partners$2.58 billion220
Sarofim International Management Co$2.41 billion260
Simmons L E & Associates Inc$2.38 billion230
Eoc Partners Advisors L.P.$2.37 billion70
Ka Credit Advisors, LLC$2.29 billion640
Eiv Capital, LLC$2.23 billion440
Crg$2.21 billion210
Adell Harriman & Carpenter$2.09 billion130
Segment Wealth Management, LLC$2.07 billion120
Inscription Capital, LLC$2.05 billion200
Corda Investment Management, LLC$2.00 billion320
Fic Partners Management, LP$1.97 billion80
Voss Capital, LP$1.94 billion110
Elda River Capital Management, LLC$1.94 billion150
Willis Johnson Wealth$1.85 billion410
Ria Advisors$1.84 billion170
Financial Synergies$1.81 billion213
Intrua Financial$1.75 billion531
Msc Adviser I, LLC$1.73 billion1160
Trace Capital Management LP$1.68 billion160
Pickering Energy Partners LP$1.66 billion510
Tanglewood Total Wealth Management, Inc.$1.59 billion140
Chambers Energy Capital$1.41 billion60
Alterna Wealth Management, Inc.$1.40 billion550
Recurrent Investment Advisors LLC$1.38 billion60
Mountain Capital Management, LLC$1.37 billion80
Symphony Financial, Ltd. Co.$1.35 billion260
Allied Industrial Partners$1.33 billion120
Callahan Advisors, LLC$1.33 billion110
Amberjack Capital Partners, L.P.$1.25 billion120
Childress Capital Advisors, LLC$1.21 billion90
Autumn Lane Advisors, LLC$1.20 billion70
Crossmark Wealth Management, LLC$1.19 billion60
The Capstreet Group, LLC$1.16 billion240
Sarofim Realty Advisors LLC$1.16 billion70
Arkos Global Advisors, LLC$1.15 billion170
Oak Harvest Investment Services$1.14 billion440
The Clarus Group$1.10 billion140
Sequent Asset Management, LLC$1.06 billion30
Bayou City Energy$1.05 billion90
Enervest Investment Services, L.L.C.$1.01 billion3160
Pelican Energy Partners$1.01 billion290
White Deer$960.8 million90
Mbr Financial$956.4 million100
Ascension Capital Advisors, Inc.$938.5 million100
Ara Gc Partners, LLC$935.9 million230
Lavaca Capital, LLC$927.1 million40
Goodman Financial Corporation$915.9 million260
Gec Advisors LLC$892.1 million50
Climate Investment$831.4 million350
Platform Partners LLC$824.8 million220
Franklin, Parlapiano, Turner & Welch LLC$811.5 million90
Tanglewood Legacy Advisors, LLC$809.0 million90
Clear Trail Advisors, LLC$803.1 million70
Pin Oak Investment Advisors Inc$784.8 million120
Hourglass Capital, LLC$768.9 million60
Thomist Capital Management, LP$736.2 million100
Haddington Ventures, LLC$726.4 million90
Doliver Advisors, L.P.$718.4 million80
Manske Wealth Management, LLC$707.3 million130
E & G Advisors, LLC$706.9 million40
Bridge Capital Advisors$687.3 million30
Precedent Wealth Partners, LLC$685.0 million120
Saxon Financial Group$679.1 million190
Brasada Capital Management, LP$679.1 million140
The Goff Financial Group$674.4 million40
Banorte Asset Management, Inc.$661.2 million403
Monex Asset Management, Inc.$650.9 million205
Sheridan Production Partners Manager Iii, LLC$650.0 million200
Granite Harbor Advisors, Inc.$642.1 million123
Scott & Selber, Inc. Capital Management$637.9 million40
Stanley Capital Management, LLC$634.6 million30
Crosstimbers Capital Group, LLC$626.2 million160
Sovereign Wealth Advisors LLC$625.1 million350
Fca Corp$623.1 million170
Freedom Day Solutions, LLC$615.3 million80
Virage Capital Management LP$588.3 million123
Kdk Private Wealth Management$584.6 million70
Armadillo Litigation Funding LLC$581.4 million70
Mosaic Advisors$580.5 million270
Sanders Morris LLC$576.1 million277
Rog Vi L.L.C.$561.3 million430
Cibolo Energy Partners, LLC$541.5 million100
Caz Investments Registered Adviser LLC$540.6 million830
Juniper Capital Advisors, L.P.$535.4 million130
Robertson Investment Management$534.1 million200
New Capital Management, LP$533.5 million50
Trinity Legacy Partners, LLC$521.2 million70
Haven Wealth Group$514.8 million110
Portfolio Advisory Council,l.l.c.$494.9 million92
Quantum Capital Group$490.6 million1440
Joyce Wealth Management, LLC$483.1 million30
Stellus Private Bdc Advisor, LLC$472.8 million360
Henry Bragg & Co.$468.7 million40
Brownlee Wealth Management$465.3 million60
Cypress Asset Management Inc$455.8 million50
Horizon Wealth Advisors$451.4 million40
Advocates Wealth Planning$448.1 million60
Luminus Management, LLC$442.8 million80
Branson Fowlkes & Co Inc$439.4 million71
Skylar Capital Management LP$437.7 million210
Pacific Strategic Management, LP$426.5 million30
Zarvona Energy LLC$423.1 million1020
Fruth Investment Management$417.8 million30
Rog Ix, LLC$401.0 million430
Ka Credit Advisors Ii, LLC$395.2 million640
Post Oak Private Wealth Advisors$390.9 million70
Wealth Benefit Advisors, LLC$380.9 million50
Fortiter Wealth Management, LLC$379.9 million40
Juniper Capital Investment Management, L.P.$370.8 million130
Camden Wealth Advisors LLC$366.3 million61
Homage Wealth Group LLC$366.2 million21
Tsa Wealth Management$358.8 million30
Heritage Wealth Management$357.8 million60
Gbm Wealth Management, Inc.$346.4 million101
Rhp Wealth Management$344.8 million90
Cap Six Advisors$340.8 million50
The Menard Financial Group, LLC$335.3 million30
Patron Partners, LLC$325.7 million70
Crimson Management$324.5 million20
Intrepid Investment Management, LLC$322.8 million60
Carriage Services Investment Advisors, Inc.$308.2 million40
Penney Financial$303.5 million30
Core Capital Management and Research Inc.$298.8 million40
Beacon Financial Advisors Ltd$296.9 million20
Nuclo Wealth$293.7 million80
Lehrer Financial & Economic Advisory Services$286.3 million10
Dauntless Capital Partners LLC$283.5 million130
Founders Capital Management Inc$281.8 million30
Pontem Investment Management Company$279.1 million60
Prota Financial$270.4 million130
The Salient Zarvona Energy Fund Gp, L.P.$264.3 million50
Kwk Management LLC$262.5 million70
Trippon Wealth Management Group LLC$262.3 million50
Westpark Wealth Advisors, Inc.$254.3 million250
Jcp Investment Management, LLC$252.3 million60
Guided Capital Wealth Management, LLC$249.2 million50
Buckhorn Resources, LP$248.9 million110
Focus Wealth Advisors, LLC$247.6 million10
Mckinney Capital Management$246.1 million70
Stegent Equity Advisors Inc.$243.7 million30
Outfitter Energy Management, LLC$239.6 million30
Rock Hill Capital$238.8 million40
Covalence Investment Partners, L.P.$238.4 million70
Awaken Wealth Partners LLC$237.3 million70
A3 Capital Advisors$236.8 million20
Calderwood Financial Strategies, Inc.$228.5 million50
Mcalister, Sweet & Associates, Inc.$224.2 million40
Emc Capital Management, LLC$218.9 million10
Jackson Hill Advisors, LLC$217.9 million30
Parker Financial Advisors LLC$217.6 million21
Terraform Wealth, LLC$207.5 million20
The Catalyst Group, Inc.$199.4 million40
Forthright Family Wealth Advisory LLC$191.2 million21
Cove Wealth Management$190.1 million40
Strategic Advisory Services, L.L.C.$184.9 million50
Quantor Capital LLC$176.4 million40
Viaquest Advisors LLC$174.4 million50
Jaykay Wealth Advisors, Inc.$173.8 million60
Skybound Wealth USA$166.5 million60
Red Swan Private Client$165.3 million80
Perea Capital$164.2 million10
Encore Global Management LP$160.2 million20
Murray Investment Management, LLC$159.1 million20
Sallyport$156.7 million60
Live Oak Wealth Advisory Group, LLC$155.5 million60
Tectonic Capital Advisors, LLC$154.4 million30
Stavis Wealth Transfer Solutions$148.1 million60
Csl Capital Management, L.P.$144.8 million80
Shelter Wealth Strategies, LLC$144.1 million90
Flagship Investment Management LLC$140.0 million120
Alteris Capital Partners, LLC$139.5 million30
Allegro Mineral Partners LLC$135.3 million170
Kanos Capital Management, LLC$133.2 million30
Blackgold Capital Management LP$133.0 million40
Usca Asset Management LLC$132.1 million60
Integrity Road Wealth Partners LLC$126.0 million30
Emergent Capital Advisors, LLC$124.1 million40
Integra Wealth Advisors, LLC$117.3 million30
Third Gear Capital Management LP$115.7 million30
Finamex Asset Management, LLC$113.9 million40
Catalyst Wealth Management LLC$105.0 million230
Caz Gp Stakes Adviser LLC$99.0 million830
Burke Wealth Management, LLC$95.2 million30
Days Global Advisors$40.0 million10
Sanjac Alpha LP$5.3 million60
Save Advisers LLC$3.5 million70
Branson Fowlkes Russell Inc$1.6 million61
Simplevisor$928,43320
Binvesting$52,430263
Leggett Ventures$050
Public Safety Financial Group, LLC$010
Upp Management, LP$03160
Ssc$080
Koin Capital Inc$010
Abundo Wealth$0150
Inscription Family Office, LLC$040
Riverrock Asset Management LLC$050
Higginbotham Retirement Advisors, Inc.$030