Adviser Record

Investment advisers in Katy, TX

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-11-01

All advisers in TX

FirmAssetsEmployeesDisclosures
Transpose Platform Management, LLC$2.65 billion230
Trisperity Advisors, LLC$335.2 million20
Equilibria Wealth Management, LLC$130.4 million30
Encompass Advisory Services, LLC$121.3 million141
Everkey Financial LLC$10.6 million10