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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Houston is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Houston & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Houston?

Looking for a qualified financial advisor in Houston? We can help you by narrowing down your options & listing the best financial advisors in Houston as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Houston near you with the list of certified and vetted Houston financial advisors.

List of Qualified Financial Advisors in Houston, Texas

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Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046
(713) 8508900

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Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors, Inc.

4400 Post Oak Pkwy #200

Houston, TX 77027
(713) 6236600

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Randy Thompson M.B.A.

Copper Mountain Capital

2010 North Loop West, Suite 110

Houston, TX 77018
(832) 7562142

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Alex Shurin

Edelman Financial Engines, LLC

7825 N Hwy 6
Suite 110

Houston, TX 77095
(281) 8909600

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Lawrence Boyles

Retirement Specialist Incorporated

16850 Saturn Lane
Suite 100

Houston, TX 77058
(281) 4869800

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Chance Vogel

Edelman Financial Engines, LLC

1600 Highway 6
Suite 170

Sugar Land, TX 77478
(281) 2101349

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Michael Konzen

Creative Planning

4013 Hughes Landing Blvd. Suite 400

The Woodlands, TX 77380
(281) 6225693

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Tony Favela

Creative Planning

4013 Hughes Landing Blvd. Suite 400

The Woodlands, TX 77380
(832) 8084632

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Chance Vogel

Edelman Financial Engines, LLC

207 East Shore Drive
Suite 230

The Woodlands, TX 77380
(281) 2101349

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Paul Park

Creative Planning

2717 Commercial Center Blvd. Suite 232

Katy, TX 77494
(832) 5843208

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Sean Granere

Creative Planning

2717 Commercial Center Blvd. Suite 232

Katy, TX 77494
(832) 8407106

List of Additional Financial Advisors in Houston, Texas*

* Additional advisor listing is provided in partnership with Yext

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Brogdon Financial Solutions

10205 Westheimer Rd
Suite 500

Houston, TX 77042
7139347700

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Betty Hanlon - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683092

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Andrew Kaminsky - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139662184

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AXA Advisors, Mark Mohr

3200 Southwest Freeway
Suite 1800

Houston, TX 77027
7134026426

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Antonio Orendain - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7134992007

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Darrell Ray Pennington - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324422

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Alfonso Duarte Rioseco - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582772

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Anderson/Sheen Team - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
7135124414

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Andrea Smith - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171450

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Ben B Cravens - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932775

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Ahlers & Stoll Wealth Management

15311 Vantage Parkway West
Suite 160

Houston, TX 77032
2819991283

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Advisors Financial Group

4848 Loop Central Drive
Suite 1005

Houston, TX 77081
7136591212

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Peggy W Lyon - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812868661

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Brent Anderson - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
7135124414

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Bradley A Garrett - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932709

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Adriana Santoni - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7134992002

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Ann Elizabeth Krieger - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
2812803308

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Ambrose and Leyden Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171505

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Kalyani Sanghavi - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601362

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Ben Baker Cravens Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655017

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Ashnel Delice - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662144

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Blake M Jones - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582719

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Arturo Karakowsky - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662139

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John Husband - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7134992004

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Lake Point Advisory Group Houston Office

5850 San Felipe Street
Suite 500

Houston, TX 77057
7134007800

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Adam Horn - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139655098

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Arete Advisors

1800 Bering Drive
Ste. 940

Houston, TX 77057
8329108437

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Brian Heitshusen - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683061

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Alejandro Ayala - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7134992032

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Houston Wealth Management

1035 Dairy Ashford Rd, Suite # 222

Houston, TX 77079
2813728410

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David Riggs - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
7139530200

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Antonio Opengo - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582720

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Austin Stewart - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683138

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Ashley Randt Kneisly - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662157

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Alejandro Malespin - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
2122710459

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Hensley, Birney & Associates - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
7134649700

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Dvorak, Bives & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812122710

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Carl F. Vincent and Associates - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324410

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CFO Wealth Management - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605700

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Crystal Garrett - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324412

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Tiffany D Akre - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601339

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Andy Garrett - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139932706

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Justin Swope - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2814612027

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Matthew Miller - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2814612028

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Neil Rahimi - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601344

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Joseph Lee Silva - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
7139544940

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William M Probe - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
8324167066

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Jason Roberts - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
7134649700

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Carl Vincent - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324410

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Anthony Makransky - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812122728

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George Joe Kurka - Ameriprise Financial Services, LLC

1428 W Alabama St

Houston, TX 77006
7135210300

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Christopher Bridges - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601305

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Matthew P Kardesch - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324343

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Robert McDonald - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812122740

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Jalin Casares - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324360

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R Jeffrey Judah - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
7139530200

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Paul William Koerner - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
7134649700

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Wendell De Grange - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601340

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Chuck Knox - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605731

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Thalia Christy Savvidis - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601385

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Richard Dvorak - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812122722

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Britt Kornmann - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601375

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Chris Rowley - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601328

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Kornmann, Akre & Associates - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601375

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The Stein Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662100

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Strategic Financial Advisors

14550 Torrey Chase Blvd.
Suite 360

Houston, TX 77014
2814448732

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Mitchell Jacobs - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7138400240

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Khan Lyon Rosin & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812868661

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Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139655000

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Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582700

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Larisa Sanders - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7134993021

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Mark Simpson CFP®

13034 Pebblebrook Drive

Houston, TX 77079
7139771014

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Buchanan, James & Associates - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
7135514000

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Danielle Antoine - Gateway Mortgage Group

12777 Jones Road
Ste. 325

Houston, TX 77070
8329153053

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YogaSix

5440 El Dorado Blvd.
Suite 200

Houston, TX 77059
4407405262

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Rashonner Lillie - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601371

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Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683000

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Allstate Personal Financial Representative: Ryan Lansford

15127 Draper Rd

Houston, TX 77014
9365208594

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Allstate Personal Financial Representative: Mark Kenney

6420 Richmond Ave
Ste 326

Houston, TX 77057
2814609772

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Allstate Personal Financial Representative: Jason Poff

12000 Westheimer Rd
Ste 110

Houston, TX 77077
7138938063

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Viva Financial Group

3013 Fountain View Dr
#165

Houston, TX 77057
8328837375

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Allstate Personal Financial Representative: Penny Morgan

4000 Washington Ave
Ste 301

Houston, TX 77007
7135393223

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Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662100

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David L. Colon - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683007

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Morgan Stanley

16055 Space Center Blvd

Houston, TX 77062
2814802616

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Glen A. Rives - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139655023

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Mike Garofalo - Ameriprise Financial Services, LLC

800 Bering Dr
Ste 103

Houston, TX 77057
7135071017

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Lloyd Stedman: IBERIABANK Mortgage

8910 Sam Houston Parkway North

Houston, TX 77040
7136241398

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Eugene Balakirov - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605849

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Jeffrey Chen - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601350

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Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171500

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Fred Zeller - Ameriprise Financial Services, LLC

1428 W Alabama St

Houston, TX 77006
7135210300

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Scott Campbell - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601386

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Thomas Doggett - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
7135514000

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La Vera Prestage - Ameriprise Financial Services, LLC

5100 Westheimer Rd
Ste 200

Houston, TX 77056
7135884461

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Barbara Paige - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601381

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Greg Sparrow - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605703

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Norman Chu - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601336

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Morris Browne - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7138400072

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Craig Hoffman - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601351

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Michael Pascarella - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812868661

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Leslie Golden - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601321

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Scott Tiras - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324400

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Mohsin Noon - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601395

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Monica Woodward - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139658014

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Daron Edwards - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582773

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Rick Corbell - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
2812803303

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Divyendu Singh Ph.D.

3200 Southwest Freeway
Suite 1900

Houston, TX 77027
7134997638

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Houston Financial Center

675 Bering Drive
Suite 575

Houston, TX 77057
7132127565

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World Financial Advisors

3350 McCue Road
#704

Houston, TX 77056
7137719400

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John Vander Voort - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
7135124462

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George A De Vassal - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582766

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Lynn A Schriber - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662120

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Joanne L Resh

3700 W Sam Houston Parkway S
Suite 400

Houston, TX 77042
7139620358

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ZT Wealth Advisory

1535 West Loop South
Suite 450

Houston, TX 77027
7136272100

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LifeBridge Financial Group

2211 Norfolk Street
Suite 120

Houston, TX 77098
7135278998

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The May Group Insurance Services

730 North Post Oak Road
Suite 120

Houston, TX 77024
7138078264

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William W Gouldin - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655087

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The Corbell Group - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
2812803303

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KL Financial Services

4801 Woodway Dr.
#360W

Houston, TX 77056
8882924230

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NOW CFO

19407 Park Row Dr

Houston, TX 77084
8778840232

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Ethos Wealth Planning

5444 Westheimer Road
Suite 1445

Houston, TX 77056
2812295967

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Randall J Petrick - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932780

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Wealth Creation Concepts

12727 Featherwood Drive
Suite 119

Houston, TX 77034
2814810872

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The Newton Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582759

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Eric Corbell - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
2812803304

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Robert Nelson Murray Jr - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662135

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The Hoover Schmidt Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683123

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James Woldert - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655086

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Robert Kline - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
2812803311

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Jonathan Parker - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
7135124550

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Terrin R Davis - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932742

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D. Scott Uptegraph Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655045

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Rodney O Ambrose - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171507

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Randall Sutton - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683109

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Kelly Kearney - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582710

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Jason Bernstein - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683087

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Charlie Saman - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582754

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Hugh Hamilton - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683129

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Fleetwood Financial Solutions

2812937779

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The Sutton Gross Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683053

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Bryan Hurst - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932761

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JSC Financial Services

11530 Space Center Boulevard

Houston, TX 77059
2819900084

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Dominic Cellitti - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683034

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Steven M. Thorpe - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655066

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Jim Grimsrud - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
2812803350

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Jeffrey W Elliott - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655024

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Graystone Houston - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662134

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Mark Mariani - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683086

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Lewis Kalmans - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683111

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Elias Aziz - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582792

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Charles A Kitzman - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171452

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Nick Schmidt - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683165

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The Kitzman Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171450

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The Law Firm Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582719

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Marcellus E. Davis - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655015

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Mikel Ham - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683114

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Demi Chan - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662173

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Claudia Mollerup-Madsen - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662188

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The Condon Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582750

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The Schriber Group - Morgan Stanley

2800 Post Oak Blvd
Suite 3200

Houston, TX 77056
7139662120

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The Albright Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662141

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The Cornerstone Financial Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139655000

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The Journey Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582717

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Christopher O Smith - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655037

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Michael Kaplan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683027

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Eric Jefferson - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683096

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Lawrence A Conklin - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139932773

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Matthew Savard - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582768

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The Texas Avenue Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582700

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Tonja Stelly - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683123

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The Conklin Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139932773

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The Kaplan Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683027

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Bayou City Financial Advisors, LLC

1400 Broadfield Blvd
Suite 200

Houston, TX 77084
8326541763

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William Frisco - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683074

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Vivien W Owen - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136515828

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Larry Selzer - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139932736

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Cameron W Greenwood - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139666895

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David McLaughlin - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139658021

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WR Anderson & Co

2190 North Loop West
Suite 103

Houston, TX 77018
2819741965

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Westpark Wealth Advisors, Inc.

10205 Westheimer Road
Suite 500

Houston, TX 77042
7132662993

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Patrick Lesley - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683017

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Charles J Lamonte - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139655048

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Floyd A Robinson - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582745

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Mark Monroe - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683080

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Spencer Frith - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139666804

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Charles B Albright - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662141

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Linscomb & Williams

1400 Post Oak Blvd.
Suite 1000

Houston, TX 77056
7138401000

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Jordan Are - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139932734

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Veronica Visbal - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139932760

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Duane Gurbach - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683094

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Michael L Brunner - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582786

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Victoria Polinski Smith - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7134993034

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Thomas B. Ford, C(k)P® - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662132

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Murray Snow - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662177

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Jay Horowitz - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683146

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Luis Olano - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139658030

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Chris Reyes PrimeLending NMLS: 972255

2425 West Loop South Freeway
Suite 120

Houston, TX 77027
2814518759

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Laura Owen - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136515807

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Stephen Satter - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662142

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Robert Ariza - SecurityNational Mortgage Company - NMLS 541577

17347 Village Green Dr.
102A

Houston, TX 77040
8325109736

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David A Novelli - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
7135124519

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Rafael Herrera - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
7135124553

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Jeffry Parker - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
7135126689

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The Parker & Herrera Group - Morgan Stanley

600 Travis Street
Suite 3700

Houston, TX 77002
7135124545

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Kimberly C. Carranza - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139666801

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Trent Twaddle - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139666833

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Neuhaus Jankowski Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662133

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Zientek Advisors

2465 South Kirkwood

Houston, TX 77077
2814966152

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Cynthia Maria Tanaka - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582724

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Susan McCubbin - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662181

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William E Selzer - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655041

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Charles Vetters - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582717

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Vivian A O'Leary - Morgan Stanley

2800 Post Oak Blvd.
18th Floor

Houston, TX 77056
7139655075

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STAR GROUP WEALTH MANAGEMENT

2825 Wilcrest Drive
Suite 654

Houston, TX 77042
7137833400

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Lakeshore Wealth Advisors

2525 Bay Area Blvd
Suite 135

Houston, TX 77058
2819417503

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Mitchell Lou - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683008

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J. Morris Jones - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655040

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Mark Russell - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932737

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Graystone Consulting - Houston - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662134

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The Bollinger Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139655058

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Robert Snow - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139655008

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Joshua Mott - Morgan Stanley

5021 Katy Freeway
Suite 650

Houston, TX 77094
2817171417

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The Uptegraph Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655010

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Donald Whitehead - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655060

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Hector E. Contreras - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582748

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Victor Palafox - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139683173

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Luvy S Gonzalez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662168

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Gregory M Kroencke - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139666813

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Margo P Geddie - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139666819

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Rebecca K Miller - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683112

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Joseph D Radzwill - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932739

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Jeff Thibault - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662179

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Janet R Cash - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932791

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The Woldert Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139655086

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The Sanborn Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662159

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Mary E Thomas - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662125

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Pat Condon - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582750

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Lisa Ann Gibson - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662127

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The Mott Group @ Graystone Consulting - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171416

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Dane Pearson - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7134992016

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David L. Doan - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139658052

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Carlos J Kuri - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662165

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Myrna Agris - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582735

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Paul Perez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662154

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Miguel Cortina - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7134992010

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Carlos A Alvarado - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662197

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The AHM Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7136547218

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Joseph Neuhaus Jr. - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662114

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Tyler Thomas - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683190

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The Kalmans Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683111

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Kenny Hoover - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683141

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Michael Sheen - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
7135124437

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The Bogert Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7134992018

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The Shine Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582777

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Erich A Canseco - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7136547211

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Gene Knight - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683118

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Byron D Hood - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139658027

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Rafael Locken - Testa - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662187

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Nelson Scroggins - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683016

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Chris Montgomery - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139932766

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Javier Vargas - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662186

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Will Gutkowski - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683128

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Yusef Lovette - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582731

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The Cravens Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932775

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The SRP Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932780

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Gift Hamilton Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683000

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Richard Sanborn - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662159

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Ray Sinkiewicz - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7134993073

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William H Stubbs - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171510

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Isel Isern - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582716

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Gerardo Pena Magana - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582794

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Olga Blanchette - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662174

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Mark M Fournier - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582713

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Gibson Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662100

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Matthew T Leyden - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171505

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Jenny Lee Vann - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662128

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Richard A Lopez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662119

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Mike Cook - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683077

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Peterg Smith - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683088

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John Anthony Debellis - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683120

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Laura S Bruce - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662180

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Maria Baez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662175

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Robert E McKelfresh - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662129

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The Spartan Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683190

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Jesus Zamarripa - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582793

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The Shine Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582776

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Jonathan Cole - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683023

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Constance E Niehaus - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582708

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Lewis Metzger - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683001

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Scott Monteverde - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655046

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Travis Avery Batts - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
2812803306

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Will Carsey - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7136547209

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Phil Duggan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683065

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Kate Brock - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932727

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Jane T Degeorge - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582780

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Dennis J McMahon - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662109

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Claudia Martinez - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582715

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The Hanlon Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683000

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Doug A Forshagen - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662101

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Risher Randall Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655020

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Larry M. DeHay & Charles J. Lamonte - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655048

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Allstate Personal Financial Representative: James Simmons

7155 Old Katy Rd
Ste 274

Houston, TX 77024
7134167027

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Stephen Hernandez - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
7139544940

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Frost Bank

3500 Little York Rd
Ste. B-1A

Houston, TX 77093
7133887600

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Samuel O Penni - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
2819311900

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Natalie Wallace - Morgan Stanley

5021 Katy Freeway
Suite 650

Houston, TX 77094
2817171418

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Allstate Personal Financial Representative: Ziaul "Zia" I. Khondker

4660 Beechnut St
Ste 243

Houston, TX 77096
7138821925

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Allstate Personal Financial Representative: Judy Davis

8955 Katy Fwy
Ste 206

Houston, TX 77024
8323359756

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Allstate Personal Financial Representative: Okwuchi Uhiara

5225 Katy Fwy
Ste 505

Houston, TX 77007
2816737375

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Allstate Personal Financial Representative: Debanhi Scott

10603 Grant Rd
Ste 108

Houston, TX 77070
7134107006

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Branson Fowlkes & Company, Inc.

19 Briar Hollow Lane
Suite 130

Houston, TX 77027
7137800606

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Allstate Personal Financial Representative: Douglas Sharp

1400 W Sam Houston Pkwy N
Ste 130

Houston, TX 77043
2817053684

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The Pathways Wealth Management Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655087

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Miller, Swope & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812868661

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Rowley, Hoffman, Sparrow & Associates - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605700

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Reveal Wealth Strategies - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605700

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Scott Ecklund - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7134993030

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Enriquez-Cortina Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662100

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Financial Freedom Wealth Advisors - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
8324168400

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Tiras Wealth Management - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324400

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Pennington Wealth Management - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324422

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Allstate Personal Financial Representative: Marlon Carter

7171 Highway 6 N
Ste 215

Houston, TX 77095
8323538340

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Brazelton, Murray, Greenwood - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662100

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Cecilia Garcia - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
8324168400

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Cathy Buchanan - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
7135514003

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David Covington - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
7139530200

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Carol Ejailat - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139655016

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Talbot Financial

14550 Torrey Chase Boulevard
Suite 245

Houston, TX 77014
8323750009

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John Pepe - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139666844

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Richard Markey - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7134992000

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Cetera Investors - Houston

5433 Westheimer Road
Suite 800

Houston, TX 77056
7135570042

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Groceries Today

800 Town and Country Blvd
Suite 537

Houston, TX 77024
8322342655

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Allstate Personal Financial Representative: Luis A Ricardo

3336 Richmond Ave
Ste 375

Houston, TX 77098
2819608377

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Allstate Personal Financial Representative: Jamaal Moore

800 W Belt Pkwy S
Ste 212

Houston, TX 77042
8326514886

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Allstate Personal Financial Representative: Aldo Munoz-Pepi

8020 Fairbanks N Houston Rd

Houston, TX 77064
9152190051

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Allstate Personal Financial Representative: Maximo Lopez

9739B N Houston Rosslyn Rd

Houston, TX 77088
7133890195

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Jennifer Robbins - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
2812803326

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Scott Dyer - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2814612036

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The Waterwall Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655018

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Thomas E Novosad - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324404

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Goosehead Insurance - Kim Dugey

14133 Memorial Drive
Suite 1

Houston, TX 77079
8326678961

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Audree Begay - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
8324168400

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Gail Stalarow - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655099

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Agata Kubis - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
7139544940

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Harvey Newton - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582759

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Justin Ponchak - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812808700

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Sharon Ward - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
7136003407

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Russell Rosin - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812808700

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Stefanie Benesh - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
2812803305

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Richey Financial Services

1900 West Loop S
Ste 400

Houston, TX 77027
7134963147

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Michael Moore - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139932729

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Osgood & Associates, P.C.

12 Greenway Plaza
Suite 1100

Houston, TX 77046
7134254949

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Shehzad D. Khan - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812808700

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Martin Wheeler - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605735

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Crawford Mickey McGill - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605855

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David Hergert - Ameriprise Financial Services, LLC

1331 Gemini St
Ste 202

Houston, TX 77058
2812800444

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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