National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in Houston, Texas

Houston, Texas, expected to become the third most populated U.S. city in the next decade, is home to an estimated population of 2.3 million people. With an average household income of $56,000, this is 2% lower than the national average. Looking for a trusted financial advisor in Houston to secure opportunities in the city may be a financially beneficial idea. Not only can you receive guidance on how to stretch your finances, but also on how to make equitable investments and create an effective retirement savings plan. With over 4,600 financial advisors available in the Houston region, finding the right one for your unique needs may be difficult. FinancialAdvisor.net helps this by providing a simple method to match and connect with the top advisors in Houston based on your specific financial situation.

How To Find The Best Financial Advisors in Houston, Texas

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Houston, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 9 vetted financial advisors and non-vetted financial advisors in Houston, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Houston, Texas have an average of 26 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Houston, Texas

advisor-photo

Matthew Goff

The Goff Financial Group

713-850-8900

advisor-photo

Alex Shurin

Edelman Financial Engines, LLC

713-338-3011

advisor-photo

Doug Gibson

SMART Group Houston

832-731-7619

advisor-photo

Chance Vogel

Edelman Financial Engines, LLC

281-207-2124

advisor-photo

Jeff Rhame

Rhame & Gorrell Wealth Management

832-789-1100

Top Financial Advisor Firms in Houston, Texas (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
KAYNE ANDERSON CAPITAL ADVISORS LP
811 Main Street, 14th Floor
Houston, TX, 77002
104536 $29,871,782,000 129 A Percentage of AUM, Fixed Fees, Performance Based
FAYEZ SAROFIM & CO.
Two Houston Center, 2907
Houston, TX, 77010
106584 $28,992,003,378 3129 A Percentage of AUM
THE VARIABLE ANNUITY LIFE INSURANCE COMPANY
2929 Allen Parkway,
Houston, TX, 77019
104561 $28,650,732,809 36 A Percentage of AUM
VALIC FINANCIAL ADVISORS, INC.
2929 Allen Pkwy; L7-20,
Houston, TX, 77019
42803 $23,162,172,814 359447 A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees
QUANTUM CAPITAL GROUP
800 Capitol Street, Suite 3600
Houston, TX, 77002
174733 $19,658,908,878 40 A Percentage of AUM, Performance Based
GARCIA HAMILTON & ASSOCIATES LP
5 Houston Center, 1401 Mckinney St., Suite 1600
Houston, TX, 77010-4037
108017 $16,763,702,363 441 A Percentage of AUM, Performance Based
THE ENERGY & MINERALS GROUP
2229 San Felipe Street, Suite 1300
Houston, TX, 77019
157915 $12,580,503,310 54 A Percentage of AUM, Performance Based
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
600 Travis, Suite 3800,
Houston, TX, 77002-3071
106975 $12,343,621,752 423 A Percentage of AUM, Performance Based
SAROFIM INTERNATIONAL MANAGEMENT CO
Two Houston Center, Suite 2907, Suite 2907
Houston, TX, 77010-1014
106933 $6,724,227,744 14 A Percentage of AUM
U.S. CAPITAL WEALTH ADVISORS, LLC
4444 Westheimer Rd., Suite G500
Houston, TX, 77027
288199 $6,495,736,809 12119 A Percentage of AUM, Fixed Fees
THE WINDACRE PARTNERSHIP LLC
2200 Post Oak Blvd., Suite 1580,
Houston, TX, 77056
168761 $6,226,377,417 3 A Percentage of AUM, Performance Based
THE STERLING GROUP, L.P.
Nine Greenway Plaza, Suite 2400
Houston, TX, 77046
157406 $6,003,504,245 13 A Percentage of AUM, Performance Based, Other (PORTION OF PORTFOLIO COMPANY TRANSACTION AND MONITORING FEES)
LIONSTONE INVESTMENTS
712 Main Street, Suite 2500
Houston, TX, 77002
160214 $5,925,316,689 21 A Percentage of AUM, Performance Based, Other (ACQUISITION / DISPOSITION / LEASING FEES)
CROSSMARK GLOBAL INVESTMENTS, INC.
15375 Memorial Drive, Suite 200
Houston, TX, 77079
113360 $5,807,109,087 5613 A Percentage of AUM
WATEROUS ENERGY FUND MANAGEMENT (US), LLC
717 Texas Avenue, Suite 1200
Houston, TX, 77002
290952 $5,703,700,373 11 Performance Based, Other (REIMBURSEMENT OF EXPENSES)

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors