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Find Best Financial Advisors in Houston, Texas

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

713-850-8900

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Alex Shurin

Edelman Financial Engines, LLC

1885 St. James Place
Suite 1340

Houston, TX 77027

713-338-3011

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Shane OBrien

Allworth Financial

1800 West Loop South, Suite 1980

Houston, TX 77027

888-242-6766

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Alex Shurin

Edelman Financial Engines, LLC

1600 Highway 6
Suite 450

Sugar Land, TX 77478

281-890-9600

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Jeff Rhame

Rhame & Gorrell Wealth Management

1330 lake robbins dr
suite 360

The Woodlands, TX 77380

832-789-1100

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Mark DiGiovanni

Edelman Financial Engines, LLC

207 East Shore Drive
Suite 230

The Woodlands, TX 77380

281-407-0467

Top Financial Advisor Firms in Texas (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
VALIC FINANCIAL ADVISORS, INC.
2929 Allen Pkwy; L7-20, Houston, TX 77019
42803 $26,915,378,973 359447 A percentage of AUM
Fixed fees
MONROE VOS CONSULTING, INC.
1001 Mckinney, Suite 1200 Houston, TX 77002
107315 $7,149,252,672 536 A percentage of AUM
Fixed fees
Other (A PERCENTAGE OF ASSETS NOT UNDER OUR DIRECT MANAGEMENT)
SMITH GRAHAM & CO INVESTMENT ADVISORS, L.P.**
6900 Jpmorgan Chase Tower, 600 Travis Street Houston, TX 77002
107827 $4,445,750,952 75 A percentage of AUM
Fixed fees
Performance Based
GFS ADVISORS LLC
1330 Post Oak Blvd., Suite 2100, Houston, TX 77056
143110 $2,364,828,660 521 A percentage of AUM
Performance Based
TRUST ASSET MANAGEMENT LLC
1900 St James Place, Suite 300 Houston, TX 77056
147379 $2,087,743,338 147 A percentage of AUM
Performance Based
SIMMONS L E & ASSOCIATES INC
600 Travis Street, Suite 6600 Houston, TX 77002-3007
107599 $1,491,683,047 8 A percentage of AUM
Other (CARRIED INTEREST)
CORE CAPITAL MANAGEMENT AND RESEARCH INC.
3401 Allen Parkway, Houston, TX 77019
146285 $1,209,465,774 137 A percentage of AUM
Fixed fees
SANDERS MORRIS HARRIS LLC
600 Travis, Suite 5900 Houston, TX 77002-3003
20580 $647,776,000 529 A percentage of AUM
Fixed fees
Performance Based
DOLIVER ADVISORS, L.P.
6363 Woodway, Suite 763 Houston, TX 77057
106247 $542,985,058 377 A percentage of AUM
Performance Based
SCOTT & SELBER, INC. CAPITAL MANAGEMENT
800 Bering Drive, Suite 208 Houston, TX 77057
105523 $523,197,694 325 A percentage of AUM
PACIFIC STRATEGIC MANAGEMENT, LP
711 Lousiana Street, Suite 1660 Houston, TX 77002
127990 $328,621,377 49 A percentage of AUM
USCA ASSET MANAGEMENT LLC
4444 Westheimer, Suite G500 Houston, TX 77027
137045 $179,211,329 20 A percentage of AUM
Performance Based
MONEX ASSET MANAGEMENT, INC.
440 Louisiana Street, Suite 1240 Houston, TX 77002
148123 $171,336,377 231 A percentage of AUM
Fixed fees
ROBERTSON WEALTH MANAGEMENT, LLC
5120 Woodway, Suite 9029 Houston, TX 77056
115425 $163,351,176 325 A percentage of AUM
BRANSON FOWLKES RUSSELL INC
19 Briar Hollow Lane, Suite 130 Houston, TX 77027
107656 $1,633,831 1 A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Additional Financial Advisors in Texas

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Alfonso Duarte Rioseco
Inquire with Alfonso
717 Texas Avenue, Suite 3050 Houston, TX 77002 713-658-2772
Brogdon Financial Solutions
Inquire with Brogdon
10205 Westheimer Rd, Suite 500 Houston, TX 77042 713-934-7700
Betty Hanlon
Inquire with Betty
1330 Post Oak Blvd, Suite 900 Houston, TX 77056 713-968-3092
Ann Fredericks
Inquire with Ann
600 Travis, Suite 3700 Houston, TX 77002 515-224-5514
AXA Advisors, Mark Mohr
Inquire with AXA
3200 Southwest Freeway, Suite 1800 Houston, TX 77027 713-402-6426
Andrew Kaminsky
Inquire with Andrew
2800 Post Oak Blvd 18th, Fl Houston, TX 77056 713-966-2184
Antonio Orendain
Inquire with Antonio
2800 Post Oak Blvd, Ste 3200 Houston, TX 77056 713-499-2007
Adriana Santoni
Inquire with Adriana
2800 Post Oak Blvd, Ste 3200 Houston, TX 77056 713-499-2002
Brent Anderson
Inquire with Brent
600 Travis, Suite 3700 Houston, TX 77002 713-512-4414
Advisors Financial Group
Inquire with Advisors
4848 Loop Central Drive, Suite 1005 Houston, TX 77081 713-659-1212

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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