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Find The Best Financial Advisors in Magnolia, 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!
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How To Find The Best Financial Advisors in Magnolia, Texas
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Magnolia, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 105 non-vetted financial advisors in Magnolia, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Magnolia, Texas have an average of 23 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 Magnolia, Texas
713-304-6199
Top Financial Advisor Firms in Magnolia, Texas (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| EW HEALTHCARE PARTNERS 21 Waterway Avenue, Suite 225 The Woodlands, TX, 77380-3099 | 158263 | $2,300,635,070 | 20 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| ROCKLAND CAPITAL, LP 24 Waterway Ave, Ste 400 The Woodlands, TX, 77380 | 156791 | $1,126,371,411 | 4 | A percentage of AUM, Performance Based |
| QUATTRO FINANCIAL ADVISORS 1725 Hughes Landing Blvd, Suite 845 The Woodlands, TX, 77380 | 284852 | $1,082,363,211 | 185 | A percentage of AUM |
| ERGUZ, LLC 9595 Six Pines Dr., Suite 8210 The Woodlands, TX, 77380 | 168009 | $619,235,000 | 104 | A percentage of AUM, Fixed fees |
| AVION WEALTH 2829 Technology Forest Boulevard, Suite 300 The Woodlands, TX, 77381-3913 | 134242 | $611,011,081 | 1911 | A percentage of AUM, Fixed fees |
| ENGRAVE WEALTH PARTNERS, LLC 1725 Hughes Landing Blvd., Suite 880 The Woodlands, TX, 77381 | 289344 | $579,167,172 | 912 | A percentage of AUM, Fixed fees |
| RHAME & GORRELL WEALTH MANAGEMENT 1330 Lake Robbins Drive, Suite 360 The Woodlands, TX, 77380 | 283027 | $537,821,041 | 1264 | A percentage of AUM |
| HFG WEALTH MANAGEMENT, LLC 1790 Hughes Landing,Suite 350, Two Hughes Landing The Woodlands, TX, 77380 | 148406 | $525,794,823 | 1274 | A percentage of AUM, Hourly charges, Fixed fees |
| WATERWAY WEALTH MANAGEMENT, L.L.C. 21 Waterway, Suite 500 The Woodlands, TX, 77380 | 164975 | $498,744,808 | 1132 | A percentage of AUM, Hourly charges, Fixed fees |
| CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC 10200 Grogan'S Mill Road, Suite 340 The Woodlands, TX, 77380 | 154238 | $463,252,800 | 632 | A percentage of AUM |
| NEWPORT GLOBAL ADVISORS L.P. 21 Waterway Avenue, Suite 150 The Woodlands, TX, 77380-3098 | 139368 | $448,660,951 | 3 | A percentage of AUM, Fixed fees, Performance Based |
| INVESTMENT ADVISORY SERVICES, INC 9303 New Trails Drive, Suite 450 The Woodlands, TX, 77381 | 112486 | $427,908,045 | 873 | A percentage of AUM, Hourly charges, Fixed fees |
| WOODLANDS ASSET MANAGEMENT INC 10655 Six Pines Dr Ste 100, The Woodlands, TX, 77380 | 108122 | $412,542,065 | 802 | A percentage of AUM |
| PEIRCE CAPITAL MANAGEMENT, LLC 4840 W. Panther Creek, Suite 210, The Woodlands, TX, 77381 | 142654 | $390,163,604 | 711 | A percentage of AUM |
| WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC 21 Waterway Avenue, Suite 300 The Woodlands, TX, 77380 | 226545 | $294,769,262 | 182 | A percentage of AUM, Hourly charges, Fixed fees |
Additional Financial Advisors in Magnolia, Texas
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Arthur B Kratkiewicz Inquire with Arthur | 24 Waterway Ave, Ste 600 The Woodlands, TX 77380 | 281-863-5515 |
| Bert Rhodes Inquire with Bert | 24 Waterway Ave, Ste 600 The Woodlands, TX 77380 | 281-362-4793 |
| Kara Morin Inquire with Kara | 25511 Budde Rd, Ste 2603 The Woodlands, TX 77380 | 832-791-5040 |
| JD Davis Inquire with JD | 25511 Budde Rd, Ste 301 The Woodlands, TX 77380 | 832-299-6280 |
| Peter D Nett Inquire with Peter | 24 Waterway Ave, Ste 1400 The Woodlands, TX 77380 | 281-719-3200 |
| James E Boston Inquire with James | 24 Waterway Ave, Ste 1400 The Woodlands, TX 77380 | 281-719-3210 |
| Kristin L Young Inquire with Kristin | 25511 Budde Rd, Ste 2603 The Woodlands, TX 77380 | 832-791-5040 |
| Michael R Misner Inquire with Michael | 24 Waterway Ave, Ste 1400 The Woodlands, TX 77380 | 281-719-3219 |
| Duane Dollar Inquire with Duane | 24 Waterway Ave, Ste 1400 The Woodlands, TX 77380 | 281-719-3240 |
| Schroeder and Associates Inquire with Schroeder | 1610 Woodstead Ct, Ste 110 The Woodlands, TX 77380 | 281-362-1995 |
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