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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 25 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 22 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
832-789-1100
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 | $2,178,152,496 | 22 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| ROCKLAND CAPITAL, LP 24 Waterway Ave, Ste 400 The Woodlands, TX, 77380 | 156791 | $1,823,646,056 | 8 | A percentage of AUM, Performance Based |
| QUATTRO FINANCIAL ADVISORS 1725 Hughes Landing Blvd, Suite 845 The Woodlands, TX, 77380 | 284852 | $1,304,332,863 | 265 | A percentage of AUM |
| RHAME & GORRELL WEALTH MANAGEMENT 1330 Lake Robbins Drive, Suite 360 The Woodlands, TX, 77380 | 283027 | $806,679,903 | 1951 | A percentage of AUM |
| AVION WEALTH 2829 Technology Forest Boulevard, Suite 300 The Woodlands, TX, 77381-3913 | 134242 | $780,349,511 | 2039 | A percentage of AUM, Fixed fees |
| ERGUZ, LLC 9595 Six Pines Dr., Suite 8210 The Woodlands, TX, 77380 | 168009 | $720,717,075 | 46 | A percentage of AUM, Fixed fees |
| WATERWAY WEALTH MANAGEMENT, L.L.C. 21 Waterway, Suite 500 The Woodlands, TX, 77380 | 164975 | $552,789,475 | 948 | A percentage of AUM, Hourly charges, Fixed fees |
| BELLATORE FINANCIAL, INC. 1790 Hughes Landing Blvd, Suite 575 The Woodlands, TX, 77380 | 143543 | $513,325,252 | 1717 | 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 | $502,118,628 | 675 | A percentage of AUM |
| IAS WEALTH MANAGEMENT, INC. 9303 New Trails Drive, Suite 450 The Woodlands, TX, 77381 | 112486 | $495,605,416 | 865 | A percentage of AUM, Hourly charges, Fixed fees |
| OUTLOOK WEALTH ADVISORS, LLC 224 Ed English Dr., Suite A The Woodlands, TX, 77385 | 291465 | $463,185,350 | 2561 | A percentage of AUM, Fixed fees |
| QVIDTVM MANAGEMENT LLC 2170 Buckthorne Pl, Suite 320 The Woodlands, TX, 77380 | 309456 | $437,257,379 | 4 | Performance Based |
| THE SUM 4526 Research Forest Dr., Suite 240 The Woodlands, TX, 77381 | 297658 | $409,460,174 | 875 | Hourly charges, Fixed fees |
| PEIRCE CAPITAL MANAGEMENT, LLC 4840 W. Panther Creek, Suite 210, The Woodlands, TX, 77381-6647 | 142654 | $407,235,039 | 906 | A percentage of AUM |
| HFG WEALTH MANAGEMENT, LLC 1790 Hughes Landing, Suite 575, The Woodlands, TX, 77380 | 148406 | $406,119,064 | 1386 | A percentage of AUM, Hourly charges, Fixed fees |
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