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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 25 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
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Top Financial Advisor Firms in Houston, Texas (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee 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) |
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