Research Report · 2026-06-30
Institutional Registered Investment Advisers in Houston
SEC-registered investment advisers in Houston ranked by reported institutional client assets.
Firms
122
Total AUM
$302.56B
Median AUM
$667.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | GARCIA HAMILTON & ASSOCIATES LP | HOUSTON | 108017 | $24.86B | 41 | 2026-03-31 | → |
| 2 | FAYEZ SAROFIM & CO., LLC | HOUSTON | 106584 | $35.07B | 54 | 2026-05-31 | → |
| 3 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | HOUSTON | 106975 | $12.24B | 53 | 2026-03-31 | → |
| 4 | SAROFIM TRUST CO., LTA | HOUSTON | 106590 | $12.96B | 26 | 2026-05-31 | → |
| 5 | CROSSMARK GLOBAL INVESTMENTS, INC. | HOUSTON | 113360 | $8.98B | 54 | 2026-06-30 | → |
| 6 | TRB WEALTH MANAGEMENT, LLC | HOUSTON | 309370 | $3.74B | 15 | 2026-03-31 | → |
| 7 | AMERICANA PARTNERS, LLC | HOUSTON | 301354 | $9.10B | 86 | 2026-04-30 | → |
| 8 | SAROFIM INTERNATIONAL MANAGEMENT COMPANY LLC | HOUSTON | 106933 | $2.41B | 26 | 2026-05-31 | → |
| 9 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. | HOUSTON | 104536 | $34.11B | 310 | 2026-05-31 | → |
| 10 | WINCORAM ASSET MANAGEMENT LLC | HOUSTON | 312425 | $8.19B | 28 | 2026-03-31 | → |
| 11 | CROSSMARK WEALTH MANAGEMENT, LLC | HOUSTON | 289004 | $1.19B | 6 | 2026-06-30 | → |
| 12 | PAN CAPITAL MANAGEMENT LP | HOUSTON | 336371 | $3.08B | 43 | 2026-01-31 | → |
| 13 | CHILTON CAPITAL MANAGEMENT LLC | HOUSTON | 104592 | $2.67B | 32 | 2026-03-31 | → |
| 14 | U.S. CAPITAL WEALTH ADVISORS, LLC | HOUSTON | 288199 | $8.76B | 141 | 2026-03-31 | → |
| 15 | FIRST ENDOWMENT DEVELOPMENT CORP | HOUSTON | 105335 | $2.80B | 16 | 2026-05-31 | → |
| 16 | SAROFIM REALTY ADVISORS LLC | HOUSTON | 106931 | $1.16B | 7 | 2026-05-31 | → |
| 17 | LAVACA CAPITAL, LLC | HOUSTON | 167238 | $927.1M | 4 | 2026-03-31 | → |
| 18 | ALTERNA WEALTH MANAGEMENT, INC. | HOUSTON | 146153 | $1.40B | 55 | 2026-03-31 | → |
| 19 | LEHRER KENNETH EUGENE DR | HOUSTON | 105835 | $286.3M | 1 | 2026-02-28 | → |
| 20 | CAP SIX ADVISORS LLC | HOUSTON | 325164 | $340.8M | 5 | 2026-03-31 | → |
| 21 | ASCENSION CAPITAL ADVISORS, INC. | HOUSTON | 109518 | $938.5M | 10 | 2026-06-30 | → |
| 22 | CHILDRESS CAPITAL ADVISORS, LLC | HOUSTON | 310277 | $1.21B | 9 | 2026-04-30 | → |
| 23 | EAGLE GLOBAL ADVISORS LLC | HOUSTON | 107306 | $3.10B | 24 | 2026-03-31 | → |
| 24 | MONEX ASSET MANAGEMENT, INC. | HOUSTON | 148123 | $650.9M | 20 | 2026-05-31 | → |
| 25 | ADELL HARRIMAN & CARPENTER INC | HOUSTON | 107488 | $2.09B | 13 | 2026-03-31 | → |
| 26 | TRUST ADVISORS, INC. | HOUSTON | 157508 | $6.97B | 76 | 2026-03-31 | → |
| 27 | NUCLO WEALTH LLC | HOUSTON | 317730 | $293.7M | 8 | 2026-03-31 | → |
| 28 | NEXT FINANCIAL GROUP, INC. | HOUSTON | 46214 | $3.77B | 564 | 2025-08-31 | → |
| 29 | BRIDGE CAPITAL ADVISORS | HOUSTON | 317554 | $687.3M | 3 | 2025-09-30 | → |
| 30 | INSCRIPTION CAPITAL, LLC | HOUSTON | 291780 | $2.05B | 20 | 2026-03-31 | → |
| 31 | CALDERWOOD FINANCIAL STRATEGIES, INC. | HOUSTON | 313466 | $228.5M | 5 | 2026-03-31 | → |
| 32 | CYPRESS ASSET MANAGEMENT INC | HOUSTON | 106593 | $455.8M | 5 | 2026-04-30 | → |
| 33 | SCOTT & SELBER, INC. CAPITAL MANAGEMENT | HOUSTON | 105523 | $637.9M | 4 | 2026-03-31 | → |
| 34 | REDSWAN PC, INC | HOUSTON | 307278 | $165.3M | 8 | 2026-03-31 | → |
| 35 | CORE CAPITAL MANAGEMENT AND RESEARCH INC. | HOUSTON | 146285 | $298.8M | 4 | 2026-03-31 | → |
| 36 | LINSCOMB WEALTH, INC. | HOUSTON | 106779 | $4.57B | 52 | 2026-02-28 | → |
| 37 | BWM PLANNING LLC | HOUSTON | 304855 | $465.3M | 6 | 2026-03-31 | → |
| 38 | ARKOS GLOBAL ADVISORS, LLC | HOUSTON | 287466 | $1.15B | 17 | 2026-05-31 | → |
| 39 | SEQUENT ASSET MANAGEMENT, LLC | HOUSTON | 148194 | $1.06B | 3 | 2026-04-30 | → |
| 40 | DOLIVER ADVISORS, L.P. | HOUSTON | 106247 | $718.4M | 8 | 2026-06-30 | → |
| 41 | AVIDIAN WEALTH ENTERPRISES, LLC | HOUSTON | 127186 | $4.76B | 59 | 2026-06-30 | → |
| 42 | SOVEREIGN WEALTH ADVISORS LLC | HOUSTON | 188524 | $625.1M | 35 | 2026-03-31 | → |
| 43 | PORTFOLIO ADVISORY COUNCIL, L.L.C. | HOUSTON | 107465 | $494.9M | 9 | 2026-03-31 | → |
| 44 | GFS ADVISORS LLC | HOUSTON | 143110 | $3.76B | 11 | 2026-03-31 | → |
| 45 | BANORTE ASSET MANAGEMENT, INC. | HOUSTON | 290555 | $661.2M | 40 | 2026-05-31 | → |
| 46 | WEALTH BENEFIT ADVISORS, LLC | HOUSTON | 319324 | $380.9M | 5 | 2026-04-30 | → |
| 47 | TRUST ASSET MANAGEMENT LLC | HOUSTON | 147379 | $3.21B | 10 | 2026-06-30 | → |
| 48 | ICON WEALTH ADVISORS, LLC | HOUSTON | 319609 | $2.58B | 22 | 2026-04-30 | → |
| 49 | GBM WEALTH MANAGEMENT, INC. | HOUSTON | 145049 | $346.4M | 10 | 2026-06-30 | → |
| 50 | TRIPPON WEALTH MANAGEMENT GROUP LLC | HOUSTON | 136485 | $262.3M | 5 | 2026-03-31 | → |
| 51 | TANGLEWOOD LEGACY ADVISORS, LLC | HOUSTON | 127289 | $809.0M | 9 | 2026-03-31 | → |
| 52 | SEGMENT WEALTH MANAGEMENT, LLC | HOUSTON | 164877 | $2.07B | 12 | 2026-05-31 | → |
| 53 | HOURGLASS CAPITAL, LLC | HOUSTON | 147754 | $768.9M | 6 | 2026-04-30 | → |
| 54 | GOODMAN FINANCIAL CORPORATION | HOUSTON | 114637 | $915.9M | 26 | 2026-04-30 | → |
| 55 | CLARITY FINANCIAL, LLC | HOUSTON | 150661 | $1.84B | 16 | 2026-05-31 | → |
| 56 | SUNBELT SECURITIES, INC. | HOUSTON | 42180 | $2.64B | 68 | 2026-06-30 | → |
| 57 | E & G ADVISORS, LP | HOUSTON | 130550 | $706.9M | 4 | 2026-01-31 | → |
| 58 | INTRUA FINANCIAL LLC | HOUSTON | 281554 | $1.75B | 53 | 2026-05-31 | → |
| 59 | ROBERTSON INVESTMENT MANAGEMENT | HOUSTON | 115425 | $273.1M | 8 | 2026-03-31 | → |
| 60 | SYMPHONY FINANCIAL, LTD. CO. | HOUSTON | 171816 | $1.35B | 26 | 2026-04-30 | → |
| 61 | GUIDED CAPITAL WEALTH MANAGEMENT, LLC | HOUSTON | 310056 | $249.2M | 5 | 2026-05-31 | → |
| 62 | GRANITE HARBOR ADVISORS, INC. | HOUSTON | 179523 | $642.1M | 12 | 2026-05-31 | → |
| 63 | MANSKE WEALTH MANAGEMENT, LLC | HOUSTON | 164401 | $707.3M | 13 | 2026-03-31 | → |
| 64 | HAVEN WEALTH GROUP LLC | HOUSTON | 148099 | $514.8M | 11 | 2026-02-28 | → |
| 65 | CALLAHAN ADVISORS, LLC | HOUSTON | 114058 | $1.33B | 11 | 2026-03-31 | → |
| 66 | HOMAGE WEALTH GROUP LLC | HOUSTON | 340589 | $366.2M | 2 | 2026-06-30 | → |
| 67 | BRASADA CAPITAL MANAGEMENT, LP | HOUSTON | 147775 | $679.1M | 14 | 2026-02-28 | → |
| 68 | PICKERING ENERGY PARTNERS LP | HOUSTON | 302116 | $1.66B | 51 | 2026-05-31 | → |
| 69 | OAK HARVEST INVESTMENT SERVICES, LLC | HOUSTON | 173293 | $1.14B | 44 | 2026-04-30 | → |
| 70 | PUTTERMAN, DEAN ELIOT | HOUSTON | 111779 | $324.5M | 2 | 2026-03-31 | → |
| 71 | ALLEGRO MINERAL PARTNERS LLC | HOUSTON | 324740 | $135.3M | 17 | 2026-05-31 | → |
| 72 | JOYCE WEALTH MANAGEMENT, LLC | HOUSTON | 325221 | $483.1M | 3 | 2026-04-30 | → |
| 73 | ALTERIS CAPITAL PARTNERS, LLC | HOUSTON | 335079 | $139.5M | 3 | 2026-03-31 | → |
| 74 | MONTROSE ESTATE CAPITAL MANAGEMENT, LLC | HOUSTON | 324497 | $40.0M | 1 | 2026-03-31 | → |
| 75 | BRANSON FOWLKES & CO INC | HOUSTON | 107657 | $439.4M | 7 | 2026-03-31 | → |
| 76 | FOUNDERS CAPITAL MANAGEMENT INC | HOUSTON | 111164 | $281.8M | 3 | 2026-02-28 | → |
| 77 | PATRON PARTNERS, LLC | HOUSTON | 310629 | $325.7M | 7 | 2026-04-30 | → |
| 78 | MOSAIC ADVISORS LLC | HOUSTON | 164913 | $580.5M | 27 | 2026-04-30 | → |
| 79 | ONEMAP MINERAL SERVICES LLC | HOUSTON | 285938 | $461.7M | 18 | 2025-05-31 | → |
| 80 | SHEETS SMITH INVESTMENT MANAGEMENT, LLC | HOUSTON | 293992 | $129.7M | 3 | 2025-08-31 | → |
| 81 | CORDA INVESTMENT MANAGEMENT, LLC | HOUSTON | 108046 | $2.00B | 32 | 2026-02-28 | → |
| 82 | FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | HOUSTON | 105643 | $1.81B | 21 | 2026-06-30 | → |
| 83 | ROYAL HARBOR PARTNERS, LLC | HOUSTON | 304735 | $344.8M | 9 | 2026-06-30 | → |
| 84 | CAMDEN WEALTH ADVISORS LLC | HOUSTON | 148518 | $366.3M | 6 | 2026-03-31 | → |
| 85 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | HOUSTON | 111441 | $4.25B | 23 | 2026-03-31 | → |
| 86 | A3 CAPITAL ADVISORS, LLC | HOUSTON | 338956 | $236.8M | 2 | 2026-06-30 | → |
| 87 | RECURRENT INVESTMENT ADVISORS LLC | HOUSTON | 288694 | $1.38B | 6 | 2026-03-31 | → |
| 88 | FOCUS WEALTH ADVISORS, LLC | HOUSTON | 165425 | $247.6M | 1 | 2026-03-31 | → |
| 89 | WESTPARK WEALTH ADVISORS, INC. | HOUSTON | 130914 | $254.3M | 25 | 2026-03-31 | → |
| 90 | VALIC FINANCIAL ADVISORS, INC. | HOUSTON | 42803 | $29.22B | 1,647 | 2026-05-31 | → |
| 91 | TANGLEWOOD WEALTH MANAGEMENT, INC. | HOUSTON | 107639 | $1.59B | 14 | 2026-03-31 | → |
| 92 | JAYKAY WEALTH ADVISORS, INC. | HOUSTON | 170192 | $173.8M | 6 | 2026-04-30 | → |
| 93 | LOGIC CAPITAL MANAGEMENT, LLC | HOUSTON | 137902 | $381.2M | 3 | 2025-03-31 | → |
| 94 | RMW ADVISORS, LLC | HOUSTON | 159293 | $390.9M | 7 | 2026-01-31 | → |
| 95 | AUTUMN LANE ADVISORS, LLC | HOUSTON | 173624 | $1.20B | 7 | 2026-02-28 | → |
| 96 | TSA WEALTH MANAGEMENT LLC | HOUSTON | 323123 | $358.8M | 3 | 2026-03-31 | → |
| 97 | NEW CAPITAL MANAGEMENT, LP | HOUSTON | 131658 | $533.5M | 5 | 2026-03-31 | → |
| 98 | FRUTH INVESTMENT MANAGEMENT | HOUSTON | 107273 | $417.8M | 3 | 2026-03-31 | → |
| 99 | VIRAGE CAPITAL MANAGEMENT LP | HOUSTON | 167992 | $588.3M | 12 | 2026-03-31 | → |
| 100 | MATTHEW GOFF INVESTMENT ADVISOR, LLC | HOUSTON | 114796 | $674.4M | 4 | 2026-03-31 | → |
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