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 | |
|---|---|---|---|---|---|---|---|
| 101 | FINAMEX ASSET MANAGEMENT, LLC | HOUSTON | 304260 | $113.9M | 4 | 2026-06-30 | → |
| 102 | HENRY BRAGG & CO., LLC | HOUSTON | 311388 | $468.7M | 4 | 2026-02-28 | → |
| 103 | THE MENARD FINANCIAL GROUP, LLC | HOUSTON | 299404 | $335.3M | 3 | 2026-05-31 | → |
| 104 | HORIZON ADVISORS, LLC | HOUSTON | 114102 | $451.4M | 4 | 2026-03-31 | → |
| 105 | TRINITY LEGACY PARTNERS, LLC | HOUSTON | 159179 | $521.2M | 7 | 2026-03-31 | → |
| 106 | MURRAY INVESTMENT MANAGEMENT, LLC | HOUSTON | 146921 | $159.1M | 2 | 2026-03-31 | → |
| 107 | WILLIS JOHNSON & ASSOCIATES, INC. | HOUSTON | 119759 | $1.85B | 41 | 2026-04-30 | → |
| 108 | PENNEY FINANCIAL, LLC | HOUSTON | 282084 | $303.5M | 3 | 2026-03-31 | → |
| 109 | STEGENT EQUITY ADVISORS INC. | HOUSTON | 114518 | $243.7M | 3 | 2026-02-28 | → |
| 110 | INTEGRA WEALTH ADVISORS, LLC | HOUSTON | 156216 | $117.3M | 3 | 2026-06-30 | → |
| 111 | SAXON INTERESTS, INC. | HOUSTON | 311687 | $679.1M | 19 | 2026-03-31 | → |
| 112 | THE CLARUS GROUP, INC. | HOUSTON | 310163 | $1.10B | 14 | 2026-05-31 | → |
| 113 | SHELTER WEALTH STRATEGIES, LLC | HOUSTON | 170655 | $144.1M | 9 | 2026-06-30 | → |
| 114 | KANOS CAPITAL MANAGEMENT, LLC | HOUSTON | 128395 | $133.2M | 3 | 2026-04-30 | → |
| 115 | FORTITER WEALTH MANAGEMENT, LLC | HOUSTON | 169577 | $379.9M | 4 | 2026-04-30 | → |
| 116 | VALUED RETIREMENTS, INC. | HOUSTON | 114236 | $190.1M | 4 | 2026-04-30 | → |
| 117 | CLEAR TRAIL ADVISORS, LLC | HOUSTON | 337595 | $803.1M | 7 | 2026-02-28 | → |
| 118 | PROTA FINANCIAL, LLC | HOUSTON | 283776 | $270.4M | 13 | 2026-02-28 | → |
| 119 | STRATEGIC ADVISORY SERVICES, L.L.C. | HOUSTON | 108706 | $184.9M | 5 | 2026-03-31 | → |
| 120 | TERRAFORM WEALTH, LLC | HOUSTON | 325530 | $207.5M | 2 | 2026-03-31 | → |
| 121 | PRECEDENT WEALTH PARTNERS, LLC | HOUSTON | 325203 | $685.0M | 12 | 2026-03-31 | → |
| 122 | FORTHRIGHT FAMILY WEALTH ADVISORY LLC | HOUSTON | 304547 | $191.2M | 2 | 2026-03-31 | → |
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