Top 10 advisors in Houston
We’ve curated a list of the best financial advisors in Houston, take a look at it below
Find an advisor in Houston| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $29,871,782,000 | 300 advisors | ||
| 2 | $28,705,122,113 | 51 advisors | ||
| 3 | $12,580,503,310 | 22 advisors | ||
| 4 | $6,724,227,744 | 25 advisors | ||
| 5 | $6,003,504,245 | 56 advisors | ||
| 6 | $5,782,273,187 | 62 advisors | ||
| 7 | $4,255,388,986 | 48 advisors | ||
| 8 | $3,282,008,757 | 49 advisors | ||
| 9 | $2,998,501,582 | 17 advisors | ||
| 10 | $2,905,609,375 | 587 advisors |
How we came up with this list
To generate our top financial advisors list in Houston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Houston. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Kayne Anderson Capital Advisors Lp
Assets under management
$29,871,782,000
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Fayez Sarofim & Co.
Assets under management
$28,705,122,113
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. The Energy & Minerals Group
Assets under management
$12,580,503,310
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Sarofim International Management Co
Assets under management
$6,724,227,744
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. The Sterling Group, L.p.
Assets under management
$6,003,504,245
Fee structure
A percentage of assets under your management
Performance-based fees
PORTION OF PORTFOLIO COMPANY TRANSACTION AND MONITORING FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Lionstone Investments
Assets under management
$5,782,273,187
Fee structure
A percentage of assets under your management
Performance-based fees
ACQUISITION / DISPOSITION / LEASING FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. Linscomb & Williams
Assets under management
$4,255,388,986
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
8. Ara Partners
Assets under management
$3,282,008,757
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Quotient Wealth Partners, LLC
Assets under management
$2,998,501,582
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. Next Financial Group, Inc.
Assets under management
$2,905,609,375
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEMINAR/WORKSHOP ATTENDANCE FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Your first meeting is free.