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Find Top Financial Advisors in College Station, Texas

How To Find Trusted Financial Advisors in College Station, Texas

Qualified Financial Advisors in College Station, Texas

VETTED
Financial Advisor
Jeff RhameCFP®Rhame & Gorrell Wealth Management1330 lake robbins drThe Woodlands, TX 77380
Experience27 Years
AUM$806,678,903
Minimum Assets$500,000
Fee StructureFee-Only
Financial Advisor
Edelman Financial Engines, LLC
777 North Eldridge ParkwayHouston, TX 77079
1600 Highway 6Sugar Land, TX 77478
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Doug GibsonLUTCF®SMART Group Houston4801 Woodway DrHouston, TX 77056
Experience18 Years
AUM$350,000,000
Minimum Assets$250,000
Fee StructureFee-Based
Financial Advisor
Billy DesaiMBA, CFA®Analog Capital Partners12 Greenway Plaza Suite 1115Houston, TX 77046
Experience26 Years
AUM$80,000,000
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Brian O. ButlerCEPA®, CRPC®, CPFAWealth Standard Financial440 Louisiana StHouston, TX 77002
Experience26 Years
AUM$50,000,000
Minimum Assets$250,000
Fee StructureFee-Only
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Information on Qualified Financial Advisors in College Station, Texas

Jeff Rhame
VETTED
Jeff RhameCFP®
Rhame & Gorrell Wealth Management
About Jeff Rhame
Jeff Rhame is one of the founders and President of Rhame & Gorrell Wealth Management. Jeffs vision for starting Rhame & Gorrell was to deliver wealth management services and investment strategies typically available at the highest levels of wealth. Today, clients benefit from these sophisticated financial services, targeted to meet their unique needs. Jeff leads a team of investment specialists that develop asset allocation strategies for high-net worth families. They seek out the most appropriate investment ingredients and then construct portfolios to meet our clients goals from income generation and capital preservation to tax-efficiency and growth.
About Rhame & Gorrell Wealth Management
At Rhame & Gorrell Wealth Management, we have built a firm for the future of financial planning, with the tools, research, resources, and talent that you deserve. We are local financial advisors in The Woodlands, providing Wealth Management, Investment Management, Financial Planning, Tax, and Retirement Planning.

Because of our dedication to getting to know our clients better, we're able to be more effective in creating a plan that helps you achieve your goals. We thrive on the relationships we build and establish a foundation of transparency and trust. Contact us for all of your investment and wealth management needs in The Woodlands.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Based on Assets
Office Location
1330 lake robbins dr,suite 360,The Woodlands,TX 77380
Phone Number
832-789-1100
Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Doug Gibson
VETTED
Doug GibsonLUTCF®
SMART Group Houston
About Doug Gibson
Doug Gibson has helped countless individuals and business owners navigate the many challenges investors face daily. His philosophy is simple, have a plan, and play it S.A.F.E. The S.A.F.E investment philosophy is simple, the market is unpredictable but by having a disciplined approach and focusing on the factors we CAN control, we can significantly improve the ability for clients to achieve their goals. Those factors are Strategy, Allocation, Fees, and Expenses. Adhering to this philosophy along with a tax centric, comprehensive financial plan, his clients have total transparency, and a vital understanding of their financial objectives. By putting the needs of his clients first and using the S.A.F.E investing philosophy he pioneered, his clients not only understand the implications of financial decisions but can make the ones that will have a positive impact on their financial future.
About SMART Group Houston
SMART Group Houston is not your ordinary Financial Services firm. Most firms are transactional, focusing strictly on the accumulation of assets using arbitrary risk/reward criteria to select financial products. In our experience taking on additional risk will not necessarily yield greater returns. We approach our clients finances from a broader perspective. We focus not just on accumulating wealth but protecting it as well. We focus not just on your immediate needs, but how each piece fits in within your entire financial strategy. Our approach enables us to identify opportunities that other firms may, and usually do, overlook. We look for ways to make your money work harder for you in ways that you might never have imagined. We have found that many common investment strategies seriously underestimate the challenges facing you as you transition into other phases of your financial journey. Ultimately, we strive to give each client the opportunity to spend less time worrying about their portfolio and wondering whether your money will be enough to give you the financial freedom you expect. We do this, not through unrealistically optimistic and risky investments, but through a comprehensive strategy that outlines the ideal path to your financial success. In our view, taxes remain one of the biggest risks to wealth creation and accumulation. Every dollar is taxed in 4 ways, when you EARN it, when you GROW it, when you SPEND it, and when you PASS AWAY. At SMART Group, we won't file last years tax returns, but we will do your FUTURE tax returns by providing you with custom strategies designed to help you save taxes in each of the 4 phases of taxation. Our team of licensed CFP's and CPA's will help guide you throughout each step of your financial journey.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5626771Firm CRD# 29087Series 6, 7, 63, 66
Compensation/Fee
Fee-Based
Office Location
4801 Woodway Dr,Suite 305W,Houston,TX 77056
Phone Number
832-731-7619
Billy Desai
VETTED
Billy DesaiMBA, CFA®
Analog Capital Partners
About Billy Desai
Billy Desai, MBA, CFA, is the Founding Partner and CEO of Analog Capital Partners (ACPFO), a Houston-based, fee-only fiduciary wealth advisory firm serving individuals and families seeking truly independent, institutional-quality guidance. With a background spanning institutional consulting, investment banking, and global asset-management research, Billy brings a disciplined, analytical approach to long-term wealth building. He holds an MBA from IESE Business School, a bachelor's degree from McGill University, and the Chartered Financial Analyst designation. Analog is built on three commitments: service without conflicts, investments without constraints, and planning without limits - ensuring that every client receives transparent, objective advice free from product sales or hidden incentives.

What sets Analog apart is its proprietary portfolio construction philosophy. Billy rejects traditional one-size-fits-all 60/40 models and instead builds highly diversified, research-driven portfolios tailored to each client's financial, tax, and generational goals. Analog portfolios typically include a strategic blend of individual stocks, high-quality bonds, precious metals, REITs, and alternative assets, designed to manage volatility, enhance long-term returns, and defend against concentrated macro risks. This institutional-grade framework - combined with deep personal engagement and clear, jargon-free communication - allows clients to navigate complexity with confidence and position their wealth for resilience, growth, and legacy.
About Analog Capital Partners
Analog Capital Partners is a fee-only fiduciary financial planning and wealth management firm headquartered in Houston, Texas. With over 20 years of institutional advisory experience, the firm offers a range of services, including:

- Financial Planning: Lifelong process of aligning your behavior with your most important goals regardless of market conditions.
- Wealth Management: Diversified strategies encompassing public, private assets, and alternatives..
- Tax Services: Comprehensive U.S. and global tax planning, compliance, and strategic advice for individuals and entities..
- Estate Planning: Development of living trusts and advanced taxable estate strategies..
- Family Office Services: On-demand access to tax, estate, investment, and risk specialists, either individually or as an integrated solution.

The firm emphasizes its unconflicted, partner-owned fiduciary model, ensuring no conflicts of interest, no products to sell, and no commissionable services. Client assets are managed and held at Goldman Sachs.

Analog Capital Partners was founded in May 2020 by Billy Anil Desai and Daniel Earl Adams.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
12 Greenway Plaza Suite 1115,Houston,TX 77046
Phone Number
281-217-0800
Brian O. Butler
VETTED
Brian O. ButlerCEPA®, CRPC®, CPFA
Wealth Standard Financial
About Brian O. Butler
Brian Butler is an award-winning CEO, Senior Wealth Advisor based in Houston, Texas with 18 years of experience in the field. Brian Butler is dedicated to helping individuals turn their financial "somedays" into reality through retirement planning, business owner succession, and comprehensive wealth management.

As the host the popular podcasts and YouTube channels, The Retirement Chef: Whipping Up Wealth with Brian Butler. He blends his passion for financial planning with engaging content. His unique approach connects cooking and retirement, offering practical recipes and retirement strategies to create a fulfilling life

Brian simplifies complex financial concepts with his extensive technical research. As CEO and Senior Wealth Advisor, he collaborates with clients to design their financial lives, enabling them to thrive and make a positive impact on the people and organizations they care about.

Brian is a Chartered Retirement Planning Counselor® (CRPC), a Certified Exit Planning Advisor® (CEPA), and a Certified Plan Fiduciary Advisor® (CPFA), Brian is also pursuing advanced education through the prestigious Pepperdine University Executive Planning Certificate Program and Yale University's Certified Private Wealth Advisor® (CPWA) program in partnership with the Investments & Wealth Institute. He serves on the advisory board of CHIP (Changing How Individuals Prosper) and is a member of the Association of African American Financial Advisors.

Outside of his professional life, Brian enjoys spending time outdoors with his family and is an avid basketball fan. His bucket list includes the dream of flying a plane one day.
About Wealth Standard Financial
The Vast World of Finances

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to manage your goals.

Wealth Standard Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies, advice, and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Office Location
440 Louisiana St,Suite 650,Houston,TX 77002
Phone Number
713-955-6007

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