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Find Top Financial Advisors in Houston, Texas

Just 125 feet above sea level Houston, Texas, the 4th most populous city in the US is home to 26 Fortune 500 companies. Houston is considered a top job producing city with a low cost of living, 2% lower than the national average. If you are looking for a fiduciary financial advisor in Houston to secure your finances, make the right investments or just create a retirement plan. It may be quite daunting to choose the right advisor from the 4600 plus financial advisors in the Houston area. All the financial advisors have their own business style, different methods of compensation and fee structure, levels of experience etc. That's where WiserAdvisor can help.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Houston, Texas.

Finding the Top Financial Advisor in Houston, Texas

Last Updated - May 20, 2024

Houston has 9 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Houston, Texas have an average of 25 years of experience.

NOTE: The list of vetted financial advisors in Houston, Texas mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Houston, Texas.

Qualified Financial Advisors in Houston, Texas

Financial Advisor Experience AUM Minimum Assets Fee Structure
Matthew Goff
THE GOFF FINANCIAL GROUP
11 Greenway Plaza, Suite 1425,
Houston, TX 77046
25 Years $382,205,981 $500,000 Fee-Only
Alex Shurin
CFP®, ChFC®
EDELMAN FINANCIAL ENGINES, LLC
1885 St. James Place,
Suite 1340,
Houston, TX 77027
20 Years Not Specified Not Specified Not Specified
Allworth Financial
1800 West Loop South, Suite 1980,
Houston, TX 77027
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Doug Gibson
LUTCF®
SMART GROUP HOUSTON
4801 Woodway Dr,
Suite 305W,
Houston, TX 77056
16 Years $178,500,000 $250,000 Fee-Based
Quotient Wealth Partners
CPA, CFP®, CFA®
1980 Post Oak Blvd.,
Suite 1500,
Houston, TX 77056
Not Disclosed $3,000,000,000 $500,000 Fee-Based
Chance Vogel
CRPS®, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
1600 Highway 6,
Suite 450,
Sugar Land, TX 77478
28 Years Not Specified Not Specified Fee-Based
Sovereign Wealth Advisors, LLC
AIF®
1 Sugar Creek Center Blvd Ste 340,
Sugar Land, TX 77478
37 Years Not Specified $250,000 Fee-Based
Centric Wealth
12549 Louetta Road,
Cypress, TX 77429
Not Disclosed $185,000,000 $250,000 Not Specified
Jeff Rhame
CFP®
RHAME & GORRELL WEALTH MANAGEMENT
1330 lake robbins dr,
suite 360,
The Woodlands, TX 77380
27 Years $496,000,000 $500,000 Fee-Only

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Information on Qualified Financial Advisors in Houston, Texas

Qualifications CRD# 2390431
Firm CRD# 114796

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 11 Greenway Plaza, Suite 1425,
Houston,
TX
77046
Phone Number 713-850-8900

Matthew Goff is the founder and Chief Investment Officer of the Goff Financial Group, an SEC registered investment advisory company which manages over $380 million in private accounts. After graduating from the University of Texas in Austin with a major in finance, Matt began his career in financial services working on fixed income portfolios at Lehman Brothers in 1993. His company manages portfolios for individuals, couples, trusts, retirement plans and corporations. For four consecutive years Mr. Goff has been included in the Five Star Award Professionals list as featured in Texas Monthly Magazine. He has also been rated as a Five Star advisor by the Paladin Registry since 2006. Matt is also an active member of the National Association of Personal Financial Advisors (NAPFA), the country's leading professional association of fee-only financial advisors.

About The Goff Financial Group

The Goff Financial Group

Your financial goals are our highest priority. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first. Unlike many other firms, all of our services are provided on a fee-only basis, we have a FIDUCIARY DUTY to put your interests first, and you always have direct access to the investment manager for your accounts as opposed to a sales agent. In addition, we have the knowledge, experience, and integrity to help you achieve what is most important to you, including financial independence, a secure and comfortable retirement, a college education for your children, travel, and a second home.

Advisory Services Provided:

Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals


Qualifications CRD# 4425226
Firm CRD# 104510
Series 66


Office Location 1885 St. James Place,
Suite 1340,
Houston,
TX
77027
Phone Number 713-338-3011

I became a financial planner in 2006. My favorite part is helping my clients achieve financial security and peace of mind, whether they're saving for a house, child's education or retirement. I speak fluent Russian, love all things technology and in my spare time enjoy running, swimming, biking and martial arts.

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 1800 West Loop South, Suite 1980,
Houston,
TX
77027
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5626771
Firm CRD# 29087
Series 6, 7, 63, 66

Compensation/Fee Fee-Based


Office Location 4801 Woodway Dr,
Suite 305W,
Houston,
TX
77056
Phone Number 832-731-7619

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

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 Firm CRD# 326819

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 1980 Post Oak Blvd.,
Suite 1500,
Houston,
TX
77056
Phone Number 346-235-1330

About Quotient Wealth Partners

Quotient Wealth Partners

As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.

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 CRD# 2800255
Firm CRD# 104510
Series 65, 66

Compensation/Fee Fee-Based


Office Location 1600 Highway 6,
Suite 450,
Sugar Land,
TX
77478
Phone Number 281-207-2124

I began my financial services career in 1996. I have always focused on educating my clients about the complexities of retirement planning. I specialize in assisting my clients to define their needs and developing a long-term investment strategy to help them achieve their goals.

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Qualifications Firm CRD# 6413
Series 7, 8, 9, 10, 24, 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 1 Sugar Creek Center Blvd Ste 340,
Sugar Land,
TX
77478
Phone Number 281-491-2800

About Sovereign Wealth Advisors, LLC

Sovereign Wealth Advisors, LLC

Our first priority is helping you take care of yourself and your family or business. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. That cornerstone of open and honest communication allows us to deliver tailored, professional services designed to help our clients rise to their financial independence.

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 Firm CRD# 282477


Office Location 12549 Louetta Road,
Cypress,
TX
77429
Phone Number 281-819-2252

About Centric Wealth

Centric Wealth

Centric Wealth is a fully independent, privately held wealth advisory firm that assists clients from around the nation in making effective financial decisions through a relationship based on trust, personalized service, and uncompromising integrity. We make your financial journey simple and straightforward providing consistent, anchored support every step of the way. Our entire team is centered and focused on helping you plan all key areas in your financial life and take the necessary steps to accomplish your goals. Financial empowerment means taking charge of tomorrow today. Our experienced advisors are passionate about helping people from all walks of life discover their Best Life. That means helping you define what living your Best Life looks like, putting a strategy in place to get there, then helping you maintain your new lifestyle.


Qualifications CRD# 2516452
Firm CRD# 283027

Compensation/Fee Fee-Only, Based on Assets


Office Location 1330 lake robbins dr,
suite 360,
The Woodlands,
TX
77380
Phone Number 832-789-1100

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

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


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Houston, Texas (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
KAYNE ANDERSON CAPITAL ADVISORS LP
811 Main Street, 14th Floor, Houston, TX 77002
300 129 $29,871,782,000
A Percentage of AUM, Fixed Fees, Performance Based
FAYEZ SAROFIM & CO.
Two Houston Center, 2907, Houston, TX 77010
51 3129 $28,992,003,378
A Percentage of AUM
THE VARIABLE ANNUITY LIFE INSURANCE COMPANY
2929 Allen Parkway, Houston, TX 77019
1880 36 $28,650,732,809
A Percentage of AUM
VALIC FINANCIAL ADVISORS, INC.
2929 Allen Pkwy; L7-20, Houston, TX 77019
1880 359447 $23,162,172,814
A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees
QUANTUM CAPITAL GROUP
800 Capitol Street, Suite 3600, Houston, TX 77002
97 40 $19,658,908,878
A Percentage of AUM, Performance Based
GARCIA HAMILTON & ASSOCIATES LP
5 Houston Center, 1401 Mckinney St., Suite 1600, Houston, TX 77010-4037
37 441 $16,763,702,363
A Percentage of AUM, Performance Based
THE ENERGY & MINERALS GROUP
2229 San Felipe Street, Suite 1300, Houston, TX 77019
22 54 $12,580,503,310
A Percentage of AUM, Performance Based
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
600 Travis, Suite 3800, Houston, TX 77002-3071
51 423 $12,343,621,752
A Percentage of AUM, Performance Based
SAROFIM INTERNATIONAL MANAGEMENT CO
Two Houston Center, Suite 2907, Suite 2907, Houston, TX 77010-1014
25 14 $6,724,227,744
A Percentage of AUM
U.S. CAPITAL WEALTH ADVISORS, LLC
4444 Westheimer Rd., Suite G500, Houston, TX 77027
122 12119 $6,495,736,809
A Percentage of AUM, Fixed Fees
THE WINDACRE PARTNERSHIP LLC
2200 Post Oak Blvd., Suite 1580, Houston, TX 77056
10 3 $6,226,377,417
A Percentage of AUM, Performance Based
THE STERLING GROUP, L.P.
Nine Greenway Plaza, Suite 2400, Houston, TX 77046
56 13 $6,003,504,245
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
62 21 $5,925,316,689
A Percentage of AUM, Performance Based, Other (ACQUISITION / DISPOSITION / LEASING FEES)
CROSSMARK GLOBAL INVESTMENTS, INC.
15375 Memorial Drive, Suite 200, Houston, TX 77079
45 5613 $5,807,109,087
A Percentage of AUM
WATEROUS ENERGY FUND MANAGEMENT (US), LLC
717 Texas Avenue, Suite 1200, Houston, TX 77002
2 11 $5,703,700,373
Performance Based, Other (REIMBURSEMENT OF EXPENSES)

    Frequently Asked Questions

    To determine if a financial advisor in Texas is legitimate, you can check if they are properly licensed and registered with the appropriate regulatory organizations, such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Texas State Securities Board. It's also important to review each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, client testimonials, and ensure that they adhere to a strict code of ethics. Additionally, to ensure a financial advisor is legitimate, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors in Texas who meet your specific needs.

    The fees you can expect to pay when working with a financial advisor in Texas can vary depending on the type of advisor and the services they provide. Some advisors can charge a fee only on a percentage of assets under management, or an hourly rate for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to make sure you understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the fees an advisor may charge for their services, explore the costs of hiring a financial advisor.

    Yes, a financial advisor in Texas can help you plan for your children's college education by analyzing your finances, setting savings goals, and recommending investment strategies. They provide guidance on college savings plans like 529 plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.

    A financial advisor in Texas can help you plan for retirement by assessing your current financial situation, determining your retirement goals, and creating a personalized retirement plan. They may consider factors like your desired retirement age, lifestyle expectations, and risk tolerance to determine the savings needed. Advisors can also help select suitable retirement accounts like IRAs, 401(k)s, etc., guide investment decisions, analyze Social Security benefits, and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.

    When choosing a financial advisor in Texas, you should consider factors including their qualifications, years of relevant experience, method of compensation, and services offered. Additionally, it's important to ensure that an advisor has the necessary licenses and registrations with trusted regulatory organizations such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Texas State Securities Board. To learn more, read the guide on how to use FINRA's BrokerCheck tool to evaluate a financial advisors credentials.

    Financial advisors or planners listed on our directory for the state of Texas may offer multiple financial planning services to help their clients, including retirement planning, investment planning, estate planning, and financial planning. The specific services provided by an advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, as well as your financial needs and goals. To learn more, read on to better understand how financial advisors can assist you.

    A financial advisor in our directory for the state of Texas can help you with your investment strategy by providing guidance on different investments to diversify your portfolio, monitor your investments, help you navigate market fluctuations, and suggest necessary adjustments to your investment strategy that aligns with your goals and risk tolerance. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.