Find Top Financial Advisors in Houston, Texas

Advisor Match Advisor Match

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 - 22-Mar-2023

Houston has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 584 non-vetted advisors in your local area. These financial advisors in Houston, Texas have an average of 28 years of experience.

NOTE: The list of financial advisors in Houston, Texas mentioned below do 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
11 Greenway Plaza, Suite 1425,
Houston, TX 77046
25 $382,205,981 $500,000 Fee-Only
Allworth Financial
1800 West Loop South, Suite 1980,
Houston, TX 77027
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Sovereign Wealth Advisors
1 Sugar Creek Center Blvd Ste 340,
Sugar Land, TX 77478
37 Not Specified $250,000 Fee-Based
Jeff Rhame
1330 lake robbins dr,
suite 360,
The Woodlands, TX 77380
27 $496000000 $500000 Fee-Only
R. Jeff Green
7 Thorn Berry Place,
The Woodlands, TX 77381
25 Not Specified $250,000.00 Fee-Based

Information on Qualified Financial Advisors in Houston

Qualifications CRD# 2390431
Firm CRD# 114796

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

Office Location 11 Greenway Plaza, Suite 1425,
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

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 Firm CRD# 111167

Compensation/Fee Fee-Based

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

About 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 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,
Phone Number 281-491-2800

About 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 CRD# 2516452
Firm CRD# 283027

Compensation/Fee Fee-Only, Based on Assets

Office Location 1330 lake robbins dr,
suite 360,
The Woodlands,
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

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, were 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

Qualifications CRD# 6224305
Firm CRD# 168088
Series 66

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

Office Location 7 Thorn Berry Place,
The Woodlands,
Phone Number 713-304-6199

My name is Jeff Green (I have been a financial professional for over 25 years). I am the founder of RightWay Investments, PLLC: We are a Registered Investment Advisory Firm that helps families achieve their financial purpose and coaches them toward those goals.

(1) We are fiduciaries, meaning our recommendations are in your best interest. We are not subject to proprietary products, which means we only work for you.

(2) We choose to be transparent and will answer any questions you have.

(3) We build lifelong relationships with our clients and get to know their goals, purpose, and intentions.

My wife June and I came to The Woodlands in 1993. We have two daughters with two beautiful grandchildren. We love the outdoors and travel. I also serve on the board of directors of the Patterns of Evidence Exodus Foundation, producing documentary films on the Bible.

About Rightway Investments, PLLC

At RightWay Investments, PLLC, we provide a different standard in investing: Many investors place their trust and life's savings with Wall Street mutual fund managers. But Wall Street will speculate and gamble with their clients money by constantly trying to predict the future by stock picking, market timing and track record investing. Academic research has conclusively proven that this is a failing strategy that destroys the hard-earned life's savings of every-day Americans. As a Registered Investment Advisor, we will never speculate with our client's savings. The portfolio we use is based on decades of published, peer-reviewed academic research from the top universities in the country. We use Matson Money's globally diversified mutual fund investment portfolio that has holdings in 81 countries, with over 21,000 different stocks and bonds in 22 asset classes. This allows investors to enjoy the safety that diversification brings and maximize their average rate of return. This is what we call an efficient portfolio. All of our investment portfolios adhere to the Modern Portfolio Theory, the Efficient Market Theory, and the Three-Factor Model. We are here to help investors pursue long-term results using the Matson Method. With cutting-edge coaching technologies, we help investors stay disciplined throughout their lifetime. Our portfolios are GIPS audited. Can your current advisor say the same?

Advisory Services Provided:

Portfolio Management, 401K Rollovers, Wealth Management, Insurance Products & Annuities

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

Firm Name AUM No. of Clients Fee Structure
2929 Allen Pkwy; L7-20,
Houston, TX 77019
$26,915,378,973 359447 A percentage of AUM
Fixed fees
1001 Mckinney , Suite 1200,
Houston, TX 77002
$7,149,252,672 536 A percentage of AUM
Fixed fees
6900 Jpmorgan Chase Tower , 600 Travis Street,
Houston, TX 77002
$4,445,750,952 75 A percentage of AUM
Fixed fees
Performance Based
1330 Post Oak Blvd., Suite 2100,
Houston, TX 77056
$2,364,828,660 521 A percentage of AUM
Performance Based
1900 St James Place , Suite 300,
Houston, TX 77056
$2,087,743,338 147 A percentage of AUM
Performance Based
600 Travis Street , Suite 6600,
Houston, TX 77002-3007
$1,491,683,047 8 A percentage of AUM
3401 Allen Parkway,
Houston, TX 77019
$1,209,465,774 137 A percentage of AUM
Fixed fees
600 Travis , Suite 5900,
Houston, TX 77002-3003
$647,776,000 529 A percentage of AUM
Fixed fees
Performance Based
6363 Woodway , Suite 763,
Houston, TX 77057
$542,985,058 377 A percentage of AUM
Performance Based
800 Bering Drive , Suite 208,
Houston, TX 77057
$523,197,694 325 A percentage of AUM
711 Lousiana Street , Suite 1660,
Houston, TX 77002
$328,621,377 49 A percentage of AUM
4444 Westheimer , Suite G500,
Houston, TX 77027
$179,211,329 20 A percentage of AUM
Performance Based
440 Louisiana Street , Suite 1240,
Houston, TX 77002
$171,336,377 231 A percentage of AUM
Fixed fees
5120 Woodway , Suite 9029,
Houston, TX 77056
$163,351,176 325 A percentage of AUM
19 Briar Hollow Lane , Suite 130,
Houston, TX 77027
$1,633,831 1 A percentage of AUM
Hourly charges
Fixed fees
Performance Based

    List of Additional Advisors in Houston, Texas*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Alfonso Duarte Rioseco
    Inquire with Alfonso
    717 Texas Avenue, Suite 3050, Houston, TX  77002 713-658-2772
    Brogdon Financial Solutions
    Inquire with Brogdon
    10205 Westheimer Rd, Suite 500, Houston, TX  77042 713-934-7700
    Betty Hanlon
    Inquire with Betty
    1330 Post Oak Blvd, Suite 900, Houston, TX  77056 713-968-3092
    Ann Fredericks
    Inquire with Ann
    600 Travis, Suite 3700, Houston, TX  77002 515-224-5514
    AXA Advisors, Mark Mohr
    Inquire with AXA
    3200 Southwest Freeway, Suite 1800, Houston, TX  77027 713-402-6426
    Andrew Kaminsky
    Inquire with Andrew
    2800 Post Oak Blvd 18th, Fl, Houston, TX  77056 713-966-2184
    Antonio Orendain
    Inquire with Antonio
    2800 Post Oak Blvd, Ste 3200, Houston, TX  77056 713-499-2007
    Adriana Santoni
    Inquire with Adriana
    2800 Post Oak Blvd, Ste 3200, Houston, TX  77056 713-499-2002
    Brent Anderson
    Inquire with Brent
    600 Travis, Suite 3700, Houston, TX  77002 713-512-4414
    Advisors Financial Group
    Inquire with Advisors
    4848 Loop Central Drive, Suite 1005, Houston, TX  77081 713-659-1212
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in Texas?

      Grow your AUM with pre-qualified leads!


      Customer Reviews

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?