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Find Top Financial Advisors in Houston, Texas

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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 - 04-Aug-2022

Houston has 7 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 578 non-vetted advisors in your local area. These financial advisors in Houston, Texas have an average of 24 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
Brian O. Butler
CPFA, CRPC®, CEPA®
WEALTH STANDARD FINANCIAL
4101 Greenbriar Dr,
Suite 236,
Houston, TX 77098
23 50000000 25000 Fee-Based
Matthew Goff
76784
THE GOFF FINANCIAL GROUP
11 Greenway Plaza, Suite 1425,
Houston, TX 77046
25 $382,205,981 $500,000 Fee-Only
Alex Shurin
CFP®, ChFC®
EDELMAN FINANCIAL ENGINES, LLC
1885 St. James Place,
Suite 1340,
Houston, TX 77027
16 Not Specified Not Specified Not Specified
Shane OBrien
ALLWORTH FINANCIAL
1800 West Loop South, Suite 1980,
Houston, TX 77027
Not Disclosed Not Specified Not Specified Fee-Based
Chance Vogel
CRPS®, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
1650 Highway 6 South,,
Suite 100,
Sugar Land, TX 77478
24 Not Specified Not Specified Fee-Based
Jeff Rhame
CFP®
RHAME & GORRELL WEALTH MANAGEMENT
1330 lake robbins dr,
suite 360,
The Woodlands, TX 77380
27 $496000000 $500000 Fee-Only
Mark DiGiovanni
CFP®
EDELMAN FINANCIAL ENGINES, LLC
207 East Shore Drive,
Suite 230,
The Woodlands, TX 77380
29 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Houston

Qualifications CRD# 2595308
Firm CRD# 155344
Series 7, 63, 65

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


Office Location 4101 Greenbriar Dr,
Suite 236,
Houston,
TX
77098
Phone Number 713-955-6007

Before becoming a wealth management advisor, I was the kid in high school with subscriptions to Fortune and Money magazine. The stock market always intrigued me, but growing up I didn't know anyone that invested. I was fortunate to go to a school that had a business magnet program that allowed me to intern at one of the largest independent broker dealers in the country. This exposure at such an early age proved to be very formative. I went away to college and when I got back, was able to land a position in banking which later led to my journey as president of my own firm. Over the last 2 decades since that adventure began, I have had the challenge and pleasure of helping clients with their financial lives. The goal of our firm is to provide "Direction through life's transitions." Wealth Standard Financial puts its clients interests ahead of its own. Our goal is to help people gain clarity, become intentional, and get organized. My focus is working to be a guide for people as they navigate the financial complexities life throws at them. www.wealthstandardfinancial.com Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC

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 CRD# 2390431
Firm CRD# 114796

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


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

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.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, 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 theyre saving for a house, childs 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

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 2785186
Firm CRD# 111167

Compensation/Fee Fee-Based


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

Shane O’Brien is a financial consultant for Allworth Financial. In his over 25-year career spent meeting the needs of pre-retirees and retirees, Shane has earned valuable experience working for numerous well-known national firms, including Merrill Lynch, Fidelity Investments, and RAA. In his unique role with Allworth, Shane serves as the liaison between potential clients and our dedicated team of financial advisors. He seeks to gain a clear understanding of each person’s financial situation, and to become intimately familiar with their short and long-term goals, so our dedicated advisory team can help them to achieve their desired investment, financial planning, and retirement objectives.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

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


Qualifications CRD# 2800255
Firm CRD# 104510
Series 65, 66

Compensation/Fee Fee-Based


Office Location 1650 Highway 6 South,,
Suite 100,
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

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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

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# 2252503
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 207 East Shore Drive,
Suite 230,
The Woodlands,
TX
77380
Phone Number 281-407-0467

I've worked in the financial services industry for almost 30 years, primarily with high-net-worth clients, focusing on retirement planning, tax planning, legacy planning and asset management. On a personal note, I really enjoy outdoor activities, especially hiking. I've recently started bowling and photography, as a natural complement to hiking.

About 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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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

Firm Name AUM No. of Clients Fee Structure
Valic Financial Advisors, Inc.
2929 Allen Pkwy; L7-20,
Houston, TX 77019
$26,915,378,973 359447 A percentage of AUM
Fixed fees
Monroe Vos Consulting, Inc.
1001 Mckinney , Suite 1200,
Houston, TX 77002
$7,149,252,672 536 A percentage of AUM
Fixed fees
Other (A PERCENTAGE OF ASSETS NOT UNDER OUR DIRECT MANAGEMENT)
Smith Graham & Co Investment Advisors, L.P.**
6900 Jpmorgan Chase Tower , 600 Travis Street,
Houston, TX 77002
$4,445,750,952 75 A percentage of AUM
Fixed fees
Performance Based
Gfs Advisors Llc
1330 Post Oak Blvd., Suite 2100,
Houston, TX 77056
$2,364,828,660 521 A percentage of AUM
Performance Based
Trust Asset Management Llc
1900 St James Place , Suite 300,
Houston, TX 77056
$2,087,743,338 147 A percentage of AUM
Performance Based
Simmons L E & Associates Inc
600 Travis Street , Suite 6600,
Houston, TX 77002-3007
$1,491,683,047 8 A percentage of AUM
Other (CARRIED INTEREST)
Sanders Morris Harris Llc
600 Travis , Suite 5900,
Houston, TX 77002-3003
$647,776,000 529 A percentage of AUM
Fixed fees
Performance Based
Doliver Advisors, L.P.
6363 Woodway , Suite 763,
Houston, TX 77057
$542,985,058 377 A percentage of AUM
Performance Based
Scott & Selber, Inc. Capital Management
800 Bering Drive , Suite 208,
Houston, TX 77057
$523,197,694 325 A percentage of AUM
Fortiter Wealth Management, Llc
1980 Post Oak Blvd. , Suite 2100,
Houston, TX 77056
$389,362,280 164 A percentage of AUM
Hourly charges
Tri-Star Advisors, Inc.
5718 Westheimer , Suite 950,
Houston, TX 77057
$354,828,048 750 A percentage of AUM
Hourly charges
Fixed fees
Pacific Strategic Management, Lp
711 Lousiana Street , Suite 1660,
Houston, TX 77002
$328,621,377 49 A percentage of AUM
Usca Asset Management Llc
4444 Westheimer , Suite G500,
Houston, TX 77027
$179,211,329 20 A percentage of AUM
Hourly charges
Performance Based
Monex Asset Management, Inc.
440 Louisiana Street , Suite 1240,
Houston, TX 77002
$171,336,377 231 A percentage of AUM
Fixed fees
Jaykay Wealth Advisors, Inc.
6200 Savoy Dr. , #300,
Houston, TX 77036
$168,601,494 329 A percentage of AUM
Fixed fees

    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
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