Find a Financial Advisor in Houston, TX

 

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We did the hard work of finding trustworthy partners in Houston, TX.

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We Only Work With The Best Houston Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Houston, TX


  • Financial Advisor Close to Houston, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Houston, TX


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Houston, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Houston financial advisors.
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How Retirement-Friendly is Houston, TX?

  • Population: 2310,432
  • % of Population 62 Years and Over: 13.3%
  • Average Home Value: $205,500
  • Average Monthly Housing Cost: $1,058
  • Average Household Income: $84,179
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)



The Top Financial Advisor Firms in Houston, TX

 

SCOTT & SELBER, INC. CAPITAL MANAGEMENT

Website

(713) 850-1717

800 Bering Drive
Suite 208
Houston, TX 77057

SEC#: 801-28446
Years in Business: 35 years

DOLIVER ADVISORS, L.P.

Website

(713) 917-0022

6363 Woodway
Suite 763
Houston, TX 77057

SEC#: 801-44471
Years in Business: 28 years

BOK FINANCIAL ASSET MANAGEMENT, INC.

Website

(713) 228-6444

440 Louisiana Street
Suite 2500
Houston, TX 77002

SEC#: 801-51834
Years in Business: 25 years

FRUTH INVESTMENT MANAGEMENT

Website

(713) 464-2283

820 Gessner
Suite 1640
Houston, TX 77024

SEC#: 801-40948
Years in Business: 29 years

MONROE VOS CONSULTING, INC.

Website

(713) 227-0100

1001 Mckinney
Suite 1200
Houston, TX 77002

SEC#: 801-48058
Years in Business: 26 years

SIMMONS L E & ASSOCIATES INC

Website

(713) 227-7888

600 Travis Street
Suite 6600
Houston, TX 77002

SEC#: 801-49261
Years in Business: 26 years

SMITH GRAHAM & CO INVESTMENT ADVISORS, L.P.**

Website

(713) 227-1100

6900 Jpmorgan Chase Tower
600 Travis Street
Houston, TX 77002

SEC#: 801-36485
Years in Business: 31 years

PACIFIC STRATEGIC MANAGEMENT, LP

Website

(713) 495-5220

711 Lousiana Street
Suite 1660
Houston, TX 77002

SEC#: 801-62342
Years in Business: 18 years

GFS ADVISORS LLC

Website

(713) 968-0400

1330 Post Oak Blvd., Suite 2100

Houston, TX 77056

SEC#: 801-67899
Years in Business: 14 years

 


Houston, TX Financial Advisor FAQs

There are many firms to choose from in the financial industry, all with varying qualifications and experience. You may want to consult your accountant for recommendations before deciding which brings you the best Answer: Ask your friends, family, or co-workers if they have experience with a good financial advisor. Do your research on the internet to find out what differentiates them from each other. Remember you are picking somebody who'll be handling your money so make sure they are up to code and regulated by the government.
The costs of the service will depend on the level of financial sophistication. The more complex an individual's issues, the more expensive it will be to provide assistance.
There are many benefits that come from seeking professional help. If you're not sure on the best course of action, it's always better to seek guidance rather than suffer the ramifications of making bad choices.
Financial advisors typically help their clients with asset allocation, financial planning and wealth management. They try to think of future goals and plan accordingly so they can best advise their clients.