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Best Financial Advisors near Bellaire, Texas


To help Americans find the best financial advisors in Bellaire, Texas, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Bellaire, Texas.


1. PartnersInWealth
   (713) 964-4028
3400 Bissonnet, Ste 145. Houston, TX

PartnersInWealth, registered in 2000, manages $376.8 million for 102 clients.

2. Retirement Planners OF America
   (713) 255-1007
1885 St. James Pl. Suite 700, Houston, Texas

Retirement Planners OF America, registered in 2011, manages $4.4 billion for 9,116 clients.

3. Goodman Financial Corporation
   (713) 599-1777
5177 Richmond Avenue, Suite 700. Houston, TX

Goodman Financial Corporation, registered in 2002, manages $448.2 million for 229 clients.

4. The Mather Group
   (281) 867-8191
4400 Post Oak Parkway Suite 2330, Houston, Texas

The Mather Group, registered in 2011, manages $3.7 billion for 1,544 clients.

5. Pillar Pacific Capital Management
   (888) 295-4419
2100 West Loop South Suite 900, Houston, Texas

Pillar Pacific Capital Management, registered in 1999, manages $1.3 billion for 411 clients.

6. The Goff Financial Group
   (713) 850-8900
11 Greenway Plaza, Suite 1425. Houston, TX

The Goff Financial Group, registered in 2003, manages $353.8 million for 172 clients.

7. Adell Harriman & Carpenter
   (713) 621-1155
2700 Post Oak Blvd, Ste 1200 Houston, TX

Adell Harriman & Carpenter, registered in 1995, manages $921.1 million for 612 clients.

8. Horizon Wealth Advisors
   (713) 748-7000
2603 Augusta, Suite 1400. Houston, TX

Horizon Wealth Advisors, registered in 2003, manages $265.2 million for 161 clients.

9. Merit Financial Advisors
   (832) 975-0711
24 Greenway Plaza Suite 1510, Houston, Texas

Merit Financial Advisors, registered in 2007, manages $2.3 billion for 4,120 clients.

10. Mission Wealth Management
   (281) 326-9286
5444 Westheimer Road Suite 1000, Houston, Texas

Mission Wealth Management, registered in 2002, manages $2.6 billion for 1,230 clients.

11. Founders Capital Management
   (713) 877-1188
4400 Post Oak Parkway, Suite 2530. Houston, TX

Founders Capital Management, registered in 1995, manages $173.6 million for 119 clients.

12. Segment Wealth Management
   (713) 800-7150
3040 Post Oak Blvd., Ste. 1725. Houston, TX

Segment Wealth Management, registered in 2012, manages $768.7 million for 186 clients.

13. Callahan Advisors
   (713) 572-3366
3555 Timmons Lane, Suite 600. Houston, TX

Callahan Advisors, registered in 2003, manages $663.5 million for 348 clients.

14. BCJ Capital Management
   (281) 822-0272
4545 Bissonnet Suite 284, Bellaire, Texas

BCJ Capital Management, registered in 2000, manages $1.0 billion for 2,471 clients.

15. Stegent Equity Advisors
   (713) 840-9300
24 Greenway Plaza, Suite 515. Houston, TX

Stegent Equity Advisors, registered in 2005, manages $189.6 million for 87 clients.

16. Financial Synergies
   (713) 623-6600
4400 Post Oak Pkwy, Suite 200. Houston, TX

Financial Synergies, registered in 1987, manages $895.0 million for 605 clients.

17. BKD Wealth Advisors
   (713) 499-4600
2700 Post Oak Boulevard Suite 1500, Houston, Texas

BKD Wealth Advisors, registered in 1999, manages $3.2 billion for 1,517 clients.

18. Legacy Asset Management
   (713) 355-7171
3411 Richmond Ave, Suite 750. Houston, TX

Legacy Asset Management, registered in 2000, manages $364.4 million for 219 clients.

19. Hightower Advisors
   (312) 962-3800
4400 Post Oak Parkway Suite 2600, Houston, Texas

Hightower Advisors, registered in 2008, manages $57.0 billion for 103,695 clients.

20. Hightower Advisors
   (312) 962-3800
Multiple Locations

Hightower Advisors, registered in 2008, manages $57.0 billion for 103,695 clients.



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Summit Portfolio Management
   (702) 838-9999

Summit Portfolio Management, registered in 1994, manages $112.2 million for 111 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Heron Wealth
   (347) 580-5280

Heron Wealth, registered in 2008, manages $342.4 million for 162 clients.

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Top Cities for Texas


Addison, Texas Alief, Texas Austin, Texas Bellaire, Texas Carrollton, Texas Dallas, Texas Houston, Texas Plano, Texas Richardson, Texas UT, Texas

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