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Best Financial Advisors near Houston, Texas


To help Americans find the best financial advisors in Houston, 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 Houston, Texas.


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

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

2. 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.

3. New Capital Management
   (800) 724-9866
4119 Montrose Blvd, Suite 400. Houston, TX

New Capital Management, registered in 2004, manages $308.3 million for 89 clients.

4. Hill Investment Group
   (713) 533-1200
2001 Kirby Drive Suite 750, Houston, Texas

Hill Investment Group, registered in 2005, manages $677.9 million for 256 clients.

5. 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.

6. Haven Wealth Group
   (713) 980-8820
1111 North Loop West, Ste 1110 Houston, TX

Haven Wealth Group, registered in 2008, manages $174.6 million for 503 clients.

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

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

8. 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.

9. RR Advisors
   (214) 871-8680
4306 Yoakum Boulevard Suite 510, Houston, Texas

RR Advisors, registered in 2012, manages $828.9 million for 15 clients.

10. Hourglass Capital
   (713) 936-0440
4409 Montrose Blvd, Suite 100. Houston, TX

Hourglass Capital, registered in 2008, manages $498.4 million for 100 clients.

11. 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.

12. Hirtle, Callaghan & Co.
   (832) 308-2431
3131 Eastside Street Suite 100, Houston, Texas

Hirtle, Callaghan & Co., registered in 1988, manages $19.1 billion for 1,721 clients.

13. Crimson Management
   (713) 525-1520
99 Detering, Suite 140 Houston, TX

Crimson Management, registered in 2004, manages $379.0 million for 51 clients.

14. Galapagos Partners
   (713) 803-4326
55 Waugh Drive, Suite 1130. Houston, TX

Galapagos Partners, registered in 2007, manages $712.4 million for 26 clients.

15. Bridgeway Capital Management
   (713) 661-3500
20 Greenway Plaza, Ste 450. Houston, TX

Bridgeway Capital Management, registered in 1993, manages $7.5 billion for 34 clients.

16. MDK Financial Group
   (713) 665-3880
1912 Branard ST. Houston, TX

MDK Financial Group, registered in 2006, manages $223.1 million for 492 clients.

17. Stonepeak Infrastructure Partners
   (713) 345-1330
600 Travis Street Suite 6550, Houston, Texas

Stonepeak Infrastructure Partners, registered in 2012, manages $18.2 billion for 24 clients.

18. Tectonic Advisors
   (713) 529-2673
600 Travis Suite 5900, Houston, Texas

Tectonic Advisors, registered in 2006, manages $1.5 billion for 44 clients.

19. Wpwealth
   (713) 621-1515
3737 Buffalo Speedway Suite 1600, Houston, Texas

Wpwealth, registered in 2008, manages $621.2 million for 366 clients.

20. Wpwealth
   (713) 621-1515
Multiple Locations

Wpwealth, registered in 2008, manages $621.2 million for 366 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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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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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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