Fiduciary advisors in Houston, TX

232 registered advisers

Energy sector wealth dominates Houston's financial landscape, where stock option plans from oil majors and pipeline companies create concentrated portfolio risk. 232 fiduciary advisors hold SEC registration in the metro, 221 operating strictly fee-only. Texas has no state income tax, which shapes retirement distribution strategies and cross-border planning for the many executives who relocate here.

59 NORTH CAPITAL MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #300258
Typical Fee--
AUM$4.2B
Minimum--
Clients4

ABUNDO WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #304612
Typical Fee--
AUM--
Minimum--
Clients--

ADELL HARRIMAN & CARPENTER

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #107488
Typical Fee--
AUM$1.8B
Minimum--
Clients2,091

ADVOCATES WEALTH PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #138612
Typical Fee--
AUM$375M
Minimum--
Clients1,109

ALLIED INDUSTRIAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #322494
Typical Fee--
AUM$1.2B
Minimum--
Clients9

ALTERIS CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #335079
Typical Fee--
AUM$101M
Minimum--
Clients288

ALTERNA WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #146153
Typical Fee--
AUM$1.2B
Minimum--
Clients1,285

AMBERJACK CAPITAL PARTNERS, L.P.

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #161464
Typical Fee--
AUM$1.0B
Minimum--
Clients15

AMERICANA PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #301354
Typical Fee--
AUM$6.1B
Minimum--
Clients5,931

ANDROS CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #310641
Typical Fee--
AUM$1.7B
Minimum--
Clients8

ARA GC PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #334354
Typical Fee--
AUM$150M
Minimum--
Clients1

ARA PARTNERS

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #298845
Typical Fee--
AUM$6.2B
Minimum--
Clients33

ARKOS GLOBAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #287466
Typical Fee--
AUM$1.1B
Minimum--
Clients1,229

ARMADILLO LITIGATION FUNDING LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #310764
Typical Fee--
AUM$493M
Minimum--
Clients5

ASCENSION CAPITAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #109518
Typical Fee--
AUM$634M
Minimum--
Clients519

AUTUMN LANE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #173624
Typical Fee--
AUM$1.2B
Minimum--
Clients926

AVIDIAN WEALTH SOLUTIONS

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #127186
Typical Fee--
AUM$4.0B
Minimum--
Clients6,742

BANORTE ASSET MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #290555
Typical Fee1.85%
AUM$337M
Minimum--
Clients691

BAYOU CITY ENERGY

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #283269
Typical Fee--
AUM$1.5B
Minimum--
Clients14

BEACON FINANCIAL ADVISORS LTD

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #106164
Typical Fee--
AUM$290M
Minimum--
Clients500

BEYOND GLOBAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #316510
Typical Fee--
AUM$97M
Minimum--
Clients5

BINVESTING

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #335283
Typical Fee--
AUM--
Minimum--
Clients--

BLACKGOLD CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #139804
Typical Fee--
AUM$178M
Minimum--
Clients8

BRANSON FOWLKES & CO INC

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #107657
Typical Fee--
AUM$407M
Minimum--
Clients1,094

BRANSON FOWLKES RUSSELL INC

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #107656
Typical Fee--
AUM$1M
Minimum--
Clients1

BRASADA CAPITAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #147775
Typical Fee--
AUM$679M
Minimum--
Clients912

BRIDGE CAPITAL ADVISORS

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #317554
Typical Fee--
AUM$687M
Minimum--
Clients7

BRIDGEWAY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #111441
Typical Fee--
AUM$4.0B
Minimum--
Clients32

BROWNLEE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #304855
Typical Fee2.00%
AUM$465M
Minimum$2M
Clients358

BUCKHORN RESOURCES, LP

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #226647
Typical Fee--
AUM$249M
Minimum--
Clients7

CALDERWOOD FINANCIAL STRATEGIES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #313466
Typical Fee--
AUM$216M
Minimum--
Clients69

CALLAHAN ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #114058
Typical Fee--
AUM$1.2B
Minimum--
Clients1,314

CAMDEN WEALTH ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #148518
Typical Fee--
AUM$340M
Minimum--
Clients518

CAP SIX ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #325164
Typical Fee--
AUM$268M
Minimum--
Clients75

CARRIAGE SERVICES INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #164325
Typical Fee--
AUM$280M
Minimum--
Clients134

CATALYST WEALTH MANAGEMENT LLC

Clean RecordAlso Compensated via Brokerage
Houston, TexasCRD #329586
Typical Fee--
AUM$105M
Minimum--
Clients9,549

CAZ GP STAKES ADVISER LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #338168
Typical Fee--
AUM--
Minimum--
Clients--

CAZ INVESTMENTS L.P.

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #113931
Typical Fee--
AUM$8.7B
Minimum--
Clients10,613

CAZ INVESTMENTS REGISTERED ADVISER LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #327614
Typical Fee--
AUM$180M
Minimum--
Clients1

CHAMBERS ENERGY CAPITAL

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #155906
Typical Fee--
AUM$1.5B
Minimum--
Clients5

CHAMPION ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #149920
Typical Fee--
AUM$116M
Minimum--
Clients127

CHILDRESS CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #310277
Typical Fee--
AUM$826M
Minimum--
Clients367

CHILTON CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #104592
Typical Fee--
AUM$2.7B
Minimum--
Clients850

CIBOLO ENERGY PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #287596
Typical Fee--
AUM$580M
Minimum--
Clients10

CLEAR TRAIL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #337595
Typical Fee--
AUM$803M
Minimum--
Clients2,064

CORDA INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #108046
Typical Fee--
AUM$2.0B
Minimum--
Clients3,099

CORE CAPITAL MANAGEMENT AND RESEARCH INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #146285
Typical Fee--
AUM$243M
Minimum--
Clients221

COVE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #114236
Typical Fee--
AUM$167M
Minimum--
Clients293

CRG

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #132967
Typical Fee--
AUM$2.9B
Minimum--
Clients10

CRIMSON MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #111779
Typical Fee--
AUM$345M
Minimum--
Clients53

CROSSMARK GLOBAL INVESTMENTS, INC.

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #113360
Typical Fee--
AUM$7.1B
Minimum--
Clients5,314

CROSSMARK WEALTH MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #289004
Typical Fee--
AUM$1.1B
Minimum--
Clients688

CROSSTIMBERS CAPITAL GROUP, LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #285144
Typical Fee--
AUM$762M
Minimum--
Clients18

CSL CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #158340
Typical Fee--
AUM$248M
Minimum--
Clients7

CYPRESS ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #106593
Typical Fee--
AUM$414M
Minimum--
Clients107

DAUNTLESS CAPITAL PARTNERS LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #322380
Typical Fee--
AUM$233M
Minimum--
Clients6

DAYBREAK FUND ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #163267
Typical Fee--
AUM$1.0B
Minimum--
Clients6

DAYS GLOBAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #324497
Typical Fee--
AUM$38M
Minimum--
Clients4

DOLIVER ADVISORS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #106247
Typical Fee--
AUM$599M
Minimum--
Clients545

E & G ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #130550
Typical Fee--
AUM$707M
Minimum--
Clients826

EAGLE GLOBAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #107306
Typical Fee--
AUM$2.5B
Minimum--
Clients371

EIV CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #169111
Typical Fee--
AUM$2.2B
Minimum--
Clients11

ELDA RIVER CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #326859
Typical Fee--
AUM$2.0B
Minimum--
Clients14

EMC CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #167761
Typical Fee--
AUM$179M
Minimum--
Clients9

EMERGENT CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #156112
Typical Fee--
AUM$92M
Minimum--
Clients1

ENCORE GLOBAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #336829
Typical Fee--
AUM$112M
Minimum--
Clients3

ENERVEST INVESTMENT SERVICES, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #297181
Typical Fee--
AUM$1.0B
Minimum--
Clients10

EOC PARTNERS ADVISORS L.P.

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #321653
Typical Fee--
AUM$1.5B
Minimum--
Clients13

FAYEZ SAROFIM & CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #106584
Typical Fee--
AUM$34.5B
Minimum--
Clients2,926

FCA CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #110658
Typical Fee--
AUM$623M
Minimum--
Clients563

FIC PARTNERS MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #282788
Typical Fee--
AUM$1.8B
Minimum--
Clients17

FINAMEX ASSET MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #304260
Typical Fee--
AUM$104M
Minimum--
Clients170

FINANCIAL SYNERGIES

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #105643
Typical Fee0.75%
AUM$1.6B
Minimum$1M
Clients879

FIVE POINT INFRASTRUCTURE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #171158
Typical Fee--
AUM$8.4B
Minimum--
Clients11

FLAGSHIP INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #332788
Typical Fee1.50%
AUM$140M
Minimum--
Clients4

FOCUS WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #165425
Typical Fee--
AUM$274M
Minimum--
Clients355

FORTHRIGHT FAMILY WEALTH ADVISORY LLC

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #304547
Typical Fee--
AUM$203M
Minimum--
Clients228

FORTITER WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #169577
Typical Fee--
AUM$380M
Minimum--
Clients285

FOUNDERS CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #111164
Typical Fee--
AUM$282M
Minimum--
Clients130

FRANKLIN, PARLAPIANO, TURNER & WELCH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #114465
Typical Fee--
AUM$771M
Minimum--
Clients104

FREEDOM DAY SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #138962
Typical Fee--
AUM$569M
Minimum--
Clients1,265

FRUTH INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #107273
Typical Fee--
AUM$405M
Minimum--
Clients434

GARCIA HAMILTON & ASSOCIATES LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #108017
Typical Fee--
AUM$22.8B
Minimum--
Clients417

GBM WEALTH MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #145049
Typical Fee1.00%
AUM$218M
Minimum--
Clients461

GEC ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #161472
Typical Fee--
AUM$1.0B
Minimum--
Clients9

GFS ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #143110
Typical Fee--
AUM$3.3B
Minimum--
Clients724

GOODMAN FINANCIAL CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #114637
Typical Fee--
AUM$865M
Minimum--
Clients925

GRANITE HARBOR ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #179523
Typical Fee--
AUM$561M
Minimum--
Clients957

GUIDED CAPITAL WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #310056
Typical Fee--
AUM$250M
Minimum--
Clients484

HADDINGTON VENTURES, LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #158231
Typical Fee--
AUM$723M
Minimum--
Clients4

HAVEN WEALTH GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #148099
Typical Fee--
AUM$515M
Minimum--
Clients819

HENRY BRAGG & CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #311388
Typical Fee--
AUM$469M
Minimum--
Clients603

HERITAGE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #122394
Typical Fee--
AUM$358M
Minimum--
Clients803

HIGGINBOTHAM RETIREMENT ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #128561
Typical Fee--
AUM--
Minimum--
Clients--

HINES CAPITAL ADVISORS LLC

Clean RecordAlso Compensated via Product Sales
Houston, TexasCRD #307282
Typical Fee--
AUM$4.4B
Minimum--
Clients10

HORIZON WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #114102
Typical Fee--
AUM$407M
Minimum--
Clients801

HOURGLASS CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #147754
Typical Fee--
AUM$598M
Minimum--
Clients383

ICON WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #319609
Typical Fee--
AUM$2.3B
Minimum--
Clients4,238

INSCRIPTION CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #291780
Typical Fee--
AUM$1.6B
Minimum--
Clients1,456

INSCRIPTION FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #301900
Typical Fee--
AUM--
Minimum--
Clients--

INTEGRITY ROAD WEALTH PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #333154
Typical Fee--
AUM$126M
Minimum--
Clients294

INTREPID INVESTMENT MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Houston, TexasCRD #192522
Typical Fee2.00%
AUM$307M
Minimum--
Clients7

INTRUA FINANCIAL

Clean RecordAlso Compensated via Brokerage
Houston, TexasCRD #281554
Typical Fee--
AUM$1.2B
Minimum--
Clients5,051

JACKSON HILL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #284162
Typical Fee--
AUM$199M
Minimum--
Clients1

JAYKAY WEALTH ADVISORS, INC.

Clean RecordAlso Compensated via Brokerage
Houston, TexasCRD #170192
Typical Fee--
AUM$171M
Minimum--
Clients357

JCP INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #150635
Typical Fee--
AUM$253M
Minimum--
Clients28

JOYCE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #325221
Typical Fee--
AUM$420M
Minimum--
Clients951

JUNIPER CAPITAL ADVISORS, L.P.

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #173612
Typical Fee--
AUM$719M
Minimum--
Clients6

JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #312630
Typical Fee--
AUM$355M
Minimum--
Clients2

KA CREDIT ADVISORS II, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #311657
Typical Fee--
AUM$391M
Minimum--
Clients1

KA CREDIT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #306753
Typical Fee--
AUM$2.1B
Minimum--
Clients1

KA FUND ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #141037
Typical Fee--
AUM$3.3B
Minimum--
Clients1

KAYNE ANDERSON CAPITAL ADVISORS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #104536
Typical Fee--
AUM$30.5B
Minimum--
Clients119

KDK PRIVATE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #299583
Typical Fee--
AUM$479M
Minimum--
Clients208

KOIN CAPITAL INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #315355
Typical Fee--
AUM--
Minimum--
Clients--

KWK MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #131097
Typical Fee--
AUM$263M
Minimum--
Clients3

LAVACA CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #167238
Typical Fee--
AUM$421M
Minimum--
Clients36

LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #105835
Typical Fee--
AUM$286M
Minimum--
Clients9

LINSCOMB WEALTH, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #106779
Typical Fee--
AUM$5.2B
Minimum--
Clients4,783

LIONSTONE INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #160214
Typical Fee--
AUM$4.5B
Minimum--
Clients23

LIVE OAK WEALTH ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #154962
Typical Fee--
AUM$143M
Minimum--
Clients308

LUMINUS MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #157536
Typical Fee--
AUM$596M
Minimum--
Clients10

MANSKE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #164401
Typical Fee--
AUM$608M
Minimum--
Clients479

MARBLE CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #285940
Typical Fee--
AUM$2.8B
Minimum--
Clients13

MBR FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #168333
Typical Fee--
AUM$868M
Minimum--
Clients1,396

MCALISTER, SWEET & ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #290626
Typical Fee--
AUM$205M
Minimum--
Clients334

MONEX ASSET MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #148123
Typical Fee--
AUM$557M
Minimum--
Clients547

MOSAIC ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #164913
Typical Fee--
AUM$499M
Minimum--
Clients214

MOUNTAIN CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #281465
Typical Fee--
AUM$1.3B
Minimum--
Clients12

MSC ADVISER I, LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #169939
Typical Fee--
AUM$1.6B
Minimum--
Clients4

MURRAY INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #146921
Typical Fee--
AUM$147M
Minimum--
Clients139

NEW CAPITAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #131658
Typical Fee--
AUM$466M
Minimum--
Clients742

NORTH HUDSON RESOURCE PARTNERS LP

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #297155
Typical Fee--
AUM$1.3B
Minimum--
Clients8

NUCLO WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #317730
Typical Fee--
AUM$235M
Minimum$500,000
Clients41

OAK HARVEST INVESTMENT SERVICES

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #173293
Typical Fee1.37%
AUM$941M
Minimum--
Clients2,633

OGAM, LP

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #287919
Typical Fee--
AUM$7.3B
Minimum--
Clients23

OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #323024
Typical Fee--
AUM$470M
Minimum--
Clients3

ONEMAP MINERAL SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #285938
Typical Fee--
AUM$462M
Minimum--
Clients6

OUTFITTER ENERGY MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #286213
Typical Fee--
AUM$197M
Minimum--
Clients1

PACIFIC STRATEGIC MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #127990
Typical Fee--
AUM$397M
Minimum--
Clients58

PAN CAPITAL MANAGEMENT LP

Fee-Only, No Conflicts
Houston, TexasCRD #336371
Typical Fee--
AUM$3.1B
Minimum--
Clients14

PARKER FINANCIAL ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #305188
Typical Fee--
AUM$191M
Minimum--
Clients344

PATRON PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #310629
Typical Fee--
AUM$349M
Minimum--
Clients659

PAUL COMSTOCK PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #105335
Typical Fee--
AUM$2.2B
Minimum$10M
Clients118

PENNEY FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #282084
Typical Fee--
AUM$236M
Minimum--
Clients397

PICKERING ENERGY PARTNERS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #302116
Typical Fee--
AUM$1.4B
Minimum--
Clients16

PIN OAK INVESTMENT ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #105550
Typical Fee--
AUM$672M
Minimum--
Clients336

PLATFORM PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #286532
Typical Fee--
AUM$841M
Minimum--
Clients2

PORTFOLIO ADVISORY COUNCIL,L.L.C.

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #107465
Typical Fee--
AUM$465M
Minimum--
Clients909

POST OAK PRIVATE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #159293
Typical Fee--
AUM$391M
Minimum--
Clients782

PRECEDENT WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #325203
Typical Fee--
AUM$536M
Minimum--
Clients594

PROTA FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #283776
Typical Fee--
AUM$270M
Minimum--
Clients1,808

QUANTOR CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #332629
Typical Fee--
AUM$109M
Minimum--
Clients3

QUANTUM CAPITAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #174733
Typical Fee--
AUM$22.0B
Minimum--
Clients59

QUANTUM CAPITAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #160267
Typical Fee--
AUM$497M
Minimum--
Clients9

RECURRENT INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #288694
Typical Fee--
AUM$1.2B
Minimum--
Clients18

RED SWAN PRIVATE CLIENT

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #307278
Typical Fee--
AUM$165M
Minimum--
Clients7

REWBIX

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #326608
Typical Fee--
AUM$62K
Minimum--
Clients2

RHP WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #304735
Typical Fee1.00%
AUM$345M
Minimum$5000M
Clients643

RIA ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #150661
Typical Fee--
AUM$1.5B
Minimum--
Clients3,581

RIDGEWOOD ENERGY CORPORATION

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #142136
Typical Fee--
AUM$3.9B
Minimum--
Clients21

RIVERROCK ASSET MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #147691
Typical Fee1.50%
AUM$126M
Minimum--
Clients4

ROBERTSON INVESTMENT MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Houston, TexasCRD #115425
Typical Fee--
AUM$273M
Minimum--
Clients779

ROCK HILL CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #163129
Typical Fee--
AUM$228M
Minimum--
Clients4

ROG IX, LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #304142
Typical Fee--
AUM$553M
Minimum--
Clients1

ROG VI L.L.C.

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #285639
Typical Fee--
AUM$518M
Minimum--
Clients8

ROSCOMMON ANALYTICS LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #332346
Typical Fee--
AUM$1.4B
Minimum--
Clients6

SAGE ROAD CAPITAL

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #164952
Typical Fee--
AUM$146M
Minimum--
Clients3

SALLYPORT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #327533
Typical Fee--
AUM$160M
Minimum--
Clients1

SANDERS MORRIS LLC

Also Compensated via Brokerage
Houston, TexasCRD #20580
Typical Fee--
AUM$992M
Minimum--
Clients613

SANJAC ALPHA LP

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #329302
Typical Fee--
AUM$993K
Minimum--
Clients2

SAROFIM INTERNATIONAL MANAGEMENT CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #106933
Typical Fee--
AUM$2.4B
Minimum--
Clients15

SAROFIM REALTY ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #106931
Typical Fee--
AUM$1.1B
Minimum--
Clients4

SAROFIM TRUST CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #106590
Typical Fee--
AUM$12.0B
Minimum--
Clients90

SAVE ADVISERS LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #306053
Typical Fee--
AUM$4M
Minimum--
Clients200

SAXON FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #311687
Typical Fee--
AUM$616M
Minimum--
Clients1,713

SCOTT & SELBER, INC. CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #105523
Typical Fee--
AUM$569M
Minimum--
Clients317

SEGMENT WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #164877
Typical Fee--
AUM$2.1B
Minimum--
Clients1,214

SEQUENT ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #148194
Typical Fee--
AUM$973M
Minimum--
Clients691

SHEETS SMITH INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #293992
Typical Fee--
AUM$130M
Minimum--
Clients255

SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #310572
Typical Fee--
AUM$683M
Minimum--
Clients3

SILTSTONE CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #305786
Typical Fee--
AUM$326M
Minimum--
Clients7

SIMMONS L E & ASSOCIATES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #107599
Typical Fee--
AUM$2.4B
Minimum--
Clients6

SIMPLEVISOR

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #332608
Typical Fee--
AUM--
Minimum--
Clients--

SKYBOUND WEALTH USA

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #313358
Typical Fee--
AUM$161M
Minimum--
Clients310

SOVEREIGN WEALTH ADVISORS LLC

Clean RecordAlso Compensated via Brokerage
Houston, TexasCRD #188524
Typical Fee--
AUM$607M
Minimum--
Clients1,870

STANLEY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #156468
Typical Fee--
AUM$635M
Minimum--
Clients1

STAVIS WEALTH TRANSFER SOLUTIONS

Clean RecordAlso Compensated via Brokerage
Houston, TexasCRD #328185
Typical Fee--
AUM$121M
Minimum--
Clients43

STEGENT EQUITY ADVISORS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #114518
Typical Fee--
AUM$244M
Minimum--
Clients377

STELLUS CAPITAL INCOME PBDC, LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #317513
Typical Fee--
AUM$406M
Minimum--
Clients1

STELLUS CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #160115
Typical Fee--
AUM$3.4B
Minimum--
Clients19

STRATEGIC ADVISORY SERVICES, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #108706
Typical Fee--
AUM$168M
Minimum--
Clients404

SUNBELT SECURITIES

Also Compensated via Brokerage
Houston, TexasCRD #42180
Typical Fee--
AUM$2.0B
Minimum--
Clients5,355

SYMPHONY FINANCIAL, LTD. CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #171816
Typical Fee--
AUM$1.1B
Minimum--
Clients3,324

TANGLEWOOD LEGACY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #127289
Typical Fee--
AUM$562M
Minimum--
Clients522

TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #107639
Typical Fee--
AUM$1.4B
Minimum--
Clients1,294

TERRAFORM WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #325530
Typical Fee--
AUM$182M
Minimum--
Clients5

THE CAPSTREET GROUP, LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #159690
Typical Fee--
AUM$1.1B
Minimum--
Clients2

THE CATALYST GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #333740
Typical Fee1.00%
AUM$227M
Minimum--
Clients10

THE CLARUS GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #310163
Typical Fee--
AUM$1.1B
Minimum--
Clients1,786

THE ENERGY & MINERALS GROUP

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #157915
Typical Fee--
AUM$13.1B
Minimum--
Clients59

THE GOFF FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #114796
Typical Fee--
AUM$573M
Minimum--
Clients639

THE MENARD FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #299404
Typical Fee--
AUM$429M
Minimum--
Clients358

THE SALIENT ZARVONA ENERGY FUND GP, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #162712
Typical Fee--
AUM$289M
Minimum--
Clients4

THE STERLING GROUP, L.P.

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #157406
Typical Fee--
AUM$9.5B
Minimum--
Clients20

THE VARIABLE ANNUITY LIFE INSURANCE COMPANY

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #104561
Typical Fee--
AUM$31.8B
Minimum--
Clients36

THE WINDACRE PARTNERSHIP LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #168761
Typical Fee--
AUM$9.7B
Minimum--
Clients3

THIRD GEAR CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #327316
Typical Fee--
AUM$116M
Minimum--
Clients4

THOMIST CAPITAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #299815
Typical Fee--
AUM$534M
Minimum--
Clients3

TRACE CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #322094
Typical Fee--
AUM$1.8B
Minimum--
Clients4

TRANSPOSE PLATFORM MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #287674
Typical Fee--
AUM$2.5B
Minimum--
Clients46

TRB WEALTH MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #309370
Typical Fee--
AUM$1.2B
Minimum--
Clients1,355

TRINITY LEGACY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #159179
Typical Fee--
AUM$460M
Minimum--
Clients854

TRIPPON WEALTH MANAGEMENT GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #136485
Typical Fee--
AUM$185M
Minimum--
Clients830

TRUST ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #157508
Typical Fee--
AUM$6.1B
Minimum--
Clients1,470

TRUST ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #147379
Typical Fee--
AUM$3.2B
Minimum--
Clients155

TSA WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #323123
Typical Fee--
AUM$301M
Minimum--
Clients658

U.S. CAPITAL WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #288199
Typical Fee--
AUM$7.3B
Minimum--
Clients10,833

USCA ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #137045
Typical Fee0.75%
AUM$174M
Minimum--
Clients25

VALIC FINANCIAL ADVISORS, INC.

Also Compensated via Brokerage
Houston, TexasCRD #42803
Typical Fee0.95%
AUM$26.4B
Minimum$100M
Clients293,993

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #106975
Typical Fee--
AUM$15.9B
Minimum--
Clients416

VIAQUEST ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #333842
Typical Fee1.50%
AUM$139M
Minimum--
Clients441

VIRAGE CAPITAL MANAGEMENT LP

Fee-Only, No Conflicts
Houston, TexasCRD #167992
Typical Fee--
AUM$691M
Minimum--
Clients12

VOSS CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #158929
Typical Fee1.00%
AUM$1.4B
Minimum--
Clients8

WATEROUS ENERGY FUND MANAGEMENT (US), LLC

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #290952
Typical Fee--
AUM$5.2B
Minimum--
Clients16

WEALTH BENEFIT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #319324
Typical Fee--
AUM$307M
Minimum--
Clients461

WESTPARK WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #130914
Typical Fee--
AUM$229M
Minimum--
Clients700

WHITE DEER

Fee-Only, No ConflictsClean Record
Houston, TexasCRD #161361
Typical Fee--
AUM$1.4B
Minimum--
Clients15

WILLIS JOHNSON & ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #119759
Typical Fee1.20%
AUM$1.4B
Minimum--
Clients2,377

WINCORAM ASSET MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #312425
Typical Fee--
AUM$8.1B
Minimum--
Clients17

YOST CAPITAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #153082
Typical Fee--
AUM$215M
Minimum--
Clients2

ZARVONA ENERGY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #288820
Typical Fee--
AUM$410M
Minimum--
Clients5
Fiduciary Advisors in Houston, Texas | FiduciaryListings