EXPLORE THE DIRECTORY

Investment adviser firms in HOUSTON, Texas · Page 2

Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.

237 firms · Source months shown: August 2026

INSCRIPTION FAMILY OFFICE, LLCCRD 301900 · HOUSTON, TX
Not availableRegulatory AUM · August 2026
INTEGRITY ROAD WEALTH PARTNERS LLCCRD 333154 · HOUSTON, TX
$125,962,624.00Regulatory AUM · August 2026
INTREPID INVESTMENT MANAGEMENT, LLCCRD 192522 · HOUSTON, TX
$322,840,000.00Regulatory AUM · August 2026
INTRUA FINANCIAL LLCCRD 281554 · HOUSTON, TX
$1,747,007,902.00Regulatory AUM · August 2026
JACKSON HILL ADVISORS, LLCCRD 284162 · HOUSTON, TX
$217,885,900.00Regulatory AUM · August 2026
JAYKAY WEALTH ADVISORS, INC.CRD 170192 · HOUSTON, TX
$173,758,937.00Regulatory AUM · August 2026
JCP INVESTMENT MANAGEMENT, LLCCRD 150635 · HOUSTON, TX
$252,257,241.00Regulatory AUM · August 2026
JOYCE WEALTH MANAGEMENT, LLCCRD 325221 · HOUSTON, TX
$483,071,175.00Regulatory AUM · August 2026
JUNIPER CAPITAL ADVISORS, L.P.CRD 173612 · HOUSTON, TX
$535,372,732.00Regulatory AUM · August 2026
JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.CRD 312630 · HOUSTON, TX
$370,781,513.00Regulatory AUM · August 2026
KA CREDIT ADVISORS II, LLCCRD 311657 · HOUSTON, TX
$395,207,354.00Regulatory AUM · August 2026
KA CREDIT ADVISORS, LLCCRD 306753 · HOUSTON, TX
$2,286,702,000.00Regulatory AUM · August 2026
KA FUND ADVISORS, LLCCRD 141037 · HOUSTON, TX
$3,188,024,827.00Regulatory AUM · August 2026
KANOS CAPITAL MANAGEMENT, LLCCRD 128395 · HOUSTON, TX
$133,205,240.00Regulatory AUM · August 2026
KAYNE ANDERSON CAPITAL ADVISORS, L.P.CRD 104536 · HOUSTON, TX
$34,109,306,018.00Regulatory AUM · August 2026
KDK PRIVATE WEALTH MANAGEMENT, LLCCRD 299583 · HOUSTON, TX
$584,638,790.00Regulatory AUM · August 2026
KOIN CAPITAL INCCRD 315355 · HOUSTON, TX
Not availableRegulatory AUM · August 2026
KWK MANAGEMENT LLCCRD 131097 · HOUSTON, TX
$262,542,013.00Regulatory AUM · August 2026
LAVACA CAPITAL, LLCCRD 167238 · HOUSTON, TX
$927,071,889.00Regulatory AUM · August 2026
LEGGETT VENTURES LLCCRD 342997 · HOUSTON, TX
Not availableRegulatory AUM · August 2026
LEHRER KENNETH EUGENE DRCRD 105835 · HOUSTON, TX
$286,300,000.00Regulatory AUM · August 2026
LINSCOMB WEALTH, INC.CRD 106779 · HOUSTON, TX
$5,214,032,831.00Regulatory AUM · August 2026
LIVE OAK WEALTH ADVISORY GROUP, LLCCRD 154962 · HOUSTON, TX
$155,482,308.00Regulatory AUM · August 2026
LUMINUS MANAGEMENT, LLCCRD 157536 · HOUSTON, TX
$442,810,056.00Regulatory AUM · August 2026
MANSKE WEALTH MANAGEMENT, LLCCRD 164401 · HOUSTON, TX
$707,317,447.00Regulatory AUM · August 2026
MARBLE CAPITAL LPCRD 285940 · HOUSTON, TX
$3,346,099,228.00Regulatory AUM · August 2026
MARGOLIS BRADY RAGHAVAN FINANCIAL, INC.CRD 168333 · HOUSTON, TX
$956,390,510.00Regulatory AUM · August 2026
MATTHEW GOFF INVESTMENT ADVISOR, LLCCRD 114796 · HOUSTON, TX
$674,352,587.00Regulatory AUM · August 2026
MCALISTER, SWEET & ASSOCIATES, INC.CRD 290626 · HOUSTON, TX
$224,207,084.00Regulatory AUM · August 2026
MCKINNEY CAPITAL MANAGEMENT LLCCRD 338774 · HOUSTON, TX
$246,134,643.00Regulatory AUM · August 2026
MONEX ASSET MANAGEMENT, INC.CRD 148123 · HOUSTON, TX
$650,868,175.00Regulatory AUM · August 2026
MONTROSE ESTATE CAPITAL MANAGEMENT, LLCCRD 324497 · HOUSTON, TX
$40,011,977.00Regulatory AUM · August 2026
MOSAIC ADVISORS LLCCRD 164913 · HOUSTON, TX
$580,504,440.00Regulatory AUM · August 2026
MOUNTAIN CAPITAL MANAGEMENT, LLCCRD 281465 · HOUSTON, TX
$1,368,541,949.00Regulatory AUM · August 2026
MSC ADVISER I, LLCCRD 169939 · HOUSTON, TX
$1,733,528,292.00Regulatory AUM · August 2026
MURRAY INVESTMENT MANAGEMENT, LLCCRD 146921 · HOUSTON, TX
$159,141,962.00Regulatory AUM · August 2026
NEW CAPITAL MANAGEMENT, LPCRD 131658 · HOUSTON, TX
$533,528,671.00Regulatory AUM · August 2026
NORTH HUDSON RESOURCE PARTNERS LPCRD 297155 · HOUSTON, TX
$2,577,342,371.00Regulatory AUM · August 2026
NUCLO WEALTH LLCCRD 317730 · HOUSTON, TX
$293,720,804.00Regulatory AUM · August 2026
OAK HARVEST INVESTMENT SERVICES, LLCCRD 173293 · HOUSTON, TX
$1,136,761,287.00Regulatory AUM · August 2026
OGAM, LPCRD 287919 · HOUSTON, TX
$8,687,114,705.00Regulatory AUM · August 2026
OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLCCRD 323024 · HOUSTON, TX
$831,381,391.00Regulatory AUM · August 2026
OUTFITTER ENERGY MANAGEMENT, LLCCRD 286213 · HOUSTON, TX
$239,632,394.00Regulatory AUM · August 2026
PACIFIC STRATEGIC MANAGEMENT, LPCRD 127990 · HOUSTON, TX
$426,462,160.00Regulatory AUM · August 2026
PAN CAPITAL MANAGEMENT LPCRD 336371 · HOUSTON, TX
$3,078,886,949.00Regulatory AUM · August 2026
PARKER FINANCIAL ADVISORS LLCCRD 305188 · HOUSTON, TX
$217,619,860.00Regulatory AUM · August 2026
PATRON PARTNERS, LLCCRD 310629 · HOUSTON, TX
$325,702,333.00Regulatory AUM · August 2026
PENNEY FINANCIAL, LLCCRD 282084 · HOUSTON, TX
$303,508,319.00Regulatory AUM · August 2026
PEREA CAPITAL, LLCCRD 171657 · HOUSTON, TX
$164,185,986.00Regulatory AUM · August 2026
PICKERING ENERGY PARTNERS LPCRD 302116 · HOUSTON, TX
$1,659,466,002.00Regulatory AUM · August 2026
PIN OAK INVESTMENT ADVISORS INCCRD 105550 · HOUSTON, TX
$784,773,250.00Regulatory AUM · August 2026
PLATFORM PARTNERS LLCCRD 286532 · HOUSTON, TX
$824,834,000.00Regulatory AUM · August 2026
PORTFOLIO ADVISORY COUNCIL, L.L.C.CRD 107465 · HOUSTON, TX
$494,940,434.00Regulatory AUM · August 2026
PRECEDENT WEALTH PARTNERS, LLCCRD 325203 · HOUSTON, TX
$685,046,783.00Regulatory AUM · August 2026
PROTA FINANCIAL, LLCCRD 283776 · HOUSTON, TX
$270,372,201.00Regulatory AUM · August 2026
PUBLIC SAFETY FINANCIAL GROUP, LLCCRD 342737 · HOUSTON, TX
Not availableRegulatory AUM · August 2026
PUTTERMAN, DEAN ELIOTCRD 111779 · HOUSTON, TX
$324,484,824.00Regulatory AUM · August 2026
QEP ADVISERS, LLCCRD 174733 · HOUSTON, TX
$28,772,157,615.00Regulatory AUM · August 2026
QUANTOR CAPITAL LLCCRD 332629 · HOUSTON, TX
$176,422,478.00Regulatory AUM · August 2026
QUANTUM ADVISERS, LLCCRD 160267 · HOUSTON, TX
$490,634,138.00Regulatory AUM · August 2026
RECURRENT INVESTMENT ADVISORS LLCCRD 288694 · HOUSTON, TX
$1,381,535,163.00Regulatory AUM · August 2026
REDSWAN PC, INCCRD 307278 · HOUSTON, TX
$165,260,000.00Regulatory AUM · August 2026
RIA GLOBAL RESEARCH, LLCCRD 332608 · HOUSTON, TX
$928,433.00Regulatory AUM · August 2026
RIDGEWOOD ENERGY CORPORATIONCRD 142136 · HOUSTON, TX
$3,281,156,957.00Regulatory AUM · August 2026
RIVERROCK ASSET MANAGEMENT LLCCRD 147691 · HOUSTON, TX
Not availableRegulatory AUM · August 2026
RMW ADVISORS, LLCCRD 159293 · HOUSTON, TX
$390,930,642.00Regulatory AUM · August 2026
ROBERTSON INVESTMENT MANAGEMENTCRD 115425 · HOUSTON, TX
$534,120,550.00Regulatory AUM · August 2026
ROCK HILL CAPITAL GROUP, LLCCRD 163129 · HOUSTON, TX
$238,768,632.00Regulatory AUM · August 2026
ROG IX, LLCCRD 304142 · HOUSTON, TX
$400,979,767.00Regulatory AUM · August 2026
ROG VI L.L.C.CRD 285639 · HOUSTON, TX
$561,274,529.00Regulatory AUM · August 2026
ROYAL HARBOR PARTNERS, LLCCRD 304735 · HOUSTON, TX
$344,799,694.00Regulatory AUM · August 2026
SALLYPORT PARTNERS INVESTMENT MANAGER, LLCCRD 327533 · HOUSTON, TX
$156,650,500.00Regulatory AUM · August 2026
SANDERS MORRIS LLCCRD 20580 · HOUSTON, TX
$576,142,421.00Regulatory AUM · August 2026
SANJAC ALPHA LPCRD 329302 · HOUSTON, TX
$5,296,141.00Regulatory AUM · August 2026
SAROFIM INTERNATIONAL MANAGEMENT COMPANY LLCCRD 106933 · HOUSTON, TX
$2,411,440,302.00Regulatory AUM · August 2026
SAROFIM REALTY ADVISORS LLCCRD 106931 · HOUSTON, TX
$1,160,162,820.00Regulatory AUM · August 2026
SAROFIM TRUST CO., LTACRD 106590 · HOUSTON, TX
$12,959,991,253.00Regulatory AUM · August 2026
SAVE ADVISERS LLCCRD 306053 · HOUSTON, TX
$3,500,000.00Regulatory AUM · August 2026
SAXON INTERESTS, INC.CRD 311687 · HOUSTON, TX
$679,123,679.00Regulatory AUM · August 2026
SCF PARTNERS, INC.CRD 107599 · HOUSTON, TX
$2,378,294,414.00Regulatory AUM · August 2026
SCOTT & SELBER, INC. CAPITAL MANAGEMENTCRD 105523 · HOUSTON, TX
$637,892,240.00Regulatory AUM · August 2026
SEGMENT WEALTH MANAGEMENT, LLCCRD 164877 · HOUSTON, TX
$2,069,231,258.00Regulatory AUM · August 2026
SEQUENT ASSET MANAGEMENT, LLCCRD 148194 · HOUSTON, TX
$1,055,825,621.00Regulatory AUM · August 2026
SHELTER WEALTH STRATEGIES, LLCCRD 170655 · HOUSTON, TX
$144,141,193.00Regulatory AUM · August 2026
SHERIDAN PRODUCTION PARTNERS MANAGER III, LLCCRD 310572 · HOUSTON, TX
$650,000,000.00Regulatory AUM · August 2026
SKYBOUND WEALTH MANAGEMENT USA, LLCCRD 313358 · HOUSTON, TX
$166,454,921.00Regulatory AUM · August 2026
SKYLAR CAPITAL MANAGEMENT LPCRD 341413 · HOUSTON, TX
Not availableRegulatory AUM · August 2026
SOVEREIGN WEALTH ADVISORS LLCCRD 188524 · HOUSTON, TX
$625,113,905.00Regulatory AUM · August 2026
SSC ADVISORS, LLCCRD 339313 · HOUSTON, TX
Not availableRegulatory AUM · August 2026
STANLEY CAPITAL MANAGEMENT LLCCRD 156468 · HOUSTON, TX
$634,621,352.00Regulatory AUM · August 2026
STAVIS WEALTH TRANSFER SOLUTIONS, LLCCRD 328185 · HOUSTON, TX
$148,120,106.00Regulatory AUM · August 2026
STEGENT EQUITY ADVISORS INC.CRD 114518 · HOUSTON, TX
$243,720,951.00Regulatory AUM · August 2026
STELLUS CAPITAL MANAGEMENT, LLCCRD 160115 · HOUSTON, TX
$3,508,120,289.00Regulatory AUM · August 2026
STELLUS PRIVATE BDC ADVISOR, LLCCRD 317513 · HOUSTON, TX
$472,764,372.00Regulatory AUM · August 2026
STRATEGIC ADVISORY SERVICES, L.L.C.CRD 108706 · HOUSTON, TX
$184,903,223.00Regulatory AUM · August 2026
SUNBELT SECURITIES, INC.CRD 42180 · HOUSTON, TX
$2,640,113,505.00Regulatory AUM · August 2026
SYMPHONY FINANCIAL, LTD. CO.CRD 171816 · HOUSTON, TX
$1,354,847,217.00Regulatory AUM · August 2026
TANGLEWOOD LEGACY ADVISORS, LLCCRD 127289 · HOUSTON, TX
$808,974,525.00Regulatory AUM · August 2026
TANGLEWOOD WEALTH MANAGEMENT, INC.CRD 107639 · HOUSTON, TX
$1,590,907,786.00Regulatory AUM · August 2026
TECTONIC CAPITAL ADVISORS, LLCCRD 339604 · HOUSTON, TX
$154,408,708.00Regulatory AUM · August 2026