These top financial advisory firms in Houston, Texas were carefully selected based on the firms who manage the most client accounts and have the best reviews and recommendations. Use this list of top Houston financial advisors to help you find a reputable, capable financial advisor.
Reviews that the firm
Firms manage at least
$100 million in assets
Firms provide financialplanning and investment services
Firms are fee-only
|1. Edelman Financial Engines
|2. Buckingham Strategic Wealth
|3. Mercer Global Advisors Inc.
|4. South Texas Money Management, Ltd.
|5. Halbert Hargrove
|6. Andersen Tax LLC
|7. Polaris Greystone Financial Group
|8. Chilton Capital Management
The help of an expert financial advisor can help you not only get organized, but also get prepared for your future. Read each firms description below to discern whether their advisors might be the right fit. Once you narrow your list, here are top questions to ask a financial advisor before hiring.
1885 St. James Place Suite 1340
Houston, TX 77056
Edelman Financial Engines is a financial advisory firm that has $205.60 Billion in assets under management. The firm has helped many people manage their monetary assets, from everyday Americans to hundreds of Fortune 500 companies. The financial giant has 180 branches across the country and offers a myriad of financial services focused on financial planning, investment management, retirement planning, and money management.
Edelman Financial Engines provides objective, fee-based advice and asset management with an aim to help you build a better financial future. They also offer fiduciary services, and are legally and ethically required to put client interests before their own. The financial advisory firm is seen as a leader in the financial space and is known for catering financial portfolios and plans based on their clients’ unique financial goals and needs.
Edelman Financial Engines was officially formed in 2018 when Edelman Financial Services, LLC merged with Financial Engines Advisors, L.L.C. Both of these two firms were in the advisory business for some time before merging. Edelman was established in 1986 by Ric and Jean Edelman, and Financial Engines was created in 1997. Today the firm is the largest independent registered investment advisor in the nation, serving over 1 million people with over $150 Billion assets under management. In addition to the Houston location off Highway 6 and Longenbaugh Drive, there is also a location on St. James Place in South Houston.
Founded in 1996
Retirement Planning, Portfolio Management, Investment Advisory
Requires a $50,000 minimum investment and charges a blended rate between 1.50% and 0.90% for ongoing portfolio management services, depending on the size of the portfolio.
2415 Sunset Blvd
Houston, TX 77005
Buckingham Strategic Wealth is a fee-only financial advisor firm that provides investment advisory services for 7,315 clients. The firm has 290 advisors across the nation and they manage over $13.7 billion in assets under management.
Buckingham offers an Investment Policy Committee, which is a full-time team made up of advisors, researchers and financial specialists who continuously study, evaluate and apply the latest peer-reviewed financial research to ensure their firm recommendations live up to their fiduciary standards.
They diligently help clients find ideal ways to balance risk while providing protection against inflation with the right balance to fit unique needs. The firm uses a transparent fee-only model with their clients as well as a trusted custodian.
Unlike some financial advisor firms, Buckingham Strategic Wealth has multiple fee schedules, depending on which service you use. The firm charges fees in three distinct ways: annually, monthly and hourly. Annual fees, which are based on a percentage of assets under management, are charged in advance and are divided into four equal fees charged each quarter. Monthly fixed fees and hourly fees are charged in advance every month.
Founded in 2007
Financial Planning, Investment Management, Portfolio Management, Wealth Management, Tax Planning
$500,00 minimum investment required to initiate services as a new client.
500 Dallas Street Suite 1400
Houston, TX 77002
Mercer Global Advisors is a sizable fee-only financial firm with 30 offices across the United States. The firm’s founder, Kendrick Mercer, started a law practice focused on estate planning but decided to launch an investment advisory firm after he saw the need so that he could help clients achieve “economic freedom.”
The firm offers comprehensive investment management, financial planning, family office services, tax planning, estate planning and retirement planning services. The advisory firm also follows the fiduciary standard to put clients’ needs and interests first, and they have been successful for over 30 years helping families navigate their financial needs.
Mercer Global Advisors uses a transparent, fee-only model and a trusted custodian. The annual management fee for ongoing portfolio portfolio management services is negotiable. The Houston office offers many customized strategies designed to meet varying risk tolerance levels, time horizons, and investment objectives as they believe that every client situation is different.
Founded in 1985
Investment Management, Financial Planning, Estate Planning, Tax Planning & Preparation, Corporate Trustee
Requires a $250,000 minimum investment.
1 Riverway Drive
Houston, TX 77056
South Texas Money Management is a fee-only firm with more than $3.3 billion in assets under management and 30 advisors. The firm has a $1 Million minimum investment requirement and works with high-net-worth individuals, businesses with banks, pension plans, charitable organizations, government entities, and other corporations.
South Texas Money Management offers a specialized staff, including chartered financial analysts (CFAs), certified financial planners (CFPs), certified divorce financial analysts (CDFAs), certified public accountants (CPAs and accredited investment fiduciarys (AIFs). Services offered by the firm include financial planning, asset allocation management, portfolio management, and construction and annual written analyses of holdings. Wealth management is available for accounts with at least $20 million in assets under management.
Jeanie Wyatt founded South Texas Money Management in 2000. She still works at the firm as CEO and chief investment officer. Wyatt is also the principal owner of the firm. Barron’s Magazine named Wyatt one of the Top 100 Women Financial Advisors from 2015 to 2018. The firm practices under a transparent model and is headquartered in San Antonio, Texas.
Founded in 2000
Financial Planning, Wealth Management, Investment Management
Requires a $1,000,000 minimum investment and charges a blended rate between 1.00% and 0.35% for ongoing portfolio management services, depending on the size of the portfolio.
450 Gears Road, Suite 625
Houston, TX 77067
Halbert Hargrove has been servicing clients for over thirty years, is a registered investment advisor in 13 states and has over $2.5 Billion in assets under management. The financial advisor firm caters to high-net-worth clients and their goal is to “help clients feel confident and supported” in all their investment and asset management needs.
Halbert Hargrove has built a strong reputation as a top adviser on every dimension of their clients’ wealth by helping to build ideas investment portfolios based on unique financial needs. That includes applying forward-thinking investment strategies and bringing in outside expertise when needed. Their website states they “anticipate client risks and execute wisely, keeping a steady eye on the future.”
Halbert Hargrove requires a $1,000,000 minimum investment and charges a blended rate between 1.00% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.
Founded in 1988
Wealth Protection, Estate Planning, Financial Planning, Charitable Gifting, Special Family Situations
$1,000,000 minimum investment
With our trusted network of advisors, we’ll connect you with up to three established planners in your area.
5847 San Felipe Street, Suite 4450
Houston, TX 77057
Andersen tax is one of the largest and most respected national independent financial firms offering tax, investment advisory and valuation services. The fee-only advisory firm is the founding member of Andersen Global, an international association of legally separate, independent member firms with nearly 4,000 financial professionals worldwide and a presence in over 129 locations. Each location has an operating model structured to allow Managing Directors to “roll up their sleeves” to work directly with clients.
Anderson Tax has been serving the Houston area for over a decade and has a client base consisting of individuals, families, foundations, estates, trusts, partnerships, family-owned pension and profit sharing plans, charitable organizations and endowments. The financial advisory firm specializes in mitigating risk for clients, but also helping them achieve a return on their investments, based on clients’ unique investment time horizons.
The Houston location requires a $0 minimum investment and charges a blended rate between 1.00 percent and 0.40 percent for ongoing portfolio management services, depending on the size of the portfolio.
Founded in 2002
Financial Planning, Investment Management, Tax Planning
No advisor minimum, but there is fee of $1,000 on every $100,000.
1 Riverway Suite 1200
Houston, TX 77056
Polaris Greystone Financial Group is a fee-only financial advisory firm who, according to their website, aims “to provide the personal attention of a boutique firm while using the resources available to a large firm.” The firm utilizes a team-based approach to wealth management with firm representatives including a Director, Wealth Advisor, Financial Planner, Portfolio Management Team and Operations Team.
Polaris Greystone Financial Group offers free portfolio reviews and assessments and also provides an educational series for clients. The financial firm has been helping clients navigate market complexities to reach unique long-term financial goals since 2011 and offers fiduciary services to work with clients through transparency.
Polaris is a registered investment advisor in 53 states and offers a 1: 57 advisor/client ratio. The firm’s headquarters is in San Rafael, CA and the Houston office has been open since 2013. There is a $500,000 minimum investment.
Founded in 2011
Wealth Management, Financial Planning, Investment Management, Employer-Sponsored Retirement Plans
Required $500,000 minimum investment.
1177 West Loop South Suite 1310
Houston, TX 77072
Chilton Capital Management has been in the financial space since 1996 and the firm has combined with many firms over the years. The fee-based advisory firm’s client base consists of high-net-worth individuals and families as well as many charitable organizations, banks, businesses and government entities. Nearly all of Chilton’s services revolve around investment management, which it provides as either a discretionary or non-discretionary service. However, if you need financial planning as well, the firm’s proprietary Wealth ePath software can help for a goal plan based on individual client situations.
Every new client joining Chilton Capital Management meets with a financial advisor to determine the type of investments that make sense based on an individualized assessment of risk tolerance, time horizon, liquidity needs and investment goals. Once a clear profile is determined, the client is strategically matched with one of several investment strategies Chilton has created and works with a team of investment experts to create goals and performance analysis.
Chilton Capital Management’s website states that they “believe in transparency and objectivity, which ensures our interests remain fully aligned with the individuals, families and organizations” they serve. Their minimum investment is $375,000.
Founded in 1996
Wealth Management, Financial Planning, Fiduciary Services
Requires a $375,000 minimum investment.
Finding the right financial advisor can be very time-consuming. We have narrowed down the list to help save you research hours by finding the advisory firms who manage the most assets and have the highest reviews. This list of the top ten firms in Houston, Texas, can help you find the financial firm that not only best meets your needs but also provides you with the confidence and stability you need to get your finances in order for your future.
Keep in mind that it’s important to do your homework when choosing a financial advisor. Advisors should be able to directly answer your questions with detailed, documented proof of their fee structure, standards, code of ethics and policies.
*Criteria: Compiled FINRA data and public advisory firm data for financial advisory firms who: