How many financial advisors are in Bellaire, Texas?

Falists lists 8 registered investment advisers with a principal office or filing address in Bellaire, Texas, based on public SEC IAPD data.

How do financial advisors in Bellaire charge fees?

Fee structures vary by firm. In Bellaire, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Bellaire?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Texas · 8 advisers

Financial Advisors in Bellaire, Texas

Looking for a financial advisor in Bellaire, Texas? Falists indexes 8 SEC-registered and state-registered investment advisers in Bellaire — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $466.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$466.6M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning3 Trusts3 Retirement2 Institutional2

Top advisors in Bellaire

Ranked by AUM · Fees, team & specialties at a glance

View all 8 →

CLEAR SKY ADVISERS, LLC

Bellaire, TX

AUM

$466.6M

Wealth MgmtInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

713-263-3300

Full profile Visit site →

RIDGEBACK CAPITAL MANAGEMENT

Bellaire, TX

AUM

$171.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM; Hourly charges

713-667-4026

Full profile Visit site →

PIVOT POINT ADVISORS, LLC

Bellaire, TX

AUM

$141.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

713-715-7000

Full profile Visit site →

LEDER FIDUCIARY CAPITAL LLC

Bellaire, TX

AUM

$120.6M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM

713-870-9516

Full profile Visit site →

BISON INTERESTS, LLC

Bellaire, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(832) 299-3380

Full profile Visit site →

MERCER STREET PERSONAL FINANCIAL SERVICES

Bellaire, TX

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Hourly charges; Fixed fees

(346) 704-4690

Full profile Visit site →

PLUM SEED MANAGEMENT LLC

Bellaire, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

713-569-4188

Full profileNo website

WB ADVISORS TEXAS LLC

Bellaire, TX

AUM

—

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

500-163-3326

Full profileNo website

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Common questions

How many financial advisors are in Bellaire, Texas?: 8 registered investment advisers are listed in our Bellaire directory, sourced from public SEC filings.
What types of advisors are in Bellaire?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Bellaire?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.