Falists

Texas · 439 advisers

Financial Advisors in Houston, Texas

Looking for a financial advisor in Houston, Texas? Falists indexes 439 SEC-registered and state-registered investment advisers in Houston — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 368 firms list a website you can visit directly. Firms in this directory manage up to $35.07B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

439

With website

368

Largest AUM

$35.07B

Financial planning

150

Filter by specialty

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

AllWealth307Planning150Trusts197Retirement89Institutional134

Top advisors in Houston

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

View all 439 →

OGAM, LP

Houston, TX

AUM

$8.69B

Wealth MgmtInstitutional

Team

9 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

1 (713) 225-5965

Full profileVisit site →
View all 439 advisors in Houston

More cities in Texas

Dallas (571)Austin (407)San Antonio (113)Fort Worth (94)Plano (79)The Woodlands (54)Southlake (43)Frisco (31)Sugar Land (24)Waco (21)Richardson (18)Mckinney (17)

Common questions

How many financial advisors are in Houston, Texas?
439 registered investment advisers are listed in our Houston directory, sourced from public SEC filings.
What types of advisors are in Houston?
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 Houston?
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.