Falists

Texas · 54 advisers

Financial Advisors in The Woodlands, Texas

Looking for a financial advisor in The Woodlands, Texas? Falists indexes 54 SEC-registered and state-registered investment advisers in The Woodlands — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 49 firms list a website you can visit directly. Firms in this directory manage up to $4.39B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

54

With website

49

Largest AUM

$4.39B

Financial planning

28

Filter by specialty

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

AllWealth44Planning28Trusts36Retirement5Institutional15

Top advisors in The Woodlands

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

View all 54 →

THE SUM

The Woodlands, TX

AUM

$551.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

7 advisors

Clients

101-250

Fees

Hourly charges; Fixed fees

281-940-4859

Full profileVisit site →

LEGACY CAPITAL

The Woodlands, TX

AUM

$273.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

(281) 595-1990

Full profileVisit site →
View all 54 advisors in The Woodlands

More cities in Texas

Dallas (571)Houston (439)Austin (407)San Antonio (113)Fort Worth (94)Plano (79)Southlake (43)Frisco (31)Sugar Land (24)Waco (21)Richardson (18)Mckinney (17)

Common questions

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