OAK HARVEST INVESTMENT SERVICES
Houston, TX
AUM
$1.14B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-822-1350
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
439 advisers found
CROSSMARK WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
713-260-9000
THE CLARUS GROUP
Houston, TX
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
713-621-3500
SEQUENT ASSET MANAGEMENT, LLC
Houston, TX
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
713-467-0008
BAYOU CITY ENERGY
Houston, TX
AUM
$1.05B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
713-400-8200
ENERVEST INVESTMENT SERVICES, L.L.C.
Houston, TX
AUM
$1.01B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-659-3500
PELICAN ENERGY PARTNERS
Houston, TX
AUM
$1.01B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-559-7110
WHITE DEER
Houston, TX
AUM
$960.8M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
713-581-6900
MBR FINANCIAL
Houston, TX
AUM
$956.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
832-667-8787
ASCENSION CAPITAL ADVISORS, INC.
Houston, TX
AUM
$938.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
713-952-6900
ARA GC PARTNERS, LLC
Houston, TX
AUM
$935.9M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-337-9150
LAVACA CAPITAL, LLC
Houston, TX
AUM
$927.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-904-4027
GOODMAN FINANCIAL CORPORATION
Houston, TX
AUM
$915.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
713-599-1777
GEC ADVISORS LLC
Houston, TX
AUM
$892.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
713-993-7222
ROSCOMMON ANALYTICS LLC
Houston, TX
AUM
$880.6M
Wealth Mgmt
Team
45 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-850-8865
CLIMATE INVESTMENT
Houston, TX
AUM
$831.4M
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-713-402-8266
PLATFORM PARTNERS LLC
Houston, TX
AUM
$824.8M
Wealth Mgmt
Team
16 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
713-335-2300
FRANKLIN, PARLAPIANO, TURNER & WELCH LLC
Houston, TX
AUM
$811.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
281-599-3129
TANGLEWOOD LEGACY ADVISORS, LLC
Houston, TX
AUM
$809.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
713-599-4999
CLEAR TRAIL ADVISORS, LLC
Houston, TX
AUM
$803.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(713) 893-9870
PIN OAK INVESTMENT ADVISORS INC
Houston, TX
AUM
$784.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +2 more
713-871-8300
HOURGLASS CAPITAL, LLC
Houston, TX
AUM
$768.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-936-0440
THOMIST CAPITAL MANAGEMENT, LP
Houston, TX
AUM
$736.2M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(832) 678-2412
HADDINGTON VENTURES, LLC
Houston, TX
AUM
$726.4M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-532-7992