{ "path": "/advisors/tx/houston", "url": "https://advisorcensus.com/advisors/tx/houston", "page_type": "metro", "title": "Financial advisors in Houston, TX", "filters": {}, "scope_total": 661, "faq": [ { "q": "How many financial advisory firms are there in Houston, TX?", "a": "AdvisorCensus lists 661 investment advisory firms with a principal office in the Houston metro area, from Form ADV filings as of October 2026: 303 SEC-registered, 203 state-registered, and 155 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Houston, TX?", "a": "158 of the 661 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Houston, TX offer financial planning?", "a": "254 of the 506 firms in Houston, TX that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Houston, TX fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 158 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 661 investment advisory firms with a principal office in the Houston metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Houston has 661 investment advisory firms with a principal office in the metro area as of October 2026: 303 SEC-registered, 203 state-registered, and 155 exempt reporting advisers. 158 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 172 report under $100 million in regulatory assets under management. The metro area has 2,661,739 households, 388,429 of them with income of $200,000 or more, or 588 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Houston, TX: 661 firms from Form ADV filings as of October 2026.", "total_firms": 661, "page": 1, "total_pages": 14, "sort": "name", "registration_types": { "sec": 303, "state": 203, "exempt": 155 }, "fee_model_mix": [ { "code": "fee-only", "count": 158 }, { "code": "percentage_of_aum", "count": 460 }, { "code": "hourly", "count": 165 }, { "code": "subscription", "count": 6 }, { "code": "fixed", "count": 222 }, { "code": "commissions", "count": 2 }, { "code": "performance_based", "count": 136 }, { "code": "other", "count": 70 }, { "code": "not_reported", "count": 155 } ], "years_registered_distribution": [ { "code": "under_5", "count": 285 }, { "code": "5_to_9", "count": 155 }, { "code": "10_to_19", "count": 121 }, { "code": "20_plus", "count": 85 }, { "code": "not_reported", "count": 15 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 103 }, { "code": "25m_100m", "count": 69 }, { "code": "100m_500m", "count": 140 }, { "code": "500m_1b", "count": 63 }, { "code": "1b_5b", "count": 67 }, { "code": "over_5b", "count": 22 }, { "code": "not_reported", "count": 197 } ], "firms": [ { "crd_number": 329053, "name": "1876 Partners, LP", "name_as_filed": "1876 PARTNERS, LP", "url": "https://advisorcensus.com/firm/1876-partners-lp-tomball-tx-329053", "city": "Tomball", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 344247, "name": "24A Capital Management LLC", "name_as_filed": "24A CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/24a-capital-management-llc-houston-tx-344247", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 336113, "name": "51QUID Digital Assets", "name_as_filed": "51QUID DIGITAL ASSETS", "url": "https://advisorcensus.com/firm/51quid-digital-assets-houston-tx-336113", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 300258, "name": "59 North Capital Management, LP", "name_as_filed": "59 NORTH CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/59-north-capital-management-lp-houston-tx-300258", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331734, "name": "922 Ventures", "name_as_filed": "922 VENTURES", "url": "https://advisorcensus.com/firm/922-ventures-houston-tx-331734", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332816, "name": "A Small Investment", "name_as_filed": "A SMALL INVESTMENT", "url": "https://advisorcensus.com/firm/a-small-investment-humble-tx-332816", "city": "Humble", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338956, "name": "A3 Capital Advisors", "name_as_filed": "A3 CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/a3-capital-advisors-houston-tx-338956", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 172715, "name": "Abendstern Wealth Management, Inc.", "name_as_filed": "ABENDSTERN WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/abendstern-wealth-management-inc-shenandoah-tx-172715", "city": "Shenandoah", "state": "TX", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173714, "name": "Absolute Alpha Corp", "name_as_filed": "ABSOLUTE ALPHA CORP", "url": "https://advisorcensus.com/firm/absolute-alpha-corp-houston-tx-173714", "city": "Houston", "state": "TX", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304612, "name": "Abundo Wealth", "name_as_filed": "ABUNDO WEALTH", "url": "https://advisorcensus.com/firm/abundo-wealth-houston-tx-304612", "city": "Houston", "state": "TX", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 336428, "name": "ACP Credit Management", "name_as_filed": "ACP CREDIT MANAGEMENT", "url": "https://advisorcensus.com/firm/acp-credit-management-houston-tx-336428", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 107488, "name": "Adell Harriman & Carpenter", "name_as_filed": "ADELL HARRIMAN & CARPENTER", "url": "https://advisorcensus.com/firm/adell-harriman-and-carpenter-houston-tx-107488", "city": "Houston", "state": "TX", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 138612, "name": "Advocates Wealth Planning", "name_as_filed": "ADVOCATES WEALTH PLANNING", "url": "https://advisorcensus.com/firm/advocates-wealth-planning-houston-tx-138612", "city": "Houston", "state": "TX", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288791, "name": "AEC Holdings, L.P.", "name_as_filed": "AEC HOLDINGS, L.P.", "url": "https://advisorcensus.com/firm/aec-holdings-l-p-houston-tx-288791", "city": "Houston", "state": "TX", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 109118, "name": "Affinity Capital, L.P.", "name_as_filed": "AFFINITY CAPITAL, L.P.", "url": "https://advisorcensus.com/firm/affinity-capital-l-p-houston-tx-109118", "city": "Houston", "state": "TX", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324740, "name": "Allegro Mineral Partners LLC", "name_as_filed": "ALLEGRO MINERAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/allegro-mineral-partners-llc-houston-tx-324740", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 305650, "name": "Allied Atma Ventures, LLC", "name_as_filed": "ALLIED ATMA VENTURES, LLC", "url": "https://advisorcensus.com/firm/allied-atma-ventures-llc-houston-tx-305650", "city": "Houston", "state": "TX", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322494, "name": "Allied Industrial Partners", "name_as_filed": "ALLIED INDUSTRIAL PARTNERS", "url": "https://advisorcensus.com/firm/allied-industrial-partners-houston-tx-322494", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 327961, "name": "Allied Realty Advisors IV, LLC", "name_as_filed": "ALLIED REALTY ADVISORS IV, LLC", "url": "https://advisorcensus.com/firm/allied-realty-advisors-iv-llc-houston-tx-327961", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342542, "name": "Allzen Wealth and Financial Services", "name_as_filed": "ALLZEN WEALTH AND FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/allzen-wealth-and-financial-services-houston-tx-342542", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 139757, "name": "Alpha Wealth Strategies, LLC", "name_as_filed": "ALPHA WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/alpha-wealth-strategies-llc-cypress-tx-139757", "city": "Cypress", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311490, "name": "Alpha-Tech Investments, LLC", "name_as_filed": "ALPHA-TECH INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/alpha-tech-investments-llc-houston-tx-311490", "city": "Houston", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332723, "name": "Altere Financial, LLC", "name_as_filed": "ALTERE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/altere-financial-llc-houston-tx-332723", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335079, "name": "Alteris Capital Partners, LLC", "name_as_filed": "ALTERIS CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/alteris-capital-partners-llc-houston-tx-335079", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 146153, "name": "Alterna Wealth Management, Inc.", "name_as_filed": "ALTERNA WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/alterna-wealth-management-inc-houston-tx-146153", "city": "Houston", "state": "TX", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154576, "name": "Altruvista LLC", "name_as_filed": "ALTRUVISTA LLC", "url": "https://advisorcensus.com/firm/altruvista-llc-houston-tx-154576", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 325301, "name": "Amana Advisors", "name_as_filed": "AMANA ADVISORS", "url": "https://advisorcensus.com/firm/amana-advisors-houston-tx-325301", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161464, "name": "Amberjack Capital Partners, L.P.", "name_as_filed": "AMBERJACK CAPITAL PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/amberjack-capital-partners-l-p-houston-tx-161464", "city": "Houston", "state": "TX", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 301354, "name": "Americana Partners, LLC", "name_as_filed": "AMERICANA PARTNERS, LLC", "url": "https://advisorcensus.com/firm/americana-partners-llc-houston-tx-301354", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 337277, "name": "Amerisource Fund Management", "name_as_filed": "AMERISOURCE FUND MANAGEMENT", "url": "https://advisorcensus.com/firm/amerisource-fund-management-houston-tx-337277", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172872, "name": "Amijag Advisors LLC", "name_as_filed": "AMIJAG ADVISORS LLC", "url": "https://advisorcensus.com/firm/amijag-advisors-llc-sugar-land-tx-172872", "city": "Sugar Land", "state": "TX", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 297974, "name": "Amsys Capital, LLC", "name_as_filed": "AMSYS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/amsys-capital-llc-houston-tx-297974", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339783, "name": "Analog Capital AI, LLC", "name_as_filed": "ANALOG CAPITAL AI, LLC", "url": "https://advisorcensus.com/firm/analog-capital-ai-llc-houston-tx-339783", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 309636, "name": "Analog Capital Partners LLC", "name_as_filed": "ANALOG CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/analog-capital-partners-llc-houston-tx-309636", "city": "Houston", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331693, "name": "Anchored Wealth", "name_as_filed": "ANCHORED WEALTH", "url": "https://advisorcensus.com/firm/anchored-wealth-the-woodlands-tx-331693", "city": "The Woodlands", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 310641, "name": "Andros Capital Partners LLC", "name_as_filed": "ANDROS CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/andros-capital-partners-llc-houston-tx-310641", "city": "Houston", "state": "TX", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 328571, "name": "Angelus Wealth, LLC", "name_as_filed": "ANGELUS WEALTH, LLC", "url": "https://advisorcensus.com/firm/angelus-wealth-llc-sugar-land-tx-328571", "city": "Sugar Land", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288825, "name": "Apps Wealth Management, Inc.", "name_as_filed": "APPS WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/apps-wealth-management-inc-friendswood-tx-288825", "city": "Friendswood", "state": "TX", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 114460, "name": "Aquinas Advisors, LLC", "name_as_filed": "AQUINAS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/aquinas-advisors-llc-houston-tx-114460", "city": "Houston", "state": "TX", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 334354, "name": "ARA GC Partners, LLC", "name_as_filed": "ARA GC PARTNERS, LLC", "url": "https://advisorcensus.com/firm/ara-gc-partners-llc-houston-tx-334354", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 298845, "name": "ARA Partners", "name_as_filed": "ARA PARTNERS", "url": "https://advisorcensus.com/firm/ara-partners-houston-tx-298845", "city": "Houston", "state": "TX", "years_registered": 6, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 299636, "name": "Arete Advisors", "name_as_filed": "ARETE ADVISORS", "url": "https://advisorcensus.com/firm/arete-advisors-houston-tx-299636", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174568, "name": "Aristobulus Investment Management, LLC", "name_as_filed": "ARISTOBULUS INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aristobulus-investment-management-llc-houston-tx-174568", "city": "Houston", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287466, "name": "Arkos Global Advisors, LLC", "name_as_filed": "ARKOS GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/arkos-global-advisors-llc-houston-tx-287466", "city": "Houston", "state": "TX", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310764, "name": "Armadillo Litigation Funding LLC", "name_as_filed": "ARMADILLO LITIGATION FUNDING LLC", "url": "https://advisorcensus.com/firm/armadillo-litigation-funding-llc-houston-tx-310764", "city": "Houston", "state": "TX", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 327090, "name": "Armas Capital Management, LLC", "name_as_filed": "ARMAS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/armas-capital-management-llc-houston-tx-327090", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173735, "name": "Arroyo Energy Investment Partners LLC", "name_as_filed": "ARROYO ENERGY INVESTMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/arroyo-energy-investment-partners-llc-spring-tx-173735", "city": "Spring", "state": "TX", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 153741, "name": "Artesa Financial Group", "name_as_filed": "ARTESA FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/artesa-financial-group-conroe-tx-153741", "city": "Conroe", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109518, "name": "Ascension Capital Advisors, Inc.", "name_as_filed": "ASCENSION CAPITAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/ascension-capital-advisors-inc-houston-tx-109518", "city": "Houston", "state": "TX", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 142929, "name": "Asset Lift Wealth Management, LLC", "name_as_filed": "ASSET LIFT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/asset-lift-wealth-management-llc-cypress-tx-142929", "city": "Cypress", "state": "TX", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/tx", "label": "Financial advisors in Texas" }, "metro": { "path": "/advisors/tx/houston", "label": "Financial advisors in Houston, TX" }, "city_pages": [ { "path": "/advisors/tx/houston/the-woodlands", "label": "Financial advisors in The Woodlands, TX", "firm_count": 59 }, { "path": "/advisors/tx/houston/sugar-land", "label": "Financial advisors in Sugar Land, TX", "firm_count": 25 }, { "path": "/advisors/tx/houston/katy", "label": "Financial advisors in Katy, TX", "firm_count": 16 }, { "path": "/advisors/tx/houston/spring", "label": "Financial advisors in Spring, TX", "firm_count": 13 } ], "fee_pages": [ { "path": "/advisors/tx/houston/fee-only", "label": "Fee-only financial advisors in Houston, TX", "firm_count": 158 }, { "path": "/advisors/tx/houston/flat-fee", "label": "Flat-fee financial advisors in Houston, TX", "firm_count": 222 }, { "path": "/advisors/tx/houston/hourly", "label": "Hourly financial advisors in Houston, TX", "firm_count": 165 } ], "niche_pages": [ { "path": "/advisors/tx/houston/corporate-executives", "firm_count": 1, "label": "Financial advisors for corporate executives in Houston, TX" }, { "path": "/advisors/tx/houston/educators", "firm_count": 1, "label": "Financial advisors for educators in Houston, TX" }, { "path": "/advisors/tx/houston/retirees", "firm_count": 1, "label": "Financial advisors for retirees in Houston, TX" } ] }, "csv": "https://advisorcensus.com/advisors/tx/houston.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 32, "sec_registered_at_start": 288, "per_100_registered": 11.11, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "Over the 12 months to September 1, 2026, 32 firms here registered with the SEC as investment advisers: 11.1 for every 100 already registered, against 10.0 nationally.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }