AdvisorCensus / Financial advisors / Texas / Houston, TX / Branch offices
Advisory firms with an office in Houston, TX, headquartered elsewhere
300 investment advisory firms with a principal office outside the Houston, TX metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| &Partners | Houston, TX | Nashville, TN | SEC-registered investment adviser |
| 15 Wealth Advisors LLC | Houston, TX | Mundelein, IL | SEC-registered investment adviser |
| 49 Financial | Houston, TX | Austin, TX | SEC-registered investment adviser |
| Accurate Wealth Management, LLC | Houston, TX | Wesley Chapel, FL | SEC-registered investment adviser |
| Acrylic Financial, Inc. | Conreo, TX | Fountain Hills, AZ | SEC-registered investment adviser |
| Adaptation Financial Advisors Inc. | Houston, TX | Oklahoma City, OK | SEC-registered investment adviser |
| Advisors Capital Management, LLC | Houston, TX | Ridgewood, NJ | SEC-registered investment adviser |
| Alliancebernstein L.P. | Houston, TX | Nashville, TN | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | Conroe, TX | Lincoln, NE | SEC-registered investment adviser |
| Allworth Financial, L.P. | Houston, TX | Folsom, CA | SEC-registered investment adviser |
| Alpha Capital Family Office, LLC | The Woodlands, TX | Greenwood Village, CO | SEC-registered investment adviser |
| Altitude Capital Management LLC | Friendswood, TX | Des Moines, IA | SEC-registered investment adviser |
| American Triple I, LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Ameriprise Financial Services, LLC | Houston, TX | Minneapolis, MN | SEC-registered investment adviser |
| Andersen | Houston, TX | McLean, VA | SEC-registered investment adviser |
| Angeles Wealth Management, LLC | Houston, TX | Santa Monica, CA | SEC-registered investment adviser |
| Apollo Capital Credit Adviser, LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Apollo Capital Management, L.P. | Houston, TX | New York, NY | SEC-registered investment adviser |
| Apollo Credit Management, LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Apollo Investment Management, L.P. | Houston, TX | New York, NY | SEC-registered investment adviser |
| Apollo Manager, LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Apollo MPS Management, LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Apollo Real Estate Fund Adviser, LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Apollo S3 RIC Management, L.P. | Houston, TX | New York, NY | SEC-registered investment adviser |
| Arax Advisory Partners | Houston, TX | New York, NY | SEC-registered investment adviser |
| Archer Investment Corporation | Houston, TX | Carmel, IN | SEC-registered investment adviser |
| Aris Management, LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Arkadios Wealth Advisors | Angleton, TX | Atlanta, GA | SEC-registered investment adviser |
| Asset One Wealth Management, LLC | Conroe, TX | Bellevue, WA | SEC-registered investment adviser |
| Assuredpartners Investment Advisors | Houston, TX | Tampa, FL | SEC-registered investment adviser |
| Avantax Planning Partners, Inc. | Baytown, TX | Dubuque, IA | SEC-registered investment adviser |
| Avior Wealth Management, LLC | Houston, TX | Omaha, NE | SEC-registered investment adviser |
| Avondale Wealth Management LLC | The Woodlands, TX | West Lake Hills, TX | SEC-registered investment adviser |
| B. Riley Wealth Advisors, Inc. | The Woodlands, TX | Memphis, TN | SEC-registered investment adviser |
| Baker Tilly Wealth Management, LLC | Houston, TX | Madison, WI | SEC-registered investment adviser |
| Bakeravenue | Houston, TX | San Francisco, CA | SEC-registered investment adviser |
| Balyasny Asset Management L.P. | Houston, TX | Chicago, IL | SEC-registered investment adviser |
| BAM Credit and Insurance Solutions Advisor LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Bbva Global Wealth Advisors, Inc. | Houston, TX | Miami, FL | SEC-registered investment adviser |
| Beaumont Financial Partners | The Woodlands, TX | Needham, MA | SEC-registered investment adviser |
| Bentoak Capital | Katy, TX | Weatherford, TX | SEC-registered investment adviser |
| Big Ventures Management Company, LLC | Houston, TX | Shreveport, LA | Exempt reporting adviser |
| Blackrock Financial Management, Inc | Houston, TX | New York, NY | SEC-registered investment adviser |
| Blackstone Alternative Credit Advisors LP | Houston, TX | New York, NY | SEC-registered investment adviser |
| Blackstone Asset Based Finance Advisors LP | Houston, TX | New York, NY | SEC-registered investment adviser |
| Blackstone Credit BDC Advisors LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Blackstone Private Credit Strategies LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Blacktower Financial Management (US) LLC | Houston, TX | Orlando, FL | SEC-registered investment adviser |
| BofA Securities, Inc. | Houston, TX | New York, NY | SEC-registered investment adviser |
| Bogart Wealth, LLC | Houston, TX | McLean, VA | SEC-registered investment adviser |
| BOK Financial Advisors | Houston, TX | Tulsa, OK | SEC-registered investment adviser |
| BOK Financial Private Wealth, Inc. | Houston, TX | Denver, CO | SEC-registered investment adviser |
| Bolton Global Asset Management | Houston, TX | Bolton, MA | SEC-registered investment adviser |
| Breakwall Investment Advisor LLC | Houston, TX | Port Washington, NY | SEC-registered investment adviser |
| Brighton Jones LLC | Houston, TX | Seattle, WA | SEC-registered investment adviser |
| Brookfield Asset Management PIC Canada, LP | Houston, TX | Toronto, Ontario, Canada | SEC-registered investment adviser |
| Brookfield Public Securities Group LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Brookfield Renewable Energy Group LLC | Houston, TX | Toronto, Ontario, Canada | SEC-registered investment adviser |
| Bulltick Wealth Management, LLC | The Woodlands, TX | Miami, FL | SEC-registered investment adviser |
| Cadent Energy Partners | Houston, TX | Rye Brook, NY | SEC-registered investment adviser |
| Capital Creek Partners | Houston, TX | Austin, TX | SEC-registered investment adviser |
| Capstone Investment Advisors, LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| CC USA LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| CCMP Capital | The Woodlands, TX | New York, NY | SEC-registered investment adviser |
| Centaurus Financial, Inc. | Montgomery, TX | Anaheim, CA | SEC-registered investment adviser |
| Cerity Partners Retirement Plan Consultants | Houston, TX | New York, NY | SEC-registered investment adviser |
| Cetera Planning Partners | Cypress, TX | Leawood, KS | SEC-registered investment adviser |
| CGN Advisors, LLC | Fulshear, TX | Manhattan, KS | SEC-registered investment adviser |
| Charles Schwab & Co., Inc. | Houston, TX | San Francisco, CA | SEC-registered investment adviser |
| Checchi Capital Advisers, LLC | Houston, TX | Beverly Hills, CA | SEC-registered investment adviser |
| CIBC Private Wealth Advisors, Inc. | Houston, TX | Chicago, IL | SEC-registered investment adviser |
| Citadel Advisors LLC | Houston, TX | Miami, FL | SEC-registered investment adviser |
| Citigroup Global Markets Inc. | Houston, TX | New York, NY | SEC-registered investment adviser |
| Concurrent Asset Management, LLC | Houston, TX | Tampa, FL | SEC-registered investment adviser |
| Concurrent Investment Advisors, LLC | Houston, TX | Tampa, FL | SEC-registered investment adviser |
| Copenhagen Infrastructure Partners Inc. | Houston, TX | New York, NY | SEC-registered investment adviser |
| Corebridge Institutional Investments (U.S.), LLC | Houston, TX | Jersey City, NJ | SEC-registered investment adviser |
| Corient | Houston, TX | Miami, FL | SEC-registered investment adviser |
| Corient IA LP | Houston, TX | Miami, FL | SEC-registered investment adviser |
| Cortland Investment Management, LLC | Houston, TX | Atlanta, GA | SEC-registered investment adviser |
| Creative Planning | Katy, TX | Overland Park, KS | SEC-registered investment adviser |
| Creative Planning Institutional Advisors, LLC | Houston, TX | Newport Beach, CA | SEC-registered investment adviser |
| Cresset Asset Management, LLC | Houston, TX | Chicago, IL | SEC-registered investment adviser |
| Crestmont Private Wealth LLC | Houston, TX | Boerne, TX | SEC-registered investment adviser |
| Csenge Advisory Group, LLC | Houston, TX | Clearwater, FL | SEC-registered investment adviser |
| Eagle Strategies LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| EIG Management Company, LLC | Houston, TX | Washington, DC | SEC-registered investment adviser |
| Elevation Point Wealth Partners, LLC | Houston, TX | Denver, CO | SEC-registered investment adviser |
| Encap Flatrock Midstream | Houston, TX | San Antonio, TX | Exempt reporting adviser |
| Encompass More Asset Management LLC | Spring, TX | Danville, CA | SEC-registered investment adviser |
| Endurance Financial Planning, LLC | Kingwood, TX | McAllen, TX | SEC-registered investment adviser |
| Fiduciary Financial Advisors | Houston, TX | Grand Rapids, MI | SEC-registered investment adviser |
| Firethorn Partners, LLC | Houston, TX | Vancouver, Bc, Canada | SEC-registered investment adviser |
| First Reserve | Houston, TX | Stamford, CT | SEC-registered investment adviser |
| Fisher Investments | Houston, TX | Plano, TX | SEC-registered investment adviser |
| Florida Financial Advisors, LLC | Houston, TX | Tampa, FL | SEC-registered investment adviser |
| Fort Advisors Inc | Katy, TX | Austin, TX | SEC-registered investment adviser |
| Forvis Mazars Wealth Advisors, LLC | Houston, TX | Springfield, MO | SEC-registered investment adviser |
| Foundations Investment Advisors LLC | Houston, TX | Phoenix, AZ | SEC-registered investment adviser |
| Frost Investment Services | Friendswood, TX | San Antonio, TX | SEC-registered investment adviser |
| Gallagher Fiduciary Advisors, LLC | Houston, TX | Rolling Meadows, IL | SEC-registered investment adviser |
| GFO Advisory Services, LLC | Houston, TX | Greenwich, CT | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Houston, TX | Alpharetta, GA | SEC-registered investment adviser |
| Golden State Wealth Management, LLC | Houston, TX | Powell, WY | SEC-registered investment adviser |
| Goldman Sachs & Co. LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Goldman Sachs Wealth Services, L.P. | Houston, TX | Cohoes, NY | SEC-registered investment adviser |
| Gradient Wealth Management | Tomball, TX | Arden Hills, MN | SEC-registered investment adviser |
| Grey Rock Energy Management, LLC | Houston, TX | Dallas, TX | SEC-registered investment adviser |
| Grey Rock Management Partners IV, LLC | Houston, TX | Dallas, TX | SEC-registered investment adviser |
| Greystar Investment Group, LLC | Houston, TX | Charleston, SC | SEC-registered investment adviser |
| Greystone Financial Group, LLC | Houston, TX | Bloomfield Hills, MI | SEC-registered investment adviser |
| Gtis Partners | Houston, TX | New York, NY | SEC-registered investment adviser |
| Guardian Wealth Partners, LLC | The Woodlands, TX | New York, NY | SEC-registered investment adviser |
| Halbert Hargrove | Houston, TX | Long Beach, CA | SEC-registered investment adviser |
| Hancock Whitney Investment Services Inc. | Houston, TX | New Orleans, LA | SEC-registered investment adviser |
| Hightower Advisors, LLC | Houston, TX | Chicago, IL | SEC-registered investment adviser |
| Hill Investment Group | Houston, TX | St. Louis, MO | SEC-registered investment adviser |
| Hilltop Securities Inc. | Houston, TX | Dallas, TX | SEC-registered investment adviser |
| Hirtle & Co., LLC | Houston, TX | West Conshohocken, PA | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | Humble, TX | Springfield, IL | SEC-registered investment adviser |
| Hornor, Townsend & Kent, LLC | Houston, TX | Conshohocken, PA | SEC-registered investment adviser |
| Hub Investment Partners, LLC | Houston, TX | Austin, TX | SEC-registered investment adviser |
| Huntleigh Advisors, Inc. | Houston, TX | St. Louis, MO | SEC-registered investment adviser |
| IFM Investors (US) Advisor, LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Houston, TX | Charlotte, NC | SEC-registered investment adviser |
| Independent Financial Group, LLC | Houston, TX | San Diego, CA | SEC-registered investment adviser |
| Insight Wealth Strategies, LLC | Houston, TX | San Ramon, CA | SEC-registered investment adviser |
| Insigneo Advisory Services, LLC | Houston, TX | Miami, FL | SEC-registered investment adviser |
| Integrated Wealth Concepts LLC | Houston, TX | Waltham, MA | SEC-registered investment adviser |
| Invesco Advisers, Inc. | Houston, TX | Atlanta, GA | SEC-registered investment adviser |
| Invesco Investment Advisers LLC | Houston, TX | Downers Grove, IL | SEC-registered investment adviser |
| Invesco Managed Accounts, LLC | Houston, TX | Seattle, WA | SEC-registered investment adviser |
| J. Hagan Capital, Inc. | Katy, TX | Louisville, KY | SEC-registered investment adviser |
| J. W. Cole Advisors, Inc. | Tomball, TX | Tampa, FL | SEC-registered investment adviser |
| J.P. Morgan Investment Management Inc. | Houston, TX | New York, NY | SEC-registered investment adviser |
| Jain Global LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Jefferies Research Services LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Kayne Anderson Rudnick Investment Management, LLC | Houston, TX | Los Angeles, CA | SEC-registered investment adviser |
| Kinetic Investment Management, Inc. | The Woodlands, TX | Los Angeles, CA | SEC-registered investment adviser |
| Kingswood Wealth Advisors, LLC | Tomball, TX | San Diego, CA | SEC-registered investment adviser |
| Kohlberg Kravis Roberts & Co. L.P. | Houston, TX | New York, NY | SEC-registered investment adviser |
| Lantern Wealth Advisors, LLC | Houston, TX | Melville, NY | SEC-registered investment adviser |
| Lido | Houston, TX | Los Angeles, CA | SEC-registered investment adviser |
| Life Line Wealth Management LLC | Houston, TX | Beverly Hills, CA | SEC-registered investment adviser |
| Lime Rock | Houston, TX | Westport, CT | SEC-registered investment adviser |
| LMR Partners LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Lombard Odier Asset Management (USA) Corp | Houston, TX | New York, NY | SEC-registered investment adviser |
| Lonestar Registered Investment Advisors, LLC | Houston, TX | Lubbock, TX | SEC-registered investment adviser |
| LPL Enterprise, LLC | Houston, TX | Fort Mill, SC | SEC-registered investment adviser |
| LVZ, Inc. | Friendswood, TX | Holland, MI | SEC-registered investment adviser |
| Macquarie Asset Management Credit Advisers US, LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Macquarie Infrastructure Partners | Houston, TX | New York, NY | SEC-registered investment adviser |
| Makarora | Houston, TX | New York, NY | SEC-registered investment adviser |
| MAM Americas, Inc. | Houston, TX | New York, NY | SEC-registered investment adviser |
| Mariner | Houston, TX | Overland Park, KS | SEC-registered investment adviser |
| Mariner Advisor Network | Houston, TX | Overland Park, KS | SEC-registered investment adviser |
| Mariner Independent | Houston, TX | Overland Park, KS | SEC-registered investment adviser |
| Maripau Wealth Management LLC | Shenandoah, TX | Fort Wayne, IN | SEC-registered investment adviser |
| McWhorter Ventures, LLC | Houston, TX | Nashville, TN | Exempt reporting adviser |
| Mercer Global Advisors Inc. | Houston, TX | Denver, CO | SEC-registered investment adviser |
| Mercer Investments LLC | Houston, TX | Boston, MA | SEC-registered investment adviser |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston, TX | New York, NY | SEC-registered investment adviser |
| Mesa West Capital | Houston, TX | Los Angeles, CA | SEC-registered investment adviser |
| Millennium Management LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Mission Wealth Management, LP | Houston, TX | Santa Barbara, CA | SEC-registered investment adviser |
| MML Investors Services, LLC | Houston, TX | Springfield, MA | SEC-registered investment adviser |
| Modern Capital Advisors, LLC | Houston, TX | Raleigh, NC | SEC-registered investment adviser |
| Momentum Independent Network Inc. | Katy, TX | Dallas, TX | SEC-registered investment adviser |
| Morgan Stanley AIP GP LP | Houston, TX | West Conshohocken, PA | SEC-registered investment adviser |
| Morgan Stanley Investment Management Inc. | Houston, TX | New York, NY | SEC-registered investment adviser |
| MS Capital Partners Adviser Inc. | Houston, TX | New York, NY | SEC-registered investment adviser |
| Mutual Advisors, LLC | Cypress, TX | Omaha, NE | SEC-registered investment adviser |
| Mutual of Omaha Investor Services, Inc. | Houston, TX | Omaha, NE | SEC-registered investment adviser |
| Newedge Advisors | Katy, TX | New Orleans, LA | SEC-registered investment adviser |
| NGP | Houston, TX | Dallas, TX | SEC-registered investment adviser |
| Northern Trust Securities, Inc | Houston, TX | Chicago, IL | SEC-registered investment adviser |
| Northwest Asset Management | Houston, TX | Mercer Island, WA | SEC-registered investment adviser |
| Oaktree Capital Management, L.P. | Houston, TX | Los Angeles, CA | SEC-registered investment adviser |
| Oaktree Fund Advisors, LLC | Houston, TX | Los Angeles, CA | SEC-registered investment adviser |
| OIC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Omni Bridgeway Management (USA) LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Oneascent Financial Services LLC | Houston, TX | Birmingham, AL | SEC-registered investment adviser |
| Onedigital | Houston, TX | Overland Park, KS | SEC-registered investment adviser |
| Onepoint BFG Wealth Partners | Houston, TX | Parsippany, NJ | SEC-registered investment adviser |
| Oneseven | Cypress, TX | Beachwood, OH | SEC-registered investment adviser |
| Oppenheimer & Co. Inc. | Houston, TX | New York, NY | SEC-registered investment adviser |
| Optivise Advisory Services LLC | Humble, TX | Franklin, TN | SEC-registered investment adviser |
| Osaic Advisory Services, LLC | Houston, TX | Atlanta, GA | SEC-registered investment adviser |
| Oxbow Advisors, LLC | Houston, TX | Austin, TX | SEC-registered investment adviser |
| Parallel Advisors, LLC | Houston, TX | San Francisco, CA | SEC-registered investment adviser |
| Park Avenue Securities LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Parkwoods Wealth Partners, LLC | Houston, TX | Clayton, MO | SEC-registered investment adviser |
| Partners Group (USA) Inc. | Houston, TX | New York, NY | SEC-registered investment adviser |
| Peerless Wealth | Spring, TX | Columbus, OH | SEC-registered investment adviser |
| Pennantpark Investment Advisers, LLC | Houston, TX | Miami Beach, FL | SEC-registered investment adviser |
| Pennington Partners & Co., LLC | Houston, TX | Bethesda, MD | SEC-registered investment adviser |
| Phoenician Resources | Houston, TX | New York, NY | SEC-registered investment adviser |
| Pinebridge Investments LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Pinkerton Wealth Partners | Conroe, TX | Coeur D'Alene, ID | SEC-registered investment adviser |
| PKS Advisory Services, LLC | Houston, TX | Albany, NY | SEC-registered investment adviser |
| Planmember Securities Corporation | Houston, TX | Carpinteria, CA | SEC-registered investment adviser |
| Prairie Advisory, LLC | Houston, TX | Leawood, KS | SEC-registered investment adviser |
| Prime Capital Financial | Houston, TX | Overland Park, KS | SEC-registered investment adviser |
| Principal Securities, Inc. | Houston, TX | Des Moines, IA | SEC-registered investment adviser |
| Promontory Financial Planning, LLC | Houston, TX | Farmington, UT | SEC-registered investment adviser |
| Provident Financial Planning, LLC | Houston, TX | Addison, TX | SEC-registered investment adviser |
| PVG Asset Management Corp | Houston, TX | Centennial, CO | SEC-registered investment adviser |
| Quinbrook Infrastructure Partners LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Quotient Wealth Partners, LLC | Houston, TX | Dallas, TX | SEC-registered investment adviser |
| Raymond James & Associates, Inc. | Houston, TX | St. Petersburg, FL | SEC-registered investment adviser |
| RBC Capital Markets, LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| RBC Rochdale, LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Realterm | Humble, TX | Annapolis, MD | SEC-registered investment adviser |
| Renwave Kore, LLC | Houston, TX | Greenwich, CT | SEC-registered investment adviser |
| Retirement and Wealth at Alliant, LLC | Houston, TX | Wayne, PA | SEC-registered investment adviser |
| Retirement Management Systems | Angleton, TX | Leonardtown, MD | SEC-registered investment adviser |
| Retirement Planners of America | Houston, TX | Plano, TX | SEC-registered investment adviser |
| Robert W. Baird & Co. Incorporated | Houston - Memorial City, TX | Milwaukee, WI | SEC-registered investment adviser |
| Rockefeller Capital Management | Houston, TX | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | Houston, TX | New York, NY | SEC-registered investment adviser |
| Rossby Financial, LLC | Friendswood, TX | Melbourne, FL | SEC-registered investment adviser |
| Royal Fund Management, LLC | Houston, TX | Lady Lake, FL | SEC-registered investment adviser |
| Safanad Industry Capital Internet Infrastructure Management, LLC | Houston, TX | New York, NY | Exempt reporting adviser |
| Saga Ventures Management, LLC | Houston, TX | Austin, TX | Exempt reporting adviser |
| Sage Capital Advisors, LLC | Tomball, TX | Sioux Falls, SD | SEC-registered investment adviser |
| Sageguard Financial Group, LLC | Spring, TX | Goodlettsville, TN | SEC-registered investment adviser |
| Salient Advisors, L.P. | Houston, TX | Dallas, TX | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Galveston, TX | Miami, FL | SEC-registered investment adviser |
| Sandbrook Capital Management LP | Houston, TX | Stamford, CT | SEC-registered investment adviser |
| Sandton Capital Partners, LP | Houston, TX | New York, NY | SEC-registered investment adviser |
| Sanford C. Bernstein & Co., LLC | Houston, TX | Nashville, TN | SEC-registered investment adviser |
| SB Advisory, LLC | Houston, TX | Atlanta, GA | SEC-registered investment adviser |
| Schonfeld Strategic Advisors LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Secure Asset Management, L.L.C. | Houston, TX | Troy, MI | SEC-registered investment adviser |
| Seia | Houston, TX | Los Angeles, CA | SEC-registered investment adviser |
| Sequent Planning, LLC | Houston, TX | Omaha, NE | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Houston, TX | Akron, OH | SEC-registered investment adviser |
| Siguler Guff Advisers LLC | Sugar Land, TX | New York, NY | SEC-registered investment adviser |
| Sixth Street Advisers, LLC | Houston, TX | Dallas, TX | SEC-registered investment adviser |
| Smith & Wyatt | Conroe, TX | College Station, TX | SEC-registered investment adviser |
| Soltis Investment Advisors, LLC | Houston, TX | St. George, UT | SEC-registered investment adviser |
| Sowell Management | Houston, TX | North Little Rock, AR | SEC-registered investment adviser |
| Spectrum Advisors, Inc. | Houston, TX | Plano, TX | SEC-registered investment adviser |
| Squarepoint OPS LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Stenger Family Office, LLC | Spring, TX | Naperville, IL | SEC-registered investment adviser |
| Stephens | Houston, TX | Little Rock, AR | SEC-registered investment adviser |
| Stephens Investment Management Group, LLC | Houston, TX | Little Rock, AR | SEC-registered investment adviser |
| Steward Partners Investment Advisory, LLC | Houston, TX | Stamford, CT | SEC-registered investment adviser |
| Stifel Independent Advisors, LLC | Spring, TX | St Louis, MO | SEC-registered investment adviser |
| Stone Ridge Asset Management LLC | Houston, TX | New York, NY | SEC-registered investment adviser |
| Stonepeak | Houston, TX | New York, NY | SEC-registered investment adviser |
| Strategic Advisers LLC | Houston, TX | Boston, MA | SEC-registered investment adviser |
| Strategic Financial Concepts, LLC | Houston, TX | San Antonio, TX | SEC-registered investment adviser |
| Strategic Wealth Investment Group, LLC | Houston, TX | Louisville, KY | SEC-registered investment adviser |
| STWD Investment Management, LLC | Houston, TX | Miami Beach, FL | SEC-registered investment adviser |
| Summit Financial, LLC | Houston, TX | Parsippany, NJ | SEC-registered investment adviser |
| Tailwater Capital | The Woodlands, TX | Dallas, TX | SEC-registered investment adviser |
| Tanager Wealth Management | Houston, TX | London, United Kingdom | SEC-registered investment adviser |
| Teamwork Financial Advisors, LLC | Houston, TX | San Antonio, TX | SEC-registered investment adviser |
| Tectonic Advisors LLC | Houston, TX | Frisco, TX | SEC-registered investment adviser |
| Texas Capital Bank Private Wealth Advisors | Houston, TX | Dallas, TX | SEC-registered investment adviser |
| TFO Wealth Partners | Houston, TX | Maumee, OH | SEC-registered investment adviser |
| The Advisory Resource Group, LLC | Houston, TX | Tulsa, OK | SEC-registered investment adviser |
| The Baldwin Group Wealth Advisors, LLC | Houston, TX | Tampa, FL | SEC-registered investment adviser |
| The Fiduciary Alliance | Houston, TX | Greenville, SC | SEC-registered investment adviser |
| The Mather Group, LLC | Houston, TX | Chicago, IL | SEC-registered investment adviser |
| The Wealth Consulting Group | Sugar Land, TX | Las Vegas, NV | SEC-registered investment adviser |
| Thrivent Advisor Network, LLC | Houston, TX | Minneapolis, MN | SEC-registered investment adviser |
| Tinicum Incorporated | Houston, TX | New York, NY | SEC-registered investment adviser |
| Titleist Asset Management, LLC | Houston, TX | San Antonio, TX | SEC-registered investment adviser |
| TLG Advisors, Inc. | Spring, TX | Summit, NJ | SEC-registered investment adviser |
| Trajan Wealth, L.L.C. | Houston, TX | Scottsdale, AZ | SEC-registered investment adviser |
| Transamerica Financial Advisors, LLC | Houston, TX | Philadelphia, PA | SEC-registered investment adviser |
| Transglobal Advisory, LLC | Houston, TX | Monrovia, CA | SEC-registered investment adviser |
| Transwestern Investments | Houston, TX | Dallas, TX | SEC-registered investment adviser |
| Trek Financial | Bellaire, TX | Scottsdale, AZ | SEC-registered investment adviser |
| Turtle Creek Wealth Advisors, LLC | Houston, TX | Dallas, TX | SEC-registered investment adviser |
| UBS Financial Services Inc. | Houston, TX | Weehawken, NJ | SEC-registered investment adviser |
| United Airlines Ventures Management LLC | Houston, TX | Chicago, IL | Exempt reporting adviser |
| United Capital Financial Advisors | The Woodlands, TX | Irving, TX | SEC-registered investment adviser |
| Van Clemens Wealth Management, LLC | League City, TX | Minneapolis, MN | SEC-registered investment adviser |
| Venture Investment Associates | Sugar Land, TX | Peapack, NJ | SEC-registered investment adviser |
| Verition Fund Management LLC | Houston, TX | Greenwich, CT | SEC-registered investment adviser |
| Vertrix Wealth Management, LLC | Houston, TX | Troy, MI | SEC-registered investment adviser |
| Victory Financial | Houston, TX | Austin, TX | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Houston, TX | Brentwood, TN | SEC-registered investment adviser |
| Voya Financial Advisors, Inc. | Houston, TX | Windsor, CT | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Houston, TX | Cincinnati, OH | SEC-registered investment adviser |
| Warren Equity Partners Manager, L.P. | Houston, TX | Jacksonville Beach, FL | SEC-registered investment adviser |
| Waterloo Capital | Houston, TX | Austin, TX | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Houston, TX | Plymouth, MN | SEC-registered investment adviser |
| Wealth Management | Kingwood, TX | Norfolk, NE | SEC-registered investment adviser |
| Wells Fargo Advisors | Houston, TX | St. Louis, MO | SEC-registered investment adviser |
| Westwood Management Corp | Houston, TX | Dallas, TX | SEC-registered investment adviser |
| Westwood Wealth Management | Houston, TX | Dallas, TX | SEC-registered investment adviser |
| Woodstock Wealth Management, Inc. | Houston, TX | Woodstock, GA | SEC-registered investment adviser |
| World Equity Group, Inc. | Houston, TX | Schaumburg, IL | SEC-registered investment adviser |
| Wpwealth LLP | Houston, TX | Fort Worth, TX | SEC-registered investment adviser |
| Zacks Investment Management, Inc. | Houston, TX | Chicago, IL | SEC-registered investment adviser |
| Zions Capital Advisors, Inc. | Conroe, TX | Salt Lake City, UT | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 4 firms list an office in Houston, TX on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Arcadius Capital Partners Inc. | Houston, TX | SEC-registered investment adviser |
| Ceera Investments, LLC | Bellaire, TX | SEC-registered investment adviser |
| Fmsa | Conroe, TX | SEC-registered investment adviser |
| Iris Capital Group LLC | Houston, TX | Exempt reporting adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in Houston, TX, headquartered elsewhere. https://advisorcensus.com/advisors/tx/houston/branch-offices https://advisorcensus.com/advisors/tx/houston/branch-offices