AdvisorCensus / Financial advisors / Texas / Houston, TX / Charles Schwab
Financial advisors in Houston, TX using Charles Schwab
111 SEC-registered investment advisory firms headquartered in the Houston, TX metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| A3 Capital Advisors | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Advocates Wealth Planning | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Alpha Wealth Strategies, LLC | Cypress | SEC-registered investment adviser | $100 million to $500 million |
| Americana Partners, LLC | Houston | SEC-registered investment adviser | Over $5 billion |
| Arkos Global Advisors, LLC | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Artesa Financial Group | Conroe | SEC-registered investment adviser | $100 million to $500 million |
| Ascension Capital Advisors, Inc. | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Autumn Lane Advisors, LLC | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Avidian Wealth Solutions | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Avion Wealth | The Woodlands | SEC-registered investment adviser | $500 million to $1 billion |
| Awaken Wealth Partners LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| AWM Financial Services Inc. | The Woodlands | SEC-registered investment adviser | $100 million to $500 million |
| Beacon Financial Advisors Ltd | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Bellatore Financial, Inc. | The Woodlands | SEC-registered investment adviser | $500 million to $1 billion |
| Bison Investment Advisors, LLC | The Woodlands | SEC-registered investment adviser | $100 million to $500 million |
| Brasada Capital Management, LP | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Brownlee Wealth Management | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Burke Wealth Management, LLC | Houston | SEC-registered investment adviser | $25 million to $100 million |
| Callahan Advisors, LLC | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Cap Six Advisors | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Centric Advisors, LLC | Cypress | SEC-registered investment adviser | $100 million to $500 million |
| Chilton Capital Management LLC | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| CHJ Wealth Management | The Woodlands | SEC-registered investment adviser | $500 million to $1 billion |
| Clear Trail Advisors, LLC | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Cooksen Wealth, LLC | The Woodlands | SEC-registered investment adviser | $100 million to $500 million |
| Corda Investment Management, LLC | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Cove Wealth Management | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Crimson Management | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Cypress Asset Management Inc | Houston | SEC-registered investment adviser | $100 million to $500 million |
| D.H. Hill Advisors, Inc. | Kingwood | SEC-registered investment adviser | $100 million to $500 million |
| Days Global Advisors | Houston | SEC-registered investment adviser | $25 million to $100 million |
| Diamond Client Group, LLC | The Woodlands | SEC-registered investment adviser | $100 million to $500 million |
| Doliver Advisors, L.P. | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| EMC Capital Management, LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Encompass Advisory Services, LLC | Katy | SEC-registered investment adviser | $100 million to $500 million |
| Endeavor Advisors, LLC | The Woodlands | SEC-registered investment adviser | $500 million to $1 billion |
| Equilibria Wealth Management, LLC | Katy | SEC-registered investment adviser | $100 million to $500 million |
| FCA Corp | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Financial Synergies | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Fogarty Wealth Management, Inc. | Missouri City | SEC-registered investment adviser | $100 million to $500 million |
| Founders Capital Management Inc | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Fruth Investment Management | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Goodman Financial Corporation | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Granite Harbor Advisors, Inc. | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Guided Capital Wealth Management, LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Haven Wealth Group | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Henry Bragg & Co. | Houston | SEC-registered investment adviser | $100 million to $500 million |
| HFG Wealth Management, LLC | The Woodlands | SEC-registered investment adviser | $500 million to $1 billion |
| Homage Wealth Group LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Horizon Wealth Advisors | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Hourglass Capital, LLC | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Inscription Capital, LLC | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Integrity Road Wealth Partners LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Intrua Financial | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| JCP Investment Management, LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Kanos Capital Management, LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Kings Path Partners LLC | Sugar Land | SEC-registered investment adviser | $1 billion to $5 billion |
| Kingwood Investment Group | Kingwood | SEC-registered investment adviser | $100 million to $500 million |
| Lavaca Capital, LLC | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Leder Fiduciary Capital LLC | Bellaire | SEC-registered investment adviser | $100 million to $500 million |
| Legacy Capital | The Woodlands | SEC-registered investment adviser | $100 million to $500 million |
| Legacy Chief Financial Office, LLC | Shenandoah | SEC-registered investment adviser | $100 million to $500 million |
| Lifestyle Asset Management, Inc. | Friendswood | SEC-registered investment adviser | $500 million to $1 billion |
| Linscomb Wealth, Inc. | Houston | SEC-registered investment adviser | Over $5 billion |
| Live Oak Wealth Advisory Group, LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| McAlister, Sweet & Associates, Inc. | Houston | SEC-registered investment adviser | $100 million to $500 million |
| McKinney Capital Management | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Mosaic Advisors | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| MTR Financial Services, LLC | Kingwood | SEC-registered investment adviser | $100 million to $500 million |
| Oak Harvest Investment Services | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Pacific Strategic Management, LP | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Paladino Wealth | Montgomery | SEC-registered investment adviser | $100 million to $500 million |
| Parker Financial Advisors LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Patron Partners, LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Paul Comstock Partners | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Peirce Capital Management, LLC | The Woodlands | SEC-registered investment adviser | $500 million to $1 billion |
| Penney Financial | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Pin Oak Investment Advisors Inc | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Pivot Point Advisors, LLC | Bellaire | SEC-registered investment adviser | $100 million to $500 million |
| Portfolio Advisory Council,l.l.c. | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Post Oak Private Wealth Advisors | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Precedent Wealth Partners, LLC | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Prota Financial | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Quantor Capital LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Recurrent Investment Advisors LLC | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Rhame & Gorrell Wealth Management | The Woodlands | SEC-registered investment adviser | $1 billion to $5 billion |
| RHP Wealth Management | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Robertson Investment Management | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| RWM Capital, LLC | Sugar Land | SEC-registered investment adviser | $100 million to $500 million |
| Scott & Selber, Inc. Capital Management | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Segment Wealth Management, LLC | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Sonnet, LLC | Spring | SEC-registered investment adviser | $100 million to $500 million |
| Stability Partners Advisory Group, LLC | Spring | SEC-registered investment adviser | $100 million to $500 million |
| Stegent Equity Advisors Inc. | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Symphony Financial, Ltd. Co. | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Tanglewood Legacy Advisors, LLC | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Tanglewood Total Wealth Management, Inc. | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Terraform Wealth, LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| The Goff Financial Group | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| The Menard Financial Group, LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| The SUM | The Woodlands | SEC-registered investment adviser | $500 million to $1 billion |
| Threadgill Financial, LLC | The Woodlands | SEC-registered investment adviser | $100 million to $500 million |
| Titan Retirement Advisors LLC | Fulshear | SEC-registered investment adviser | $500 million to $1 billion |
| TRB Wealth Management, LLC | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Trinity Legacy Partners, LLC | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Trisperity Advisors, LLC | Katy | SEC-registered investment adviser | $100 million to $500 million |
| TSA Wealth Management | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Verus Financial Group | Sugar Land | SEC-registered investment adviser | $100 million to $500 million |
| Viaquest Advisors LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| White Wing Wealth Management, LLC | The Woodlands | SEC-registered investment adviser | $100 million to $500 million |
| WJ Interests, LLC | Sugar Land | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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