AdvisorCensus / Financial advisors / Texas / Houston, TX / Fidelity Investments
Financial advisors in Houston, TX using Fidelity Investments
61 SEC-registered investment advisory firms headquartered in the Houston, TX metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 59 North Capital Management, LP | Houston | SEC-registered investment adviser | Over $5 billion |
| Adell Harriman & Carpenter | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Alteris Capital Partners, LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| 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 |
| 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 |
| Calderwood Financial Strategies, Inc. | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Camden Wealth Advisors LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Cap Six Advisors | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Catalyst Wealth Management LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Centric Advisors, LLC | Cypress | SEC-registered investment adviser | $100 million to $500 million |
| Childress Capital Advisors, LLC | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Crossmark Global Investments, Inc. | Houston | SEC-registered investment adviser | Over $5 billion |
| Crossmark Wealth Management, LLC | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Doliver Advisors, L.P. | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Eagle Global Advisors LLC | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Everkey Financial LLC | Katy | SEC-registered investment adviser | Under $25 million |
| Fayez Sarofim & Co. | Houston | SEC-registered investment adviser | Over $5 billion |
| FCA Corp | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Financial Synergies | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Focus Wealth Advisors, LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Forthright Family Wealth Advisory LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Fortiter Wealth Management, LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Franklin, Parlapiano, Turner & Welch LLC | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Freedom Day Solutions, LLC | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Henry Bragg & Co. | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Heritage Wealth Management | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Horizon Wealth Advisors | Houston | SEC-registered investment adviser | $100 million to $500 million |
| IAS Wealth Management, Inc. | The Woodlands | SEC-registered investment adviser | $500 million to $1 billion |
| Icon Wealth Partners | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Inscription Capital, LLC | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Integra Wealth Advisors, 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 |
| KDK Private Wealth Management | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Kings Path Partners LLC | Sugar Land | SEC-registered investment adviser | $1 billion to $5 billion |
| Lavaca Capital, LLC | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Linscomb Wealth, Inc. | Houston | SEC-registered investment adviser | Over $5 billion |
| M.C. Byrd Wealth Management, LLC | Bellville | SEC-registered investment adviser | $100 million to $500 million |
| Mastodon Advisory Group | Houston | SEC-registered investment adviser | $100 million to $500 million |
| MBR Financial | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Murray Investment Management, LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Outlook Wealth Advisors, LLC | The Woodlands | SEC-registered investment adviser | $500 million to $1 billion |
| Peirce Capital Management, LLC | The Woodlands | SEC-registered investment adviser | $500 million to $1 billion |
| 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 |
| Redfish Capital | Cypress | SEC-registered investment adviser | $100 million to $500 million |
| Rhame & Gorrell Wealth Management | The Woodlands | SEC-registered investment adviser | $1 billion to $5 billion |
| RIA Advisors | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| RMDR Advisors, Inc. | Pearland | SEC-registered investment adviser | $100 million to $500 million |
| Saxon Financial Group | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Sequent Asset Management, LLC | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Shelter Wealth Strategies, LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Stavis Wealth Transfer Solutions | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Sunbelt Securities | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| The Clarus Group | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| The Goff Financial Group | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Valic Financial Advisors, Inc. | Houston | SEC-registered investment adviser | Over $5 billion |
| Waterway Wealth Management, L.L.C. | The Woodlands | SEC-registered investment adviser | $500 million to $1 billion |
| Willis Johnson Wealth | Houston | SEC-registered investment adviser | $1 billion to $5 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. Fidelity Investments nationwide
Cite this page
AdvisorCensus. Financial advisors in Houston, TX using Fidelity Investments. https://advisorcensus.com/advisors/tx/houston/custodians/fidelity https://advisorcensus.com/advisors/tx/houston/custodians/fidelity