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AdvisorCensus / Financial advisors / Texas / Houston, TX / Northern Trust Securities, Inc.

Financial advisors in Houston, TX using Northern Trust Securities, Inc.

3 SEC-registered investment advisory firms headquartered in the Houston, TX metro area name Northern Trust Securities, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Houston, TX ยท How this list is built

FirmCityRegistrationAssets band
Cypress Asset Management IncHoustonSEC-registered investment adviser$100 million to $500 million
Recurrent Investment Advisors LLCHoustonSEC-registered investment adviser$1 billion to $5 billion
Voss Capital, LPHoustonSEC-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. Northern Trust Securities, Inc. nationwide

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