AdvisorCensus / Financial advisors / Texas / Houston, TX / Raymond James & Associates, Inc.
Financial advisors in Houston, TX using Raymond James & Associates, Inc.
6 SEC-registered investment advisory firms headquartered in the Houston, TX metro area name Raymond James & Associates, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Chung WU Investment Group, LLC | Sugar Land | SEC-registered investment adviser | $100 million to $500 million |
| Early McClintic & McMillan, LLC | Stafford | SEC-registered investment adviser | $500 million to $1 billion |
| GFS Advisors LLC | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Roth Financial Partners LLC | Kingwood | SEC-registered investment adviser | $100 million to $500 million |
| Saxon Financial Group | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| The Clarus Group | 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. Raymond James & Associates, Inc. nationwide
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