# Financial advisors for high-net-worth individuals in Houston, TX

> Find financial advisors in Houston, TX who work with high-net-worth individuals. AdvisorCensus lists 303 investment advisory firms with a principal office in the Houston metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/houston/for-high-net-worth-individuals/page/4

## At a glance

- Investment advisory firms: 303
- Registration: SEC-registered investment adviser: 184, State-registered investment adviser: 119
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 122 (40%); Percentage of assets 294 (97%); Hourly charges 129 (43%); Subscription fees (newsletter or periodical) 5 (2%); Fixed fees 171 (56%); Performance-based fees 34 (11%); Other 26 (9%)
- Regulatory assets under management (Item 5.F): Under $25 million 45 (15%); $25 million to $100 million 64 (21%); $100 million to $500 million 103 (34%); $500 million to $1 billion 44 (15%); $1 billion to $5 billion 33 (11%); Over $5 billion 9 (3%); Not reported 5 (2%)
- Years registered: Under 5 years 87 (29%); 5 to 9 years 87 (29%); 10 to 19 years 68 (22%); 20 years or more 61 (20%)

## Firms (page 4 of 7, 151 to 200 of 303, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Kings Path Partners LLC](https://advisorcensus.com/firm/kings-path-partners-llc-sugar-land-tx-269876) ([md](https://advisorcensus.com/firm/kings-path-partners-llc-sugar-land-tx-269876.md)) | 269876 | Sugar Land, TX | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Kingwood Investment Group](https://advisorcensus.com/firm/kingwood-investment-group-kingwood-tx-330330) ([md](https://advisorcensus.com/firm/kingwood-investment-group-kingwood-tx-330330.md)) | 330330 | Kingwood, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Koinonia Financial](https://advisorcensus.com/firm/koinonia-financial-the-woodlands-tx-312136) ([md](https://advisorcensus.com/firm/koinonia-financial-the-woodlands-tx-312136.md)) | 312136 | The Woodlands, TX | State-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Lavaca Capital, LLC](https://advisorcensus.com/firm/lavaca-capital-llc-houston-tx-167238) ([md](https://advisorcensus.com/firm/lavaca-capital-llc-houston-tx-167238.md)) | 167238 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Performance fee |
| [Leder Fiduciary Capital LLC](https://advisorcensus.com/firm/leder-fiduciary-capital-llc-bellaire-tx-285490) ([md](https://advisorcensus.com/firm/leder-fiduciary-capital-llc-bellaire-tx-285490.md)) | 285490 | Bellaire, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Legacy Capital](https://advisorcensus.com/firm/legacy-capital-the-woodlands-tx-332184) ([md](https://advisorcensus.com/firm/legacy-capital-the-woodlands-tx-332184.md)) | 332184 | The Woodlands, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Performance fee |
| [Legacy Chief Financial Office, LLC](https://advisorcensus.com/firm/legacy-chief-financial-office-llc-shenandoah-tx-300873) ([md](https://advisorcensus.com/firm/legacy-chief-financial-office-llc-shenandoah-tx-300873.md)) | 300873 | Shenandoah, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Legacy Financial Designs](https://advisorcensus.com/firm/legacy-financial-designs-the-woodlands-tx-314338) ([md](https://advisorcensus.com/firm/legacy-financial-designs-the-woodlands-tx-314338.md)) | 314338 | The Woodlands, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Lifeplan Financial Services, LP](https://advisorcensus.com/firm/lifeplan-financial-services-lp-kingwood-tx-156548) ([md](https://advisorcensus.com/firm/lifeplan-financial-services-lp-kingwood-tx-156548.md)) | 156548 | Kingwood, TX | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Lifestyle Asset Management, Inc.](https://advisorcensus.com/firm/lifestyle-asset-management-inc-friendswood-tx-157450) ([md](https://advisorcensus.com/firm/lifestyle-asset-management-inc-friendswood-tx-157450.md)) | 157450 | Friendswood, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly |
| [Linscomb Wealth, Inc.](https://advisorcensus.com/firm/linscomb-wealth-inc-houston-tx-106779) ([md](https://advisorcensus.com/firm/linscomb-wealth-inc-houston-tx-106779.md)) | 106779 | Houston, TX | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Hourly, Fixed fee |
| [Live Oak Wealth Advisory Group, LLC](https://advisorcensus.com/firm/live-oak-wealth-advisory-group-llc-houston-tx-154962) ([md](https://advisorcensus.com/firm/live-oak-wealth-advisory-group-llc-houston-tx-154962.md)) | 154962 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Lloyds Intrepid Wealth Management](https://advisorcensus.com/firm/lloyds-intrepid-wealth-management-the-woodlands-tx-307839) ([md](https://advisorcensus.com/firm/lloyds-intrepid-wealth-management-the-woodlands-tx-307839.md)) | 307839 | The Woodlands, TX | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly |
| [Lockwood Wealth Strategies, LLC](https://advisorcensus.com/firm/lockwood-wealth-strategies-llc-houston-tx-327781) ([md](https://advisorcensus.com/firm/lockwood-wealth-strategies-llc-houston-tx-327781.md)) | 327781 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [M.C. Byrd Wealth Management, LLC](https://advisorcensus.com/firm/m-c-byrd-wealth-management-llc-bellville-tx-151070) ([md](https://advisorcensus.com/firm/m-c-byrd-wealth-management-llc-bellville-tx-151070.md)) | 151070 | Bellville, TX | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Magnolia Wealth](https://advisorcensus.com/firm/magnolia-wealth-spring-tx-330124) ([md](https://advisorcensus.com/firm/magnolia-wealth-spring-tx-330124.md)) | 330124 | Spring, TX | State-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Managed Financial Services Corp Inc](https://advisorcensus.com/firm/managed-financial-services-corp-inc-houston-tx-109806) ([md](https://advisorcensus.com/firm/managed-financial-services-corp-inc-houston-tx-109806.md)) | 109806 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Marshall Wealth Management, LLC](https://advisorcensus.com/firm/marshall-wealth-management-llc-sugar-land-tx-123661) ([md](https://advisorcensus.com/firm/marshall-wealth-management-llc-sugar-land-tx-123661.md)) | 123661 | Sugar Land, TX | State-registered investment adviser | Under $25 million | 23 | % of assets, Hourly, Fixed fee |
| [Maxout Savings Advisors LLC](https://advisorcensus.com/firm/maxout-savings-advisors-llc-houston-tx-137307) ([md](https://advisorcensus.com/firm/maxout-savings-advisors-llc-houston-tx-137307.md)) | 137307 | Houston, TX | State-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [MBR Financial](https://advisorcensus.com/firm/mbr-financial-houston-tx-168333) ([md](https://advisorcensus.com/firm/mbr-financial-houston-tx-168333.md)) | 168333 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee, Performance fee |
| [McAlister, Sweet & Associates, Inc.](https://advisorcensus.com/firm/mcalister-sweet-and-associates-inc-houston-tx-290626) ([md](https://advisorcensus.com/firm/mcalister-sweet-and-associates-inc-houston-tx-290626.md)) | 290626 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [McKinney Capital Management](https://advisorcensus.com/firm/mckinney-capital-management-houston-tx-338774) ([md](https://advisorcensus.com/firm/mckinney-capital-management-houston-tx-338774.md)) | 338774 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [MDT Financial Advisors, LLC](https://advisorcensus.com/firm/mdt-financial-advisors-llc-webster-tx-340925) ([md](https://advisorcensus.com/firm/mdt-financial-advisors-llc-webster-tx-340925.md)) | 340925 | Webster, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [MDX Wealth Management](https://advisorcensus.com/firm/mdx-wealth-management-sugarland-tx-161309) ([md](https://advisorcensus.com/firm/mdx-wealth-management-sugarland-tx-161309.md)) | 161309 | Sugarland, TX | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly |
| [Mellig Group, LLC](https://advisorcensus.com/firm/mellig-group-llc-the-woodlands-tx-283152) ([md](https://advisorcensus.com/firm/mellig-group-llc-the-woodlands-tx-283152.md)) | 283152 | The Woodlands, TX | State-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee, Performance fee |
| [Meridian Investment Management, Inc.](https://advisorcensus.com/firm/meridian-investment-management-inc-katy-tx-129233) ([md](https://advisorcensus.com/firm/meridian-investment-management-inc-katy-tx-129233.md)) | 129233 | Katy, TX | State-registered investment adviser | Under $25 million | 22 | % of assets |
| [Miles Wealth Management, L.L.C.](https://advisorcensus.com/firm/miles-wealth-management-l-l-c-houston-tx-166621) ([md](https://advisorcensus.com/firm/miles-wealth-management-l-l-c-houston-tx-166621.md)) | 166621 | Houston, TX | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee |
| [Mission Retirement](https://advisorcensus.com/firm/mission-retirement-tomball-tx-315964) ([md](https://advisorcensus.com/firm/mission-retirement-tomball-tx-315964.md)) | 315964 | Tomball, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [MNM Vested, LLC](https://advisorcensus.com/firm/mnm-vested-llc-houston-tx-151350) ([md](https://advisorcensus.com/firm/mnm-vested-llc-houston-tx-151350.md)) | 151350 | Houston, TX | State-registered investment adviser | Not reported | 17 | Fixed fee |
| [Mobius Fund](https://advisorcensus.com/firm/mobius-fund-houston-tx-328238) ([md](https://advisorcensus.com/firm/mobius-fund-houston-tx-328238.md)) | 328238 | Houston, TX | State-registered investment adviser | Not reported | 2 | % of assets, Performance fee |
| [Monex Asset Management, Inc.](https://advisorcensus.com/firm/monex-asset-management-inc-houston-tx-148123) ([md](https://advisorcensus.com/firm/monex-asset-management-inc-houston-tx-148123.md)) | 148123 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Money Holistics](https://advisorcensus.com/firm/money-holistics-houston-tx-321221) ([md](https://advisorcensus.com/firm/money-holistics-houston-tx-321221.md)) | 321221 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Subscription, Fixed fee |
| [Mosaic Advisors](https://advisorcensus.com/firm/mosaic-advisors-houston-tx-164913) ([md](https://advisorcensus.com/firm/mosaic-advisors-houston-tx-164913.md)) | 164913 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 11 | Fixed fee |
| [MTR Financial Services, LLC](https://advisorcensus.com/firm/mtr-financial-services-llc-kingwood-tx-149078) ([md](https://advisorcensus.com/firm/mtr-financial-services-llc-kingwood-tx-149078.md)) | 149078 | Kingwood, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Murray Investment Management, LLC](https://advisorcensus.com/firm/murray-investment-management-llc-houston-tx-146921) ([md](https://advisorcensus.com/firm/murray-investment-management-llc-houston-tx-146921.md)) | 146921 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [New Capital Management, LP](https://advisorcensus.com/firm/new-capital-management-lp-houston-tx-131658) ([md](https://advisorcensus.com/firm/new-capital-management-lp-houston-tx-131658.md)) | 131658 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Fixed fee |
| [New Heights Planning](https://advisorcensus.com/firm/new-heights-planning-houston-tx-314959) ([md](https://advisorcensus.com/firm/new-heights-planning-houston-tx-314959.md)) | 314959 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Newmyer Wealth Management](https://advisorcensus.com/firm/newmyer-wealth-management-houston-tx-135896) ([md](https://advisorcensus.com/firm/newmyer-wealth-management-houston-tx-135896.md)) | 135896 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Fixed fee |
| [Next Step Financial Transitions](https://advisorcensus.com/firm/next-step-financial-transitions-houston-tx-311472) ([md](https://advisorcensus.com/firm/next-step-financial-transitions-houston-tx-311472.md)) | 311472 | Houston, TX | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Nuclo Wealth](https://advisorcensus.com/firm/nuclo-wealth-houston-tx-317730) ([md](https://advisorcensus.com/firm/nuclo-wealth-houston-tx-317730.md)) | 317730 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Oak Harvest Investment Services](https://advisorcensus.com/firm/oak-harvest-investment-services-houston-tx-173293) ([md](https://advisorcensus.com/firm/oak-harvest-investment-services-houston-tx-173293.md)) | 173293 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Oaks Wealth Management](https://advisorcensus.com/firm/oaks-wealth-management-houston-tx-309759) ([md](https://advisorcensus.com/firm/oaks-wealth-management-houston-tx-309759.md)) | 309759 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Old Beach Investment Advisors, LLC](https://advisorcensus.com/firm/old-beach-investment-advisors-llc-houston-tx-339424) ([md](https://advisorcensus.com/firm/old-beach-investment-advisors-llc-houston-tx-339424.md)) | 339424 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [Olive Wealth Management](https://advisorcensus.com/firm/olive-wealth-management-houston-tx-284132) ([md](https://advisorcensus.com/firm/olive-wealth-management-houston-tx-284132.md)) | 284132 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 10 | % of assets |
| [Optifolio](https://advisorcensus.com/firm/optifolio-houston-tx-115110) ([md](https://advisorcensus.com/firm/optifolio-houston-tx-115110.md)) | 115110 | Houston, TX | State-registered investment adviser | Under $25 million | 6 | % of assets, Other |
| [Osgood Capital Management, Inc.](https://advisorcensus.com/firm/osgood-capital-management-inc-spring-tx-314713) ([md](https://advisorcensus.com/firm/osgood-capital-management-inc-spring-tx-314713.md)) | 314713 | Spring, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Outlook Wealth Advisors, LLC](https://advisorcensus.com/firm/outlook-wealth-advisors-llc-the-woodlands-tx-291465) ([md](https://advisorcensus.com/firm/outlook-wealth-advisors-llc-the-woodlands-tx-291465.md)) | 291465 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee |
| [Pacific Strategic Management, LP](https://advisorcensus.com/firm/pacific-strategic-management-lp-houston-tx-127990) ([md](https://advisorcensus.com/firm/pacific-strategic-management-lp-houston-tx-127990.md)) | 127990 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets |
| [Paladino Wealth](https://advisorcensus.com/firm/paladino-wealth-montgomery-tx-307799) ([md](https://advisorcensus.com/firm/paladino-wealth-montgomery-tx-307799.md)) | 307799 | Montgomery, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Parker Financial Advisors LLC](https://advisorcensus.com/firm/parker-financial-advisors-llc-houston-tx-305188) ([md](https://advisorcensus.com/firm/parker-financial-advisors-llc-houston-tx-305188.md)) | 305188 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |

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## Questions people ask

**Which financial advisors in Houston, TX work with high-net-worth individuals?**
303 investment advisory firms with a principal office in the Houston metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Houston, TX?**
AdvisorCensus lists 661 investment advisory firms with a principal office in the Houston metro area, from Form ADV filings as of October 2026: 303 SEC-registered, 203 state-registered, and 155 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Houston, TX?**
158 of the 661 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Houston, TX offer financial planning?**
254 of the 506 firms in Houston, TX that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Houston, TX fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 158 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

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- [Financial advisors in Houston, TX](https://advisorcensus.com/advisors/tx/houston) (https://advisorcensus.com/advisors/tx/houston.md)
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- [Financial advisors in San Antonio](https://advisorcensus.com/advisors/tx/san-antonio) (https://advisorcensus.com/advisors/tx/san-antonio.md)
- [Financial advisors in Waco](https://advisorcensus.com/advisors/tx/waco) (https://advisorcensus.com/advisors/tx/waco.md)
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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Houston, TX: 303 firms from Form ADV filings as of October 2026.