# Financial advisors for retirement plans in Houston, TX

> Find financial advisors in Houston, TX who work with retirement plans. AdvisorCensus lists 86 investment advisory firms with a principal office in the Houston metro area that report retirement plans 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-retirement-plans

## At a glance

- Investment advisory firms: 86
- Registration: SEC-registered investment adviser: 59, State-registered investment adviser: 27
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 25 (29%); Percentage of assets 82 (95%); Hourly charges 33 (38%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 49 (57%); Performance-based fees 13 (15%); Other 7 (8%)
- Regulatory assets under management (Item 5.F): Under $25 million 9 (10%); $25 million to $100 million 15 (17%); $100 million to $500 million 23 (27%); $500 million to $1 billion 13 (15%); $1 billion to $5 billion 15 (17%); Over $5 billion 8 (9%); Not reported 3 (3%)
- Years registered: Under 5 years 19 (22%); 5 to 9 years 24 (28%); 10 to 19 years 17 (20%); 20 years or more 26 (30%)

## Firms (page 1 of 2, 1 to 50 of 86, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Adell Harriman & Carpenter](https://advisorcensus.com/firm/adell-harriman-and-carpenter-houston-tx-107488) ([md](https://advisorcensus.com/firm/adell-harriman-and-carpenter-houston-tx-107488.md)) | 107488 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets |
| [Alteris Capital Partners, LLC](https://advisorcensus.com/firm/alteris-capital-partners-llc-houston-tx-335079) ([md](https://advisorcensus.com/firm/alteris-capital-partners-llc-houston-tx-335079.md)) | 335079 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Americana Partners, LLC](https://advisorcensus.com/firm/americana-partners-llc-houston-tx-301354) ([md](https://advisorcensus.com/firm/americana-partners-llc-houston-tx-301354.md)) | 301354 | Houston, TX | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Fixed fee |
| [Arete Advisors](https://advisorcensus.com/firm/arete-advisors-houston-tx-299636) ([md](https://advisorcensus.com/firm/arete-advisors-houston-tx-299636.md)) | 299636 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Arkos Global Advisors, LLC](https://advisorcensus.com/firm/arkos-global-advisors-llc-houston-tx-287466) ([md](https://advisorcensus.com/firm/arkos-global-advisors-llc-houston-tx-287466.md)) | 287466 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee |
| [Ascension Capital Advisors, Inc.](https://advisorcensus.com/firm/ascension-capital-advisors-inc-houston-tx-109518) ([md](https://advisorcensus.com/firm/ascension-capital-advisors-inc-houston-tx-109518.md)) | 109518 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Fixed fee |
| [Avanzza Investments LLC](https://advisorcensus.com/firm/avanzza-investments-llc-the-woodlands-tx-340942) ([md](https://advisorcensus.com/firm/avanzza-investments-llc-the-woodlands-tx-340942.md)) | 340942 | The Woodlands, TX | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Avidian Wealth Solutions](https://advisorcensus.com/firm/avidian-wealth-solutions-houston-tx-127186) ([md](https://advisorcensus.com/firm/avidian-wealth-solutions-houston-tx-127186.md)) | 127186 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Fixed fee, Other |
| [Awaken Wealth Partners LLC](https://advisorcensus.com/firm/awaken-wealth-partners-llc-houston-tx-341005) ([md](https://advisorcensus.com/firm/awaken-wealth-partners-llc-houston-tx-341005.md)) | 341005 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Beacon Financial Planners, Inc](https://advisorcensus.com/firm/beacon-financial-planners-inc-houston-tx-297938) ([md](https://advisorcensus.com/firm/beacon-financial-planners-inc-houston-tx-297938.md)) | 297938 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [Benzer Capital](https://advisorcensus.com/firm/benzer-capital-missouri-city-tx-175286) ([md](https://advisorcensus.com/firm/benzer-capital-missouri-city-tx-175286.md)) | 175286 | Missouri City, TX | State-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Branson Fowlkes & Co Inc](https://advisorcensus.com/firm/branson-fowlkes-and-co-inc-houston-tx-107657) ([md](https://advisorcensus.com/firm/branson-fowlkes-and-co-inc-houston-tx-107657.md)) | 107657 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 33 | % of assets, Hourly, Fixed fee |
| [BWS Investment Management, LLC](https://advisorcensus.com/firm/bws-investment-management-llc-houston-tx-316686) ([md](https://advisorcensus.com/firm/bws-investment-management-llc-houston-tx-316686.md)) | 316686 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Calderwood Financial Strategies, Inc.](https://advisorcensus.com/firm/calderwood-financial-strategies-inc-houston-tx-313466) ([md](https://advisorcensus.com/firm/calderwood-financial-strategies-inc-houston-tx-313466.md)) | 313466 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Camden Wealth Advisors LLC](https://advisorcensus.com/firm/camden-wealth-advisors-llc-houston-tx-148518) ([md](https://advisorcensus.com/firm/camden-wealth-advisors-llc-houston-tx-148518.md)) | 148518 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Fixed fee, Other |
| [Centric Advisors, LLC](https://advisorcensus.com/firm/centric-advisors-llc-cypress-tx-282477) ([md](https://advisorcensus.com/firm/centric-advisors-llc-cypress-tx-282477.md)) | 282477 | Cypress, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Corda Investment Management, LLC](https://advisorcensus.com/firm/corda-investment-management-llc-houston-tx-108046) ([md](https://advisorcensus.com/firm/corda-investment-management-llc-houston-tx-108046.md)) | 108046 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets |
| [Core Capital Management and Research Inc.](https://advisorcensus.com/firm/core-capital-management-and-research-inc-houston-tx-146285) ([md](https://advisorcensus.com/firm/core-capital-management-and-research-inc-houston-tx-146285.md)) | 146285 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee |
| [Crossmark Global Investments, Inc.](https://advisorcensus.com/firm/crossmark-global-investments-inc-houston-tx-113360) ([md](https://advisorcensus.com/firm/crossmark-global-investments-inc-houston-tx-113360.md)) | 113360 | Houston, TX | SEC-registered investment adviser | Over $5 billion | 44 | % of assets |
| [Crossmark Wealth Management, LLC](https://advisorcensus.com/firm/crossmark-wealth-management-llc-houston-tx-289004) ([md](https://advisorcensus.com/firm/crossmark-wealth-management-llc-houston-tx-289004.md)) | 289004 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee |
| [Doliver Advisors, L.P.](https://advisorcensus.com/firm/doliver-advisors-l-p-houston-tx-106247) ([md](https://advisorcensus.com/firm/doliver-advisors-l-p-houston-tx-106247.md)) | 106247 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 33 | % of assets, Performance fee |
| [DP Capital Management Inc.](https://advisorcensus.com/firm/dp-capital-management-inc-katy-tx-145776) ([md](https://advisorcensus.com/firm/dp-capital-management-inc-katy-tx-145776.md)) | 145776 | Katy, TX | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [Eagle Global Advisors LLC](https://advisorcensus.com/firm/eagle-global-advisors-llc-houston-tx-107306) ([md](https://advisorcensus.com/firm/eagle-global-advisors-llc-houston-tx-107306.md)) | 107306 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets, Performance fee |
| [Edgar Investment Management, LLC](https://advisorcensus.com/firm/edgar-investment-management-llc-houston-tx-159196) ([md](https://advisorcensus.com/firm/edgar-investment-management-llc-houston-tx-159196.md)) | 159196 | Houston, TX | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Everkey Financial LLC](https://advisorcensus.com/firm/everkey-financial-llc-katy-tx-325189) ([md](https://advisorcensus.com/firm/everkey-financial-llc-katy-tx-325189.md)) | 325189 | Katy, TX | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Fayez Sarofim & Co.](https://advisorcensus.com/firm/fayez-sarofim-and-co-houston-tx-106584) ([md](https://advisorcensus.com/firm/fayez-sarofim-and-co-houston-tx-106584.md)) | 106584 | Houston, TX | SEC-registered investment adviser | Over $5 billion | 68 | % of assets |
| [Fifth Generation Advisers](https://advisorcensus.com/firm/fifth-generation-advisers-houston-tx-340921) ([md](https://advisorcensus.com/firm/fifth-generation-advisers-houston-tx-340921.md)) | 340921 | Houston, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Founders Capital Management Inc](https://advisorcensus.com/firm/founders-capital-management-inc-houston-tx-111164) ([md](https://advisorcensus.com/firm/founders-capital-management-inc-houston-tx-111164.md)) | 111164 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 31 | % of assets |
| [Garcia Hamilton & Associates LP](https://advisorcensus.com/firm/garcia-hamilton-and-associates-lp-houston-tx-108017) ([md](https://advisorcensus.com/firm/garcia-hamilton-and-associates-lp-houston-tx-108017.md)) | 108017 | Houston, TX | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Performance fee |
| [GMI Global Partners LLC](https://advisorcensus.com/firm/gmi-global-partners-llc-houston-tx-328066) ([md](https://advisorcensus.com/firm/gmi-global-partners-llc-houston-tx-328066.md)) | 328066 | Houston, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Performance fee |
| [Granite Harbor Advisors, Inc.](https://advisorcensus.com/firm/granite-harbor-advisors-inc-houston-tx-179523) ([md](https://advisorcensus.com/firm/granite-harbor-advisors-inc-houston-tx-179523.md)) | 179523 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Guided Capital Wealth Management, LLC](https://advisorcensus.com/firm/guided-capital-wealth-management-llc-houston-tx-310056) ([md](https://advisorcensus.com/firm/guided-capital-wealth-management-llc-houston-tx-310056.md)) | 310056 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Hamilton Gray Wealth Management LLC](https://advisorcensus.com/firm/hamilton-gray-wealth-management-llc-houston-tx-283000) ([md](https://advisorcensus.com/firm/hamilton-gray-wealth-management-llc-houston-tx-283000.md)) | 283000 | Houston, TX | State-registered investment adviser | $100 million to $500 million | 9 | Hourly, Fixed fee, Other |
| [Haven Wealth Group](https://advisorcensus.com/firm/haven-wealth-group-houston-tx-148099) ([md](https://advisorcensus.com/firm/haven-wealth-group-houston-tx-148099.md)) | 148099 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Other |
| [Helios Wealth Advisors, LLC](https://advisorcensus.com/firm/helios-wealth-advisors-llc-pearland-tx-134444) ([md](https://advisorcensus.com/firm/helios-wealth-advisors-llc-pearland-tx-134444.md)) | 134444 | Pearland, TX | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Henry Bragg & Co.](https://advisorcensus.com/firm/henry-bragg-and-co-houston-tx-311388) ([md](https://advisorcensus.com/firm/henry-bragg-and-co-houston-tx-311388.md)) | 311388 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Higginbotham Retirement Advisors, Inc.](https://advisorcensus.com/firm/higginbotham-retirement-advisors-inc-houston-tx-128561) ([md](https://advisorcensus.com/firm/higginbotham-retirement-advisors-inc-houston-tx-128561.md)) | 128561 | Houston, TX | SEC-registered investment adviser | Not reported | 22 | % of assets, Fixed fee |
| [Hourglass Capital, LLC](https://advisorcensus.com/firm/hourglass-capital-llc-houston-tx-147754) ([md](https://advisorcensus.com/firm/hourglass-capital-llc-houston-tx-147754.md)) | 147754 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Performance fee |
| [Intrua Financial](https://advisorcensus.com/firm/intrua-financial-houston-tx-281554) ([md](https://advisorcensus.com/firm/intrua-financial-houston-tx-281554.md)) | 281554 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [JV Global Capital, Inc.](https://advisorcensus.com/firm/jv-global-capital-inc-houston-tx-316742) ([md](https://advisorcensus.com/firm/jv-global-capital-inc-houston-tx-316742.md)) | 316742 | Houston, TX | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Kayne Anderson Capital Advisors, L.P.](https://advisorcensus.com/firm/kayne-anderson-capital-advisors-l-p-houston-tx-104536) ([md](https://advisorcensus.com/firm/kayne-anderson-capital-advisors-l-p-houston-tx-104536.md)) | 104536 | Houston, TX | SEC-registered investment adviser | Over $5 billion | 32 | % of assets, Fixed fee, Performance 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 |
| [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 |
| [Lehrer Financial & Economic Advisory Services](https://advisorcensus.com/firm/lehrer-financial-and-economic-advisory-services-houston-tx-105835) ([md](https://advisorcensus.com/firm/lehrer-financial-and-economic-advisory-services-houston-tx-105835.md)) | 105835 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 40 | Hourly, 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 |
| [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 |
| [Manske Wealth Management, LLC](https://advisorcensus.com/firm/manske-wealth-management-llc-houston-tx-164401) ([md](https://advisorcensus.com/firm/manske-wealth-management-llc-houston-tx-164401.md)) | 164401 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, 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 |

- Next page: https://advisorcensus.com/advisors/tx/houston/for-retirement-plans/page/2.md

## Questions people ask

**Which financial advisors in Houston, TX work with retirement plans?**
86 investment advisory firms with a principal office in the Houston metro area report retirement plans 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

- [Financial advisors in Texas](https://advisorcensus.com/advisors/tx) (https://advisorcensus.com/advisors/tx.md)
- [Financial advisors in Houston, TX](https://advisorcensus.com/advisors/tx/houston) (https://advisorcensus.com/advisors/tx/houston.md)
- [Fee-only financial advisors in Houston, TX](https://advisorcensus.com/advisors/tx/houston/fee-only) (https://advisorcensus.com/advisors/tx/houston/fee-only.md)
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- [Financial advisors in Spring, TX](https://advisorcensus.com/advisors/tx/houston/spring) (https://advisorcensus.com/advisors/tx/houston/spring.md)
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- [Financial advisors in Austin](https://advisorcensus.com/advisors/tx/austin) (https://advisorcensus.com/advisors/tx/austin.md)
- [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)
- [Financial advisors in El Paso](https://advisorcensus.com/advisors/tx/el-paso) (https://advisorcensus.com/advisors/tx/el-paso.md)
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- [Financial advisors in Amarillo](https://advisorcensus.com/advisors/tx/amarillo) (https://advisorcensus.com/advisors/tx/amarillo.md)
- [Financial advisors in College Station](https://advisorcensus.com/advisors/tx/college-station) (https://advisorcensus.com/advisors/tx/college-station.md)

Cite as: AdvisorCensus. Financial advisors for retirement plans in Houston, TX: 86 firms from Form ADV filings as of October 2026.