# Financial advisors in Houston, TX

> AdvisorCensus lists 661 investment advisory firms with a principal office in the Houston metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/houston/page/11

## At a glance

- Investment advisory firms: 661
- Registration: SEC-registered investment adviser: 303, State-registered investment adviser: 203, Exempt reporting adviser: 155
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 158 (31%); Percentage of assets 460 (91%); Hourly charges 165 (33%); Subscription fees (newsletter or periodical) 6 (1%); Fixed fees 222 (44%); Commissions 2 (0%); Performance-based fees 136 (27%); Other 70 (14%); No compensation arrangements reported 155
- Regulatory assets under management (Item 5.F): Under $25 million 103 (16%); $25 million to $100 million 69 (10%); $100 million to $500 million 140 (21%); $500 million to $1 billion 63 (10%); $1 billion to $5 billion 67 (10%); Over $5 billion 22 (3%); Not reported 197 (30%)
- Years registered: Under 5 years 285 (43%); 5 to 9 years 155 (23%); 10 to 19 years 121 (18%); 20 years or more 85 (13%); Not reported 15 (2%)

## Firms (page 11 of 14, 501 to 550 of 661, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Rubicon Investment Management & Analytics](https://advisorcensus.com/firm/rubicon-investment-management-and-analytics-houston-tx-141219) ([md](https://advisorcensus.com/firm/rubicon-investment-management-and-analytics-houston-tx-141219.md)) | 141219 | Houston, TX | State-registered investment adviser | Not reported | 19 | Other |
| [RWM Capital, LLC](https://advisorcensus.com/firm/rwm-capital-llc-sugar-land-tx-310635) ([md](https://advisorcensus.com/firm/rwm-capital-llc-sugar-land-tx-310635.md)) | 310635 | Sugar Land, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Rycore Capital Management LLC](https://advisorcensus.com/firm/rycore-capital-management-llc-houston-tx-323175) ([md](https://advisorcensus.com/firm/rycore-capital-management-llc-houston-tx-323175.md)) | 323175 | Houston, TX | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Sage Road Capital](https://advisorcensus.com/firm/sage-road-capital-houston-tx-164952) ([md](https://advisorcensus.com/firm/sage-road-capital-houston-tx-164952.md)) | 164952 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Sagestreet](https://advisorcensus.com/firm/sagestreet-houston-tx-289255) ([md](https://advisorcensus.com/firm/sagestreet-houston-tx-289255.md)) | 289255 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Salinas Asset Management, LLC](https://advisorcensus.com/firm/salinas-asset-management-llc-texas-city-tx-331141) ([md](https://advisorcensus.com/firm/salinas-asset-management-llc-texas-city-tx-331141.md)) | 331141 | Texas City, TX | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Sallyport](https://advisorcensus.com/firm/sallyport-houston-tx-327533) ([md](https://advisorcensus.com/firm/sallyport-houston-tx-327533.md)) | 327533 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [Sanders Morris LLC](https://advisorcensus.com/firm/sanders-morris-llc-houston-tx-20580) ([md](https://advisorcensus.com/firm/sanders-morris-llc-houston-tx-20580.md)) | 20580 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Fixed fee, Performance fee |
| [Sanjac Alpha LP](https://advisorcensus.com/firm/sanjac-alpha-lp-houston-tx-329302) ([md](https://advisorcensus.com/firm/sanjac-alpha-lp-houston-tx-329302.md)) | 329302 | Houston, TX | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [Sarofim International Management Co](https://advisorcensus.com/firm/sarofim-international-management-co-houston-tx-106933) ([md](https://advisorcensus.com/firm/sarofim-international-management-co-houston-tx-106933.md)) | 106933 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets |
| [Sarofim Realty Advisors LLC](https://advisorcensus.com/firm/sarofim-realty-advisors-llc-houston-tx-106931) ([md](https://advisorcensus.com/firm/sarofim-realty-advisors-llc-houston-tx-106931.md)) | 106931 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Performance fee |
| [Sarofim Trust Co](https://advisorcensus.com/firm/sarofim-trust-co-houston-tx-106590) ([md](https://advisorcensus.com/firm/sarofim-trust-co-houston-tx-106590.md)) | 106590 | Houston, TX | SEC-registered investment adviser | Over $5 billion | 48 | % of assets |
| [Saturn Equities, LLC](https://advisorcensus.com/firm/saturn-equities-llc-houston-tx-327877) ([md](https://advisorcensus.com/firm/saturn-equities-llc-houston-tx-327877.md)) | 327877 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Save Advisers LLC](https://advisorcensus.com/firm/save-advisers-llc-houston-tx-306053) ([md](https://advisorcensus.com/firm/save-advisers-llc-houston-tx-306053.md)) | 306053 | Houston, TX | SEC-registered investment adviser | Under $25 million | 6 | Other |
| [Saxon Financial Group](https://advisorcensus.com/firm/saxon-financial-group-houston-tx-311687) ([md](https://advisorcensus.com/firm/saxon-financial-group-houston-tx-311687.md)) | 311687 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [SCI, Inc.](https://advisorcensus.com/firm/sci-inc-houston-tx-321197) ([md](https://advisorcensus.com/firm/sci-inc-houston-tx-321197.md)) | 321197 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Scott & Selber, Inc. Capital Management](https://advisorcensus.com/firm/scott-and-selber-inc-capital-management-houston-tx-105523) ([md](https://advisorcensus.com/firm/scott-and-selber-inc-capital-management-houston-tx-105523.md)) | 105523 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 39 | % of assets |
| [Segment Wealth Management, LLC](https://advisorcensus.com/firm/segment-wealth-management-llc-houston-tx-164877) ([md](https://advisorcensus.com/firm/segment-wealth-management-llc-houston-tx-164877.md)) | 164877 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Hourly, Fixed fee |
| [Sequent Asset Management, LLC](https://advisorcensus.com/firm/sequent-asset-management-llc-houston-tx-148194) ([md](https://advisorcensus.com/firm/sequent-asset-management-llc-houston-tx-148194.md)) | 148194 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Fixed fee |
| [SF Planning Group LLC](https://advisorcensus.com/firm/sf-planning-group-llc-the-woodlands-tx-331145) ([md](https://advisorcensus.com/firm/sf-planning-group-llc-the-woodlands-tx-331145.md)) | 331145 | The Woodlands, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Shelter Wealth Strategies, LLC](https://advisorcensus.com/firm/shelter-wealth-strategies-llc-houston-tx-170655) ([md](https://advisorcensus.com/firm/shelter-wealth-strategies-llc-houston-tx-170655.md)) | 170655 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Other |
| [Sheridan Production Partners Manager III, LLC](https://advisorcensus.com/firm/sheridan-production-partners-manager-iii-llc-houston-tx-310572) ([md](https://advisorcensus.com/firm/sheridan-production-partners-manager-iii-llc-houston-tx-310572.md)) | 310572 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee |
| [Signature Financial Advisors](https://advisorcensus.com/firm/signature-financial-advisors-houston-tx-283964) ([md](https://advisorcensus.com/firm/signature-financial-advisors-houston-tx-283964.md)) | 283964 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Siltstone Capital, LLC](https://advisorcensus.com/firm/siltstone-capital-llc-houston-tx-305786) ([md](https://advisorcensus.com/firm/siltstone-capital-llc-houston-tx-305786.md)) | 305786 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Silverstone Private Wealth](https://advisorcensus.com/firm/silverstone-private-wealth-kingwood-tx-338605) ([md](https://advisorcensus.com/firm/silverstone-private-wealth-kingwood-tx-338605.md)) | 338605 | Kingwood, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Simba Investment Advisors](https://advisorcensus.com/firm/simba-investment-advisors-houston-tx-155973) ([md](https://advisorcensus.com/firm/simba-investment-advisors-houston-tx-155973.md)) | 155973 | Houston, TX | State-registered investment adviser | Not reported | 13 | % of assets |
| [Simmons L E & Associates Inc](https://advisorcensus.com/firm/simmons-l-e-and-associates-inc-houston-tx-107599) ([md](https://advisorcensus.com/firm/simmons-l-e-and-associates-inc-houston-tx-107599.md)) | 107599 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets, Other |
| [Simplevisor](https://advisorcensus.com/firm/simplevisor-houston-tx-332608) ([md](https://advisorcensus.com/firm/simplevisor-houston-tx-332608.md)) | 332608 | Houston, TX | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [SKB Advisory, LLC](https://advisorcensus.com/firm/skb-advisory-llc-houston-tx-304778) ([md](https://advisorcensus.com/firm/skb-advisory-llc-houston-tx-304778.md)) | 304778 | Houston, TX | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Skybound Wealth USA](https://advisorcensus.com/firm/skybound-wealth-usa-houston-tx-313358) ([md](https://advisorcensus.com/firm/skybound-wealth-usa-houston-tx-313358.md)) | 313358 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Skylar Capital Management LP](https://advisorcensus.com/firm/skylar-capital-management-lp-houston-tx-341413) ([md](https://advisorcensus.com/firm/skylar-capital-management-lp-houston-tx-341413.md)) | 341413 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Smith Street Capital](https://advisorcensus.com/firm/smith-street-capital-houston-tx-149161) ([md](https://advisorcensus.com/firm/smith-street-capital-houston-tx-149161.md)) | 149161 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Softeq Advisors LLC](https://advisorcensus.com/firm/softeq-advisors-llc-houston-tx-329495) ([md](https://advisorcensus.com/firm/softeq-advisors-llc-houston-tx-329495.md)) | 329495 | Houston, TX | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Sonnet, LLC](https://advisorcensus.com/firm/sonnet-llc-spring-tx-282882) ([md](https://advisorcensus.com/firm/sonnet-llc-spring-tx-282882.md)) | 282882 | Spring, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Soul Street Asset Management Co., LLC](https://advisorcensus.com/firm/soul-street-asset-management-co-llc-houston-tx-327914) ([md](https://advisorcensus.com/firm/soul-street-asset-management-co-llc-houston-tx-327914.md)) | 327914 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [South Loop Ventures Management, LLC](https://advisorcensus.com/firm/south-loop-ventures-management-llc-houston-tx-331484) ([md](https://advisorcensus.com/firm/south-loop-ventures-management-llc-houston-tx-331484.md)) | 331484 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Sovereign Wealth Advisors LLC](https://advisorcensus.com/firm/sovereign-wealth-advisors-llc-houston-tx-188524) ([md](https://advisorcensus.com/firm/sovereign-wealth-advisors-llc-houston-tx-188524.md)) | 188524 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Spacefund, Inc.](https://advisorcensus.com/firm/spacefund-inc-houston-tx-315322) ([md](https://advisorcensus.com/firm/spacefund-inc-houston-tx-315322.md)) | 315322 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Speight Asset Management, LLC](https://advisorcensus.com/firm/speight-asset-management-llc-houston-tx-169106) ([md](https://advisorcensus.com/firm/speight-asset-management-llc-houston-tx-169106.md)) | 169106 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Other |
| [Spenditright LLC](https://advisorcensus.com/firm/spenditright-llc-the-woodlands-tx-338070) ([md](https://advisorcensus.com/firm/spenditright-llc-the-woodlands-tx-338070.md)) | 338070 | The Woodlands, TX | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [SSC](https://advisorcensus.com/firm/ssc-houston-tx-339313) ([md](https://advisorcensus.com/firm/ssc-houston-tx-339313.md)) | 339313 | Houston, TX | SEC-registered investment adviser | Under $25 million | 0 | Performance fee |
| [Stability Partners Advisory Group, LLC](https://advisorcensus.com/firm/stability-partners-advisory-group-llc-spring-tx-165880) ([md](https://advisorcensus.com/firm/stability-partners-advisory-group-llc-spring-tx-165880.md)) | 165880 | Spring, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Other |
| [Stanley Capital Management, LLC](https://advisorcensus.com/firm/stanley-capital-management-llc-houston-tx-156468) ([md](https://advisorcensus.com/firm/stanley-capital-management-llc-houston-tx-156468.md)) | 156468 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 9 | Performance fee |
| [Starling Capital Management, LLC](https://advisorcensus.com/firm/starling-capital-management-llc-houston-tx-129223) ([md](https://advisorcensus.com/firm/starling-capital-management-llc-houston-tx-129223.md)) | 129223 | Houston, TX | State-registered investment adviser | Not reported | 22 | Other |
| [Starquest Enterprises, LLC](https://advisorcensus.com/firm/starquest-enterprises-llc-spring-tx-339880) ([md](https://advisorcensus.com/firm/starquest-enterprises-llc-spring-tx-339880.md)) | 339880 | Spring, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Stavis Wealth Transfer Solutions](https://advisorcensus.com/firm/stavis-wealth-transfer-solutions-houston-tx-328185) ([md](https://advisorcensus.com/firm/stavis-wealth-transfer-solutions-houston-tx-328185.md)) | 328185 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Other |
| [Stegent Equity Advisors Inc.](https://advisorcensus.com/firm/stegent-equity-advisors-inc-houston-tx-114518) ([md](https://advisorcensus.com/firm/stegent-equity-advisors-inc-houston-tx-114518.md)) | 114518 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets |
| [Stellaris Wealth Management LLC](https://advisorcensus.com/firm/stellaris-wealth-management-llc-houston-tx-313686) ([md](https://advisorcensus.com/firm/stellaris-wealth-management-llc-houston-tx-313686.md)) | 313686 | Houston, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Stellus Capital Management, LLC](https://advisorcensus.com/firm/stellus-capital-management-llc-houston-tx-160115) ([md](https://advisorcensus.com/firm/stellus-capital-management-llc-houston-tx-160115.md)) | 160115 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Stellus Private BDC Advisor, LLC](https://advisorcensus.com/firm/stellus-private-bdc-advisor-llc-houston-tx-317513) ([md](https://advisorcensus.com/firm/stellus-private-bdc-advisor-llc-houston-tx-317513.md)) | 317513 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |

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## Questions people ask

**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)
- [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 Katy, TX](https://advisorcensus.com/advisors/tx/houston/katy) (https://advisorcensus.com/advisors/tx/houston/katy.md)
- [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)
- [Financial advisors in Lubbock](https://advisorcensus.com/advisors/tx/lubbock) (https://advisorcensus.com/advisors/tx/lubbock.md)
- [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)

Every firm in this list as CSV: https://advisorcensus.com/advisors/tx/houston.csv

Cite as: AdvisorCensus. Financial advisors in Houston, TX: 661 firms from Form ADV filings as of October 2026.