# 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/3

## 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 3 of 14, 101 to 150 of 661, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Caplo Advisory LLC](https://advisorcensus.com/firm/caplo-advisory-llc-houston-tx-312295) ([md](https://advisorcensus.com/firm/caplo-advisory-llc-houston-tx-312295.md)) | 312295 | Houston, TX | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly |
| [Carabela Investments LLC](https://advisorcensus.com/firm/carabela-investments-llc-tomball-tx-336766) ([md](https://advisorcensus.com/firm/carabela-investments-llc-tomball-tx-336766.md)) | 336766 | Tomball, TX | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Carnelian Energy Capital Management, LP](https://advisorcensus.com/firm/carnelian-energy-capital-management-lp-houston-tx-270008) ([md](https://advisorcensus.com/firm/carnelian-energy-capital-management-lp-houston-tx-270008.md)) | 270008 | Houston, TX | Exempt reporting adviser | Not reported | 10 | Not reported |
| [Carnrite Ventures](https://advisorcensus.com/firm/carnrite-ventures-houston-tx-328025) ([md](https://advisorcensus.com/firm/carnrite-ventures-houston-tx-328025.md)) | 328025 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Carriage Services Investment Advisors, Inc.](https://advisorcensus.com/firm/carriage-services-investment-advisors-inc-houston-tx-164325) ([md](https://advisorcensus.com/firm/carriage-services-investment-advisors-inc-houston-tx-164325.md)) | 164325 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [Carroll & Company Capital Management](https://advisorcensus.com/firm/carroll-and-company-capital-management-houston-tx-135185) ([md](https://advisorcensus.com/firm/carroll-and-company-capital-management-houston-tx-135185.md)) | 135185 | Houston, TX | State-registered investment adviser | Not reported | 36 | Other |
| [Catalano Financial](https://advisorcensus.com/firm/catalano-financial-the-woodlands-tx-298405) ([md](https://advisorcensus.com/firm/catalano-financial-the-woodlands-tx-298405.md)) | 298405 | The Woodlands, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee, Commissions |
| [Catalyst Wealth Management LLC](https://advisorcensus.com/firm/catalyst-wealth-management-llc-houston-tx-329586) ([md](https://advisorcensus.com/firm/catalyst-wealth-management-llc-houston-tx-329586.md)) | 329586 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [CAZ GP Stakes Adviser LLC](https://advisorcensus.com/firm/caz-gp-stakes-adviser-llc-houston-tx-338168) ([md](https://advisorcensus.com/firm/caz-gp-stakes-adviser-llc-houston-tx-338168.md)) | 338168 | Houston, TX | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [CAZ Investments L.P.](https://advisorcensus.com/firm/caz-investments-l-p-houston-tx-113931) ([md](https://advisorcensus.com/firm/caz-investments-l-p-houston-tx-113931.md)) | 113931 | Houston, TX | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Performance fee |
| [CAZ Investments Registered Adviser LLC](https://advisorcensus.com/firm/caz-investments-registered-adviser-llc-houston-tx-327614) ([md](https://advisorcensus.com/firm/caz-investments-registered-adviser-llc-houston-tx-327614.md)) | 327614 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets |
| [Celtic Capital Corporation](https://advisorcensus.com/firm/celtic-capital-corporation-bellaire-tx-116707) ([md](https://advisorcensus.com/firm/celtic-capital-corporation-bellaire-tx-116707.md)) | 116707 | Bellaire, TX | State-registered investment adviser | Under $25 million | 25 | % of assets |
| [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 |
| [Ceres Energy Partners, LLC](https://advisorcensus.com/firm/ceres-energy-partners-llc-houston-tx-226556) ([md](https://advisorcensus.com/firm/ceres-energy-partners-llc-houston-tx-226556.md)) | 226556 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Chambers Energy Capital](https://advisorcensus.com/firm/chambers-energy-capital-houston-tx-155906) ([md](https://advisorcensus.com/firm/chambers-energy-capital-houston-tx-155906.md)) | 155906 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [CHCC Global Services LLC](https://advisorcensus.com/firm/chcc-global-services-llc-missouri-city-tx-289762) ([md](https://advisorcensus.com/firm/chcc-global-services-llc-missouri-city-tx-289762.md)) | 289762 | Missouri City, TX | State-registered investment adviser | Under $25 million | Not reported | % of assets, Hourly, Fixed fee |
| [Childress Capital Advisors, LLC](https://advisorcensus.com/firm/childress-capital-advisors-llc-houston-tx-310277) ([md](https://advisorcensus.com/firm/childress-capital-advisors-llc-houston-tx-310277.md)) | 310277 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |
| [Chilton Capital Management LLC](https://advisorcensus.com/firm/chilton-capital-management-llc-houston-tx-104592) ([md](https://advisorcensus.com/firm/chilton-capital-management-llc-houston-tx-104592.md)) | 104592 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets |
| [CHJ Wealth Management](https://advisorcensus.com/firm/chj-wealth-management-the-woodlands-tx-154238) ([md](https://advisorcensus.com/firm/chj-wealth-management-the-woodlands-tx-154238.md)) | 154238 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets |
| [Chung WU Investment Group, LLC](https://advisorcensus.com/firm/chung-wu-investment-group-llc-sugar-land-tx-170362) ([md](https://advisorcensus.com/firm/chung-wu-investment-group-llc-sugar-land-tx-170362.md)) | 170362 | Sugar Land, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Cibolo Energy Partners, LLC](https://advisorcensus.com/firm/cibolo-energy-partners-llc-houston-tx-287596) ([md](https://advisorcensus.com/firm/cibolo-energy-partners-llc-houston-tx-287596.md)) | 287596 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Performance fee, Other |
| [Clear Sky Advisers, LLC](https://advisorcensus.com/firm/clear-sky-advisers-llc-bellaire-tx-311751) ([md](https://advisorcensus.com/firm/clear-sky-advisers-llc-bellaire-tx-311751.md)) | 311751 | Bellaire, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Clear Trail Advisors, LLC](https://advisorcensus.com/firm/clear-trail-advisors-llc-houston-tx-337595) ([md](https://advisorcensus.com/firm/clear-trail-advisors-llc-houston-tx-337595.md)) | 337595 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Hourly, Fixed fee |
| [Climate Investment](https://advisorcensus.com/firm/climate-investment-houston-tx-323024) ([md](https://advisorcensus.com/firm/climate-investment-houston-tx-323024.md)) | 323024 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Performance fee |
| [Clovis Point Capital, LLC](https://advisorcensus.com/firm/clovis-point-capital-llc-houston-tx-249788) ([md](https://advisorcensus.com/firm/clovis-point-capital-llc-houston-tx-249788.md)) | 249788 | Houston, TX | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Coastal Wealth Management, LP](https://advisorcensus.com/firm/coastal-wealth-management-lp-houston-tx-131939) ([md](https://advisorcensus.com/firm/coastal-wealth-management-lp-houston-tx-131939.md)) | 131939 | Houston, TX | State-registered investment adviser | Under $25 million | 22 | % of assets |
| [Coinsolation Advisors LLC](https://advisorcensus.com/firm/coinsolation-advisors-llc-katy-tx-337366) ([md](https://advisorcensus.com/firm/coinsolation-advisors-llc-katy-tx-337366.md)) | 337366 | Katy, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Collins Wealth Management](https://advisorcensus.com/firm/collins-wealth-management-sugar-land-tx-314610) ([md](https://advisorcensus.com/firm/collins-wealth-management-sugar-land-tx-314610.md)) | 314610 | Sugar Land, TX | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Concert Financial Planning, LLC](https://advisorcensus.com/firm/concert-financial-planning-llc-houston-tx-304831) ([md](https://advisorcensus.com/firm/concert-financial-planning-llc-houston-tx-304831.md)) | 304831 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 7 | Hourly, Fixed fee |
| [Concurrent Wealth Management](https://advisorcensus.com/firm/concurrent-wealth-management-houston-tx-293564) ([md](https://advisorcensus.com/firm/concurrent-wealth-management-houston-tx-293564.md)) | 293564 | Houston, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Subscription, Fixed fee |
| [Constellation Capital Group, LLC](https://advisorcensus.com/firm/constellation-capital-group-llc-sugar-land-tx-327822) ([md](https://advisorcensus.com/firm/constellation-capital-group-llc-sugar-land-tx-327822.md)) | 327822 | Sugar Land, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Cooksen Wealth, LLC](https://advisorcensus.com/firm/cooksen-wealth-llc-the-woodlands-tx-300451) ([md](https://advisorcensus.com/firm/cooksen-wealth-llc-the-woodlands-tx-300451.md)) | 300451 | The Woodlands, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, 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 |
| [Core Capital Management, LLC](https://advisorcensus.com/firm/core-capital-management-llc-the-woodlands-tx-120678) ([md](https://advisorcensus.com/firm/core-capital-management-llc-the-woodlands-tx-120678.md)) | 120678 | The Woodlands, TX | State-registered investment adviser | $25 million to $100 million | 25 | % of assets |
| [Corecode Management, LLC](https://advisorcensus.com/firm/corecode-management-llc-houston-tx-340351) ([md](https://advisorcensus.com/firm/corecode-management-llc-houston-tx-340351.md)) | 340351 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Covalence Investment Partners, L.P.](https://advisorcensus.com/firm/covalence-investment-partners-l-p-houston-tx-332274) ([md](https://advisorcensus.com/firm/covalence-investment-partners-l-p-houston-tx-332274.md)) | 332274 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Cove Wealth Management](https://advisorcensus.com/firm/cove-wealth-management-houston-tx-114236) ([md](https://advisorcensus.com/firm/cove-wealth-management-houston-tx-114236.md)) | 114236 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Crestridge Wealth Advisors, LLC](https://advisorcensus.com/firm/crestridge-wealth-advisors-llc-houston-tx-307679) ([md](https://advisorcensus.com/firm/crestridge-wealth-advisors-llc-houston-tx-307679.md)) | 307679 | Houston, TX | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [CRG](https://advisorcensus.com/firm/crg-houston-tx-132967) ([md](https://advisorcensus.com/firm/crg-houston-tx-132967.md)) | 132967 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Performance fee |
| [Crimson Management](https://advisorcensus.com/firm/crimson-management-houston-tx-111779) ([md](https://advisorcensus.com/firm/crimson-management-houston-tx-111779.md)) | 111779 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets |
| [Cris Capital, Ltd.](https://advisorcensus.com/firm/cris-capital-ltd-katy-tx-281642) ([md](https://advisorcensus.com/firm/cris-capital-ltd-katy-tx-281642.md)) | 281642 | Katy, TX | State-registered investment adviser | Under $25 million | 10 | % of assets |
| [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 |
| [Crosstimbers Capital Group, LLC](https://advisorcensus.com/firm/crosstimbers-capital-group-llc-houston-tx-285144) ([md](https://advisorcensus.com/firm/crosstimbers-capital-group-llc-houston-tx-285144.md)) | 285144 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee, Performance fee |
| [Crosswell Family Wealth Advisors](https://advisorcensus.com/firm/crosswell-family-wealth-advisors-the-woodlands-tx-150076) ([md](https://advisorcensus.com/firm/crosswell-family-wealth-advisors-the-woodlands-tx-150076.md)) | 150076 | The Woodlands, TX | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee |
| [Crypto Yield Capital, LLC](https://advisorcensus.com/firm/crypto-yield-capital-llc-houston-tx-315713) ([md](https://advisorcensus.com/firm/crypto-yield-capital-llc-houston-tx-315713.md)) | 315713 | Houston, TX | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [CSL Capital Management, L.P.](https://advisorcensus.com/firm/csl-capital-management-l-p-houston-tx-158340) ([md](https://advisorcensus.com/firm/csl-capital-management-l-p-houston-tx-158340.md)) | 158340 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee |
| [Curate Capital LLC](https://advisorcensus.com/firm/curate-capital-llc-houston-tx-318939) ([md](https://advisorcensus.com/firm/curate-capital-llc-houston-tx-318939.md)) | 318939 | Houston, TX | Exempt reporting adviser | Not reported | 4 | Not reported |
| [CV Access Fund GP, LLC](https://advisorcensus.com/firm/cv-access-fund-gp-llc-houston-tx-342982) ([md](https://advisorcensus.com/firm/cv-access-fund-gp-llc-houston-tx-342982.md)) | 342982 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |

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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

- [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)
- [Flat-fee financial advisors in Houston, TX](https://advisorcensus.com/advisors/tx/houston/flat-fee) (https://advisorcensus.com/advisors/tx/houston/flat-fee.md)
- [Hourly financial advisors in Houston, TX](https://advisorcensus.com/advisors/tx/houston/hourly) (https://advisorcensus.com/advisors/tx/houston/hourly.md)
- [Financial advisors for corporate executives in Houston, TX](https://advisorcensus.com/advisors/tx/houston/corporate-executives) (https://advisorcensus.com/advisors/tx/houston/corporate-executives.md)
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- [Financial advisors for retirees in Houston, TX](https://advisorcensus.com/advisors/tx/houston/retirees) (https://advisorcensus.com/advisors/tx/houston/retirees.md)
- [Financial advisors in The Woodlands, TX](https://advisorcensus.com/advisors/tx/houston/the-woodlands) (https://advisorcensus.com/advisors/tx/houston/the-woodlands.md)
- [Financial advisors in Sugar Land, TX](https://advisorcensus.com/advisors/tx/houston/sugar-land) (https://advisorcensus.com/advisors/tx/houston/sugar-land.md)
- [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)
- [Financial advisors in Dallas](https://advisorcensus.com/advisors/tx/dallas) (https://advisorcensus.com/advisors/tx/dallas.md)
- [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.
