{ "path": "/advisors/tx/houston", "url": "https://advisorcensus.com/advisors/tx/houston/page/4", "page_type": "metro", "title": "Financial advisors in Houston, TX", "filters": {}, "scope_total": 661, "faq": [ { "q": "How many financial advisory firms are there in Houston, TX?", "a": "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." }, { "q": "How many fee-only financial advisors are in Houston, TX?", "a": "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." }, { "q": "How many financial advisors in Houston, TX offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Houston, TX fiduciaries?", "a": "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." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "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.", "about_market": "Houston has 661 investment advisory firms with a principal office in the metro area as of October 2026: 303 SEC-registered, 203 state-registered, and 155 exempt reporting advisers. 158 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 172 report under $100 million in regulatory assets under management. The metro area has 2,661,739 households, 388,429 of them with income of $200,000 or more, or 588 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Houston, TX: 661 firms from Form ADV filings as of October 2026.", "total_firms": 661, "page": 4, "total_pages": 14, "sort": "name", "registration_types": { "sec": 303, "state": 203, "exempt": 155 }, "fee_model_mix": [ { "code": "fee-only", "count": 158 }, { "code": "percentage_of_aum", "count": 460 }, { "code": "hourly", "count": 165 }, { "code": "subscription", "count": 6 }, { "code": "fixed", "count": 222 }, { "code": "commissions", "count": 2 }, { "code": "performance_based", "count": 136 }, { "code": "other", "count": 70 }, { "code": "not_reported", "count": 155 } ], "years_registered_distribution": [ { "code": "under_5", "count": 285 }, { "code": "5_to_9", "count": 155 }, { "code": "10_to_19", "count": 121 }, { "code": "20_plus", "count": 85 }, { "code": "not_reported", "count": 15 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 103 }, { "code": "25m_100m", "count": 69 }, { "code": "100m_500m", "count": 140 }, { "code": "500m_1b", "count": 63 }, { "code": "1b_5b", "count": 67 }, { "code": "over_5b", "count": 22 }, { "code": "not_reported", "count": 197 } ], "firms": [ { "crd_number": 106593, "name": "Cypress Asset Management Inc", "name_as_filed": "CYPRESS ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/cypress-asset-management-inc-houston-tx-106593", "city": "Houston", "state": "TX", "years_registered": 30, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116324, "name": "D.H. Hill Advisors, Inc.", "name_as_filed": "D.H. HILL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/d-h-hill-advisors-inc-kingwood-tx-116324", "city": "Kingwood", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 163698, "name": "Dancourt Management, LLC", "name_as_filed": "DANCOURT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/dancourt-management-llc-houston-tx-163698", "city": "Houston", "state": "TX", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333612, "name": "Dassnar Hathaway Capital LLC", "name_as_filed": "DASSNAR HATHAWAY CAPITAL LLC", "url": "https://advisorcensus.com/firm/dassnar-hathaway-capital-llc-houston-tx-333612", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322380, "name": "Dauntless Capital Partners LLC", "name_as_filed": "DAUNTLESS CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/dauntless-capital-partners-llc-houston-tx-322380", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 324497, "name": "Days Global Advisors", "name_as_filed": "DAYS GLOBAL ADVISORS", "url": "https://advisorcensus.com/firm/days-global-advisors-houston-tx-324497", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 332872, "name": "Decennia Capital Management, LLC", "name_as_filed": "DECENNIA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/decennia-capital-management-llc-tomball-tx-332872", "city": "Tomball", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310570, "name": "Diamond Client Group, LLC", "name_as_filed": "DIAMOND CLIENT GROUP, LLC", "url": "https://advisorcensus.com/firm/diamond-client-group-llc-the-woodlands-tx-310570", "city": "The Woodlands", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169000, "name": "Direwolf Wealth Management, LLC", "name_as_filed": "DIREWOLF WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/direwolf-wealth-management-llc-woodlands-tx-169000", "city": "Woodlands", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 334996, "name": "Diversified Cash Flow Fund Manager", "name_as_filed": "DIVERSIFIED CASH FLOW FUND MANAGER", "url": "https://advisorcensus.com/firm/diversified-cash-flow-fund-manager-houston-tx-334996", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 106247, "name": "Doliver Advisors, L.P.", "name_as_filed": "DOLIVER ADVISORS, L.P.", "url": "https://advisorcensus.com/firm/doliver-advisors-l-p-houston-tx-106247", "city": "Houston", "state": "TX", "years_registered": 33, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 124124, "name": "Domani Investments Inc.", "name_as_filed": "DOMANI INVESTMENTS INC.", "url": "https://advisorcensus.com/firm/domani-investments-inc-sugar-land-tx-124124", "city": "Sugar Land", "state": "TX", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 286539, "name": "Donovan Ventures Asset Management, L.P.", "name_as_filed": "DONOVAN VENTURES ASSET MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/donovan-ventures-asset-management-l-p-houston-tx-286539", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 171806, "name": "Double Digit Capital, LLC", "name_as_filed": "DOUBLE DIGIT CAPITAL, LLC", "url": "https://advisorcensus.com/firm/double-digit-capital-llc-missouri-city-tx-171806", "city": "Missouri City", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 114906, "name": "Douglas Anderson, III", "name_as_filed": "DOUGLAS ANDERSON, III", "url": "https://advisorcensus.com/firm/douglas-anderson-iii-houston-tx-114906", "city": "Houston", "state": "TX", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 145776, "name": "DP Capital Management Inc.", "name_as_filed": "DP CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/dp-capital-management-inc-katy-tx-145776", "city": "Katy", "state": "TX", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174893, "name": "DPH Financial", "name_as_filed": "DPH FINANCIAL", "url": "https://advisorcensus.com/firm/dph-financial-pearland-tx-174893", "city": "Pearland", "state": "TX", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 318676, "name": "Durable Dividend Growth Strategies, L.P.", "name_as_filed": "DURABLE DIVIDEND GROWTH STRATEGIES, L.P.", "url": "https://advisorcensus.com/firm/durable-dividend-growth-strategies-l-p-kemah-tx-318676", "city": "Kemah", "state": "TX", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130550, "name": "E & G Advisors, LLC", "name_as_filed": "E & G ADVISORS, LLC", "url": "https://advisorcensus.com/firm/e-and-g-advisors-llc-houston-tx-130550", "city": "Houston", "state": "TX", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313201, "name": "E2 Investment Advisors LLC", "name_as_filed": "E2 INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/e2-investment-advisors-llc-the-woodlands-tx-313201", "city": "The Woodlands", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 107306, "name": "Eagle Global Advisors LLC", "name_as_filed": "EAGLE GLOBAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/eagle-global-advisors-llc-houston-tx-107306", "city": "Houston", "state": "TX", "years_registered": 29, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 288427, "name": "Early McClintic & McMillan, LLC", "name_as_filed": "EARLY MCCLINTIC & MCMILLAN, LLC", "url": "https://advisorcensus.com/firm/early-mcclintic-and-mcmillan-llc-stafford-tx-288427", "city": "Stafford", "state": "TX", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328867, "name": "Eckuity LLC", "name_as_filed": "ECKUITY LLC", "url": "https://advisorcensus.com/firm/eckuity-llc-cypress-tx-328867", "city": "Cypress", "state": "TX", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159196, "name": "Edgar Investment Management, LLC", "name_as_filed": "EDGAR INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/edgar-investment-management-llc-houston-tx-159196", "city": "Houston", "state": "TX", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 115524, "name": "Edna J. Thompsen, CFP", "name_as_filed": "EDNA J. THOMPSEN, CFP", "url": "https://advisorcensus.com/firm/edna-j-thompsen-cfp-spring-tx-115524", "city": "Spring", "state": "TX", "years_registered": 33, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283048, "name": "EES Ventures Management, LLC", "name_as_filed": "EES VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ees-ventures-management-llc-the-woodlands-tx-283048", "city": "The Woodlands", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169111, "name": "EIV Capital, LLC", "name_as_filed": "EIV CAPITAL, LLC", "url": "https://advisorcensus.com/firm/eiv-capital-llc-houston-tx-169111", "city": "Houston", "state": "TX", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 326859, "name": "Elda River Capital Management, LLC", "name_as_filed": "ELDA RIVER CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/elda-river-capital-management-llc-houston-tx-326859", "city": "Houston", "state": "TX", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316288, "name": "Elevation Capital LLC", "name_as_filed": "ELEVATION CAPITAL LLC", "url": "https://advisorcensus.com/firm/elevation-capital-llc-houston-tx-316288", "city": "Houston", "state": "TX", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341830, "name": "Elite Data Solutions LLC", "name_as_filed": "ELITE DATA SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/elite-data-solutions-llc-houston-tx-341830", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167761, "name": "EMC Capital Management, LLC", "name_as_filed": "EMC CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/emc-capital-management-llc-houston-tx-167761", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 156112, "name": "Emergent Capital Advisors, LLC", "name_as_filed": "EMERGENT CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/emergent-capital-advisors-llc-houston-tx-156112", "city": "Houston", "state": "TX", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 325769, "name": "Encap ETF Management, LLC", "name_as_filed": "ENCAP ETF MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/encap-etf-management-llc-houston-tx-325769", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160695, "name": "Encap Investments L.P.", "name_as_filed": "ENCAP INVESTMENTS L.P.", "url": "https://advisorcensus.com/firm/encap-investments-l-p-houston-tx-160695", "city": "Houston", "state": "TX", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283574, "name": "Encompass Advisory Services, LLC", "name_as_filed": "ENCOMPASS ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/encompass-advisory-services-llc-katy-tx-283574", "city": "Katy", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 336829, "name": "Encore Global Management LP", "name_as_filed": "ENCORE GLOBAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/encore-global-management-lp-houston-tx-336829", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 324925, "name": "Endeavor Advisors, LLC", "name_as_filed": "ENDEAVOR ADVISORS, LLC", "url": "https://advisorcensus.com/firm/endeavor-advisors-llc-the-woodlands-tx-324925", "city": "The Woodlands", "state": "TX", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297181, "name": "Enervest Investment Services, L.L.C.", "name_as_filed": "ENERVEST INVESTMENT SERVICES, L.L.C.", "url": "https://advisorcensus.com/firm/enervest-investment-services-l-l-c-houston-tx-297181", "city": "Houston", "state": "TX", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323823, "name": "Enexi Investment Management, LLC", "name_as_filed": "ENEXI INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/enexi-investment-management-llc-houston-tx-323823", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 323700, "name": "Entoro Advisors", "name_as_filed": "ENTORO ADVISORS", "url": "https://advisorcensus.com/firm/entoro-advisors-houston-tx-323700", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 289132, "name": "Envisionvest", "name_as_filed": "ENVISIONVEST", "url": "https://advisorcensus.com/firm/envisionvest-houston-tx-289132", "city": "Houston", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321653, "name": "EOC Partners Advisors L.P.", "name_as_filed": "EOC PARTNERS ADVISORS L.P.", "url": "https://advisorcensus.com/firm/eoc-partners-advisors-l-p-houston-tx-321653", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 171463, "name": "Epiphany Wealth Management", "name_as_filed": "EPIPHANY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/epiphany-wealth-management-houston-tx-171463", "city": "Houston", "state": "TX", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311785, "name": "Equilibria Wealth Management, LLC", "name_as_filed": "EQUILIBRIA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/equilibria-wealth-management-llc-katy-tx-311785", "city": "Katy", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 168009, "name": "Erguz, LLC", "name_as_filed": "ERGUZ, LLC", "url": "https://advisorcensus.com/firm/erguz-llc-the-woodlands-tx-168009", "city": "The Woodlands", "state": "TX", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330487, "name": "Esperanza Energy Management, LLC", "name_as_filed": "ESPERANZA ENERGY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/esperanza-energy-management-llc-houston-tx-330487", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282114, "name": "Evan Capital", "name_as_filed": "EVAN CAPITAL", "url": "https://advisorcensus.com/firm/evan-capital-houston-tx-282114", "city": "Houston", "state": "TX", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319499, "name": "Event Horizon Management Ltd", "name_as_filed": "EVENT HORIZON MANAGEMENT LTD", "url": "https://advisorcensus.com/firm/event-horizon-management-ltd-galveston-tx-319499", "city": "Galveston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325189, "name": "Everkey Financial LLC", "name_as_filed": "EVERKEY FINANCIAL LLC", "url": "https://advisorcensus.com/firm/everkey-financial-llc-katy-tx-325189", "city": "Katy", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316452, "name": "Evolve Wealth Accumulator Fund Management, LLC", "name_as_filed": "EVOLVE WEALTH ACCUMULATOR FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/evolve-wealth-accumulator-fund-management-llc-spring-tx-316452", "city": "Spring", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/tx", "label": "Financial advisors in Texas" }, "metro": { "path": "/advisors/tx/houston", "label": "Financial advisors in Houston, TX" }, "city_pages": [ { "path": "/advisors/tx/houston/the-woodlands", "label": "Financial advisors in The Woodlands, TX", "firm_count": 59 }, { "path": "/advisors/tx/houston/sugar-land", "label": "Financial advisors in Sugar Land, TX", "firm_count": 25 }, { "path": "/advisors/tx/houston/katy", "label": "Financial advisors in Katy, TX", "firm_count": 16 }, { "path": "/advisors/tx/houston/spring", "label": "Financial advisors in Spring, TX", "firm_count": 13 } ], "fee_pages": [ { "path": "/advisors/tx/houston/fee-only", "label": "Fee-only financial advisors in Houston, TX", "firm_count": 158 }, { "path": "/advisors/tx/houston/flat-fee", "label": "Flat-fee financial advisors in Houston, TX", "firm_count": 222 }, { "path": "/advisors/tx/houston/hourly", "label": "Hourly financial advisors in Houston, TX", "firm_count": 165 } ], "niche_pages": [ { "path": "/advisors/tx/houston/corporate-executives", "firm_count": 1, "label": "Financial advisors for corporate executives in Houston, TX" }, { "path": "/advisors/tx/houston/educators", "firm_count": 1, "label": "Financial advisors for educators in Houston, TX" }, { "path": "/advisors/tx/houston/retirees", "firm_count": 1, "label": "Financial advisors for retirees in Houston, TX" } ] }, "csv": "https://advisorcensus.com/advisors/tx/houston.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }