{ "path": "/advisors/tx/houston", "url": "https://advisorcensus.com/advisors/tx/houston/page/6", "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": 6, "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": 317550, "name": "Gulf Coast RIA", "name_as_filed": "GULF COAST RIA", "url": "https://advisorcensus.com/firm/gulf-coast-ria-baytown-tx-317550", "city": "Baytown", "state": "TX", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339653, "name": "Gutierrez Funds LLC", "name_as_filed": "GUTIERREZ FUNDS LLC", "url": "https://advisorcensus.com/firm/gutierrez-funds-llc-houston-tx-339653", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 158231, "name": "Haddington Ventures, LLC", "name_as_filed": "HADDINGTON VENTURES, LLC", "url": "https://advisorcensus.com/firm/haddington-ventures-llc-houston-tx-158231", "city": "Houston", "state": "TX", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 283000, "name": "Hamilton Gray Wealth Management LLC", "name_as_filed": "HAMILTON GRAY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/hamilton-gray-wealth-management-llc-houston-tx-283000", "city": "Houston", "state": "TX", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 297689, "name": "Hammana LLC", "name_as_filed": "HAMMANA LLC", "url": "https://advisorcensus.com/firm/hammana-llc-houston-tx-297689", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329937, "name": "Hamza Invests Fund Manager LLC", "name_as_filed": "HAMZA INVESTS FUND MANAGER LLC", "url": "https://advisorcensus.com/firm/hamza-invests-fund-manager-llc-sugar-land-tx-329937", "city": "Sugar Land", "state": "TX", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 344095, "name": "Harvest Royalty Management", "name_as_filed": "HARVEST ROYALTY MANAGEMENT", "url": "https://advisorcensus.com/firm/harvest-royalty-management-houston-tx-344095", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331054, "name": "Hash Space LLC", "name_as_filed": "HASH SPACE LLC", "url": "https://advisorcensus.com/firm/hash-space-llc-houston-tx-331054", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 148099, "name": "Haven Wealth Group", "name_as_filed": "HAVEN WEALTH GROUP", "url": "https://advisorcensus.com/firm/haven-wealth-group-houston-tx-148099", "city": "Houston", "state": "TX", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 326649, "name": "Haywood Wealth Management", "name_as_filed": "HAYWOOD WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/haywood-wealth-management-houston-tx-326649", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 284688, "name": "Heights Investment Partners, LLC", "name_as_filed": "HEIGHTS INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/heights-investment-partners-llc-houston-tx-284688", "city": "Houston", "state": "TX", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134444, "name": "Helios Wealth Advisors, LLC", "name_as_filed": "HELIOS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/helios-wealth-advisors-llc-pearland-tx-134444", "city": "Pearland", "state": "TX", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311388, "name": "Henry Bragg & Co.", "name_as_filed": "HENRY BRAGG & CO.", "url": "https://advisorcensus.com/firm/henry-bragg-and-co-houston-tx-311388", "city": "Houston", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122394, "name": "Heritage Wealth Management", "name_as_filed": "HERITAGE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/heritage-wealth-management-houston-tx-122394", "city": "Houston", "state": "TX", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148406, "name": "HFG Wealth Management, LLC", "name_as_filed": "HFG WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hfg-wealth-management-llc-the-woodlands-tx-148406", "city": "The Woodlands", "state": "TX", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128561, "name": "Higginbotham Retirement Advisors, Inc.", "name_as_filed": "HIGGINBOTHAM RETIREMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/higginbotham-retirement-advisors-inc-houston-tx-128561", "city": "Houston", "state": "TX", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307282, "name": "Hines Capital Advisors LLC", "name_as_filed": "HINES CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/hines-capital-advisors-llc-houston-tx-307282", "city": "Houston", "state": "TX", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "commissions", "performance_based", "other" ], "enhanced": false }, { "crd_number": 311705, "name": "Hodos Wealth Group, LLC", "name_as_filed": "HODOS WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/hodos-wealth-group-llc-the-woodlands-tx-311705", "city": "The Woodlands", "state": "TX", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340589, "name": "Homage Wealth Group LLC", "name_as_filed": "HOMAGE WEALTH GROUP LLC", "url": "https://advisorcensus.com/firm/homage-wealth-group-llc-houston-tx-340589", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336450, "name": "Honor Wealth Management, LLC", "name_as_filed": "HONOR WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/honor-wealth-management-llc-tomball-tx-336450", "city": "Tomball", "state": "TX", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114102, "name": "Horizon Wealth Advisors", "name_as_filed": "HORIZON WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/horizon-wealth-advisors-houston-tx-114102", "city": "Houston", "state": "TX", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147754, "name": "Hourglass Capital, LLC", "name_as_filed": "HOURGLASS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/hourglass-capital-llc-houston-tx-147754", "city": "Houston", "state": "TX", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 163056, "name": "Houston Ventures III Management, LLC", "name_as_filed": "HOUSTON VENTURES III MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/houston-ventures-iii-management-llc-houston-tx-163056", "city": "Houston", "state": "TX", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299442, "name": "Houston Wealth Advisers, LLC.", "name_as_filed": "HOUSTON WEALTH ADVISERS, LLC.", "url": "https://advisorcensus.com/firm/houston-wealth-advisers-llc-houston-tx-299442", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 168715, "name": "Houston Wealth Management", "name_as_filed": "HOUSTON WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/houston-wealth-management-houston-tx-168715", "city": "Houston", "state": "TX", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133472, "name": "Hurwitz Associates, Inc.", "name_as_filed": "HURWITZ ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/hurwitz-associates-inc-houston-tx-133472", "city": "Houston", "state": "TX", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328359, "name": "HX Investment Advisor, Inc.", "name_as_filed": "HX INVESTMENT ADVISOR, INC.", "url": "https://advisorcensus.com/firm/hx-investment-advisor-inc-houston-tx-328359", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 112486, "name": "IAS Wealth Management, Inc.", "name_as_filed": "IAS WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/ias-wealth-management-inc-the-woodlands-tx-112486", "city": "The Woodlands", "state": "TX", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319609, "name": "Icon Wealth Partners", "name_as_filed": "ICON WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/icon-wealth-partners-houston-tx-319609", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 114455, "name": "Incomar Investments, LLC", "name_as_filed": "INCOMAR INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/incomar-investments-llc-sugar-land-tx-114455", "city": "Sugar Land", "state": "TX", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289368, "name": "Increase Consultants LLC", "name_as_filed": "INCREASE CONSULTANTS LLC", "url": "https://advisorcensus.com/firm/increase-consultants-llc-missouri-city-tx-289368", "city": "Missouri City", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 173900, "name": "Innova Wealth, LLC", "name_as_filed": "INNOVA WEALTH, LLC", "url": "https://advisorcensus.com/firm/innova-wealth-llc-houston-tx-173900", "city": "Houston", "state": "TX", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 291780, "name": "Inscription Capital, LLC", "name_as_filed": "INSCRIPTION CAPITAL, LLC", "url": "https://advisorcensus.com/firm/inscription-capital-llc-houston-tx-291780", "city": "Houston", "state": "TX", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301900, "name": "Inscription Family Office, LLC", "name_as_filed": "INSCRIPTION FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/inscription-family-office-llc-houston-tx-301900", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 156216, "name": "Integra Wealth Advisors, LLC", "name_as_filed": "INTEGRA WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/integra-wealth-advisors-llc-houston-tx-156216", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289366, "name": "Integrated Capital, LLC", "name_as_filed": "INTEGRATED CAPITAL, LLC", "url": "https://advisorcensus.com/firm/integrated-capital-llc-houston-tx-289366", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310974, "name": "Integrity Financial Planning, LLC", "name_as_filed": "INTEGRITY FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/integrity-financial-planning-llc-katy-tx-310974", "city": "Katy", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 333154, "name": "Integrity Road Wealth Partners LLC", "name_as_filed": "INTEGRITY ROAD WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/integrity-road-wealth-partners-llc-houston-tx-333154", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 192522, "name": "Intrepid Investment Management, LLC", "name_as_filed": "INTREPID INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/intrepid-investment-management-llc-houston-tx-192522", "city": "Houston", "state": "TX", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 281554, "name": "Intrua Financial", "name_as_filed": "INTRUA FINANCIAL", "url": "https://advisorcensus.com/firm/intrua-financial-houston-tx-281554", "city": "Houston", "state": "TX", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305217, "name": "Investire Capital LLC", "name_as_filed": "INVESTIRE CAPITAL LLC", "url": "https://advisorcensus.com/firm/investire-capital-llc-south-houston-tx-305217", "city": "South Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321011, "name": "IP Edge LLC", "name_as_filed": "IP EDGE LLC", "url": "https://advisorcensus.com/firm/ip-edge-llc-houston-tx-321011", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284162, "name": "Jackson Hill Advisors, LLC", "name_as_filed": "JACKSON HILL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/jackson-hill-advisors-llc-houston-tx-284162", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 114230, "name": "James G. McClellan CPA", "name_as_filed": "JAMES G. 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