# 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/8

## 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 8 of 14, 351 to 400 of 661, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Magnolia Wealth](https://advisorcensus.com/firm/magnolia-wealth-spring-tx-330124) ([md](https://advisorcensus.com/firm/magnolia-wealth-spring-tx-330124.md)) | 330124 | Spring, TX | State-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Main Street Capital Partners](https://advisorcensus.com/firm/main-street-capital-partners-houston-tx-169939) ([md](https://advisorcensus.com/firm/main-street-capital-partners-houston-tx-169939.md)) | 169939 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Performance fee |
| [Managed Financial Services Corp Inc](https://advisorcensus.com/firm/managed-financial-services-corp-inc-houston-tx-109806) ([md](https://advisorcensus.com/firm/managed-financial-services-corp-inc-houston-tx-109806.md)) | 109806 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Manske Wealth Management, LLC](https://advisorcensus.com/firm/manske-wealth-management-llc-houston-tx-164401) ([md](https://advisorcensus.com/firm/manske-wealth-management-llc-houston-tx-164401.md)) | 164401 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Fixed fee |
| [Marble Capital LP](https://advisorcensus.com/firm/marble-capital-lp-houston-tx-285940) ([md](https://advisorcensus.com/firm/marble-capital-lp-houston-tx-285940.md)) | 285940 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee |
| [Marshall Wealth Management, LLC](https://advisorcensus.com/firm/marshall-wealth-management-llc-sugar-land-tx-123661) ([md](https://advisorcensus.com/firm/marshall-wealth-management-llc-sugar-land-tx-123661.md)) | 123661 | Sugar Land, TX | State-registered investment adviser | Under $25 million | 23 | % of assets, Hourly, Fixed fee |
| [Mastodon Advisory Group](https://advisorcensus.com/firm/mastodon-advisory-group-houston-tx-283494) ([md](https://advisorcensus.com/firm/mastodon-advisory-group-houston-tx-283494.md)) | 283494 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Maxout Savings Advisors LLC](https://advisorcensus.com/firm/maxout-savings-advisors-llc-houston-tx-137307) ([md](https://advisorcensus.com/firm/maxout-savings-advisors-llc-houston-tx-137307.md)) | 137307 | Houston, TX | State-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [MBR Financial](https://advisorcensus.com/firm/mbr-financial-houston-tx-168333) ([md](https://advisorcensus.com/firm/mbr-financial-houston-tx-168333.md)) | 168333 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee, Performance fee |
| [McAlister, Sweet & Associates, Inc.](https://advisorcensus.com/firm/mcalister-sweet-and-associates-inc-houston-tx-290626) ([md](https://advisorcensus.com/firm/mcalister-sweet-and-associates-inc-houston-tx-290626.md)) | 290626 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [McKinney Capital Management](https://advisorcensus.com/firm/mckinney-capital-management-houston-tx-338774) ([md](https://advisorcensus.com/firm/mckinney-capital-management-houston-tx-338774.md)) | 338774 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [MDT Financial Advisors, LLC](https://advisorcensus.com/firm/mdt-financial-advisors-llc-webster-tx-340925) ([md](https://advisorcensus.com/firm/mdt-financial-advisors-llc-webster-tx-340925.md)) | 340925 | Webster, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [MDX Wealth Management](https://advisorcensus.com/firm/mdx-wealth-management-sugarland-tx-161309) ([md](https://advisorcensus.com/firm/mdx-wealth-management-sugarland-tx-161309.md)) | 161309 | Sugarland, TX | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly |
| [Measure Twice Financial LLC](https://advisorcensus.com/firm/measure-twice-financial-llc-pearland-tx-313656) ([md](https://advisorcensus.com/firm/measure-twice-financial-llc-pearland-tx-313656.md)) | 313656 | Pearland, TX | State-registered investment adviser | Not reported | 5 | Hourly, Fixed fee |
| [Mellig Group, LLC](https://advisorcensus.com/firm/mellig-group-llc-the-woodlands-tx-283152) ([md](https://advisorcensus.com/firm/mellig-group-llc-the-woodlands-tx-283152.md)) | 283152 | The Woodlands, TX | State-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee, Performance fee |
| [Mercer Street Personal Financial Services](https://advisorcensus.com/firm/mercer-street-personal-financial-services-bellaire-tx-292972) ([md](https://advisorcensus.com/firm/mercer-street-personal-financial-services-bellaire-tx-292972.md)) | 292972 | Bellaire, TX | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee |
| [Mercury Fund](https://advisorcensus.com/firm/mercury-fund-houston-tx-163879) ([md](https://advisorcensus.com/firm/mercury-fund-houston-tx-163879.md)) | 163879 | Houston, TX | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Meridian Investment Management, Inc.](https://advisorcensus.com/firm/meridian-investment-management-inc-katy-tx-129233) ([md](https://advisorcensus.com/firm/meridian-investment-management-inc-katy-tx-129233.md)) | 129233 | Katy, TX | State-registered investment adviser | Under $25 million | 22 | % of assets |
| [Miles Wealth Management, L.L.C.](https://advisorcensus.com/firm/miles-wealth-management-l-l-c-houston-tx-166621) ([md](https://advisorcensus.com/firm/miles-wealth-management-l-l-c-houston-tx-166621.md)) | 166621 | Houston, TX | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee |
| [Millennial Energy Management, LLC](https://advisorcensus.com/firm/millennial-energy-management-llc-houston-tx-171680) ([md](https://advisorcensus.com/firm/millennial-energy-management-llc-houston-tx-171680.md)) | 171680 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Milton Street Capital LLC](https://advisorcensus.com/firm/milton-street-capital-llc-houston-tx-304265) ([md](https://advisorcensus.com/firm/milton-street-capital-llc-houston-tx-304265.md)) | 304265 | Houston, TX | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Mission Retirement](https://advisorcensus.com/firm/mission-retirement-tomball-tx-315964) ([md](https://advisorcensus.com/firm/mission-retirement-tomball-tx-315964.md)) | 315964 | Tomball, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [MNM Vested, LLC](https://advisorcensus.com/firm/mnm-vested-llc-houston-tx-151350) ([md](https://advisorcensus.com/firm/mnm-vested-llc-houston-tx-151350.md)) | 151350 | Houston, TX | State-registered investment adviser | Not reported | 17 | Fixed fee |
| [Mobius Fund](https://advisorcensus.com/firm/mobius-fund-houston-tx-328238) ([md](https://advisorcensus.com/firm/mobius-fund-houston-tx-328238.md)) | 328238 | Houston, TX | State-registered investment adviser | Not reported | 2 | % of assets, Performance fee |
| [Modi Venture Capital Management LLC](https://advisorcensus.com/firm/modi-venture-capital-management-llc-sugar-land-tx-326025) ([md](https://advisorcensus.com/firm/modi-venture-capital-management-llc-sugar-land-tx-326025.md)) | 326025 | Sugar Land, TX | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Momentum Financial Strategies, LLC](https://advisorcensus.com/firm/momentum-financial-strategies-llc-stafford-tx-315885) ([md](https://advisorcensus.com/firm/momentum-financial-strategies-llc-stafford-tx-315885.md)) | 315885 | Stafford, TX | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Monex Asset Management, Inc.](https://advisorcensus.com/firm/monex-asset-management-inc-houston-tx-148123) ([md](https://advisorcensus.com/firm/monex-asset-management-inc-houston-tx-148123.md)) | 148123 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Money Holistics](https://advisorcensus.com/firm/money-holistics-houston-tx-321221) ([md](https://advisorcensus.com/firm/money-holistics-houston-tx-321221.md)) | 321221 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Subscription, Fixed fee |
| [Montrose Lane, LP](https://advisorcensus.com/firm/montrose-lane-lp-houston-tx-289504) ([md](https://advisorcensus.com/firm/montrose-lane-lp-houston-tx-289504.md)) | 289504 | Houston, TX | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Mosaic Advisors](https://advisorcensus.com/firm/mosaic-advisors-houston-tx-164913) ([md](https://advisorcensus.com/firm/mosaic-advisors-houston-tx-164913.md)) | 164913 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 11 | Fixed fee |
| [Mountain Capital Management, LLC](https://advisorcensus.com/firm/mountain-capital-management-llc-houston-tx-281465) ([md](https://advisorcensus.com/firm/mountain-capital-management-llc-houston-tx-281465.md)) | 281465 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Performance fee, Other |
| [MT Clinic, L.L.C.](https://advisorcensus.com/firm/mt-clinic-l-l-c-houston-tx-284708) ([md](https://advisorcensus.com/firm/mt-clinic-l-l-c-houston-tx-284708.md)) | 284708 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [MTR Financial Services, LLC](https://advisorcensus.com/firm/mtr-financial-services-llc-kingwood-tx-149078) ([md](https://advisorcensus.com/firm/mtr-financial-services-llc-kingwood-tx-149078.md)) | 149078 | Kingwood, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Murray Investment Management, LLC](https://advisorcensus.com/firm/murray-investment-management-llc-houston-tx-146921) ([md](https://advisorcensus.com/firm/murray-investment-management-llc-houston-tx-146921.md)) | 146921 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [My Harvest Field Financial LLC](https://advisorcensus.com/firm/my-harvest-field-financial-llc-sugar-land-tx-285443) ([md](https://advisorcensus.com/firm/my-harvest-field-financial-llc-sugar-land-tx-285443.md)) | 285443 | Sugar Land, TX | State-registered investment adviser | Under $25 million | 9 | Other |
| [Neal Financial Group, L.P.](https://advisorcensus.com/firm/neal-financial-group-l-p-tomball-tx-124112) ([md](https://advisorcensus.com/firm/neal-financial-group-l-p-tomball-tx-124112.md)) | 124112 | Tomball, TX | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee |
| [Needville Insurance Agency Inc](https://advisorcensus.com/firm/needville-insurance-agency-inc-needville-tx-322817) ([md](https://advisorcensus.com/firm/needville-insurance-agency-inc-needville-tx-322817.md)) | 322817 | Needville, TX | State-registered investment adviser | Not reported | 3 | Other |
| [Nestvst](https://advisorcensus.com/firm/nestvst-sugar-land-tx-336825) ([md](https://advisorcensus.com/firm/nestvst-sugar-land-tx-336825.md)) | 336825 | Sugar Land, TX | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Net Financial](https://advisorcensus.com/firm/net-financial-katy-tx-330795) ([md](https://advisorcensus.com/firm/net-financial-katy-tx-330795.md)) | 330795 | Katy, TX | State-registered investment adviser | Under $25 million | Not reported | % of assets |
| [New Capital Management, LP](https://advisorcensus.com/firm/new-capital-management-lp-houston-tx-131658) ([md](https://advisorcensus.com/firm/new-capital-management-lp-houston-tx-131658.md)) | 131658 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Fixed fee |
| [New Heights Planning](https://advisorcensus.com/firm/new-heights-planning-houston-tx-314959) ([md](https://advisorcensus.com/firm/new-heights-planning-houston-tx-314959.md)) | 314959 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [New Territory Advisors](https://advisorcensus.com/firm/new-territory-advisors-houston-tx-305434) ([md](https://advisorcensus.com/firm/new-territory-advisors-houston-tx-305434.md)) | 305434 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Newmyer Wealth Management](https://advisorcensus.com/firm/newmyer-wealth-management-houston-tx-135896) ([md](https://advisorcensus.com/firm/newmyer-wealth-management-houston-tx-135896.md)) | 135896 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Fixed fee |
| [Newport Global Advisors L.P.](https://advisorcensus.com/firm/newport-global-advisors-l-p-the-woodlands-tx-139368) ([md](https://advisorcensus.com/firm/newport-global-advisors-l-p-the-woodlands-tx-139368.md)) | 139368 | The Woodlands, TX | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Fixed fee, Performance fee |
| [Next Step Financial Transitions](https://advisorcensus.com/firm/next-step-financial-transitions-houston-tx-311472) ([md](https://advisorcensus.com/firm/next-step-financial-transitions-houston-tx-311472.md)) | 311472 | Houston, TX | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Nexten Management Company LLC](https://advisorcensus.com/firm/nexten-management-company-llc-houston-tx-324836) ([md](https://advisorcensus.com/firm/nexten-management-company-llc-houston-tx-324836.md)) | 324836 | Houston, TX | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Nichol Capital Advisors, LLC](https://advisorcensus.com/firm/nichol-capital-advisors-llc-houston-tx-316794) ([md](https://advisorcensus.com/firm/nichol-capital-advisors-llc-houston-tx-316794.md)) | 316794 | Houston, TX | State-registered investment adviser | Not reported | 4 | Fixed fee |
| [NON Sibi Ventures, LLC](https://advisorcensus.com/firm/non-sibi-ventures-llc-houston-tx-318573) ([md](https://advisorcensus.com/firm/non-sibi-ventures-llc-houston-tx-318573.md)) | 318573 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [North Hudson Resource Partners LP](https://advisorcensus.com/firm/north-hudson-resource-partners-lp-houston-tx-297155) ([md](https://advisorcensus.com/firm/north-hudson-resource-partners-lp-houston-tx-297155.md)) | 297155 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee, Other |
| [Novellus Ventures LS1 GP, LLC](https://advisorcensus.com/firm/novellus-ventures-ls1-gp-llc-houston-tx-338354) ([md](https://advisorcensus.com/firm/novellus-ventures-ls1-gp-llc-houston-tx-338354.md)) | 338354 | 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.