# Financial advisors in The Woodlands, TX

> AdvisorCensus lists 59 investment advisory firms with a principal office in The Woodlands, Texas (part of the Houston metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Houston metro area, including neighboring cities, is on its own page. 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/the-woodlands

## At a glance

- Investment advisory firms: 59
- Registration: SEC-registered investment adviser: 25, State-registered investment adviser: 25, Exempt reporting adviser: 9
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 19 (38%); Percentage of assets 44 (88%); Hourly charges 18 (36%); Fixed fees 27 (54%); Commissions 1 (2%); Performance-based fees 7 (14%); Other 4 (8%); No compensation arrangements reported 9
- Regulatory assets under management (Item 5.F): Under $25 million 8 (14%); $25 million to $100 million 11 (19%); $100 million to $500 million 13 (22%); $500 million to $1 billion 12 (20%); $1 billion to $5 billion 4 (7%); Not reported 11 (19%)
- Years registered: Under 5 years 23 (39%); 5 to 9 years 16 (27%); 10 to 19 years 16 (27%); 20 years or more 4 (7%)

## Firms (page 1 of 2, 1 to 50 of 59, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Anchored Wealth](https://advisorcensus.com/firm/anchored-wealth-the-woodlands-tx-331693) ([md](https://advisorcensus.com/firm/anchored-wealth-the-woodlands-tx-331693.md)) | 331693 | The Woodlands, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [Assurance Wealth Management](https://advisorcensus.com/firm/assurance-wealth-management-the-woodlands-tx-299459) ([md](https://advisorcensus.com/firm/assurance-wealth-management-the-woodlands-tx-299459.md)) | 299459 | The Woodlands, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [Avanzza Investments LLC](https://advisorcensus.com/firm/avanzza-investments-llc-the-woodlands-tx-340942) ([md](https://advisorcensus.com/firm/avanzza-investments-llc-the-woodlands-tx-340942.md)) | 340942 | The Woodlands, TX | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Avion Wealth](https://advisorcensus.com/firm/avion-wealth-the-woodlands-tx-134242) ([md](https://advisorcensus.com/firm/avion-wealth-the-woodlands-tx-134242.md)) | 134242 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Fixed fee |
| [AWM Financial Services Inc.](https://advisorcensus.com/firm/awm-financial-services-inc-the-woodlands-tx-144351) ([md](https://advisorcensus.com/firm/awm-financial-services-inc-the-woodlands-tx-144351.md)) | 144351 | The Woodlands, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Other |
| [Bellatore Financial, Inc.](https://advisorcensus.com/firm/bellatore-financial-inc-the-woodlands-tx-143543) ([md](https://advisorcensus.com/firm/bellatore-financial-inc-the-woodlands-tx-143543.md)) | 143543 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee |
| [Bison Investment Advisors, LLC](https://advisorcensus.com/firm/bison-investment-advisors-llc-the-woodlands-tx-149775) ([md](https://advisorcensus.com/firm/bison-investment-advisors-llc-the-woodlands-tx-149775.md)) | 149775 | The Woodlands, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Bright Vision Wealth](https://advisorcensus.com/firm/bright-vision-wealth-the-woodlands-tx-301522) ([md](https://advisorcensus.com/firm/bright-vision-wealth-the-woodlands-tx-301522.md)) | 301522 | The Woodlands, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [Diamond Client Group, LLC](https://advisorcensus.com/firm/diamond-client-group-llc-the-woodlands-tx-310570) ([md](https://advisorcensus.com/firm/diamond-client-group-llc-the-woodlands-tx-310570.md)) | 310570 | The Woodlands, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [E2 Investment Advisors LLC](https://advisorcensus.com/firm/e2-investment-advisors-llc-the-woodlands-tx-313201) ([md](https://advisorcensus.com/firm/e2-investment-advisors-llc-the-woodlands-tx-313201.md)) | 313201 | The Woodlands, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [EES Ventures Management, LLC](https://advisorcensus.com/firm/ees-ventures-management-llc-the-woodlands-tx-283048) ([md](https://advisorcensus.com/firm/ees-ventures-management-llc-the-woodlands-tx-283048.md)) | 283048 | The Woodlands, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Endeavor Advisors, LLC](https://advisorcensus.com/firm/endeavor-advisors-llc-the-woodlands-tx-324925) ([md](https://advisorcensus.com/firm/endeavor-advisors-llc-the-woodlands-tx-324925.md)) | 324925 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee |
| [Erguz, LLC](https://advisorcensus.com/firm/erguz-llc-the-woodlands-tx-168009) ([md](https://advisorcensus.com/firm/erguz-llc-the-woodlands-tx-168009.md)) | 168009 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Fixed fee |
| [EW Healthcare Partners](https://advisorcensus.com/firm/ew-healthcare-partners-the-woodlands-tx-158263) ([md](https://advisorcensus.com/firm/ew-healthcare-partners-the-woodlands-tx-158263.md)) | 158263 | The Woodlands, TX | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee, Other |
| [Financial Cornerstones, LLC](https://advisorcensus.com/firm/financial-cornerstones-llc-the-woodlands-tx-305120) ([md](https://advisorcensus.com/firm/financial-cornerstones-llc-the-woodlands-tx-305120.md)) | 305120 | The Woodlands, TX | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Financial Planning Services](https://advisorcensus.com/firm/financial-planning-services-the-woodlands-tx-114822) ([md](https://advisorcensus.com/firm/financial-planning-services-the-woodlands-tx-114822.md)) | 114822 | The Woodlands, TX | State-registered investment adviser | $100 million to $500 million | 15 | % of assets |
| [Freeman & Freeman Private Wealth Management LLC](https://advisorcensus.com/firm/freeman-and-freeman-private-wealth-management-llc-the-woodlands-tx-327815) ([md](https://advisorcensus.com/firm/freeman-and-freeman-private-wealth-management-llc-the-woodlands-tx-327815.md)) | 327815 | The Woodlands, TX | State-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Good Bull Capital Manager, LLC](https://advisorcensus.com/firm/good-bull-capital-manager-llc-the-woodlands-tx-331745) ([md](https://advisorcensus.com/firm/good-bull-capital-manager-llc-the-woodlands-tx-331745.md)) | 331745 | The Woodlands, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [HFG Wealth Management, LLC](https://advisorcensus.com/firm/hfg-wealth-management-llc-the-woodlands-tx-148406) ([md](https://advisorcensus.com/firm/hfg-wealth-management-llc-the-woodlands-tx-148406.md)) | 148406 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee |
| [Hodos Wealth Group, LLC](https://advisorcensus.com/firm/hodos-wealth-group-llc-the-woodlands-tx-311705) ([md](https://advisorcensus.com/firm/hodos-wealth-group-llc-the-woodlands-tx-311705.md)) | 311705 | The Woodlands, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [IAS Wealth Management, Inc.](https://advisorcensus.com/firm/ias-wealth-management-inc-the-woodlands-tx-112486) ([md](https://advisorcensus.com/firm/ias-wealth-management-inc-the-woodlands-tx-112486.md)) | 112486 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Hourly, Fixed fee |
| [John-Luke Financial, LLC](https://advisorcensus.com/firm/john-luke-financial-llc-the-woodlands-tx-288252) ([md](https://advisorcensus.com/firm/john-luke-financial-llc-the-woodlands-tx-288252.md)) | 288252 | The Woodlands, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Koinonia Financial](https://advisorcensus.com/firm/koinonia-financial-the-woodlands-tx-312136) ([md](https://advisorcensus.com/firm/koinonia-financial-the-woodlands-tx-312136.md)) | 312136 | The Woodlands, TX | State-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Legacy Capital](https://advisorcensus.com/firm/legacy-capital-the-woodlands-tx-332184) ([md](https://advisorcensus.com/firm/legacy-capital-the-woodlands-tx-332184.md)) | 332184 | The Woodlands, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Performance fee |
| [Legacy Financial Designs](https://advisorcensus.com/firm/legacy-financial-designs-the-woodlands-tx-314338) ([md](https://advisorcensus.com/firm/legacy-financial-designs-the-woodlands-tx-314338.md)) | 314338 | The Woodlands, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Lloyds Intrepid Wealth Management](https://advisorcensus.com/firm/lloyds-intrepid-wealth-management-the-woodlands-tx-307839) ([md](https://advisorcensus.com/firm/lloyds-intrepid-wealth-management-the-woodlands-tx-307839.md)) | 307839 | The Woodlands, TX | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly |
| [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 |
| [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 |
| [Novodyn Advisors LLC](https://advisorcensus.com/firm/novodyn-advisors-llc-the-woodlands-tx-156451) ([md](https://advisorcensus.com/firm/novodyn-advisors-llc-the-woodlands-tx-156451.md)) | 156451 | The Woodlands, TX | State-registered investment adviser | Under $25 million | 0 | Performance fee |
| [Outlook Wealth Advisors, LLC](https://advisorcensus.com/firm/outlook-wealth-advisors-llc-the-woodlands-tx-291465) ([md](https://advisorcensus.com/firm/outlook-wealth-advisors-llc-the-woodlands-tx-291465.md)) | 291465 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee |
| [Parkour Asset Management LLC](https://advisorcensus.com/firm/parkour-asset-management-llc-the-woodlands-tx-312708) ([md](https://advisorcensus.com/firm/parkour-asset-management-llc-the-woodlands-tx-312708.md)) | 312708 | The Woodlands, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Peirce Capital Management, LLC](https://advisorcensus.com/firm/peirce-capital-management-llc-the-woodlands-tx-142654) ([md](https://advisorcensus.com/firm/peirce-capital-management-llc-the-woodlands-tx-142654.md)) | 142654 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets |
| [Pinecroft Core Management, LLC](https://advisorcensus.com/firm/pinecroft-core-management-llc-the-woodlands-tx-282512) ([md](https://advisorcensus.com/firm/pinecroft-core-management-llc-the-woodlands-tx-282512.md)) | 282512 | The Woodlands, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Portfolio Dynamix](https://advisorcensus.com/firm/portfolio-dynamix-the-woodlands-tx-307069) ([md](https://advisorcensus.com/firm/portfolio-dynamix-the-woodlands-tx-307069.md)) | 307069 | The Woodlands, TX | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Position Wealth](https://advisorcensus.com/firm/position-wealth-the-woodlands-tx-325116) ([md](https://advisorcensus.com/firm/position-wealth-the-woodlands-tx-325116.md)) | 325116 | The Woodlands, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Provident Wealth Advisors, LLC](https://advisorcensus.com/firm/provident-wealth-advisors-llc-the-woodlands-tx-157392) ([md](https://advisorcensus.com/firm/provident-wealth-advisors-llc-the-woodlands-tx-157392.md)) | 157392 | The Woodlands, TX | State-registered investment adviser | Not reported | 15 | Fixed fee, Other |
| [Qvidtvm Management LLC](https://advisorcensus.com/firm/qvidtvm-management-llc-the-woodlands-tx-309456) ([md](https://advisorcensus.com/firm/qvidtvm-management-llc-the-woodlands-tx-309456.md)) | 309456 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 5 | Performance fee |
| [Radar Financial Investments Corporation](https://advisorcensus.com/firm/radar-financial-investments-corporation-the-woodlands-tx-314823) ([md](https://advisorcensus.com/firm/radar-financial-investments-corporation-the-woodlands-tx-314823.md)) | 314823 | The Woodlands, TX | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Rhame & Gorrell Wealth Management](https://advisorcensus.com/firm/rhame-and-gorrell-wealth-management-the-woodlands-tx-283027) ([md](https://advisorcensus.com/firm/rhame-and-gorrell-wealth-management-the-woodlands-tx-283027.md)) | 283027 | The Woodlands, TX | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets |
| [Rockland Capital, LP](https://advisorcensus.com/firm/rockland-capital-lp-the-woodlands-tx-156791) ([md](https://advisorcensus.com/firm/rockland-capital-lp-the-woodlands-tx-156791.md)) | 156791 | The Woodlands, TX | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Rosman Asset Management, LLC](https://advisorcensus.com/firm/rosman-asset-management-llc-the-woodlands-tx-155922) ([md](https://advisorcensus.com/firm/rosman-asset-management-llc-the-woodlands-tx-155922.md)) | 155922 | The Woodlands, TX | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |
| [SF Planning Group LLC](https://advisorcensus.com/firm/sf-planning-group-llc-the-woodlands-tx-331145) ([md](https://advisorcensus.com/firm/sf-planning-group-llc-the-woodlands-tx-331145.md)) | 331145 | The Woodlands, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Spenditright LLC](https://advisorcensus.com/firm/spenditright-llc-the-woodlands-tx-338070) ([md](https://advisorcensus.com/firm/spenditright-llc-the-woodlands-tx-338070.md)) | 338070 | The Woodlands, TX | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Summa Corp.](https://advisorcensus.com/firm/summa-corp-the-woodlands-tx-113091) ([md](https://advisorcensus.com/firm/summa-corp-the-woodlands-tx-113091.md)) | 113091 | The Woodlands, TX | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Fixed fee |
| [Ten Bridge Capital, LLC](https://advisorcensus.com/firm/ten-bridge-capital-llc-the-woodlands-tx-339882) ([md](https://advisorcensus.com/firm/ten-bridge-capital-llc-the-woodlands-tx-339882.md)) | 339882 | The Woodlands, TX | Exempt reporting adviser | Not reported | 0 | Not reported |

- Next page: https://advisorcensus.com/advisors/tx/houston/the-woodlands/page/2.md

## Questions people ask

**How many financial advisory firms are there in The Woodlands, TX?**
AdvisorCensus lists 59 investment advisory firms with a principal office in The Woodlands, Texas (part of the Houston metro area), from Form ADV filings as of October 2026: 25 SEC-registered, 25 state-registered, and 9 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 The Woodlands, TX?**
19 of the 59 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 The Woodlands, TX offer financial planning?**
31 of the 50 firms in The Woodlands, 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 The Woodlands, 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 19 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.

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Cite as: AdvisorCensus. Financial advisors in The Woodlands, TX: 59 firms from Form ADV filings as of October 2026.