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RIAs / Top RIAs by city

Top 25 RIAs in Houston, TX.

The largest wealth management firms headquartered in Houston, by regulatory assets under management, from their SEC filings. 199 wealth-management RIAs are based here, managing $141.08B in all.

#FirmAUMIndividual clientsAdvisorsMain custodianFiling since
1$29.22B292,9891,280Other2012 or earlier
2$12.96B8622Other2012 or earlier
3$9.1B1,62734Schwab2019
4$5.21B1,64025Schwab2012 or earlier
5$4.76B1,86636Fidelity2012 or earlier
6$3.23B90817Schwab2012 or earlier
7$3.1B33611Fidelity2012 or earlier
8$2.8B10911Schwab2012 or earlier
9$2.64B6,19868Fidelity2012 or earlier
10$2.58B61715Fidelity2022
11$2.09B7645Fidelity2012 or earlier
12$2.07B2215Schwab2012 or earlier
13$2.05B41414Fidelity2018
14$2B1,35926Schwab2012 or earlier
15$1.85B57821–2012 or earlier
16$1.84B1,23517Fidelity2013
17$1.81B92716Schwab2012 or earlier
18$1.75B3,34738LPL Financial2015
19$1.59B41710Schwab2012 or earlier
20$1.4B1,15128Pershing2012 or earlier
21$1.35B2,82323LPL Financial2014
22$1.33B4316Schwab2012 or earlier
23$1.21B1283Fidelity2020
24$1.2B594Schwab2014
25$1.15B43211Schwab2017

Ranked by regulatory AUM on each firm's latest Form ADV. Wealth managers and planners only (half or more of assets for individuals), by the city of their main office. Advisors: employees giving investment advice (Item 5.B(1)). Filing since: the firm's first Form ADV in the SEC's history, which starts in late 2011. Main custodian: the one holding most of the firm's managed assets (filings through December 2024). No firm pays to be listed or ranked. All RIAs in Texas.