Financial advisors in Houston, TX

4,068 match · page 1 of 136

Joe Ward, CFP®, RICP®, TPCP®
Founder, Refined Wealth
Refined Wealth · $901K AUM
CFP®VerifiedFinancial planning
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Aaron Hart
Financial advisor at Mosaic Advisors
Mosaic Advisors · $580.5M AUM
CFP®VerifiedFinancial planning
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Abigail Carrell
Financial advisor at Willis Johnson Wealth
Willis Johnson Wealth · $1.85B AUM
CFP®VerifiedFinancial planning
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Abigail Gunderson
Financial advisor at Tanglewood Total Wealth Management, Inc.
Tanglewood Total Wealth Management, Inc. · $1.59B AUM
CFP®VerifiedFinancial planning
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Abrin Berkemeyer
Financial advisor at Willis Johnson Wealth
Willis Johnson Wealth · $1.85B AUM
CFP®VerifiedFinancial planning
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Adam Cervantes
Financial advisor at RIA Advisors
RIA Advisors · $1.84B AUM
CFP®VerifiedFinancial planning
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Adam Davidson
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Adam Frinsco
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Adam Goldman
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
CFP®VerifiedFinancial planning
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Adam Lawrence
Financial advisor at Tanglewood Total Wealth Management, Inc.
Tanglewood Total Wealth Management, Inc. · $1.59B AUM
CFP®VerifiedFinancial planning
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Adam Park
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Agata Kubis
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Alex Shurin
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
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Alexis Graham
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Alexis Long
Financial advisor at Willis Johnson Wealth
Willis Johnson Wealth · $1.85B AUM
CFP®VerifiedFinancial planning
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Alison James
Financial advisor at Worthwise Financial Partners
Worthwise Financial Partners · $23.2M AUM
CFP®VerifiedFinancial planning
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Alison Mills
Financial advisor at Trinity Legacy Partners, LLC
Trinity Legacy Partners, LLC · $521.2M AUM
CFP®VerifiedFinancial planning
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Allen Pong
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Allison Brand
Financial advisor at Inscription Capital, LLC
Inscription Capital, LLC · $2.05B AUM
CFP®VerifiedFinancial planning
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Allison Lyons
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
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Amy Ogden
Financial advisor at Americana Partners, LLC
Americana Partners, LLC · $9.1B AUM
CFP®VerifiedFinancial planning
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Amy Zamikovsky
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Ana Salas
Financial advisor at Intrua Financial
Intrua Financial · $1.75B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anasuya Meyer
Financial advisor at Jaykay Wealth Advisors, Inc.
Jaykay Wealth Advisors, Inc. · $173.8M AUM
CFP®VerifiedFinancial planning
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Andrew Calhoun
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
CFP®VerifiedFinancial planning
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Andrew Casey
Financial advisor at Precedent Wealth Partners, LLC
Precedent Wealth Partners, LLC · $685M AUM
CFP®VerifiedFinancial planning
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Andrew Dressel
Financial advisor at Abundo Wealth
Abundo Wealth
CFP®VerifiedFinancial planning
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Andrew Gardener
Financial advisor at Tanglewood Legacy Advisors, LLC
Tanglewood Legacy Advisors, LLC · $809M AUM
CFP®VerifiedFinancial planning
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Andrew Hamilton
Financial advisor at Linscomb Wealth, Inc.
Linscomb Wealth, Inc. · $5.21B AUM
CFP®VerifiedFinancial planning
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Andrew Kulha
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Houston, TX

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Houston, TX.

How this list works

Before you hire an advisor in Houston, TX