Areas served: Houston, TX and surrounding Harris, Fort Bend, Montgomery, and Brazoria Counties
Houston's financial advisory landscape reflects the city's diverse economy, with advisors serving energy sector executives, medical professionals from the Texas Medical Center, and entrepreneurs across the nation's fourth-largest city. This directory catalogs financial advisors throughout the Greater Houston area, including practitioners in the Galleria, Downtown, Memorial, and Energy Corridor districts. Advisors are evaluated based on credentials (CFP, CFA, ChFC), compensation models (fee-only, fee-based, commission-based), minimum asset requirements, and specialized expertise in areas such as executive compensation, oil and gas industry planning, and multi-generational wealth transfer.
Wilson Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC based in Webster, TX. Led by CEO Dave Wilson, the team specializes in comprehensive financial planning and investment management, helping clients create personalized financial blueprints aligned with their long-term goals. Recognized as a 2026 Forbes Best-in-State Wealth Management Team, they emphasize fee-based advisory services prioritizing client needs over commissions, offering tax planning strategies, market insights, and professional wealth management services.
Mayanah Financial is a Dave Ramsey Endorsed Local Provider (ELP) offering comprehensive financial advisory services to Houston-area families and small business owners. They specialize in investment management, retirement planning, and wealth building using proven financial principles. As part of the Dave Ramsey network, they combine personalized guidance with a proven methodology to help clients achieve financial independence and generational wealth.
Winstone Wealth Partners is a Houston-based wealth management firm founded by Jeff Green, a Forbes-recognized financial advisor. They offer comprehensive financial planning, investment management, retirement planning, tax strategies, estate planning, and virtual family office services. Their approach prioritizes client relationships and personalized planning rather than one-size-fits-all solutions, with a focus on understanding each client's values and long-term goals.
Texas Notes is a private lending investment platform specializing in real estate notes secured by Texas property. They connect investors with short-term, first-lien real estate notes backed by borrower personal guarantees, offering monthly distributions with a foreclosure rate below 1.5%. With over 8 years in business and a track record of never missing promised payments, Texas Notes provides a curated alternative investment opportunity for those seeking secured, collateralized returns from real estate lending.
49 Financial is an independent financial advisory firm serving Houston clients with comprehensive wealth management, investment strategy, and financial planning services. The team specializes in helping individuals and families build and protect their financial futures through personalized investment management and retirement planning. They focus on transparent, client-centered advice tailored to each client's unique goals and circumstances.
Edwards Financial Group is a Houston-based financial services firm specializing in tax planning, wealth management, insurance solutions, business services, and credit solutions. Founded on a mission to educate and empower clients with personalized financial guidance, they serve individuals and business owners with comprehensive planning tailored to long-term success. The firm offers individual and business tax preparation, retirement planning tools, insurance and wealth management, notary services, and financial consulting.
LKJ Financial is an independent, boutique wealth management firm in Houston led by Managing Partner Lindsey James-West. They offer comprehensive financial planning, institutional-level asset management, and fiduciary-standard advisory services designed to help clients build personalized plans for retirement, income planning, and long-term financial security. Their approach combines personal financial planning (budgeting, tax management, insurance) with proactive, diversified investment management across multiple asset classes, prioritizing both capital preservation and growth opportunities.
Petrus Retirement Planning is a Texas-based financial firm specializing in retirement planning and capital preservation for individuals seeking safety-first strategies. They help clients protect IRAs, Roth IRAs, 401(k)s, 403(b)s, 457s, annuities, and other retirement accounts against market downturns while providing reasonable returns and ensuring lifetime income security. Their approach combines principal protection, income planning, long-term care considerations, and life insurance strategies explained in straightforward, easy-to-understand terms.
Ascend Integrated Wealth is an independent fiduciary financial advisory firm serving Houston-area executives, entrepreneurs, and families. They offer a comprehensive suite of services including wealth management, financial planning, tax advisory, estate planning, insurance solutions, and business consulting—all coordinated through an integrated family office model. As fiduciaries legally obligated to act in clients' best interests, they partner with Charles Schwab and operate through a tiered service structure (Premier, Ascend, and Family Office) designed to grow with clients' complexity and needs.
Financial Synergies Wealth Advisors is a Houston-based wealth management firm offering comprehensive financial planning, investment management, and retirement strategy services. The team provides personalized guidance to help clients build and preserve wealth through thoughtful portfolio construction and holistic financial planning. They focus on understanding each client's unique goals and circumstances to deliver tailored financial solutions.
Post Oak Private Wealth Advisors is an independent financial advisory firm based in Houston specializing in comprehensive wealth management for high-net-worth individuals and families. They provide personalized investment management, retirement planning, and financial strategy tailored to clients' long-term goals. Their team combines deep expertise with a fiduciary commitment to put client interests first.
Petry Tax Law & Advisory Firm is a Houston-based tax and legal services firm offering comprehensive tax planning, accounting, and business advisory services. Founded by experienced tax professionals, they specialize in helping individuals and businesses optimize their tax strategies, manage compliance, and plan for long-term financial success. Their integrated approach combines tax law expertise with accounting and consulting to deliver practical solutions tailored to each client's unique situation.
Hawkins Laakso Wealth Management is an independent financial advisory firm in Houston serving high-net-worth individuals and families. They provide comprehensive wealth management, retirement planning, investment management, and financial strategy services tailored to complex financial situations. Their team combines legal and financial expertise to help clients build and preserve wealth across multiple generations.
Seren Wealth Advisors is an independent financial advisory firm serving Houston-area clients with comprehensive wealth management, investment management, retirement planning, and financial strategy services. Founded on principles of fiduciary responsibility, they work directly with individuals and families to build customized financial plans aligned with long-term goals. Their team combines deep financial expertise with a client-first approach to help clients navigate complex financial decisions.
Edward Jones financial advisor Danyel T Ramelow, CFP®, provides personalized financial planning and investment management services to individuals and families in the Houston area. With CFP certification and a focus on long-term wealth building, Ramelow helps clients develop comprehensive financial strategies tailored to their goals, including retirement planning, investment management, and financial education. Edward Jones is a trusted national firm known for its local, relationship-based approach to financial advisory.
Edward A Mireles is a financial advisor with Edward Jones Investments, serving Houston clients from their downtown office at 440 Louisiana Street. Edward Jones is a well-established brokerage firm offering personalized investment management, retirement planning, and financial guidance tailored to individual client goals. The firm combines comprehensive financial services with a focus on building long-term relationships and understanding each client's unique circumstances.
Infinity Financial Advisors is an independent financial advisory firm based in Bellaire, TX, serving clients throughout the Houston area. They provide comprehensive financial planning, investment management, and wealth management services tailored to individual and family goals. The firm focuses on personalized strategy and long-term financial success for clients seeking professional guidance on retirement, investments, and overall financial planning.
Abundo Wealth is an independent financial advisory firm based in Houston specializing in comprehensive wealth management, investment strategy, and financial planning for individuals and families. They focus on personalized service and evidence-based investment approaches to help clients build and preserve wealth.
Oak Harvest Financial Group is an independent financial advisory firm in Houston specializing in comprehensive financial planning, investment management, and insurance solutions. Led by experienced advisors, they serve clients seeking personalized strategies for wealth building, retirement planning, and estate preservation with a focus on fee-based advisory relationships.
Capitalwise Wealth Management is an independent financial advisory firm based in Houston serving clients throughout Texas with comprehensive wealth management, investment strategy, and financial planning services. The firm specializes in helping individuals and families build and preserve wealth through personalized investment management and retirement planning.
WealthCreate is a financial advisory firm based in Houston specializing in comprehensive wealth management and financial planning. They help clients build and preserve wealth through personalized investment strategies, retirement planning, and financial guidance tailored to individual goals and circumstances.
Modera Washington is a modern apartment community located in Houston's Washington Avenue corridor, offering upscale residential living with contemporary amenities and design. The community features stylish floor plans, state-of-the-art facilities, and a prime location near downtown Houston, shopping, dining, and entertainment options. Modera Washington caters to professionals and young adults seeking convenient urban living with premium finishes and community services.
Yellowstone Wealth Advisors LLC is a financial advisory firm in Houston specializing in comprehensive wealth management and financial planning for individuals and families. The firm helps clients build and protect their financial futures through personalized investment strategies, retirement planning, and holistic wealth management services designed to align with each client's unique goals and life circumstances.
Sovereign Wealth Advisors is an independent financial advisory firm based in Houston serving clients across Texas with personalized wealth management, investment strategy, and financial planning services. The firm focuses on building customized financial plans tailored to individual goals and life circumstances, offering ongoing portfolio management and strategic guidance for wealth accumulation and preservation.
Edward Jones Financial Advisor John Kaleh, AAMS®, CRPC™, provides personalized financial planning and investment management services to individuals and families in Houston. With professional certifications in financial advising, Kaleh helps clients develop comprehensive financial strategies tailored to their goals, whether saving for retirement, education, or major life events. As part of Edward Jones, a national full-service brokerage, this practice combines local expertise with institutional resources.
RNS Wealth Management is an independent financial advisory firm based in downtown Houston specializing in comprehensive wealth management, investment management, and financial planning. They work with individuals and families to develop customized strategies for retirement planning, portfolio management, and long-term financial goals. Their team provides personalized guidance tailored to each client's unique circumstances and objectives.
Wealth Standard Financial is an independent financial advisory firm based in downtown Houston that provides comprehensive financial planning and investment management services. The team helps clients build and protect wealth through personalized strategies tailored to individual goals and circumstances. They serve both individual investors and business owners seeking professional guidance on retirement planning, portfolio management, and long-term financial strategy.
Kingdom Wealth Management is an independent financial advisory firm serving Houston-area clients with comprehensive wealth management, investment planning, and financial strategy services. The firm focuses on helping clients build and preserve wealth through personalized financial planning and professional investment management. They serve individual investors, families, and business owners seeking to align their financial goals with a structured, professional approach.
Oaks Wealth Management is a financial advisory firm based in Houston serving clients with comprehensive wealth management services. They provide personalized financial planning and investment management to help clients build and protect their wealth. Based in the Uptown/Loop area, they work with individuals seeking professional guidance on their financial future.
Manske Wealth Management is an independent financial advisory firm based in downtown Houston serving clients throughout the greater Houston area. They provide comprehensive wealth management, investment management, and financial planning services tailored to individuals and families seeking personalized guidance on building and preserving wealth.
Centre Wealth Management is a financial advisory firm based in Houston offering comprehensive wealth management and financial consulting services. The team works with clients to develop personalized financial strategies and investment plans tailored to their individual goals and circumstances.
Goose Creek Financial is an independent financial advisory firm based in Houston specializing in retirement planning and comprehensive financial guidance. Located on Heights Boulevard, they work with clients to develop personalized retirement strategies and long-term financial plans tailored to individual goals and circumstances.
Robertson Wealth Management is an independent financial advisory firm based in Houston offering comprehensive wealth management, investment management, and financial planning services. Located in downtown Houston on Milam Street, the firm works with individuals and families to develop customized financial strategies tailored to their unique goals and circumstances.
Wilson Wealth Advisors - Ameriprise Financial Services, LLC is the top-ranked financial advisor in Houston with a Lantern Score of 85.47/100 and a 5-star rating from 301 reviews. They specialize in comprehensive financial planning for high-net-worth individuals, families, business owners, and those planning retirement strategies.
Mayanah Financial is a Dave Ramsey Endorsed Local Provider (ELP) with a Lantern Score of 85.27/100 and 5-star rating from 204 reviews. They specialize in comprehensive financial advisory services for Houston-area families and small business owners following the Dave Ramsey philosophy.
Texas Notes is a specialized option with a Lantern Score of 84.30/100 and 5-star rating from 77 reviews. They specialize in real estate notes secured by Texas property, connecting investors with short-term, first-lien real estate notes backed by local borrowers for those seeking alternative investments and monthly income.
Petrus Retirement Planning (Lantern Score: 83.10/100, 4.9 stars) specializes in capital preservation and safety-first strategies for pre-retirees and retirees, while LKJ Financial (Lantern Score: 83.17/100, 5 stars) offers comprehensive planning with institutional-level asset management. Both are highly ranked specifically for retirement-focused clients.
Edwards Financial Group has a Lantern Score of 83.21/100 with 4.9 stars from 125 reviews and specializes in serving small business owners and self-employed individuals. They offer integrated tax planning, wealth management, insurance solutions, and business services tailored to business owner needs.
Ascend Integrated Wealth (Lantern Score: 82.98/100, 5 stars) and Seren Wealth Advisors (Lantern Score: 80.00/100, 5 stars) both operate as independent fiduciary financial advisory firms in Houston. They prioritize acting in clients' best interests and offer comprehensive wealth management for executives, entrepreneurs, and families with complex financial situations.