TOP 30 Asset management firms in Houston, Texas

63 results found

Spearman Legal Firm, P.C. is a trusted lawyer institution located at 3662 West Camp Wisdom Road in Dallas, Texas, United States. As your attorney, we specialize in helping clients qualify for bankruptcy, stop lawsuits, manage assets, and eliminate debt to provide a fresh start. Our services extend to assisting clients with insurance claims for property damage caused by natural disasters, ensuring they receive the coverage needed to recover and rebuild. We also help businesses resume operations quickly after interruptions, recouping lost revenue and expenses. Additionally, we offer guidance and support for Social Security disability claims, ensuring clients receive the benefits they deserve. As a VA disability attorney, we advocate for disabled veterans to secure the compensation they are entitled to. With workstation offices in the DFW, Houston, and San Antonio areas, we are equipped to provide tailored services in person or remotely. We are a debt relief agency dedicated to helping individuals file for bankruptcy relief under the Bankruptcy Code. Let Spearman Legal Firm, P.C. be your advocate in navigating legal challenges and securing financial stability.

The Mendel Law Firm, L.P. is a reputable law firm located at 1155 Dairy Ashford Road in Houston, Texas, United States. Specializing in various legal services, their team of experienced lawyers provides expert guidance and representation in a wide range of legal matters. Whether you are in need of assistance with personal injury, family law, estate planning, or business law, The Mendel Law Firm is dedicated to helping clients navigate the complexities of the legal system with integrity and professionalism. Contact them today for reliable legal counsel tailored to your specific needs.

Spearman Legal Firm, P.C. is a trusted institution located at 1100 Northwest Loop 410 in San Antonio, Texas, United States. As your attorney, we specialize in helping you navigate through legal challenges such as qualifying for bankruptcy, stopping lawsuits, managing assets, and eliminating debt. Our goal is to provide you with a fresh start and financial stability. In addition to bankruptcy law, we also assist clients with insurance claims related to natural disasters, business interruptions, and Social Security disability. Our experienced team will advocate on your behalf to ensure you receive the coverage and benefits you deserve.

Leavitt Eldredge Law Firm is a full-service law firm located at 2021 Guadalupe Street in Austin, Texas, United States. Specializing in intellectual property law, their team of experienced lawyers can assist with copyrights, patents, trademarks, and IP litigation. With a focus on providing counseling to businesses of all sizes, including IP boutiques, the firm offers services for acquiring and developing intellectual property holdings. Their attorneys guide clients through the process of acquiring IP protections with the USPTO and the Copyright Office, providing status updates on filings and notifying clients of upcoming deadlines to ensure their property is protected. With a team of intellectual property attorneys located in various cities in Texas, including Arlington, Dallas, Fort Worth, and Houston, Leavitt Eldredge Law Firm offers services via phone call or web conference for clients outside their area.

Robare & Jones Wealth Management is a finance institution located at 20405 State Highway 249 in Houston, Texas. Our team of CERTIFIED FINANCIAL PLANNER® (CFP®) Financial Advisors have been helping clients manage their finances and reach their retirement goals for over 40 years. As an independent firm, we offer a full range of financial planning and asset management services to individuals, families, and businesses. Our Financial Advisors prioritize what truly matters to you, allowing you to spend less time worrying and more time enjoying life. We pride ourselves on our integrity and trust, ensuring that we recommend strategies and products that best suit your needs. With Fee-Based Management, your interests are always at the forefront of our work.

Blue Trust is a reputable financial advisory firm based in Houston, Texas. Our team of experienced advisors provides personalized financial planning and investment management services to help our clients achieve their financial goals. Located at 952 Echo Lane, we are dedicated to building long-term relationships with our clients and providing them with trusted guidance to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Blue Trust is here to help. Contact us today to schedule a consultation with one of our Houston Financial Advisors.

Located in Houston, Texas, FCA Corp is a trusted independent wealth management and financial planning firm that has been serving high-net-worth individuals and families since 1975. With a team of highly credentialed professionals, including CFP®, CPA, JD, MBA, and Tax – LLM, FCA Corp offers comprehensive services tailored to each client's unique needs. At FCA Corp, clients can expect a personalized approach to wealth management that takes into account their individual goals and aspirations. The firm's 360-degree, goals-based planning process covers all aspects of a client's financial life, including tax planning and preparation, asset management, and strategic business consulting.

John McIntyre - RBC Wealth Management Financial Advisor is a leading financial institution located at 1980 Post Oak Boulevard in Houston, Texas. As a trusted advisor, John McIntyre provides expert financial guidance and personalized wealth management solutions to clients in the United States. With a focus on building long-term relationships and delivering exceptional service, John McIntyre helps individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, John McIntyre - RBC Wealth Management Financial Advisor is dedicated to helping you make informed financial decisions and navigate the complexities of the financial world.

Plains Wealth Management is a premier finance institution located at 6019 Schuler Street in Houston, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer comprehensive financial services tailored to meet your individual needs. Trust Plains Wealth Management to provide expert guidance and support as you navigate the complexities of the financial world.

Chilton Capital Management is a finance institution located at 1177 West Loop South in Houston, Texas, United States. Specializing in wealth management and investment services, Chilton Capital Management prides itself on providing personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals and a client-centric approach, Chilton Capital Management is dedicated to providing top-tier financial services tailored to each individual's needs.

Jack Pendergrast - RBC Wealth Management Financial Advisor is a reputable financial institution located at 1980 Post Oak Boulevard in Houston, Texas, United States. Specializing in wealth management services, Jack Pendergrast provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, clients can trust in the expertise and professionalism of Jack Pendergrast and his team. Whether you are planning for retirement, investing for the future, or managing your assets, Jack Pendergrast - RBC Wealth Management Financial Advisor is dedicated to helping you secure your financial future.

Cresset Family Office in Houston, Texas is a finance institution that is reinventing family office and private wealth management. They offer goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy, all with True Fiduciary® Standards where your interests come first. The institution provides access to institutional-quality private investments and adheres to strict SEC regulations. Cresset is an independent firm with no hidden costs or fees, providing a transparent and trustworthy experience for their clients. Rankings developed by Barron’s and SHOOK Research recognize the institution's excellence in the industry. Cresset Capital Management and its subsidiaries and affiliates offer investment advisory, family office, and other services to individuals, families, and institutional clients, ensuring a comprehensive approach to managing wealth.

Denham Capital Management LP is a finance institution located at 700 Louisiana Street in Houston, Texas, United States. Specializing in private equity and credit, Denham Capital invests in sustainable infrastructure assets, critical metals and minerals, and provides bespoke credit solutions to companies contributing to the global energy transition. The firm is dedicated to establishing long-term partnerships with entrepreneurs and companies who share their vision for growth and value creation. Denham Capital sponsors entrepreneurs by providing financial resources and industry expertise to create and grow successful infrastructure and resource businesses. The firm's values of experience, fairness, economic rationale, flexibility, and trust are evident in every opportunity they pursue. With deep knowledge in their industry sectors and a commitment to fairness and shared success, Denham Capital is an ideal partner for businesses looking to grow sustainably.

Sooner Inc. is a leading store located at 909 Fannin Street, Houston, Texas, United States. We offer a full circle supply chain, ensuring success at every turn. Our institution provides the most complete distribution package in the oilfield industry. One of our innovative solutions is SoonerTRACE, which revolutionizes the way energy customers identify materials on-site. By scanning barcodes, users gain access to real-time product data and can effortlessly create digital tallies. This eliminates manual work, increases accuracy, and streamlines operations throughout the supply chain.

CORE Office Interiors - HTX is a furniture store and home goods store located at 7108 Old Katy Road, Houston, Texas, United States. They are an agile and responsive Furniture, Fixture, and Technology Solutions Provider committed to accountability and service excellence. With over 35 years of experience, they offer a diverse mix of talented specialists and seek to engage other minority-owned businesses in the interiors industry. They provide space planning, design, procurement, installation, office re-configuration, company relocation, asset management, A/V and acoustic consulting, and ongoing post-installation services. They have completed successful projects with governmental, healthcare, and educational entities, as well as large corporations globally. Their products and designs are built to withstand high-use environments. CORE Office Interiors also offers showroom visits in Austin, Houston, and San Antonio, where clients can meet the team and see their products in person. They are a leader in innovation, offering tailored solutions for large-scale projects with a focus on diversity and veteran hiring programs. Their Proven Process and specialized contract agreements through purchasing groups ensure the highest value for clients. Follow them on social media for updates on their latest offerings and projects.

Austin Business Furniture, located at 10300 Metric Boulevard in Austin, Texas, is a furniture store and home goods store that offers a wide range of furniture, fixtures, and technology solutions. As a Texas-Based, Service-Disabled, Veteran-Owned Small Business with over 35 years of experience, Austin Business Furniture is committed to accountability and service excellence. They employ a diverse mix of talented specialists and seek to uplift and empower the interiors industry by engaging other minority-owned businesses. CORE Office Interiors, the parent company of Austin Business Furniture, is a leader in innovation in the industry. They offer best in class solutions for working and learning environments, with services including space planning, design, procurement, installation, office re-configuration, company relocation, asset management, A/V and acoustic consulting, and post-installation services. They have completed successful projects with governmental, healthcare, and educational entities, as well as large corporations.

Granite Harbor Advisors is a finance and insurance agency located at 10603 West Sam Houston Parkway North, Houston, Texas, United States. Our office has recently moved to a new location at 10603 W. Sam Houston Parkway N. Ste. 450, Houston, TX 77064. We specialize in providing tailored financial planning, wealth management, and life insurance solutions for successful individuals and families. As a full-service financial advisory firm, we focus on organizing and optimizing our clients' entire financial picture so they can spend more time doing what they enjoy. Our principled approach to financial planning combines expert advice, dedicated service, and a well-defined investment philosophy to deliver results for our clients.

Elevation Benefits & Consulting, LLC is an independent full-service employee and executive benefits brokerage and consulting firm located at 4543 Post Oak Place Drive, Suite 231, Houston, Texas. Specializing in small to mid-sized companies, they offer a range of services including group health, executive benefits, HR and Payroll Outsourcing, as well as individual PPO plans outside of The MarketPlace. With a focus on providing the best solutions for their clients, Elevation Benefits & Consulting offers a variety of benefits such as dental, vision, disability, life insurance, and more. Co-founded by Cindy K Brown and Denise Sander, the institution combines their diverse backgrounds in wealth management, estate planning, medical sales, and business consulting to provide holistic solutions for businesses and individuals. With a dedication to helping clients retain and attract top talent, Elevation Benefits & Consulting is committed to the growth and preservation of assets for their clients. Their expertise in business insurance planning, tax-free retirement solutions, long-term care, and other benefits ensures that clients receive the best possible options tailored to their needs. With the rising costs of healthcare and the changing landscape of employment, Elevation Benefits & Consulting aims to provide clarity and guidance to help clients navigate the complex world of benefits and insurance.

Rockwater Insurance Group is an insurance agency located at 12621 Featherwood Drive in Houston, Texas, United States. With over 20 years of experience in business insurance and employee benefits coverages, we specialize in oil/gas contracting, environmental programs, trucking/transportation, property management, and contractors. Our agency carefully selects carriers to provide the best coverage, service, and price for our clients. We are dedicated to educating our clients on coverage options and tailoring programs to fit their business needs. Our independent agency works to satisfy the needs of businesses of all sizes, providing coverage options throughout the United States. In addition to insurance services, we offer business management, safety, and training programs.

Petraborg Attorneys is a Houston, TX based law firm offering a wide range of legal services to clients. Our experienced team of attorneys is dedicated to providing personalized solutions to meet your unique needs. Whether you are dealing with family issues, estate planning, property disputes, or other legal matters, we are here to guide you through the process with compassion and confidence. Karen Petraborg, a Texas Attorney, UK Solicitor, Mediator, and Arbitrator, brings over 30 years of experience in handling litigation and arbitration cases. Her expertise includes commercial and family disputes, professional malpractice, breach of contract, auto cases, insurance coverage, and federal and state issues. Karen has a proven track record of successfully mediating settlements and is committed to helping clients achieve positive outcomes.

Stephens Juren PLLC is a distinguished law firm specializing in Intellectual Property Law, located at 2500 Tanglewilde Street in Houston, Texas. With a team of experienced lawyers, they provide expert legal services in protecting and managing intellectual property rights for individuals and businesses. Whether you need assistance with patents, trademarks, copyrights, or trade secrets, Stephens Juren PLLC is dedicated to providing top-notch legal representation and guidance. Trust in their expertise to safeguard your intellectual property assets and navigate the complex legal landscape with confidence.

Patrick G. Hubbard, Estate Planning Attorney, located at 1525 Lakeville Drive in Texas, United States, is a trusted legal institution providing high-quality legal representation for individuals and businesses in Kingwood and the Greater Houston Area. With over 45 years of combined experience, the attorneys at Hubbard and Rotthier are dedicated to addressing legal matters efficiently and fairly. Specializing in estate planning, Patrick Hubbard and Sarah Rotthier are committed to helping clients plan for life's uncertainties and protect their assets. The firm's philosophy revolves around providing personalized attention to every client, ensuring their needs are met in a professional and timely manner.

The Law Offices of GP Schoemakers, PLLC, located at 1100 East Nasa Parkway in Houston, Texas, is a dedicated Texas Estate Planning and Probate lawyer firm. Our sole purpose is to protect your loved ones, assets, and legacy through personalized estate planning solutions. We are committed to understanding your unique situation and providing exceptional service to every client. At GP Schoemakers, PLLC, we stand out from other law firms for five key reasons. We specialize in helping clients avoid common mistakes made by successor trustees and offer guidance on how to prevent them. Additionally, we emphasize the emotional aspect of estate planning, recognizing the importance of addressing end-of-life decisions, incapacity, and family legacies.

The Law Office of Delphine James PLLC is a trusted Houston-based firm specializing in Intellectual Property law, including patents, trademarks, and copyrights. Located at 2616 South Loop West, Houston, Texas, United States, our experienced team understands the importance of protecting your intellectual property assets. Led by founder Delphine James, who brings a background in software engineering and project management for Fortune 500 companies, we provide expert counseling to ensure your IP rights are safeguarded. Don't risk losing millions and potentially damaging your business - trust the Law Office of Delphine James PLLC to protect your valuable intellectual property.

Advisor's Resource Company, located at 446 Houston Street in Coppell, Texas, is dedicated to empowering clients to make smart financial decisions with proactive solutions. The institution offers value through tax-reduction and risk mitigation strategies, utilizing a proactive and holistic mindset. The team-based approach allows for premier service, partnering with firms to deliver more value to clients. The company was founded by a Certified Financial Planner and a Fellow of the Society of Actuaries, with years of experience in the financial services industry. They work with vetted specialists to provide the best advice possible, supporting clients throughout the entire sales process. As a financial architect, Advisor's Resource Company helps build a team of experts to ensure success. They work with current advisors and do not try to replace them. The institution focuses on corporate structure, tax planning strategies, asset protection, savings, and exit strategies to ensure financial health and success for businesses and individuals. With a focus on providing the best advice possible, Advisor's Resource Company is committed to helping clients achieve their financial goals.

Mercer Capital, located at 20333 Texas 249 in Houston, Texas, is a finance institution that specializes in business valuation and financial advisory services. They offer a wide range of services including corporate valuation, financial institution valuation, M&A advisory, fairness opinions, and litigation consulting. Securities transactions are conducted through StillPoint Capital in Tampa, FL. Mercer Capital is not affiliated with Mercer (US) Inc. or Marsh and McLennan Companies. For more information, please visit FINRA Broker Check.

Trajan Wealth is a reputable financial institution located at 2245 Texas Drive in Sugar Land, Texas. Specializing in finance and legal services, Trajan Wealth provides expert advice and assistance to clients seeking to optimize their wealth management strategies. With a team of experienced professionals, Trajan Wealth offers personalized solutions tailored to meet the unique needs and goals of each individual or business. Whether you are looking to grow your investments, plan for retirement, or navigate complex legal matters, Trajan Wealth is committed to helping you achieve financial success and security.

NEXT Financial Group, Inc. is a leading finance institution located at 11740 Katy Freeway in Houston, Texas, United States. As a full-service financial firm, we provide a wide range of investment and wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and tailored solutions to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, NEXT Financial Group, Inc. is here to help you every step of the way. Contact us today to learn more about how we can assist you in securing your financial future.

Ferguson Alliance is a renowned institution located at 1400 Broadfield Boulevard in Houston, Texas, United States. Specializing in practical strategies to help family-owned businesses overcome challenges, grow, and successfully transition when the time is right, Ferguson Alliance is led by Rob, an expert in resolving family conflicts within businesses. With a focus on whether the business should prioritize family or vice versa, Rob brings a calm and comforting presence to his work, ensuring that the client's best interests are always at the forefront. Rob's extensive experience in running a large company with thousands of employees, coupled with his communication and business skills, make him a valuable asset to any family business seeking to thrive. Clients have seen tremendous turnarounds and growth in their businesses under Rob's mentorship, with profits doubling and even tripling in some cases.

MABE International Advisors, Inc. is a leading accounting and finance institution located at 11511 Katy Freeway in Houston, Texas. Our Outsourced CFO and Business Consulting Services provide a clear perspective on financial strategy aligned with your business goals. We offer customized accounting and bookkeeping services to meet the specific needs of your business, helping you keep tax obligations low through diligent planning. Our experienced team is dedicated to creating accounting solutions and reducing tax liabilities for all clients, from new ventures to established businesses. We provide tax preparation, financial statement processing, and strategic financial leadership services to help drive growth and manage risks. With our comprehensive business consulting service, we support organizations in achieving their financial and operational objectives. By outsourcing accounting tasks, companies can focus on core activities and strategic tasks, freeing up time and resources. Stay updated with our newsletter to improve your business knowledge and receive the latest news, trends, and updates. Let us drive your business to success with our expertise and support.