TOP 30 Best Investment advisors in Houston, Texas

Walther Holdings Inc is a leading accounting and finance institution located in Houston, Texas. Our team of experienced professionals provides a wide range of financial services to individuals and businesses alike. With a strong reputation for reliability and expertise, we strive to help our clients achieve their financial goals and maximize their investments. Visit us at 4606 Cypress Creek Parkway to learn more about how Walther Holdings Inc can assist you with all your accounting and finance needs.

Merrill Lynch Wealth Management is a financial institution located in Houston, Texas, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of combined knowledge and experience, beyond just wealth planning advice. Our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. We are committed to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies tailored to their long-term objectives.

James E. Bashaw & Co. is a reputable finance institution located at 5701 Woodway Drive in Houston, Texas, United States. With a strong track record of providing top-notch financial services, they specialize in investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, James E. Bashaw & Co. is committed to providing you with the highest level of service and expertise.

Krueger & Catalano Capital Partners, LLC is a finance institution located at 8401 Westview Drive in Houston, Texas, United States. At Krueger & Catalano, clients can expect expert advice without complexity, one-on-one guidance, and honest answers. The institution's unique approach, Freedom Day Solutions™, offers clients a holistic financial plan tailored to their individual goals on a single page. Portfolio research and management are all handled in-house, ensuring timely expert advice when needed most. With a focus on achieving financial peace of mind, Krueger & Catalano helps clients work towards their "Freedom Day" - when multiple streams of income exceed all expenses and can last until the age of 100 . As a family-owned and operated firm, Freedom Day Solutions serves families nationwide, with a commitment to long-lasting partnerships and independence from banks or brokerages.

Richard Paulson - Raymond James is a finance institution located at 8955 Katy Freeway in Houston, Texas, United States. With a focus on providing personalized financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust in our experience and commitment to excellence to help you secure a strong financial future.

Avior Institutional, a division of Avior Wealth Management, LLC, is a finance institution located at 510 Bering Drive in Houston, Texas, United States. With a focus on experienced wealth and portfolio management, Avior Institutional offers a range of services tailored to support organizations in navigating the complexities of financial management. Led by Mary Kathryn Campion, Ph.D., CFA®, AIFA®, as the Director of Institutional Portfolio Management, and Robert as an Investment Officer, Avior Institutional provides specialized investment strategies, client-specific analytics, and tailored research to enhance the services of Registered Investment Advisors.

First Harbor Group LLC is a finance institution located at 9525 Katy Freeway in Houston, Texas. We specialize in providing financial expertise and guidance for employee benefits, retirement plans, and individual financial planning. Our team is dedicated to putting our clients on the path to financial success, offering securities through Kestra Investment Services, LLC and investment advisory services through Kestra Advisory Services, LLC. Elizabeth Ramsey, our Benefits Coordinator, brings a wealth of knowledge and dedication to our team. With a bachelor's degree from the University of Houston, Elizabeth is committed to building solid relationships with clients and providing exceptional service. Rosie Orozco, our Operations Coordinator and Office Administrator, ensures that our office runs smoothly and efficiently, promoting a positive and high-performance culture.

Cerity Partners is a leading finance institution located at 4900 Woodway Drive in Houston, Texas. With a focus on providing comprehensive financial planning and investment management services, Cerity Partners helps clients achieve their financial goals and secure their financial future. Their team of experienced advisors offer personalized solutions tailored to each client's unique needs, ensuring they receive the highest level of service and expertise. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Cerity Partners is dedicated to helping you succeed.

CAPTRUST is a leading financial institution located at 777 South Post Oak Lane in Houston, Texas. As a trusted provider of wealth management and financial advisory services, CAPTRUST helps clients navigate the complexities of investing and planning for their financial future. With a team of experienced professionals and a commitment to personalized service, CAPTRUST strives to help clients achieve their financial goals and secure their financial well-being. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, CAPTRUST is dedicated to providing expert guidance and support every step of the way.

P.A. Miller Consulting, Inc. is a reputable finance institution located at One Riverway Drive in Houston, Texas, United States. With a team of experienced financial experts, we provide a wide range of consulting services to help individuals and businesses achieve their financial goals. Whether you need assistance with financial planning, investment management, or risk assessment, our knowledgeable professionals are here to guide you every step of the way. Trust P.A. Miller Consulting, Inc. for all your financial needs.

Logic Capital Management, LLC is an independent, fee-based registered investment advisory firm located at 7500 San Felipe Street in Houston, Texas, United States. We specialize in providing customized investment management services and personal financial planning solutions to our clients. Our goal is to simplify the wealth management process, keep our clients informed, and inspire confidence in their financial decisions. At Logic Capital, we believe in making one good short-term decision at a time to reach long-term financial goals. Our services include evaluating investment risk tolerance, building customized portfolios, and managing these portfolios with our recommended custodial partners. We are directly tied to our clients' success and strive to help them achieve their long-term objectives.

CFO Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 5151 San Felipe Street in Houston, Texas, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients achieve their financial goals. Whether you are concerned about retirement income, market fluctuations, or inflation, our advisors are here to provide guidance and support. Backed by the Ameriprise Investment Research Group, we closely monitor market conditions to help you make informed decisions. By utilizing our Retirement InteractiveSM tool, you can explore potential challenges that may impact your retirement income. Please visit our website for background and qualification information, as well as important disclosures. Schedule a complimentary initial consultation to discuss what matters most to you and start planning for a secure financial future.

Najafi Financial is a leading finance institution located at 10200 Richmond Avenue in Houston, Texas, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Najafi Financial is here to help. We pride ourselves on our personalized approach and commitment to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

Merrill Edge is a finance institution located at 10101 Westheimer Road, Houston, Texas, United States. At Merrill, they have the people, tools, and personalized advice and guidance to help turn your ambitions into action. A Merrill Advisor can help you pursue your goals and plan for what matters most to you – and can meet with you in the way that works best. You can search for an advisor's name or their parent company, "Merrill Lynch." They strive to provide information about products and services that you might find interesting and useful. Investing in securities involves risks, and there is always the potential of losing money. Merrill offers a broad range of brokerage, investment advisory, and other services. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. This material is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Additional information is available in their Client Relationship Summary.

Steven C. Rhatigan is a reputable finance institution located at 1235 North Loop West in Houston, Texas, United States. With a focus on providing top-notch financial services, the institution offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Steven C. Rhatigan has a team of experienced professionals ready to help you achieve your financial goals. Trustworthy, reliable, and committed to excellence, Steven C. Rhatigan is dedicated to providing exceptional service to all clients.

L B Walker & Associates is a reputable finance institution located at 13111 Northwest Freeway in Houston, Texas, United States. With years of experience in the financial industry, they offer a wide range of services to individuals and businesses. Their team of experts provide personalized financial solutions to help clients achieve their goals and secure their financial future. Whether you need assistance with investments, retirement planning, or wealth management, L B Walker & Associates is dedicated to providing top-notch service and guidance. Visit them today to see how they can help you reach your financial objectives.

WISE Financial Planning is a leading finance institution located at 3903 Bellaire Boulevard in Houston, Texas. Our team of experienced financial planners are dedicated to providing personalized and comprehensive financial services to help our clients achieve their goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, we are here to guide you every step of the way. At WISE Financial Planning, we believe in empowering our clients to make wise financial decisions that will secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.

Elite Financial Management is a premier finance institution located at 5075 Westheimer Road in Houston, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, we have the expertise to help you reach your financial goals. At Elite Financial Management, we pride ourselves on our personalized approach and commitment to excellence. Contact us today to see how we can assist you in securing your financial future.

Pennington Wealth Management - Ameriprise Financial Services, LLC, located at 11 Greenway Plaza, Houston, Texas, is a finance institution led by Darrell Pennington, one of Barron's Top 1,200 Financial Advisors in 2024. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance, regularly reviewing progress and adjusting strategies as needed. Clients can securely access their accounts and track progress towards financial goals from any device. The institution hosts monthly calls to discuss market events and volatility, offering strategies to navigate uncertainty. Ameriprise financial advisors are registered to do business in certain U.S. states, providing a comprehensive overview of financial planning concepts during initial consultations. The institution is committed to helping clients feel confident and in control of their financial lives, with a focus on personalized service and client trust.

Rathjen Consulting Group - UBS Financial Services Inc. is a leading finance institution located at 4400 Post Oak Parkway in Houston, Texas, United States. With a focus on providing top-notch financial services, including investment management, wealth planning, and retirement planning, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Rathjen Consulting Group - UBS Financial Services Inc. is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure a prosperous financial future.

Zone 7 Financial is a finance institution located at 616 Cypress Station Drive in Houston, Texas, United States. Securities are offered through J.W. Cole Financial, Inc. (JWC) and investment advisory services are offered through J.W. Cole Advisors, Inc. (JWCA). It is important to note that JWC/JWCA are not affiliated with TJ Hayes & Co, PLLC or Zone 7 Financial Services, LLC. The registered representatives of J.W. Cole Financial, Inc. who are associated with TJ Hayes & Co, PLLC & Zone 7 Financial Services, LLC can only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Please be aware that not all investments and services mentioned may be available in every state. For more information, you can request a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement. Please check the background of this investment professional before making any decisions.

Totus Wealth Management is a leading financial institution located at 701 North Post Oak Road in Houston, Texas, United States. Specializing in comprehensive wealth management services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized solutions and strategic planning, Totus Wealth Management is committed to providing top-notch financial guidance and investment strategies. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, our experienced professionals are here to help you every step of the way. Trust Totus Wealth Management to help you navigate the complexities of the financial world and build a secure financial future.

Crestmont Private Wealth is a prestigious finance institution located at One Riverway Drive in Houston, Texas, United States. Specializing in wealth management and financial planning services, Crestmont Private Wealth is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to personalized service, Crestmont Private Wealth is a trusted partner for individuals and families looking to build and preserve their wealth.

Archetype Wealth Partners, LLC is a finance institution located in Houston, Texas, United States. They provide comprehensive wealth management services to their clients, helping them achieve their financial goals and secure their financial future. With a team of experienced financial advisors, Archetype Wealth Partners, LLC offers personalized investment strategies, retirement planning, estate planning, and more. Their office is conveniently located at 4400 Post Oak Parkway in Houston, Texas. Contact them today to schedule a consultation and start building a solid financial foundation.

Calderwood Financial Strategies, Inc. is a finance institution located at 510 Bering Drive in Houston, Texas. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are planning for retirement, managing investments, or looking to grow your wealth, our team is here to provide comprehensive financial solutions tailored to your unique needs. Trust Calderwood Financial Strategies, Inc. to guide you towards a secure financial future.

KL Financial Services, located at 4801 Woodway Drive in Houston, Texas, offers a range of financial services to individuals residing in the states of Indiana, Pennsylvania, and Texas. As a member of FINRA/SIPC, KL Financial Services provides securities and investment advisory services through Osaic Wealth, Inc. While Osaic Wealth, Inc. is separately owned, KL Financial Services operates independently and offers a variety of financial products and services. Please note that by accessing any external websites linked on this site, you assume all responsibility and risk for your use of the information provided. Be sure to check the background of our investment professionals before making any decisions.

R Squared Retirement is a finance institution located at 1518 Antoine Drive in Houston, Texas, United States. Our team of experts specializes in retirement planning and investment strategies to help individuals achieve their financial goals for the future. Whether you are looking to save for retirement or maximize your current investments, our personalized approach will ensure that you are on the right track towards a secure and comfortable retirement. Contact us today to schedule a consultation and start planning for your future with R Squared Retirement.

Mavilian Financial Group, located at 1980 Post Oak Boulevard in Houston, Texas, is a finance institution that believes in the importance of financial stewardship and preparing for critical financial events. With a focus on what matters most to their clients, they offer services such as the Quint Process™ to help navigate the complexities of financial planning as their clients' needs evolve. One of their specialties is working with attorneys, advisors, and business owners to provide forensic accounting services, helping to uncover and address financial issues that may arise. Additionally, they offer investment advisory services through Bayworth Capital, a registered investment advisor.

Harbor Family Office Services is a premier finance institution located at 1885 Saint James Place in Houston, Texas, United States. Our dedicated team of financial experts provides personalized wealth management services to high-net-worth individuals and families. With a focus on comprehensive financial planning, investment management, and estate planning, we strive to help our clients achieve their financial goals and secure their financial future. Trust Harbor Family Office Services to provide you with the expertise and guidance you need to navigate the complexities of wealth management.

Level Four Financial is a leading finance institution located at 2 Riverway in Houston, Texas. Our team of experienced professionals is dedicated to providing top-tier financial services to individuals and businesses alike. From investment management to financial planning, our comprehensive range of services is tailored to meet the unique needs of each client. At Level Four Financial, we are committed to helping our clients achieve their financial goals and secure a stable financial future. Contact us today to learn more about how we can help you reach your financial objectives.