TOP 10 Investment research in Houston, Texas

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.

Edward Jones - Financial Advisor: Anita Bowman-McCormick, CFP®|AAMS™ is a reputable financial institution located at 13455 Cutten Road in Houston, Texas, United States. Specializing in finance, Anita Bowman-McCormick is a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS™) who provides expert financial advice and services to clients. With a focus on personalized financial planning and investment strategies, clients can trust in Anita's expertise and dedication to helping them achieve their financial goals. Visit Edward Jones today to start planning for a secure financial future.

Merrill Lynch Financial Advisor Alvin A Murgai, located at 5775 North Sam Houston Parkway West in Houston, Texas, is a distinguished institution in the finance industry. The team at Merrill Lynch is dedicated to providing exemplary client service and has received recognition from prestigious financial industry publications. The members of The Murgai, Jerding & Rao Wealth Management Group have decades of experience serving accomplished clientele, including top executives in the energy industry, physicians, business owners, and affluent individuals. The team focuses on building strong client relationships based on trust and personalized service, offering tailored financial and retirement strategies that align with tax-minimization and estate planning considerations. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works collaboratively with clients to develop approaches designed to address their financial needs. Merrill Lynch Advisors believe in putting clients first, offering a personalized financial approach that reflects individual goals and priorities. By getting to know clients personally and understanding what matters most to them, the team can provide valuable advice to help clients achieve their financial goals. With a focus on continuous communication and updates to reflect changes in clients' lives, Merrill Lynch Advisors are committed to helping clients stay on track towards financial success.

Mint Wealth Management is a premier finance institution located at 12807 Haynes Road in Houston, Texas, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we offer personalized solutions tailored to your unique needs. Trust Mint Wealth Management to provide expert guidance and support in navigating the complexities of the financial world.

Raymond James is a reputable finance and insurance agency located at 15995 North Barkers Landing Road in Houston, Texas, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including wealth management, investment banking, and insurance solutions. Their team of experienced professionals is dedicated to providing personalized financial advice and tailored solutions to help clients achieve their financial goals. With a commitment to integrity and excellence, Raymond James is a trusted institution for individuals and businesses seeking financial guidance and protection.

Merrill Edge is a finance institution located at 11814 Bellaire Boulevard, Houston, Texas, United States. Find a Merrill® Financial Solutions Advisor™ in Houston, TX to help turn your ambitions into action. They provide personalized advice and guidance to help you pursue your goals and plan for what matters most to you. 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 to help you with your financial needs. Banking products are provided by Bank of America, N.A. and affiliated banks. Additional information is available in their Client Relationship Summary.

Raymond James Financial Services is a finance institution located at 13810 Champion Forest Drive in Houston, Texas, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to plan for retirement, invest in the stock market, or manage your assets, Raymond James Financial Services is committed to providing personalized and professional financial guidance.

Lynch Financial Advisor Nadia Khan, located at 15375 Memorial Drive in Houston, Texas, is a finance institution dedicated to helping clients achieve their financial goals. Nadia Khan follows the deep-seated Merrill tradition of community involvement, volunteering with organizations in the local area. With the support of the global resources of Merrill, her team is committed to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ is used to create personalized financial plans centered on clients' goals and aspirations. Nadia Khan's mission is to understand each client individually and design a plan to help them pursue their financial goals while managing investment risk. By focusing on potential solutions tailored to each client's needs, she aims to turn their financial goals into reality.

Autumn Lane Advisors, located at 7500 San Felipe Street in Houston, Texas, is a finance institution that offers personalized financial consulting and portfolio oversight for discerning families seeking alternative solutions. Our expertise goes beyond investments, encompassing all aspects of wealth management. By diversifying your portfolio across various investments, we minimize your exposure to risk factors. Our family office approach provides unique opportunities and direct access to resources not commonly available. The Autumn Lane library offers a wealth of information on research, investment markets, and wealth management. Sign up on our website, www.autumnlanellc.com, to stay updated on the latest trends and research in wealth management. Please note that our services are for informational purposes only and do not constitute an offer to buy or sell securities. Past performance is not indicative of future results. Autumn Lane Advisors is a registered investment adviser and does not provide legal, tax, or insurance advice. Visit the SEC's website for more information about our firm.

Cheryl Peschke - Raymond James is a finance institution located at 15375 Memorial Drive in Houston, Texas, United States. With a commitment to providing personalized financial services, Cheryl Peschke - Raymond James offers a range of investment options and financial planning solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced team at Cheryl Peschke - Raymond James is dedicated to helping you achieve your financial goals. Contact them today to learn more about their services and how they can assist you in securing your financial future.

Merrill Lynch Wealth Management, located at 15375 Memorial Drive in Houston, Texas, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch provides tailored financial strategies, retirement income planning, guidance on investments, and access to estate planning services. The institution is committed to client satisfaction and community outreach, supporting local charities and organizations. Merrill Lynch advisors are dedicated to understanding each client's goals and creating long-term financial strategies to help them achieve their objectives. With access to industry insights and resources, clients can trust Merrill Lynch to prioritize their interests and provide guidance through market fluctuations and life changes. Whether you're a seasoned advisor or looking to start a career in finance, Merrill Lynch offers professional training, mentoring, and technology to support your growth. With a focus on customized investment approaches and wealth management advice, Merrill Lynch is dedicated to helping clients pursue their financial goals. Please note that investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. For more information about Merrill Lynch's services and disclosures, speak with your Merrill financial advisor.

HPO Global Resources Ventures is a reputable institution located at 810 South Texas 6 in Houston, Texas, United States. We specialize in providing top-notch global resources and solutions to help businesses thrive and succeed in today's competitive market. Our team of experts is dedicated to delivering exceptional services and support to our clients, ensuring their success and growth. Contact us today to learn more about how HPO Global Resources Ventures can help take your business to the next level.

Lavern & Co. Consulting LLC is a finance institution located at 9801 Westheimer Road in Houston, Texas. We specialize in providing expert financial consulting services to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and make sound investment decisions. Whether you are looking for assistance with financial planning, investment management, or retirement planning, we are here to help. Contact us today to schedule a consultation and see how we can help you secure a strong financial future.

MCT Academy LLC is a reputable finance institution located at 1880 South Dairy Ashford Road in Houston, Texas. As a leading provider of financial education and training, MCT Academy LLC offers a wide range of courses and programs to help individuals enhance their knowledge and skills in the field of finance. With experienced instructors and state-of-the-art facilities, students can expect to receive top-notch education and practical training that will prepare them for successful careers in the finance industry. Whether you are looking to advance your career or start a new one, MCT Academy LLC is the perfect place to achieve your goals.

StoneX Group Inc. is a finance institution located at 818 Town and Country Boulevard in Houston, Texas, United States. We offer tailored financial solutions and act as a trusted partner for our clients. With our full suite of services, we help our clients gain a competitive edge in the financial markets. At StoneX, we are deeply immersed in the markets we serve, utilizing our firsthand market knowledge to provide our clients with the solutions they need to succeed. Our team of award-winning traders and analysts around the world provide market intelligence, offering deep data, incisive commentary, and actionable insights on securities, currencies, interest rates, and publicly traded commodities.

Bill Cone - RBC Wealth Management Financial Advisor is a reputable financial institution located at 1980 Post Oak Boulevard in Houston, Texas. As a trusted advisor, Bill Cone provides expert financial planning and wealth management services to clients in the United States. With a focus on personalized solutions and a commitment to helping clients achieve their financial goals, Bill Cone - RBC Wealth Management Financial Advisor is a go-to destination for individuals seeking sound financial advice and guidance. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Bill Cone and his team are dedicated to providing top-notch financial services tailored to your specific needs.

Merrill Edge is a finance institution located at 7500 Fondren Road in Houston, Texas, United States. They offer online investing, trading, brokerage, and financial advice services. Clients can get started with Merrill Guided Investing and pay $0 in program fees for the first 6 months. It is important to note that investing in securities carries risks and there is always the potential of losing money. Merrill also offers a broad range of brokerage, investment advisory, and other financial 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 a subsidiary of Bank of America Corporation. Additional information about the services offered by Merrill Edge can be found in their Client Relationship Summary.

Hunt, Patton & Brazeal Inc. is a reputable financial institution located at 1400 Broadfield Boulevard in Houston, Texas. With a strong presence in the United States, the institution offers a wide range of financial services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. With a commitment to excellence and integrity, Hunt, Patton & Brazeal Inc. is a trusted partner for individuals and businesses seeking financial guidance and support.

Memorial Wealth Group, located at 615 Hallie Drive in Houston, Texas, is a finance institution that has been serving the financial needs of the Houston and New Orleans area for over 20 years. They specialize in providing independent financial advice tailored to the unique needs of their customers, with a total wealth management approach. The team at Memorial Wealth Group values integrity and objectivity in all of their services. The institution is passionate about helping individuals, families, and small business owners pursue their financial dreams. Their New Orleans office is located at One Galleria Blvd, Suite 1813 in Metairie, Louisiana. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor.

Carter Capital is a prestigious financial institution located at 12827 Tosca Lane in Houston, Texas, United States. With a reputation for excellence and expertise in investment management, wealth planning, and financial advisory services, Carter Capital is dedicated to helping clients achieve their financial goals and secure their financial futures. Our team of experienced professionals provides personalized solutions tailored to each client's unique needs, ensuring a comprehensive and strategic approach to financial success. Visit us at Carter Capital and let us guide you towards a brighter financial future.

Farris Financial Group, located at 13105 Northwest Freeway in Houston, Texas, is a finance institution offering a range of services. As a region of Cetera Advisor Networks, they provide securities and advisory services through Cetera Advisor Networks LLC. Their team includes Registered Representatives and Investment Adviser Representatives who can offer brokerage services, investment advisory services, or both. Clients can access interesting calculators and videos on their website. Please visit www.ceteraadvisornetworks.com for important disclosures and more information.

Merrill Edge is a financial institution located at 9710 Bissonnet Street, Houston, Texas, United States. At Merrill, we 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 our parent company, "Merrill Lynch." Please note that you are leaving Merrill Edge and being redirected to FINRA's BrokerCheck. We strive to provide you with information about products and services you might find interesting and useful. Investing in securities involves risks, and there is always the potential of losing money. Our services include brokerage, investment advisory, financial planning, and more. 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. Please review our Client Relationship Summary for more information.

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.

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.

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.

Linscomb Wealth is a leading finance institution located in Houston, Texas, United States. With a prestigious address at 1333 West Loop South, Linscomb Wealth offers expert financial services and wealth management solutions to clients seeking to grow and protect their assets. Our team of experienced professionals is dedicated to providing personalized advice and strategies tailored to each client's unique financial goals. Trust Linscomb Wealth to help you navigate the complexities of the financial world and secure your financial future.

Otho Evans - RBC Wealth Management Financial Advisor is a leading financial institution located at 1980 Post Oak Boulevard in Houston, Texas, United States. As a trusted advisor, Otho Evans offers personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Otho Evans provides expert guidance and support to individuals and families seeking to build and preserve their wealth. Contact Otho Evans - RBC Wealth Management Financial Advisor today for comprehensive financial solutions tailored to your specific needs.

The Commonwealth International Series Trust, located at 791 Town and Country Boulevard in Houston, Texas, offers unique investment opportunities in global markets. Whether you are investing for long-term goals, retirement planning, education funds, or other financial objectives, Commonwealth Funds provide diverse exposure to help you reach your personal financial goals. Our firm stands out for our dedication to researching and investing in quality companies with strong valuations. Our straightforward investment philosophies, combined with country-specific and pan-regional funds, guide our approach to helping investors achieve success. Shareholder service agents are available to answer your questions and provide support. The Commonwealth Funds are distributed by Ultimus Fund Distributors, LLC, with the investment advisor being FCA Corp, a U.S. Registered Investment Advisor and Financial Planning firm established in 1975.

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.

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.