Top Financial Advisors in Houston, Texas

FinanceHQ’s team of experts conducted thorough research on financial advisors in Houston. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Houston range from $178M to $19B in AUM, and have an average of 20 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 30, 2023
Savant wealth management

Savant Wealth Management

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About Savant Wealth Management

Houston, TXInvestment Advisor Firm
Assets Managed: $19,000,000,000Total Number of Advisors: 15In Business Since: 1986

With extensive experience since 1986, Savant Wealth Management is a top financial advisor in Houston due to its commitment to tailoring every financial decision to the client's best interests. Their comprehensive wealth management services — including investment management, financial planning, estate planning, and tax advisory — ensure that clients receive holistic and personalized guidance. As an independent and fee-only firm with a strong focus on fiduciary responsibility, Savant provides trustworthy and ethical asset management for individuals, families, and businesses in Houston and nationwide.

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Facet wealth logo

Facet Wealth

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About Facet Wealth

Houston, TXInvestment Advisor Firm
Assets Managed: $2,078,080,181Total Number of Advisors: 300In Business Since: 2016

We chose Facet Wealth as a top financial advisor in Houston due to its innovative financial planning approach and comprehensive range of services. Founded in 2016 and headquartered in Baltimore, MD, Facet works with clients in Houston to provide expertise in areas such as investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. With a team of seasoned financial experts and a flat fee model that ensures objective guidance without the influence of commissions, Facet offers personalized and transformative financial solutions for every member.

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U.S. Capital Wealth Advisors, LLC

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About U.S. Capital Wealth Advisors, LLC

Houston, TXInvestment Advisor Firm
Assets Managed: $6,495,736,809Total Number of Advisors: 67Number of Accounts: 12,119In Business Since: 2010

U.S. Capital Wealth Advisors, LLC is a top financial advisor in Houston due to its extensive experience in the financial sector, comprehensive range of wealth management and capital markets services, and commitment to client-centric standards. Founded in 2010 and headquartered in Houston, they cater to high-net-worth individuals and family offices, offering personalized advice tailored to individual needs and goals. As one of the largest independently owned investment advisory firms in Texas, they prioritize the best interests of their clients while leveraging the resources of a more prominent firm.

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Avidian wealth logo

Avidian Wealth Solutions, LLC

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About Avidian Wealth Solutions, LLC

Houston, TXInvestment Advisor Firm
Assets Managed: $3,673,167,842Total Number of Advisors: 38Number of Accounts: 6,481In Business Since: 2005

Avidian Wealth Solutions, LLC is one of the best financial advisors in Houston because of its comprehensive and evolving services that minimize risk and meet clients' unique needs. With a focus on personalized wealth planning, they offer tailored financial plans for high-net-worth families, executives, and entrepreneurs, addressing various complexities such as retirement planning, estate planning, risk management, tax strategies, and more. Their multidisciplinary approach and commitment to long-term planning make them a reliable choice for optimizing wealth management experiences.

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Financial synergies asset management inc logo

Financial Synergies

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About Financial Synergies

Houston, TXInvestment Advisor Firm
Assets Managed: $1,091,131,744Total Number of Advisors: 15Number of Accounts: 764In Business Since: 1987

With over 35 years of experience, Financial Synergies is one of Houston's top financial advisors. They pride themselves on building long-term relationships with clients and offer a comprehensive range of services under the umbrella of total wealth management, including financial planning and investment management. As an independent registered investment advisor (RIA), they prioritize client interests above anything else and provide unbiased advice without any external influence.

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Post oak private wealth advisors logo

Post Oak Private Wealth Advisors

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About Post Oak Private Wealth Advisors

Houston, TXInvestment Advisor Firm
Assets Managed: $178,355,446Total Number of Advisors: 8Number of Accounts: 570In Business Since: 2019

If you need a boutique advisor service, Post Oak Private Wealth Advisors serves people in Houston and specializes in risk-managed investment solutions and retirement distribution planning. Founded in 2019, this boutique advisory firm delivers uncommon responsiveness and service, treating clients respectfully and courteously. With a commitment to transparency, simplicity, and value, they provide highly personal and distinctive service to prioritize their clients' needs in an increasingly impersonal financial landscape.

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Frequently Asked Questions

Is there a certain amount of assets I need before hiring a financial advisor in Houston?

There isn't a one-size-fits-all answer, as the decision to hire a financial advisor in Houston depends on individual circumstances. Generally, if your assets are complex or your financial situation is intricate, seeking professional advice early can be beneficial. However, some advisors may have minimum asset requirements, so it's wise to research and find one aligned with your needs.

When is it time to seriously consider hiring a financial advisor in Houston?

Consider hiring a financial advisor in Houston when navigating complex financial decisions becomes overwhelming or time-consuming. A skilled advisor can provide personalized guidance, leveraging local market insights and connections. Whether planning for retirement, managing investments, or addressing tax concerns, a trusted financial advisor can empower you to make informed decisions for a secure financial future.

Why is it important to choose a Houston financial advisor with a Certified Financial Planner (CFP) designation?

Choosing a Houston financial advisor with a Certified Financial Planner (CFP) designation is crucial for comprehensive financial planning. CFP professionals undergo rigorous training, demonstrating expertise in areas like investments, retirement, and estate planning, ensuring a well-rounded approach to individual financial goals. This designation signifies a commitment to the highest ethical standards, giving clients confidence in the advisor's ability to navigate their financial future.

What information will I need to provide my Houston financial advisor to kickstart my financial planning?

To initiate your financial planning with a Houston financial advisor, gather key documents such as income statements, tax returns, and investment portfolios. Additionally, be prepared to discuss your financial goals, risk tolerance, and any specific concerns or priorities you may have. Providing a comprehensive overview of your current financial situation will enable your advisor to tailor a strategic plan aligned with your unique needs and aspirations.

Can finding a financial advisor in Houston help me in reducing debt?

Absolutely, finding a skilled financial advisor in Houston can significantly aid in reducing debt. These professionals offer personalized strategies, budgeting tools, and expert advice to help individuals navigate their financial challenges. Leveraging local expertise ensures tailored solutions aligned with Houston's unique economic landscape, fostering a more effective debt reduction journey.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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