Financial Advisors in Houston, Texas

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.

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.

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.

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.

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.

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.