This article showcases our top picks for the best Houston based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Houston Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Cadence Bancorp
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Cadence Bancorp provides banking services.
Central Bank
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Central Bank is a community bank that offers personal banking, business banking, and virtual banking services.
KDK Private Wealth Management
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KDK Private Wealth Management provides independent wealth planning and investment advice in a multi-family office environment.
ZT Corporate
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ZT Corporate is a wealth management and equity investment firm.
Sovereign
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Sovereign focuses on financial planning, insurance, retirement planning, wealth and investment management services.
Eagle Global Advisors
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Eagle Global Advisors is a provider of investment advisory services.
Linscomb & Williams
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Linscomb & Williams offers financial planning and investment management strategies for families to build, preserve and manage wealth.
PartnersInWealth
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PartnersInWealth is an independent financial advisory firm in Houston, Texas, serving financially successful families.
Global Financial Services
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GFS Advisors operates as a wealth management firm provides investment management, asset allocation and financial planning.
Sovereign Wealth Advisors
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Sovereign Wealth Advisors is an independent wealth management firm.
Framework Capital
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Framework Capital is a company which provides Engineering Operations, Chemical and Petrochemicals, and Government Operations services.
Tectonic Advisors
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Tectonic Advisors deals with investment management, financial planning, risk management and insurance solutions for businesses.
Inscription Capital
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Inscription Capital is an investment firm that provides private wealth management, financial and estate planning services.
Presidio Financial
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Presidio Financial is an independent financial planning and investment coaching firm based in Houston, Texas.
World Financial Advisors
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World Financial Advisors specializes in wealth management, financial services, investment and tax strategies, and advisory services.
Robare & Jones
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Robare & Jones offers a full range of financial planning and asset management services to individuals, families, and businesses.
Aviation Retirement Strategies
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Aviation Retirement Strategies is a completely independent retirement wealth planning firm.
AltruVista
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AltruVista provides wealth management services for business owners, athletes, and individuals in need of a retirement plan.
Legacy Asset Management
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Legacy Asset Management provides wealth management, financial services and consultation.
Financial Synergies Wealth Advisors
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Financial Synergies Wealth Advisors offer insurance, tax planning, wealth and investment management services.
Activer Securities
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Activer Securities offers wealth management solutions to institutional and private investors.
E&G Advisors
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E&G Advisors is an asset and wealth management firm.
Verde Wealth Group
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Verde Wealth Group provides financial planning and advice services.
Garcia Hamilton & Associates
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Garcia Hamilton & Associates deals with financial services in investment banking and asset management.
Comstock
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Comstock is a wealth management and investment service provider company.
Pacific Strategic Investors
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Pacific Strategic Investors is a private investment firm that allocates assets to a limited group of long-term value managers.
Westwood
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Westwood Holdings Group is an investment management firm that also offers wealth and asset management as well as insights & estate planning.
InsurMark
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InsurMark is an advisor development organization that specializes in retirement and asset protection financial solutions.
Tanglewood
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Tanglewood offers wealth management and financial services to individuals and businesses.
Benton Duroy & Ivey
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Benton Duroy & Ivey is an accounting firm that offers taxation, auditing, quickbooks, trust planning and financial advisory services.
Hourglass Capital
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Hourglass Capital is an investment advisory firm that offers strategies such as fixed income, investment, value & growth equity.
Tri- Star advisors
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Tri-Star Advisors are a financial management firm that provides financial planning, retirement income and investment advisory services.
Avidian Wealth Solutions
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Avidian Wealth Solutions provides financial planning, investment, and insurance services.
Top Tax Defenders
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Top Tax Defenders expertise in tax preparation, audit and payroll tax services.
Investec Wealth Strategies
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Investec Wealth Strategies renders retirement planning, education funding, taxation, financial advisory and wealth management services.
FCA Corp
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FCA Corp is a wealth management firm that provides customized estate and financial planning services.
Bainbridge Financial Services
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Bainbridge Financial Services is a wealth management company that offers financial advisory and lending solutions.
Haven Wealth Group
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Haven Wealth Group is an advisory company that assists in financial planning and investment management.
Goodpasture Gray
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Goodpasture Gray dedicated to providing comprehensive wealth management service with a keen focus on investment advice.
Silver Oak Financial Group
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Silver Oak Financial Group provides wealth management, investment consultation and insurance services.
Real Investment Advice
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Real Investment Advice an investment advisory firm based in Houston that offers financial tools, advisory and financial services.
Semita Asset Management
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Semita Asset Management provides investment, financial consulting, accounting, retirement, insurance, wealth and risk management services.
KM Johnson PC
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KM Johnson provides tax planning, IRA investing, property management, retirement, accounting and business valuation services.
Branson, Fowlkes & Company
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Branson, Fowlkes & Company is a financial service company that provides wealth management, investment management, and planning strategies.
Post Oak Investment Management
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Post Oak Investment Management offers investment, wealth management, asset allocation, financial solution & investment advisory services.
HighTower Private Client
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HighTower Private Client offers a comprehensive and holistic approach to wealth management for individuals, families and foundations.
Robertson Wealth Management
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Robertson Wealth Management provides investment management services and bespoke solutions to families, foundations and global institutions.
