Firms by city
Registered investment advisers in Houston, TX
11 SEC-registered advisers headquartered in Houston, listed by regulatory assets under management as reported on Form ADV.
11 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Fayez Sarofim &CRD 106584 | Houston, TX | $35.07B | 22 | 2,997 |
| Kayne Anderson Capital AdvisorsCRD 104536 | Houston, TX | $34.11B | 142 | 113 |
| The Variable Annuity Life InsuranceCRD 104561 | Houston, TX | $32.94B | 5 | 36 |
| Valic Financial AdvisorsCRD 42803 | Houston, TX | $29.22B | 1,280 | 293,026 |
| Qep AdvisersCRD 174733 | Houston, TX | $28.77B | 65 | 71 |
| Garcia Hamilton & AssociatesCRD 108017 | Houston, TX | $24.86B | 12 | 312 |
| Sarofim Trust Co., LtaCRD 106590 | Houston, TX | $12.96B | 22 | 96 |
| Vaughan Nelson Investment ManagementCRD 106975 | Houston, TX | $12.24B | 26 | 379 |
| The Energy & Minerals GroupCRD 339275 | Houston, TX | $12.02B | 12 | 57 |
| The Windacre PartnershipCRD 168761 | Houston, TX | $11.42B | 4 | 3 |
| Caz InvestmentsCRD 113931 | Houston, TX | $10.83B | 68 | 103 |
Fayez Sarofim &CRD 106584$35.07B
- Headquarters
- Houston, TX
- Advisory staff
- 22
- Clients
- 2,997
Kayne Anderson Capital AdvisorsCRD 104536$34.11B
- Headquarters
- Houston, TX
- Advisory staff
- 142
- Clients
- 113
The Variable Annuity Life InsuranceCRD 104561$32.94B
- Headquarters
- Houston, TX
- Advisory staff
- 5
- Clients
- 36
Valic Financial AdvisorsCRD 42803$29.22B
- Headquarters
- Houston, TX
- Advisory staff
- 1,280
- Clients
- 293,026
Qep AdvisersCRD 174733$28.77B
- Headquarters
- Houston, TX
- Advisory staff
- 65
- Clients
- 71
Garcia Hamilton & AssociatesCRD 108017$24.86B
- Headquarters
- Houston, TX
- Advisory staff
- 12
- Clients
- 312
Sarofim Trust Co., LtaCRD 106590$12.96B
- Headquarters
- Houston, TX
- Advisory staff
- 22
- Clients
- 96
Vaughan Nelson Investment ManagementCRD 106975$12.24B
- Headquarters
- Houston, TX
- Advisory staff
- 26
- Clients
- 379
The Energy & Minerals GroupCRD 339275$12.02B
- Headquarters
- Houston, TX
- Advisory staff
- 12
- Clients
- 57
The Windacre PartnershipCRD 168761$11.42B
- Headquarters
- Houston, TX
- Advisory staff
- 4
- Clients
- 3
Caz InvestmentsCRD 113931$10.83B
- Headquarters
- Houston, TX
- Advisory staff
- 68
- Clients
- 103
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Houston on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Texas.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.