Firms by city
Registered investment advisers in Kingwood, TX
4 SEC-registered advisers headquartered in Kingwood, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Roth Financial Partners | Kingwood, TX | $460M |
| D.H. Hill Advisors | Kingwood, TX | $226M |
| Kingwood Investment Group | Kingwood, TX | $127M |
| MTR Financial Services | Kingwood, TX | $120M |
- Headquarters
- Kingwood, TX
- Regulatory AUM
- $460M
- Headquarters
- Kingwood, TX
- Regulatory AUM
- $226M
- Headquarters
- Kingwood, TX
- Regulatory AUM
- $127M
- Headquarters
- Kingwood, TX
- Regulatory AUM
- $120M
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 Kingwood 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 firms headquartered 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.