Firms by city
Registered investment advisers in The Woodlands, TX
25 SEC-registered advisers headquartered in The Woodlands, listed by regulatory assets under management as reported on Form ADV.
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25 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Rockland Capital | The Woodlands, TX | $4.39B |
| Essex Woodlands Management | The Woodlands, TX | $2.06B |
| Summa | The Woodlands, TX | $1.59B |
| Rhame & Gorrell Wealth Management | The Woodlands, TX | $1.32B |
| Avion Wealth | The Woodlands, TX | $985M |
| Erguz | The Woodlands, TX | $889M |
| Waterway Wealth Management | The Woodlands, TX | $676M |
| Bellatore Financial | The Woodlands, TX | $639M |
| Carlton, Hofferkamp and Jenks Wealth Management | The Woodlands, TX | $600M |
| Outlook Wealth Advisors | The Woodlands, TX | $594M |
| IAS Wealth Management | The Woodlands, TX | $589M |
| Endeavor Advisors | The Woodlands, TX | $560M |
| Qvidtvm Management | The Woodlands, TX | $556M |
| The Planning Project | The Woodlands, TX | $551M |
| Peirce Capital Management | The Woodlands, TX | $534M |
| HFG Wealth Management | The Woodlands, TX | $506M |
| Threadgill Financial | The Woodlands, TX | $399M |
| Awm Financial Services | The Woodlands, TX | $321M |
| Legacy Capital Wealth Management | The Woodlands, TX | $273M |
| Position Wealth | The Woodlands, TX | $242M |
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $4.39B
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $2.06B
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $1.59B
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $1.32B
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $985M
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $889M
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $676M
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $639M
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $600M
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $594M
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $589M
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $560M
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $556M
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $551M
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $534M
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $506M
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $399M
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $321M
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $273M
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $242M
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 The Woodlands 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.