Top 10 financial advisor firms in Houston

107 SEC-registered financial advisor firms are headquartered in Houston, TX, with $103B in combined regulatory assets under management. The largest by assets are Sarofim Trust Co., Lta ($13B), Americana Partners ($9.1B) and Linscomb Wealth ($5.21B).

107
Financial advisor firms: $103B
Their combined AUM: $495M
Median firm AUM: 8,716
Clients of the top 10

The 10 largest by assets

1
Sarofim Trust Co., Lta
RIA
$13B
0.20% to 0.75% a year
2
Americana Partners
RIA
$9.1B
Up to 2.00% a year
3
Linscomb Wealth
RIA
$5.21B
0.40% to 1.00% a year
4
Avidian Wealth Enterprises
RIA
$4.76B
Up to 1.50% a year
5
Chilton Capital Management
RIA
$3.23B
Regulatory AUM
6
First Endowment Development
RIA
$2.8B
0.20% to 0.70% a year
7
Icon Wealth Advisors
RIA
$2.58B
Up to 1.75% a year
8
Adell Harriman & Carpenter
RIA
$2.09B
0.50% to 1.00% a year
9
Segment Wealth Management
RIA
$2.07B
1.00% to 1.25% a year
10
Inscription Capital
RIA
$2.05B
0.25% to 1.25% a year

Profiles of the top 10

No. 1 · RIA

Sarofim Trust Co., Lta

Sarofim Trust Co., Lta is an investment adviser based in Houston, TX, registered with the SEC since 1978. It provides investment management. Its clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $13 billion, as filed on 12 May 2026.

Sarofim Trust Co., Lta charges 0.20%–0.75% a year for its Large Capitalization Equity Product equity fees.

Regulatory AUM: $13B
Clients: 96
Advisory staff: 22
Fee schedule: 0.20% to 0.75% a year
Minimum account: $5,000,000
Custodians: Goldman Sachs & Co., J.P. Morgan, SEI Private Trust
Headquarters: 845 Texas Avenue, Suite 2000, Houston, TX 77002
Phone: 713-654-4484
Website: sarofim.com

No. 2 · RIA

Americana Partners

Americana Partners is an investment adviser based in Houston, TX, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $9.1 billion, as filed on 28 September 2026.

Americana Partners charges up to 2.00% a year for its Investment Management Fees.

Regulatory AUM: $9.1B
Clients: 1,818
Advisory staff: 34
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 811 Louisiana Street, Suite 2420, Houston, TX 77002
Phone: 713-429-5552
Website: americanapartners.com

No. 3 · RIA

Linscomb Wealth

Linscomb Wealth is an investment adviser based in Houston, TX, registered with the SEC since 1995. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $5.21 billion, as filed on 27 February 2026.

Linscomb Wealth charges 0.40%–1.00% a year for its Discretionary portfolio management.

Regulatory AUM: $5.21B
Clients: 1,665
Advisory staff: 25
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 1333 West Loop South, Suite 1500, Houston, TX 77027
Phone: 713-840-1000
Website: linscombwealth.com

No. 4 · RIA

Avidian Wealth Enterprises

Avidian Wealth Enterprises is an investment adviser based in Houston, TX, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $4.76 billion, as filed on 9 June 2026.

Avidian Wealth Enterprises charges up to 1.50% a year for its Managed accounts.

Regulatory AUM: $4.76B
Clients: 1,895
Advisory staff: 36
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 800 Town & Country BLVD, Ste 220, Houston, TX 77024
Phone: 281-822-8800
Website: avidianwealth.com

No. 5 · RIA

Chilton Capital Management

Chilton Capital Management is an investment adviser based in Houston, TX, registered with the SEC since 1996. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $3.23 billion, as filed on 16 March 2026.

Regulatory AUM: $3.23B
Clients: 982
Advisory staff: 17
Founded: 1996
Custodians: Pershing, Charles Schwab
Headquarters: 1177 West Loop South, Suite 1200, Houston, TX 77027-9062
Phone: 713-650-1995
Website: chiltoncapital.com

No. 6 · RIA

First Endowment Development

First Endowment Development is an investment adviser based in Houston, TX, registered with the SEC since 1984. It provides financial planning and investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $2.8 billion, as filed on 22 May 2026.

First Endowment Development charges 0.20%–0.70% a year for its Investment Advisory Services.

Regulatory AUM: $2.8B
Clients: 120
Advisory staff: 11
Fee schedule: 0.20% to 0.70% a year
Custodians: Charles Schwab, Northern Trust
Headquarters: 1177 West Loop South, Suite 1500, Houston, TX 77027
Phone: 713-977-2694
Website: paulcomstockpartners.com

No. 7 · RIA

Icon Wealth Advisors

Icon Wealth Advisors is an investment adviser based in Houston, TX, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $2.58 billion, as filed on 9 April 2026.

Icon Wealth Advisors charges up to 1.75% a year for its Investment Advisory Fee.

Regulatory AUM: $2.58B
Clients: 629
Advisory staff: 15
Founded: 2016
Fee schedule: Up to 1.75% a year
Custodians: Fidelity
Headquarters: 1980 Post Oak Boulevard, Suite 1300, Houston, TX 77056
Phone: 713-904-5020
Website: iconwp.com

No. 8 · RIA

Adell Harriman & Carpenter

Adell Harriman & Carpenter is an investment adviser based in Houston, TX, registered with the SEC since 1995. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $2.09 billion, as filed on 27 August 2026.

Adell Harriman & Carpenter charges 0.50%–1.00% a year for its Annual investment management fee.

Regulatory AUM: $2.09B
Clients: 819
Advisory staff: 5
Founded: 1995
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity
Headquarters: 2700 Post Oak BLVD, Ste 1200, Houston, TX 77056
Phone: 713-621-1155
Website: ahcinvest.com

No. 9 · RIA

Segment Wealth Management

Segment Wealth Management is an investment adviser based in Houston, TX, registered with the SEC since 2012. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $2.07 billion, as filed on 25 September 2026.

Segment Wealth Management charges 1.00%–1.25% a year for its Investment advisory services.

Regulatory AUM: $2.07B
Clients: 236
Advisory staff: 5
Fee schedule: 1.00% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 2200 Post Oak BLVD, Suite 1400, Houston, TX 77056
Phone: 713-800-7150
Website: segmentwm.com

No. 10 · RIA

Inscription Capital

Inscription Capital is an investment adviser based in Houston, TX, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.05 billion, as filed on 31 March 2026.

Inscription Capital charges 0.25%–1.25% a year for its Fee Schedule for Advisory Services.

Regulatory AUM: $2.05B
Clients: 456
Advisory staff: 14
Fee schedule: 0.25% to 1.25% a year
Custodians: Fidelity, Charles Schwab, Folio Investments
Headquarters: 2925 Richmond Avenue, Suite 425, Houston, TX 77098
Phone: 713-673-8999
Website: inscriptioncapital.com

Questions about financial advisors in Houston

How many financial advisor firms are headquartered in Houston?

107 SEC-registered financial advisor firms report their principal office in Houston, TX, managing $103B in regulatory assets between them. The other 114 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Houston?

Sarofim Trust Co., Lta, with $13B in regulatory assets under management on its latest Form ADV. The next largest are Americana Partners ($9.1B) and Linscomb Wealth ($5.21B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Houston?

The median firm manages $495M in regulatory assets. That is the midpoint of the 107 firms headquartered in Houston.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Houston charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.70% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Houston?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Houston has 107 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Houston

Top financial advisor firms in other Texas cities