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Top 4 financial advisor firms in Kingwood

4 SEC-registered financial advisor firms are headquartered in Kingwood, TX, with $933M in combined regulatory assets under management. The largest by assets are Roth Financial Partners ($460M), D.H. Hill Advisors ($226M) and Kingwood Investment Group ($127M).

4
Financial advisor firms
$933M
Their combined AUM
$176M
Median firm AUM
1,535
Clients of the top 4

The 4 largest by assets

  1. 1
    Roth Financial Partners

    RIA

    $460M

  2. 2
    D.H. Hill Advisors

    RIA

    $226M

  3. 3
    Kingwood Investment Group

    RIA

    $127M

  4. 4
    MTR Financial Services

    RIA

    $120M

Profiles of the top 4

No. 1 · RIA

Roth Financial Partners

Roth Financial Partners is an investment adviser based in Kingwood, TX, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and state or municipal government entities. Its regulatory assets under management total $460 million, as filed on 19 February 2026.

Roth Financial Partners charges 0.75%–1.00% a year for its Investment Advisory Services.

Regulatory AUM
$460M
Clients
267
Advisory staff
3
Founded
2010
Fee schedule
0.75% to 1.00% a year
Custodians
Raymond James
Headquarters
855 Rockmead Drive, Suite 703, Kingwood, TX 77339
Phone
281-973-8816
Website
rothfinancialpartners.com

No. 2 · RIA

D.H. Hill Advisors

D.H. Hill Advisors is an investment adviser based in Kingwood, TX, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and other clients. Its regulatory assets under management total $226 million, as filed on 4 August 2026.

Regulatory AUM
$226M
Clients
938
Advisory staff
17
Custodians
Charles Schwab
Headquarters
1543 Green Oak Place, Suite 200, Kingwood, TX 77339
Phone
832-644-1852
Website
dhhill.com

No. 3 · RIA

Kingwood Investment Group

Kingwood Investment Group is an investment adviser based in Kingwood, TX, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $127 million, as filed on 20 March 2026.

Kingwood Investment Group charges 0.80%–1.50% a year for its Asset Management.

Regulatory AUM
$127M
Clients
244
Advisory staff
5
Fee schedule
0.80% to 1.50% a year
Custodians
Charles Schwab
Headquarters
22001 Northpark Drive, Suite 245, Kingwood, TX 77339
Phone
281-359-7900
Website
thekig.com

No. 4 · RIA

MTR Financial Services

MTR Financial Services is an investment adviser based in Kingwood, TX, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $120 million, as filed on 4 May 2026.

MTR Financial Services charges 0.75%–1.25% a year for its Investment Supervisory Services.

Regulatory AUM
$120M
Clients
86
Advisory staff
1
Fee schedule
0.75% to 1.25% a year
Custodians
Charles Schwab
Headquarters
900 Rockmead Drive, Suite 151, Kingwood, TX 77339
Phone
281-913-1844
Website
mtrfinancial.com

Questions about financial advisors in Kingwood

How many financial advisor firms are headquartered in Kingwood?

4 SEC-registered financial advisor firms report their principal office in Kingwood, TX, managing $933M in regulatory assets between them.

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

What is the largest financial advisor firm in Kingwood?

Roth Financial Partners, with $460M in regulatory assets under management on its latest Form ADV. The next largest are D.H. Hill Advisors ($226M) and Kingwood Investment Group ($127M).

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

How large is a typical financial advisor firm in Kingwood?

The median firm manages $176M in regulatory assets. That is the midpoint of the 4 firms headquartered in Kingwood.

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

How much do financial advisors in Kingwood charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% 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 Kingwood?

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

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