Top Wealth Managers in Houston, TX

Tanglewood Total Wealth Management was founded in 1979, manages about $1.6 billion on a discretionary basis, and offers wealth management with planning included or investment management only.

Data: CRD 107639; SEC-registered, first registration 1991; regulatory AUM $1.6 billion as of ADV filing 2026-03-30; 1,296 accounts, 417 individual and high-net-worth clients; 14 employees, 10 advisory; fee model: Fee-only per its own site; ADV 2A describes asset-based fees only, no insurance sales; minimum: $14,000 minimum annual fee for wealth management; none for investment-only (ADV 2A); disclosure events (Item 11): 0; designations: CFP, CPA and EA named on the team page.

Best for: families wanting included planning at a $14,000 minimum fee, or investment-only with no minimum

Segment Wealth Management is a Galleria area Houston RIA providing fee-only discretionary and non-discretionary investment management to individuals, families, trusts, estates and business entities.

Data: CRD 164877; SEC-registered, first registration 2012; regulatory AUM $2.1 billion as of ADV filing 2026-09-25; 1,214 accounts, 221 individual and high-net-worth clients; 12 employees, 5 advisory; fee model: Fee-only per its own site and ADV 2A; minimum: No annual minimum fee or asset level generally required (ADV 2A); disclosure events (Item 11): 0; designations: CFA, CPA and CPWA named on the team page.

Best for: Galleria-area households of any size wanting a fee-only adviser with no stated minimum

Linscomb Wealth provides wealth planning and investment management to individuals, HNW families, trusts and foundations; its roots date to 1971, and it is a Huntington National Bank subsidiary.

Data: CRD 106779; SEC-registered, first registration 1995; regulatory AUM $5.2 billion as of ADV filing 2026-02-27; 4,783 accounts, 1,640 individual and high-net-worth clients; 46 employees, 25 advisory; fee model: Fee-only per its own ADV 2A; no commissions on any services; minimum: $1,000,000 account, waivable at its discretion (ADV 2A); disclosure events (Item 11): 0; designations: CFP, CFA, CPA and JD named on the team page.

Best for: families above $1M wanting fee-only planning and investment management in one engagement

Paul Comstock Partners was established in 1983 as a fee-only investment, wealth and fiduciary advisory firm for individuals, foundations and ultra-high-net-worth families, and is employee-owned.

Data: CRD 105335; SEC-registered, first registration 1984; regulatory AUM $2.8 billion as of ADV filing 2026-05-22; 120 accounts, 109 individual and high-net-worth clients; 16 employees, 11 advisory; fee model: Fee-only per its own ADV 2A; consulting is its only revenue; minimum: $10,000,000 in assets for new clients, exceptions at its discretion (ADV 2A); disclosure events (Item 11): 0; designations: CFA and CFP named on the team page.

Best for: families and foundations above $10M wanting a fee-only fiduciary consulting team

Chilton Capital Management has been in business since January 1996 and manages equity strategies and private wealth accounts alongside a trust company for individuals, institutions and wrap programs.

Data: CRD 104592; SEC-registered, first registration 1996; regulatory AUM $3.2 billion as of ADV filing 2026-03-16; 2,166 accounts, 908 individual and high-net-worth clients; 27 employees, 17 advisory; fee model: Advisory fees; some staff are registered reps of an unaffiliated broker-dealer per ADV 2A; minimum: Generally no account minimum; institutional separate accounts start at $5,000,000 (ADV 2A); disclosure events (Item 11): 0; designations: CFA and CFP named on the team page.

Best for: Houston households wanting a CFA-heavy investment team plus trust services

Adell, Harriman & Carpenter was established in 1995, is owned by its five principals, and manages discretionary portfolios of individual securities for HNW families, trusts and endowments.

Data: CRD 107488; SEC-registered, first registration 1995; regulatory AUM $2.1 billion as of ADV filing 2026-08-27; 2,825 accounts, 764 individual and high-net-worth clients; 13 employees, 5 advisory; fee model: Fee-only per its own ADV 2A; minimum: $1,000,000 account size, negotiable; $2,500 minimum annual fee (ADV 2A); disclosure events (Item 11): 0; designations: CFA, CPA and CIMA named on the team page.

Best for: families above $1M wanting a fee-only investment team with individual securities

Icon Wealth Partners provides investment advisory services to individuals, HNW clients, trusts, estates and charities; the advisory business traces to a firm founded in 2016 and is part of Focus Financial Partners.

Data: CRD 319609; SEC-registered, first registration 2022; regulatory AUM $2.6 billion as of ADV filing 2026-04-09; 4,150 accounts, 617 individual and high-net-worth clients; 22 employees, 15 advisory; fee model: Advisory fees; ADV 2A discloses commissions through broker-dealer and insurance roles; minimum: No relationship minimum generally (ADV 2A); disclosure events (Item 11): 0; designations: CFP, CFA and CPA named on the team page.

Best for: Houston households of any size comfortable with a Focus Financial partner firm with broker-dealer ties

Inscription Capital is a Delaware LLC registered with the SEC since February 2018, offering investment advisory to individuals, family offices, trusts, estates and private foundations.

Data: CRD 291780; SEC-registered, first registration 2018; regulatory AUM $2.0 billion as of ADV filing 2026-03-31; 1,504 accounts, 414 individual and high-net-worth clients; 20 employees, 14 advisory; fee model: Advisory fees; ADV 2A discloses commissions via Emerson or PKS broker-dealer and insurance roles; minimum: No account or relationship minimum (ADV 2A); disclosure events (Item 11): 0; designations: CFP, CFA and CAIA named on the team page.

Best for: Houston households of any size comfortable with broker-dealer and insurance commissions

Financial Synergies Wealth Advisors began advising in 1986 and offers investment management, planning, tax and estate coordination, plus the Retirement Salary and Pathway programs.

Data: CRD 105643; SEC-registered, first registration 1987; regulatory AUM $1.8 billion as of ADV filing 2026-06-24; 928 accounts, 927 individual and high-net-worth clients; 21 employees, 16 advisory; fee model: Fee-only per its own site; ADV 2A compensation is asset-based; minimum: $1,000,000 typical; $500,000 for Pathway program, waivable (ADV 2A); disclosure events (Item 11): 2024 SEC order for late Form 13F filings 2019 to 2024, settled with $225,000 civil penalty; designations: CFP professionals named on the site.

Best for: Houston households near $500K to $1M or more wanting CFP-led planning

RIA Advisors, a dba of Clarity Financial, LLC, has operated as an investment adviser since 2009 and provides asset management and financial planning to individuals and small businesses.

Data: CRD 150661; SEC-registered, first registration 2013; regulatory AUM $1.8 billion as of ADV filing 2026-07-16; 3,969 accounts, 1,235 individual and high-net-worth clients; 17 employees, 17 advisory; fee model: Advisory fees; all advisers are insurance agents paid commissions on policies per ADV 2A; minimum: $15,000 account minimum, waivable (ADV 2A); disclosure events (Item 11): 0; designations: CFP and ChFC named on the website.

Best for: mass-affluent households starting near $15,000 who accept insurance commissions via affiliates