RANKING & REVIEWS
BEST FINANCIAL ADVISORS IN HOUSTON, TX
Where Can You Find the Best Financial Advisor in Houston?
Houston wealth management firms can assist with retirement planning, portfolio management, and with any type of financial advice a person may need to grow their wealth.
But one of the problems with having multiple choices is that it can make it much harder to find the right Houston financial advisor for your specific needs. Not to mention, one that you can trust is making recommendations based on your financial goals and not based upon their commissions.
Best Wealth Management Houston, TX
Where do you find the best financial advisor in Houston to match your financial path and level of income?
If you do a Google search on “wealth management Houston,” you’ll just find the Houston financial planners with the best SEO, rather than those who may actually have the best track record for client satisfaction.
To give you a better option, AdvisoryHQ has compiled a list of the top 12 best financial advisors in Houston. We’ve thoroughly reviewed each of these firms, looking for the criteria that goes into any good financial planning and wealth management firm.
You’ll find a variety of different financial planning in Houston options on our list. We’ve also included tips on the factors to look for when choosing the perfect financial advisor in Houston, TX for your financial needs.
Award Emblem: Top 12 Best Financial Advisors in Houston, Tx
Top 12 Financial Advisors in Houston, TX | Brief Comparison & Ranking
|Best Houston Wealth Management Firms||2020-2021 Ratings|
|Buckingham Strategic Wealth®||5|
|Financial Synergies Wealth Advisors||5|
|Insight Wealth Strategies||5|
|Ronald Blue Trust||5|
|Tanglewood Total Wealth Management, Inc.||5|
|The Financial Advisory Group, Inc.||5|
|The Goff Financial Group||5|
|The Mather Group||5|
|Willis Johnson & Associates||5|
Table: Top 12 Best Financial Advisors in Houston, TX | Above list is sorted by rating
See Also: Best Financial Advisors in Dallas, TX
What Factors Should You Look for in a Top Houston Financial Advisor?
When you’re new to investing or just new to town, it can be challenging sorting through several Houston financial advisors to find the right fit.
There are a few factors you should consider that will help you sort out the good Houston wealth management firms from the “so-so,” and help you find the best advisor fit for your financial objectives.
Fee Structure and Transparency
It’s important to know the fee structure of a potential financial advisor in Houston, so you want to look for advisors that are transparent about how they’re paid and whether or not they receive commissions.
Fee-Only means the firm doesn’t accept outside commissions from selling financial products. This is a preferred fee structure because it mitigates potential conflict of interest.
Fee-Based means the firm does accept commissions from providers of financial products. It’s a good sign if a fee-based firm is a fiduciary, which helps counteract this potential conflict.
Type of Clients They Work With
One factor that can help narrow your choices is understanding the wealth level that the best financial advisor in Houston may work with.
Some Houston financial planners only work with clients that have over $1 million in investable assets. While other Houston financial advisors work with clients of all income and asset levels.
Range of Available Services
Each financial advisor in Houston, TX may not offer the same services, and this is another differentiating factor you’ll want to consider.
Reviewing the range of services highlighted on an advisor’s website can help you better decide on an option for good financial planning in Houston.
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2020-2021 AdvisoryHQ’s Selection Methodology
What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services, and products that are ranked on its various top-rated lists?
Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.
Detailed Review—Best Houston Wealth Management Firms
Below, please find the detailed review of each firm on our list of 2020-2021 best financial advisors in Houston, TX. We have highlighted some of the factors that allowed each Houston financial advisor to score so high in our selection ranking.
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Click on any of the names below to go directly to the review section for that firm.
- Buckingham Strategic Wealth®
- Financial Synergies Wealth Advisors
- Horizon Advisors
- Insight Wealth Strategies
- Mercer Advisors
- Ronald Blue Trust
- Tanglewood Total Wealth Management, Inc.
- The Financial Advisory Group, Inc.
- The Goff Financial Group
- The Mather Group
- Willis Johnson & Associates
- Greenbriar Financial
Click below for previous years’ rankings:
- 2019 Ranking: 12 Best Financial Advisors & Wealth Management Firms in Houston, TX
- 2018 Ranking: 10 Best Advisors & Wealth Management Firms in Houston, TX
- 2017 Ranking: Top Financial Advisors & Planners in Houston
- 2016 Ranking: Best Investment Firm & Financial Advisors in Houston
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Buckingham Strategic Wealth® Review
This top-rated financial advisor in Houston, TX is growing and currently has 41 offices throughout the United States. The firm works with all wealth levels, and clients include individuals and families, institutions, plan sponsors, and dental practice owners.
Key Factors that Enabled Buckingham Strategic Wealth® to Rank as a Best Houston Financial Advisor
At the heart of Buckingham’s business approach is a pledge to always act in the client’s best interests. This is one of the top Houston wealth management firms to consider if you want peace of mind that your advisor is working with no other agenda.
This philosophy is backed up by the firm’s fiduciary commitment to be completely transparent. The top Houston wealth management team at Buckingham believes that relationships should be built on a foundation of trust.
Clients benefit from a simple four-step process, which includes:
- Ongoing Management
One mark of the best financial advisor in Houston is that they educate clients and work to improve their financial literacy. Backing up Buckingham’s client-centric approach is its wide range of educational financial resources.
From portfolio management to tax strategies, you can find a resource to help you learn more about several areas of strategic financial management, including:
- Financial insight articles
- Short films to learn more about Buckingham
- A library of suggested books from national thought leaders
- Foundational materials
Buckingham Strategic Wealth® is one of the fast-growing Houston financial planners and wealth management firms. With offices coast to coast and a large and seasoned team, the firm is a solid choice when looking for Houston wealth management.
With a commitment to putting its clients first and an evidence-based approach, Buckingham Strategic Wealth® earns 5 stars as a top-rated option when seeking wealth management Houston options.
Financial Synergies Wealth Advisors Review
For over three decades, Financial Synergies Wealth Advisors has been providing expert financial guidance to individuals, families, and businesses from around the globe. If you’re looking for fee-only financial planning in Houston, this firm is a top-rated choice.
This is one of the wealth management firms in Houston that upholds a fiduciary standard. As an independent financial advisor, the firm has the freedom to choose the best investment products and strategies for each client.
Key Factors that Enabled Financial Synergies to Rank as a Best Financial Advisor in Houston
The Pathway® program is tailored for clients that are in the beginning stages of wealth-building and it’s designed to help them develop a tailored savings and investment strategy.
Clients can take advantage of leading-edge technology to gain a full picture of their financial health and receive ongoing advice from a Certified Financial Planner™.
There are two key elements to the program:
Personal Financial Planning
- Develop good saving and investing habits
- Create realistic budgets
- Develop college education plans
- Analyze appropriate life insurance needs
- Maximize employer benefits
- Organize core estate plans
- Ongoing financial planning
- Globally diversified investment portfolios
- Ongoing monitoring and management
- Disciplined portfolio rebalancing
- Tax-loss harvesting
- Low cost, commission-free ETFs
- Ongoing investment research and analysis
- Comprehensive performance reporting
Top-rated Wealth Management Firms in Houston
Independent, Fee-Only Structure
Financial Synergies is an independent Houston financial advisor, that does not receive any commissions or compensation from third parties. This gives clients an assurance that they’re getting advice that’s completely free of conflicts of interest.
These Houston financial planners also take on fiduciary responsibility and legal commitment to deliver financial advice that is transparent and always in the client’s best interest.
Due to this independence, clients of these Houston financial advisors can feel assured they are receiving unrestricted advice.
Financial Synergies Wealth Advisors offers clients the “full package” when it comes to the best wealth management Houston has to offer. This includes a fully integrated approach and a total wealth management system.
With a comprehensive approach and special programs for those just beginning their investment journey, Financial Synergies Wealth advisors is a top choice among Houston wealth management firms. We’ve awarded it a 5-star rating.
Horizon Advisors Review
Serving clients of all wealth levels since 1999, Horizon Advisors is a privately owned, fee-only, and fiduciary Houston financial advisor. Additionally, the firm works with a partner CPA firm, Maddox, Thomson & Associates.
This is one of the top Houston wealth management firms that operates on a set of core values. These include: Integrity, discipline, service, learning, and advocacy. The firm’s mission is to forge a long-term relationship with its clients.
Key Factors that Enabled Horizon Advisors to Rank as a Best Financial Advisor in Houston
All-Inclusive Wealth Management Process
The Houston financial advisors at Horizon approach wealth management as an ongoing process that is collaborative and ever-evolving. This the type of active management that many investors are looking for when seeking financial planning in Houston.
The firm’s wealth management process includes:
- Understand: The first step is to get a full understanding of you, your family, and your finances.
- Organize: A Horizon financial advisor in Houston conducts a thorough review of your existing financial situation and creates comprehensive recommendations.
- Manage: Your Horizon advisor will implement the plan, monitor it, and make changes as needed.
For this team of financial advisors in Houston, TX, financial planning acts as the foundation for the wealth management process.
Advisors assist clients in identifying their personal and financial objectives and create a tailored plan to achieve them. The financial planning process of Horizon Advisors includes:
- Cash flow analysis
- Investment portfolio analysis
- Legacy and estate advice
- Tax planning
- Retirement planning
- Risk management
Horizon Advisors takes an approach that ensures each client has a fully integrated financial strategy that considers any changing circumstances. Among the many integrated services offered are tax planning and retirement planning.
With a strong commitment to tailored solutions and a comprehensive financial management process, Horizon Advisors earns a 5-star rating and is one of the top wealth management firms in Houston to consider.
Insight Wealth Strategies Review
Founded in 2002, Insight Wealth Strategies is a top-rated Houston financial advisor with a goal to simplify the financial management process. This fee-only firm also upholds a fiduciary standard of transparency and client commitment.
In addition to offering Houston wealth management, Insight has three offices in California. The firm specializes in financial planning and retirement strategies for Chevron employees, individuals, couples, and families.
Key Factors that Enabled Insight Wealth Strategies to Rank as One of the Best Financial Advisors in Houston, TX
Expertise with Chevron Employees
For over 18 years, this top Houston financial advisor has worked with Chevron employees, managers, and executives, offering objective financial advice.
Financial planning services help these clients make the most out of their benefits package while implementing retirement strategies. Area focuses include:
- Mapping out a plan for retirement
- Identifying gaps in a current financial plan
- Understanding of strategies to reduce the tax burden
- Determining how much is being contributed to an ESIP
- The understanding Segment Rate analysis
Wide Array of Services
This is one of the Houston wealth management firms that offer a wide array of services. Insight Wealth Strategies looks at your situation from every financial angle to craft an integrated plan that has the best chance of success.
Some of the services offered by these best financial advisors in Houston, TX include:
- 401k Rollover
- Financial Planning
- Investment Management
- Life Insurance
- Long Term Care
- Retirement Planning
- Tax Reduction Strategies
Best Ranked | Financial Advisor in Houston
This firm’s team has a strong commitment to providing completely unbiased financial guidance. The specialty in serving the needs of Chevron employees is one that helps the firm stand apart from other top financial advisors in Houston.
With a wide range of services and a full holistic financial planning strategy, Insight Wealth Strategies scores a 5-star rating and is among the best wealth management Houston has to offer.
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Mercer Advisors Review
Mercer Advisors was founded on the goal of helping individuals make sense of their financial options. The firm is a fee-only Independent Registered Investment Advisor, and happens to be the 12th largest in the nation.
This is one of the biggest Houston financial planners on our list, and the firm has 45 branch locations across the country, including three in Texas.
Key Factors that Enabled Mercer Advisors to Rank as a Best Financial Advisor in Houston, TX
Integrated Wealth Management
Rather than separate financial planning and wealth management services, Mercer Advisors understand that true wealth management starts with financial planning. The firm’s integrated approach includes having a financial planner on your advisory team.
The firm’s holistic strategy to wealth management benefits clients in multiple ways and includes six key categories:
- Investment Management
- Tax Planning
- Estate Planning
- Retirement Planning
- Education Planning
A Scientific Approach
Rather than being guided by speculation and subjectivity, the advisors at Mercer take a scientific approach, identifying data over time that shows which characteristics of investments have the best chance of success.
Factors that are used in this evidence-based approach include:
- Minimum Volatility
Mercer Advisors has the depth to offer a wide range of financial services, including integrated strategies for financial planning and wealth management. This firm has also consistently ranked as a top Houston wealth management advisor.
With a holistic strategy that can guide investors through every stage of life, Mercer Advisors earns a 5-star rating and is one of the best firms to consider for financial planning in Houston.
Ronald Blue Trust Review
For over 40 years, Ronald Blue Trust has provided wealth management strategies based on biblical principles. This fee-only, top-rated Houston wealth management firm provides objective advice to clients of all wealth levels.
This financial advisor in Houston has 16 offices throughout the U.S. and five distinct divisions to serve a variety of needs. The firm has a mission to help clients gain clarity and confidence in their finances.
Key Factors that Enabled Ronald Blue Trust to Rank as One of the Best Financial Advisors in Houston
Ronald Blue Trust has five distinct client divisions, each customized towards the unique financial needs of a particular group. These divisions include:
- Everyday Steward®: Financial planning for those just getting started to those with an investable net worth of $1 million
- Private Wealth: Comprehensive services for clients that have an investable net worth starting at $1 million
- Family Office: Focused on the complex needs of multi-generational families, generally starting at $25 million of net worth
- Professional Athlete: Expert strategies designed for the demands and needs of individuals and families in professional sports
- Business Consulting: Guidance for business owners looking to faithfully steward their companies.
Best Wealth Management Houston
Rather than focus on how much money can be made, the driving force behind Ronald Blue Trust is to enrich client lives.
As one of the best financial advisors in Houston, TX, the firm uniquely incorporates financial planning and investment management with biblical principles.
For clients looking for financial growth strategies that are aligned with their faith, Ronald Blue Trust provides its clients with a biblical perspective on financial management.
With a faith-based approach, Ronald Blue Trust is unique among Houston wealth management firms. It offers a wide range of financial services that are guided by the same basic principles and a client-centric focus.
Tanglewood Total Wealth Management, Inc. Review
Tanglewood Total Wealth Management, Inc. was founded in 1979 on the principle of “Clients first!” This fee-only Houston financial advisor serves a wide range of clientele, including retirement-ready executives, women in transition, business owners, generational wealth, and more.
This top-rated financial advisor in Houston, TX takes a concierge-like approach to wealth management that includes custom-tailored solutions for each client’s distinct situation.
Key Factors that Enabled Tanglewood Total Wealth Management to Rank as a Top Houston Financial Advisor
Total Wealth Management
You won’t have to worry about cookie-cutter portfolios with this top Houston wealth management firm. This team designs smart, creative, and expertly crafted financial strategies.
Tanglewood’s Total Wealth Management approach ensures that every client has a fully integrated plan. Personally-tailored financial plans can include some of the following elements:
- Custom financial dashboards
- Retirement planning
- Estate planning
- Risk management
- College savings
- Tax planning
- Executive compensation
- Small business planning
- Company retirement benefit analysis
- Charitable planning
- Trust company services
The expert financial advisors at Tanglewood work to inspire an uncommon level of confidence in their clients. Knowing what’s at stake with any financial management relationship, the firm’s team inspires trust by keeping things simple, clear, and candid.
Some of the ways that this top-rated Houston financial advisor gains confidence are:
- Being truly independent and 100% privately owned
- Full transparency
- A track record of lowering client fees when productivity gains improve the firm’s economics
- Ensuring clients feel heard, listened to, and understood
Taking a truly client-centered approach in all it does, Tanglewood Total Wealth Management works every day to inspire confidence and turn client questions about finances into solid decisions and a strong path forward.
With a Signature Service and a fully integrated approach to financial planning and wealth management, Tanglewood Total Wealth Management earns a 5-star rating as one of the best financial advisors in Houston to consider.
The Financial Advisory Group Review
Delivering customize financial services in Houston and nationwide, The Financial Advisory Group is a fee-only financial advisor that offers a full range of services, including tax preparation and Family Office.
This top Houston wealth management firm operates using what they call the three “E”s, which are education, ethics, and empathy for clients.
Key Factors that Enabled The Financial Advisory Group to Rank as a Best Financial Advisor in Houston
Overall Wealth Management
Protecting and growing your wealth are key ingredients of financial success. The Financial Advisory Group delivers tailored wealth management strategies that integrate multiple areas of your financial picture for a full-bodied plan.
These strategic financial advisors consider the following when creating a plan for managing your overall wealth:
- Financial instruments
- Income tax regulations
- Risk management
- Retirement plans
Top-rated Houston Financial Advisors
Financial Planning Advantage
One benefit of working with this top Houston financial advisor is that its team can fully integrate and optimize tax planning with financial planning for the best chance of financial success.
With a step-by-step plan to maximize your financial outcome, these top Houston financial planners look at several areas of your financial picture:
- Retirement saving
- College funding
- Budgeting & Cashflow
- Will and estate planning
- Income & Expenses
- Assessment of risk
- Qualified pension plans & IRAs
- Various types of insurance
The team at The Financial Advisory Group has a mission to help clients achieve and maintain financial independence. The firm’s tailored and integrated approach helps make that achievable.
With several client resources on its site and a wide array of holistic services, The Financial Advisory Group earns a 5-star rating as a top financial advisor in Houston to consider for your financial planning needs.
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The Goff Financial Group Review
The Goff Financial Group is a top-rated Houston wealth management firm that’s been providing completely objective financial advice to long-term investors for over 20 years. The firm is fee-only and does not receive any commissions or fees from financial products.
The firm works with individuals, families, and energy executives, offering them customized solutions that are based upon their distinct needs, long-term objectives, and risk comfort level.
Key Factors that Enabled The Goff Financial Group to Rank as a Best Financial Advisor in Houston
Comprehensive Three-Phase Program
The Goff Financial Group believes that sound relationships are founded on trusted and clear communication. It has a simple strategy that starts clients off on the right foot and acclimates them to the financial management process:
- Planning Your Goals: Discussion and review of your current financial picture and long and short-term goals, along with current investment issues
- Reviewing Your Portfolio: Evaluating potential risks, asset allocation, investment performance analysis, customized strategy
- Working Towards Your Goals: Implementation, selling of investments not consistent with goals, portfolio performance tracking, working with other advisors like CPAs and estate attorneys
Energy Executive Specialization
The Goff Financial Group specializes in serving mid to senior-level energy executives at companies such as Anadarko, Chevron, ConocoPhillips, Exxon Mobil, and others, and helping them craft a comfortable retirement plan.
Some of the ways these financial advisors in Houston assist energy executives with their financial needs include:
- Develop a comprehensive financial plan
- Implement Diversification Strategies
- Maximize Benefit Plans
- Tax Planning
- Estate and Other Tax Issues
The Goff Financial Group offers clients a long-term partner that will guide them with a goal to bring clarity and comfort to their finances. The firm offers solid and non-biased advice designed to build financial confidence.
The Mather Group Review
Focused exclusively on its clients and their success, The Mather Group is one of the best financial advisors in Houston that offers low-cost guidance and no hidden fees. The firm is fee-only and also upholds a fiduciary obligation.
This top Houston wealth management firm has 15 offices throughout the United States to serve its clients. The firm is dedicated to providing unbiased advice that is always in its clients’ best interests.
Key Factors that Enabled The Mather Group to Rank as a Best Financial Advisor in Houston, TX
TMG Retirement Roadmap™
While just about everyone has retirement planning in mind at some point in life, The Mather Group advisors understand that each path is unique. The firm’s proprietary methodology used in The Mather Group Retirement Roadmap helps ensure a custom plan designed to match lifestyle and market changes.
TMG Retirement Roadmap™
Steps that clients are guided through to help them develop a unified and secure framework for retirement include:
- Discovery: They gather needed information, such as balance sheets, cash flows, tax documents, etc.
- Framework: These top financial advisors in Houston identify and work to mitigate risks and use analysis that integrates leading academic theory and trusted approaches.
- Portfolio: The right recommendations are made based on your financial situation and goals.
- Income Stream: This is the point at which the portfolio generates an income stream to complement other income sources.
- Monitor: Your advisors monitor your portfolio and make adjustments as needed.
One of the unique financial planning services that makes The Mather Group stand out from other top financial advisors in Houston is its expat services. The firm’s in-house advisors and CPAs can guide clients through an expat journey and bring financial clarity.
Services offered to U.S. citizens living abroad include wealth management, optimal banking management, tax services, and retirement planning.
The Mather Group is a full-service Houston wealth management firm that offers unique extras that you won’t find at other financial advisors in Houston. It’s also dedicated to keeping costs low and services tailored.
With a proprietary retirement planning methodology and a commitment to always put the client first, The Mather Group earns a 5-star rating as a top Houston financial advisor to consider.
Willis Johnson & Associates Review
Empowering clients with superior, strategic advice, Willis Johnson & Associates is one of the top wealth management firms in Houston. This fee-only, fiduciary serves corporate executives, as well as professionals at firms such as Chevron, Shell, Marathon, and others.
This top Houston financial advisor has an investment approach that highlights a combination of strategic, low-cost security selection, and economic research to help clients meet long-term objectives.
Key Factors that Enabled Willis Johnson & Associates to Rank as One of the Best Financial Advisors in Houston
Continuous Planning Process
The Houston financial planners at Willis Johnson & Associates make it a priority to match the stage of a client’s life to their financial strategy and to identify opportunities that will increase financial benefits.
Your trusted advisor is always watching for any needed adjustments to mitigate risk and achieve positive outcomes. Some of the areas they will continuously review and optimize include:
- Maximizing employee benefits
- Tax-efficient savings strategies
- Roth IRA contribution strategies
- Cash flow projections
- Emergency funds
The ARC of Life
No matter where you are in your journey, Willis Johnson & Associates can help you through each ARC of Life, organizing their financial planning to match the various issues being faced at each decade.
Financial planning in your 40s will look different than when in your 60s, and your Willis Johnson financial advisor in Houston will take that into consideration when helping you with the following services:
- Retirement Planning
- Investment Planning
- Estate and Charitable Planning
- Insurance and Liability Planning
- Education Planning
For corporate executives looking for solid and trusted long-term guidance, Willis Johnson & Associates is an excellent choice for wealth management in Houston. The firm’s fiduciary commitment and needs-based approach ensure non-biased and tailored financial guidance.
With a transparent fee schedule and no-nonsense approach, Willis Johnson & Associates earns a 5-star rating as one of the best financial advisors in Houston, Texas for corporate professionals to consider.
Greenbriar Financial Review
Taking an integrated approach to wealth management, Greenbriar Financial is a top-rated Houston financial advisor that has a goal to assist its clients with life planning. Uniquely, the firm incorporates both financial and psychological components into each financial plan.
The fee structure mentioned on the firm’s ADV is fee-only, while on its website it notes working under a fee-based structure. We always recommend discussing fee structure with a Houston financial advisor in advance to confirm their status.
Key Factors that Enabled Greenbriar Financial to Rank as a Best Financial Advisor in Houston
Comprehensive Wealth Management Services
Greenbriar Financial offers a wide range of financial services to assist clients with several facets of their financial life. For its Trust Service, the firm works with an associate company, LPL Financial.
Clients can benefit from the following services offered by this top Houston wealth management firm:
- Financial Advice and Management
- Retirement Plan Options
- Comprehensive Financial Planning
- Severance Package Consultation
- Divorce Financial Analysis
- Investment Management
- Asset Protection Strategies
- Estate Planning
- Trust Services
Partnership with LPL Financial
Greenbriar Financial partners with LPL Financial, one of the nation’s leading financial services companies. The firm’s expertise is in the retirement planning sector and it supports the needs of retirement plan advisors.
The retirement plans and services offered by Greenbriar Financial through LPL include multiple retirement plan tools designed to deliver value and improve participant outcomes.
Greenbriar Financial offers a unique approach to wealth management for individuals, families, retirees, trusts, charities, and privately help businesses. The firm pledges to provide personal, objective, competent, and confidential financial planning services.
We have scored this firm with 3-stars due to the confusing mentions of both fee-only and fee-based on its website and ADV. Additionally, its website could use more information to help potential clients better evaluate the firm.
That said, Greenbriar Financial offers custom-tailored services of value and remains one of the top Houston financial advisors.
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Conclusion — Top 12 Best Houston Financial Advisors & Wealth Management Firms
The city of Houston has a lot to offer when it comes to financial planning and investment management firms.
Whether you’re an individual just beginning your financial journey or an oil executive nearing retirement, you’ll find a great option among these top companies on our list of Houston wealth management firms.
While each firm may differ in size, offerings, and specialties, they all have one thing in common, which is a strong commitment to serving their clients and putting their clients’ best interests above all else.
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