Arete Wealth Advisors, LLC, based out of Chicago, IL, is a regional investment advisory firm with a strong reputation in the industry. With 151 dedicated employees, the vast majority of whom specialize in investment advisory services, they offer comprehensive financial guidance to a diverse clientele. The firm's average assets under management per investment advisor stand at approximately $74,400,000, which aligns with the industry average. Arete Wealth Advisors serves over 1,360 individual clients, managing a significant amount of assets valued at over $2,116,498,000. Their primary focus lies in assisting high-net-worth individuals, though they also possess the expertise to manage employer funds, even though 401K and individual accounts constitute less than 30% of their assets under management. Notably, all assets under their management are handled with discretion, allowing clients to trust in their expertise. In addition to their investment advisory services, Arete Wealth Advisors offers insurance brokerage and agent services, providing comprehensive financial solutions to meet their clients' diverse needs. Operating out of 27 offices, the firm has established a robust regional presence. They take pride in their team of seasoned advisors, including notable individuals like David Mar, Joshua Rogers, and Roshan Loungani, who have demonstrated remarkable dedication and expertise during their tenure at the firm. Arete Wealth Advisors, LLC, stands as a trusted partner for individuals and businesses seeking personalized, knowledgeable, and strategic financial advice in the ever-changing landscape of wealth management.

Pin Oak Investment Advisors Inc is a leading investment advisory firm headquartered in Houston, TX. With over 120 individual clients and more than $617,145,000 in assets under management, the company has established itself as a trusted partner in wealth management. Operating from a single office, Pin Oak Investment Advisors Inc offers a comprehensive range of investment services to cater to the diverse needs of its clientele. While the majority of their assets under management are derived from institutional funds, the firm also adeptly manages 401K and individual accounts, accounting for less than 30% of their total assets. With a discretionary approach, the company exercises full authority in managing all the assets entrusted to them. The firm's compensation structure is designed to align with client objectives and includes various types such as a percentage of assets under management, fixed fees, and performance-based fees. With a team of 10 dedicated professionals, including 5 experienced investment advisors, Pin Oak Investment Advisors Inc ensures personalized attention and tailored investment strategies for each client. Notably, the firm's investment advisors boast an impressive average of approximately $123,430,000 in assets under management per advisor, reflecting their expertise and ability to generate favorable results. Among the esteemed advisors at Pin Oak Investment Advisors Inc are Daniel Estes, John Platt, and James Rouse, who have been with the firm for a significant duration, contributing to its success and reputation. Pin Oak Investment Advisors Inc continues to uphold its commitment to providing exceptional investment advisory services, delivering financial stability and growth for its clients in the dynamic market landscape.

Position Wealth is a reputable investment advisory firm headquartered in The Woodlands, TX, with two offices catering to a diverse clientele. With a team of two dedicated professionals, they specialize in providing comprehensive investment advisory services. Each advisor handles an average of $65,580,000 in assets under management, aligning with industry standards. Position Wealth's compensation structure encompasses various approaches, including a percentage of assets under management. While their portfolio predominantly consists of discretionary assets, less than 30% is allocated to 401K and individual accounts. However, they possess the expertise to manage employer funds, demonstrating their versatility and ability to cater to different investment needs. Notably, the firm focuses on serving high-net-worth individuals, reflecting their commitment to delivering tailored investment strategies. Position Wealth takes pride in their extensive client base, which comprises over 90 individual clients entrusting them with more than $131,165,000 in assets under management. This significant asset base is a testament to the firm's track record of delivering exceptional results and establishing long-term partnerships based on trust and proven expertise. Driven by a client-centric approach, Position Wealth leverages their in-depth market knowledge, rigorous research, and analytical insights to craft customized investment solutions. Their dedication to achieving financial success for their clients sets them apart in the investment advisory industry. As a small firm with a focus on quality over quantity, Position Wealth remains dedicated to providing personalized, hands-on service to help clients navigate the complexities of the financial markets and secure their financial future.

J. Mandwelle Capital Management is a highly reputable investment advisory firm headquartered in , . With over 110 individual clients and an impressive $37,480,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Specializing in employer 401Ks and individual investment strategies, they possess extensive experience in this domain. The firm operates from a single office and manages 100% of their clients' assets on a discretionary basis, ensuring a proactive and personalized approach to investment management. Their dedicated team of one employee provides comprehensive investment advisory services, guaranteeing individualized attention and tailored solutions for each client. J. Mandwelle Capital Management's compensation structure encompasses various types, including a percentage of assets under management and hourly charges, offering flexibility and transparency to their clients. Their commitment to excellence is further highlighted by the fact that each investment advisor averages approximately $37,480,000 in assets under management, demonstrating their expertise in handling substantial portfolios. As one of the longest-tenured registered advisors, Jonathan Mandwelle has been an integral part of the firm since 2021, bringing a wealth of knowledge and expertise to the table. With their proven track record, personalized approach, and commitment to delivering exceptional results, J. Mandwelle Capital Management continues to be a leading choice for individuals and employers seeking reliable and effective investment advisory services.

Logic Capital Management, LLC is a highly esteemed investment advisory firm based in Houston, TX. With over 170 individual clients and a staggering $227,336,000 in assets under management, they have firmly established their reputation in the financial industry. The company operates out of a single office, offering personalized services to their diverse clientele. In addition to investment advisory services, Logic Capital Management, LLC also serves as an insurance broker or agent, catering to the comprehensive financial needs of their clients. While their focus primarily lies on managing discretionary assets, with 99% of their assets falling under this category, Logic Capital Management, LLC possesses the expertise to handle employer funds as well. Their client base mainly comprises high net worth individuals, reflecting their ability to cater to the sophisticated financial requirements of affluent individuals. With a team of three dedicated employees, all of whom specialize in providing investment advisory services, Logic Capital Management, LLC ensures that their clients receive individualized attention and expert guidance. Their compensation structure is diverse and includes various types such as a percentage of assets under management and hourly charges, ensuring flexibility and alignment with client preferences. The firm's investment advisors maintain an average of approximately $75,780,000 in assets under management, which is consistent with the industry average. Notably, Logic Capital Management, LLC boasts a team of seasoned professionals, including Donald Roberts, Paige Guinn, and Thomas Whitby, who have demonstrated long-standing commitment and expertise within the firm. With a steadfast dedication to their clients' financial well-being, Logic Capital Management, LLC continues to thrive as a trusted partner in navigating the complexities of wealth management.

Warwick Partners is a small investment advisory firm based out of Bryan, TX. With its single office location, the firm boasts a team of 8 dedicated employees, 3 of whom provide expert investment advisory services. Their knowledge and experience have helped Warwick Partners establish an impressive track record, as they manage an average of $477,660,000 in assets per investment advisor, surpassing the industry average. The firm's compensation structure is designed to cater to diverse client needs and includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. Warwick Partners takes pride in its discretionary management approach, with 76% of the assets they oversee falling under this category. The company's stellar reputation has attracted a substantial client base, with over 90 individual clients entrusting them with more than $1,432,990,000 in assets under management. Warwick Partners' success can be attributed, in part, to the expertise of their longest-tenured advisors, including Grant Stucki, Clarence Glover, and Robert Sanders. Committed to providing exceptional investment advisory services, Warwick Partners strives to deliver personalized solutions tailored to each client's unique financial goals and risk tolerance. Through their comprehensive expertise and dedication to their clients' financial well-being, Warwick Partners continues to thrive in the competitive investment advisory industry.

GCI Investors, headquartered in Houston, TX, is a small investment advisory firm with a strong focus on providing personalized financial solutions to its clients. With a total of four dedicated employees, GCI Investors boasts a team of two experienced professionals who offer expert investment advisory services. The firm manages an impressive average of approximately $42,260,000 in assets under management per investment advisor. GCI Investors' compensation structure is diverse and includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with their clients' needs. GCI Investors has earned the trust of over 100 individual clients who have entrusted them with their financial goals. The firm currently manages a total of over $105,167,000 in assets under management, with a significant portion allocated to high net worth individuals. While 401K and individual accounts make up less than 30% of their assets under management, GCI Investors possesses the capability to manage employer funds as well. All the assets managed by GCI Investors are discretionary, reflecting the firm's commitment to taking a proactive approach in managing investments on behalf of their clients. With a single office in Houston, GCI Investors ensures a personalized and attentive approach to each client's unique investment needs. The firm takes pride in its team of seasoned advisors, including Guy Davis, Shaumo Sadhukhan, and Pasupati Sadhukhan, who have demonstrated their dedication and expertise over the years. GCI Investors aims to continue building strong relationships and delivering excellent financial services to their valued clients.

HFG Wealth Management, LLC, headquartered in The Woodlands, TX, is a prominent investment advisory firm catering to high net worth individuals. With over 580 individual clients and a staggering $403,811,000 in assets under management, HFG provides personalized financial solutions and expert guidance. They operate from two offices, ensuring convenient access for their clientele. In addition to their investment services, HFG Wealth Management also functions as an insurance broker or agent, offering comprehensive coverage options. Although employer-managed funds form a significant portion of their portfolio, 401K and individual accounts represent less than 30% of their assets under management. The firm exercises complete discretion over the 100% of the assets they manage, instilling confidence in their clients' financial affairs. HFG's compensation structure is diverse, comprising a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and transparency in their client relationships. HFG Wealth Management boasts a dedicated team of 12 employees, with four advisors specializing in investment advisory services. On average, each investment advisor oversees approximately $100,950,000 in assets under management, aligning with industry standards. The firm takes pride in its experienced advisors, including Kathryn Bates, Bridget Vanyo, and Larry Harvey, who have been serving clients at HFG for an extended period. With a solid reputation and a focus on delivering exceptional financial strategies, HFG Wealth Management, LLC is committed to providing their clients with comprehensive wealth management solutions tailored to their unique needs.

Tanglewood Legacy Advisors, LLC is a reputable investment advisory firm located in Houston, TX. With over 50 individual clients and an impressive $389,731,000 in assets under management, Tanglewood Legacy Advisors provides personalized financial solutions tailored to meet their clients' diverse investment goals. The firm boasts a strong local presence, operating from eight offices strategically positioned to serve their client base effectively. Dedicated to delivering exceptional service, Tanglewood Legacy Advisors focuses on managing discretionary assets, with an impressive 97% of the assets they handle falling under this category. They specialize in catering to high net worth individuals, utilizing their expertise to create comprehensive investment strategies that align with each client's unique financial situation. Tanglewood Legacy Advisors offers a flexible compensation structure that includes various methods such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients have the freedom to choose the payment option that best suits their preferences and requirements. With a team of nine talented professionals, Tanglewood Legacy Advisors operates with a low client-to-advisor ratio, enabling them to provide personalized attention and high-quality guidance. Each investment advisor at the firm manages an average of approximately $77,950,000 in assets, demonstrating their ability to handle substantial portfolios effectively. The firm takes pride in its long-tenured advisors, with notable individuals such as Erandathi Shaw, David Stuyck, and Andrew Gardener contributing to its success. Their experience and expertise further reinforce Tanglewood Legacy Advisors' commitment to delivering exceptional investment advisory services to their discerning clientele.

MCALISTER, SWEET & ASSOCIATES, INC. Mcalister, Sweet & Associates, Inc. is a highly regarded investment advisory firm based out of Houston, TX. With over 120 individual clients and a remarkable $159,610,000 in assets under management, they have established themselves as a trusted partner in the financial industry. While specializing in providing comprehensive investment advice to high net worth individuals, Mcalister, Sweet & Associates, Inc. also possesses the capability to effectively manage employer funds. Notably, all of the assets they manage are discretionary, ensuring a tailored and personalized approach to meet their clients' financial goals. The firm's compensation structure encompasses various types, including a percentage of assets under management. This aligns their interests with those of their clients, fostering a relationship built on mutual success and trust. With four dedicated employees, three of whom provide expert investment advisory services, Mcalister, Sweet & Associates, Inc. maintains a focused and client-centric approach. Each investment advisor averages approximately $53,200,000 in assets under management, demonstrating their commitment to delivering quality service and attention to detail. A distinguishing factor for Mcalister, Sweet & Associates, Inc. is the tenure and expertise of their advisors. Shelbie Benitez, Michael Sweet, and John Mcalister, among others, boast extensive experience in the industry, bringing valuable insights and knowledge to their clients' investment strategies. As a small investment advisory firm, Mcalister, Sweet & Associates, Inc. has earned a stellar reputation for their commitment to personalized service, long-term relationships, and sound financial advice. With a proven track record of success, they continue to be a trusted partner for individuals seeking to grow and protect their wealth.

Briaud Financial Advisors, a reputable investment advisory firm located in College Station, TX, is dedicated to providing comprehensive financial services to their clients. With a team of 11 skilled professionals, including 5 investment advisors, they offer expert guidance to individuals seeking to optimize their investments. On average, each investment advisor manages around $60.4 million in assets, aligning with industry standards. With over $664.3 million in assets under management, Briaud Financial Advisors serves a diverse clientele of more than 120 individual clients. While the majority of their assets are managed for high net worth individuals, they also possess the capability to manage employer funds, though 401K and individual accounts constitute less than 30% of their total assets under management. The compensation structure at Briaud Financial Advisors encompasses various types, including a percentage of assets under management. This incentivizes the advisors to perform diligently, ensuring the best interests of their clients. Operating from a single office, Briaud Financial Advisors has established a strong local presence and gained the trust of the College Station community. Their longevity in the industry is evidenced by the tenure of advisors like Natalie Pine, Peggy Sherman, and Janet Briaud, who have contributed significantly to the firm's success. With 98% of their managed assets being discretionary, clients can have peace of mind, knowing that Briaud Financial Advisors has the expertise and authority to make informed investment decisions on their behalf. By offering personalized strategies and maintaining a client-centric approach, Briaud Financial Advisors continues to build a reputation as a trusted and reliable financial advisory firm.