Calderwood Financial Strategies, Inc. is a highly regarded investment advisory firm based in Houston, TX. Operating from a single office, they are dedicated to providing exceptional financial guidance to their clients. With a sole employee who specializes in investment advisory services, Calderwood Financial Strategies, Inc. boasts an impressive average of approximately $161,270,000 in assets under management per advisor, surpassing the industry average. Their compensation structure is designed to align with their clients' success, offering various types such as a percentage of assets under management. With a focus on individual clients, Calderwood Financial Strategies, Inc. successfully manages the assets of over 10 clients, amounting to a total of more than $161,269,000 under their watchful guidance. The firm takes pride in its experienced team of registered advisors, including Charles Calderwood and Gregory Kallus, who have devoted considerable time and expertise to the company. Their expertise and dedication contribute to the firm's reputation for excellence. Calderwood Financial Strategies, Inc. offers a comprehensive range of financial services, including investment management, retirement planning, and wealth preservation strategies. They prioritize building strong relationships with their clients, fostering trust, and providing tailored solutions to meet their unique financial goals. Note: The ChatGPT's response consists of the first 50 words, while the remaining text is based on the provided description.

Sunbelt Securities is a regional investment advisory firm headquartered in Houston, TX, with a strong presence across 14 offices. With a total workforce of 64 dedicated professionals, 42 of them specialize in providing comprehensive investment advisory services. Leveraging their expertise, Sunbelt Securities manages an impressive average of $27,270,000 in assets per investment advisor. The firm's compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring a flexible and tailored approach for their clients. Notably, nearly half of the assets under Sunbelt Securities' management originate from employer 401Ks and individual investors, showcasing their extensive experience and success in this space. Moreover, the firm proudly exercises full discretion over all the assets they manage, solidifying their commitment to maintaining complete control and delivering optimal results. Sunbelt Securities boasts an extensive client base, serving over 4,250 individual clients who collectively entrust the firm with a remarkable $1,145,411,000 in assets under management. The firm's success can be attributed, in part, to the long-standing expertise of their highly tenured advisors. Notable names among the firm's most experienced professionals include Roy Longoria, Kenneth Barry, and Hector Cordova. Committed to providing exceptional investment advisory services, Sunbelt Securities combines their regional presence, experienced team, and comprehensive compensation structure to create a successful and client-focused approach to wealth management. With their strong track record and commitment to delivering tailored financial solutions, Sunbelt Securities is a trusted partner for individuals and employers seeking effective asset management strategies.

TDC Capital Advisors, Inc., a small investment advisory firm headquartered in College Station, TX, is committed to delivering comprehensive investment solutions to its clients. With a team of four dedicated professionals, TDC Capital Advisors specializes in providing investment advisory services to a diverse clientele. Their expertise and personalized approach have enabled them to accumulate an impressive $145,151,000 in assets under management from over 60 individual clients. TDC Capital Advisors' compensation structure caters to their clients' unique needs and preferences. Their payment options include a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. Their skilled investment advisors, including James Larkin, Ronnie Craig, and Dillard Leverkuhn, bring extensive industry experience and are committed to achieving the financial goals of their clients. While primarily serving high net worth individuals, TDC Capital Advisors also possesses the expertise and capabilities to manage employer funds. Although 401K and individual accounts account for less than 30% of their assets under management, their comprehensive services extend to these areas as well. With one office in College Station, TDC Capital Advisors offers a local presence that enables them to build strong relationships with their clients. Their average assets under management per investment advisor stand at an impressive $31,300,000, reflecting their commitment to managing substantial portfolios. As TDC Capital Advisors continues to provide sound investment advice and build enduring client partnerships, they remain dedicated to delivering exceptional financial solutions tailored to the unique needs of each client.

Alterna Wealth Management, Inc. is a local investment advisory firm based out of Houston, TX, with two offices strategically located to serve their clients effectively. With a total of 36 dedicated professionals on their team, Alterna Wealth Management, Inc. is committed to providing exceptional investment advisory services. Among their staff, 15 individuals specialize in delivering expert guidance to clients seeking personalized investment solutions. Known for their comprehensive approach, Alterna Wealth Management, Inc. manages an average of approximately $44,410,000 in assets per investment advisor, which aligns with the industry average. The firm's compensation structure includes various options, such as a percentage of assets under management, ensuring their interests are closely aligned with their clients'. Impressively, around half of Alterna Wealth Management, Inc.'s assets under management originate from employer 401K plans and individual investors. Their considerable experience in this area allows them to navigate the complexities of retirement planning with confidence. Moreover, an impressive 71% of the assets they oversee are under discretionary management, exemplifying their clients' trust in their expertise. Catering primarily to high net worth individuals, Alterna Wealth Management, Inc. boasts a substantial client base of over 630 individuals, with assets under management exceeding $666,200,000. The firm's reputation for excellence is further bolstered by their experienced advisors, including Luis Padruno, Francisco Maza, and Emilio Mejia, who have demonstrated exceptional commitment and knowledge throughout their tenure. Through their client-centric approach and comprehensive wealth management services, Alterna Wealth Management, Inc. strives to help their clients achieve their financial goals and secure a prosperous future.

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.

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.

Tanglewood Total Wealth Management, Inc. is a reputable investment advisory firm based in Houston, TX. With over 90 individual clients and a staggering $1,206,768,000 in assets under management, they have established themselves as a trusted partner in wealth management. Specializing in high net worth individuals, Tanglewood Total Wealth Management, Inc. offers a comprehensive range of investment advisory services. The firm operates from its well-appointed office in Houston, strategically located to cater to the financial needs of their diverse clientele. As a discretionary investment manager, Tanglewood Total Wealth Management, Inc. exercises full authority in managing 100% of the assets entrusted to them. Their compensation structure includes various options, such as a percentage of assets under management, ensuring alignment with client objectives. With a dedicated team of 14 professionals, including 8 experienced investment advisors, Tanglewood Total Wealth Management, Inc. delivers personalized and tailored investment strategies to their discerning clients. Each investment advisor at the firm oversees an impressive average of approximately $150,850,000 in assets under management, surpassing industry standards. The firm's success can be attributed, in part, to the expertise and longevity of their advisors. Notably, Jeffrey Speight, Brian Merrill, and John Merrill are among the firm's most tenured and accomplished professionals, offering valuable insights and guidance to clients. Tanglewood Total Wealth Management, Inc. prides itself on its commitment to excellence, personalized service, and achieving the financial goals of their esteemed clients. With a solid track record and an unwavering focus on client success, they continue to be a leading name in wealth management in the Houston area.

Corda Investment Management, LLC is a reputable investment advisory firm headquartered in Houston, TX, with an extensive presence boasting five offices. With a team of 25 dedicated professionals, 19 of whom specialize in investment advisory services, Corda Investment Management, LLC offers comprehensive financial solutions to a diverse client base. Leveraging their expertise, the firm manages an average of approximately $76,180,000 in assets under management per investment advisor, aligning with industry standards. The compensation structure at Corda Investment Management, LLC encompasses various models, including a percentage of assets under management, ensuring a fair and transparent approach. While 401K and individual accounts constitute less than 30% of their managed assets, the firm possesses the capability to oversee employer funds, expanding their range of services. A significant portion, amounting to 95%, of the assets managed by Corda Investment Management, LLC are discretionary, exemplifying the trust clients place in the firm's decision-making. Specializing in catering to high-net-worth individuals, Corda Investment Management, LLC boasts a remarkable client base of over 390 individuals, with a staggering $1,447,427,000 in assets under management. The firm's success can be attributed, in part, to the expertise of its long-standing advisors, such as John Schloegel, Jason Iacobucci, and Bonner Barnes, who have contributed significantly to its growth and reputation. With a commitment to delivering personalized financial strategies and providing exceptional client service, Corda Investment Management, LLC has established itself as a trusted partner in wealth management, fostering financial well-being for their esteemed clientele.

PNC Managed Account Solutions, Inc. is a leading investment advisory firm headquartered in Houston, TX. With over 640 individual clients and a remarkable $588,442,000 in assets under management, the company has established itself as a trusted partner in the financial industry. Catering to both employer 401Ks and individual investors, PNC Managed Account Solutions, Inc. possesses extensive expertise in this specialized sector. Committed to delivering exceptional service, PNC Managed Account Solutions, Inc. operates with discretionary management, overseeing 100% of the assets entrusted to their care. The firm's compensation structure offers various options, including a percentage of the assets under management, ensuring alignment with their clients' financial goals. With a team of 21 dedicated professionals, including 18 investment advisors, PNC Managed Account Solutions, Inc. maintains an impressive average of approximately $32,690,000 in assets under management per investment advisor. Their staff includes industry veterans such as Juan Carlos Barraza, Roberto Ruiz Velez, and Maria Gonzalez, who have contributed significantly to the firm's success. As a local investment advisory firm, PNC Managed Account Solutions, Inc. is deeply connected to the Houston community. Their commitment to providing personalized and comprehensive financial solutions has earned them a reputation for excellence among their diverse client base. With one office in Houston, the company is well-positioned to serve clients in the region and beyond. Whether assisting individuals or managing employer 401Ks, PNC Managed Account Solutions, Inc. combines its extensive experience and knowledgeable team to deliver tailored investment strategies and strive for long-term financial success for their valued clients.

Robertson Wealth Management, LLC is a well-established local investment advisory firm based out of Houston, TX. With 16 dedicated employees, including 9 experienced investment advisors, they provide a range of comprehensive financial services to individuals and institutions alike. The firm manages a substantial portfolio of assets, averaging approximately $112,660,000 per investment advisor, which is in line with industry standards. With over 610 individual clients, Robertson Wealth Management, LLC oversees a significant amount of assets under management, totaling more than $312,058,000. While the majority of their clients consist of high net worth individuals, the firm also caters to 401K and individual accounts, which account for less than 30% of their assets. Moreover, they possess the capability to effectively manage employer funds, enhancing their versatility. A notable aspect of Robertson Wealth Management, LLC's operations is their compensation structure, which includes various types such as a percentage of assets under management and commissions. This ensures alignment with their clients' goals and interests while providing flexibility in meeting diverse financial needs. In addition to their core investment advisory services, Robertson Wealth Management, LLC offers ancillary services as a registered representative of a broker-dealer and as an insurance broker or agent. This comprehensive approach enables them to provide holistic financial solutions tailored to each client's unique circumstances. Operating from a single office, the firm boasts a team of experienced professionals, including John Langston, Ellias Stabinsky, and Frederick Mecklenburg, who have established themselves as some of the longest-tenured advisors at Robertson Wealth Management, LLC. Their collective expertise and commitment to exceptional client service contribute to the firm's solid reputation within the Houston community and beyond.

The Sum, a small investment advisory firm based out of The Woodlands, TX, is dedicated to providing comprehensive financial solutions to its clients. With four highly skilled employees, all specializing in investment advisory services, The Sum offers personalized strategies tailored to meet the unique goals and objectives of each client. With an impressive average of approximately $23,010,000 in assets under management per investment advisor, The Sum demonstrates its expertise in managing substantial portfolios. The firm's compensation structure is designed to align the interests of the advisors with those of their clients, including a percentage of assets under management. Boasting over 20 individual clients, The Sum oversees an impressive $140,307,000 in assets under management. The majority of these assets are held by high net worth individuals seeking expert guidance and investment management. As a discretionary firm, The Sum possesses full authority to make investment decisions on behalf of its clients, ensuring a seamless and efficient investment process. The firm's commitment to professionalism and integrity has garnered a strong reputation within the industry. Headed by a team of experienced professionals, The Sum benefits from the expertise of advisors like Christopher Melber, Paul Rahn, and Marc Laviage, who have demonstrated long-term commitment to the firm and its clients. With a single office in The Woodlands, TX, The Sum offers a personalized and client-centric approach to wealth management, empowering individuals to achieve their financial objectives and secure a prosperous future.