Sovereign Wealth Advisors LLC is a regional investment advisory firm based out of Houston, TX, providing comprehensive financial services to a diverse clientele. With a team of 30 experienced professionals, the firm specializes in investment advisory services, offering expert guidance to help clients achieve their financial goals. With an average of $58,700,000 in assets under management per investment advisor, Sovereign Wealth Advisors LLC is on par with the industry average. Their compensation structure is tailored to meet clients' needs, including a percentage of assets under management and fixed fees. Serving over 200 individual clients, Sovereign Wealth Advisors LLC manages a substantial portfolio of assets valued at over $548,398,000. Their extensive experience in employer 401Ks and individual accounts sets them apart in the industry, with approximately half of their assets under management originating from these sources. A notable aspect of the firm's operations is that 94% of the assets they manage are discretionary, showcasing their expertise in making informed investment decisions on behalf of their clients. Additionally, Sovereign Wealth Advisors LLC offers registered representative services of a broker-dealer, as well as acting as an insurance broker or agent, further expanding their range of financial offerings. With two offices strategically located in Houston, Sovereign Wealth Advisors LLC is well-positioned to serve clients both locally and nationally. The firm boasts a team of highly tenured advisors, including industry veterans such as Paul Dixon, Brandon Gay, and Neal Britt, who bring a wealth of knowledge and experience to their clients. In summary, Sovereign Wealth Advisors LLC is a respected regional investment advisory firm, known for its expertise, diverse range of financial services, and commitment to helping clients navigate the complexities of the financial landscape.

Linscomb & Williams is a highly regarded regional investment advisory firm headquartered in Houston, TX, with six offices strategically located across the region. With a team of 52 dedicated professionals, including 31 experienced investment advisors, the firm has established a reputation for providing comprehensive financial planning and investment management services. With an impressive average of approximately $137,310,000 in assets under management per investment advisor, Linscomb & Williams stands out in the industry due to its ability to deliver exceptional results for its clients. The firm's compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet diverse client needs. Although 401K and individual accounts make up less than 30% of their assets under management, Linscomb & Williams possesses the expertise and capacity to effectively manage employer funds. Importantly, the firm's investment decisions are entirely discretionary, allowing for agile portfolio adjustments in response to market conditions and client objectives. Linscomb & Williams primarily caters to high-net-worth individuals, managing the assets of over 840 individual clients, totaling more than $4,256,695,000. The firm's long-standing success can be attributed, in part, to the expertise and dedication of advisors such as Ashley Trlica, Abby Barnett, and Heidi Davis, who boast impressive tenures within the company. As Linscomb & Williams continues to thrive in the financial services industry, its commitment to personalized client relationships, comprehensive financial planning, and astute investment management positions the firm as a trusted partner in helping clients achieve their long-term financial goals.

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.

Fayez Sarofim & Co., an esteemed investment advisory firm headquartered in Houston, Texas, boasts an impressive track record and an extensive client base. With over 2,610 individual clients, the firm manages an impressive $28,992,003,000 in assets. Established in Houston, the firm operates from a single office location. An overwhelming majority of their managed assets, a remarkable 99%, are handled on a discretionary basis, allowing the firm to make independent investment decisions on behalf of their clients. The firm's compensation structure includes various types, such as a percentage of the assets under management. Fayez Sarofim & Co. employs a dedicated team of 51 professionals, with 21 of them specializing in providing top-notch investment advisory services. These skilled advisors collectively manage an average of approximately $1,380,570,000 in assets per advisor, significantly surpassing the industry average. Fayez Sarofim & Co. takes pride in its team of experienced professionals, some of whom have been with the firm for an extended period. Among the firm's longest tenured advisors are Charles Sheedy, Raye White, and Fayez Sarofim himself. With their wealth of knowledge and expertise, Fayez Sarofim & Co. continues to provide exceptional financial guidance and investment management services to its diverse clientele.

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.

Rhame & Gorrell Wealth Management is a reputable investment advisory firm based out of The Woodlands, TX. With two offices, the firm boasts a team of 13 dedicated professionals, six of whom specialize in providing expert investment advisory services. On average, each investment advisor manages approximately $85,670,000 in assets under management, aligning with industry standards. The firm's compensation structure offers various types of fees, including a percentage of assets under management. While less than 30% of their assets under management are represented by 401K and individual accounts, Rhame & Gorrell Wealth Management possesses the expertise to effectively manage employer funds. Notably, all the assets they manage are under discretionary management, empowering clients with peace of mind and trust in their capabilities. Focusing primarily on high-net-worth individuals, Rhame & Gorrell Wealth Management caters to a diverse clientele. Their portfolio includes over 340 individual clients, collectively amounting to more than $514,041,000 in assets under management. The firm takes pride in their experienced team of advisors, with notable names such as Kyle Nickerson, Kyle McClain, and Jeffrey Rhame having established a long tenure within the company. With a commitment to delivering comprehensive and personalized financial solutions, Rhame & Gorrell Wealth Management has gained a strong reputation within the industry. Their dedication to providing top-notch investment advisory services has positioned them as a trusted partner for clients seeking to grow and protect their wealth.

Blackgold Capital Management LP is a small investment advisory firm headquartered in Houston, Texas, with one office. With a total of four employees, three of whom offer investment advisory services, the company prides itself on delivering exceptional financial expertise. Their average assets under management per investment advisor stand at an impressive $195,730,000, surpassing the industry average. As a discretionary asset manager, Blackgold Capital Management LP holds full authority to make investment decisions on behalf of its clients. They adopt a diverse compensation structure, including a percentage of assets under management and performance-based fees. These approaches align their success with their clients' investment performance, ensuring a mutually beneficial relationship. In addition to investment advisory services, Blackgold Capital Management LP also functions as a commodity pool operator or commodity trading advisor, regardless of registration status. This expanded range of services allows the firm to cater to a broader spectrum of investment needs. With over $587,198,000 in assets under management and an impressive roster of individual clients, Blackgold Capital Management LP has established a reputation for its commitment to delivering superior financial outcomes. Adam Flikerski and Erik Dybesland, two of the firm's longest tenured registered advisors, contribute their extensive industry knowledge and experience to ensure the utmost professionalism and expertise for their clients.

Intrua Financial, a regional investment advisory firm headquartered in Houston, TX, is dedicated to providing comprehensive financial solutions to its clients. With a team of 42 employees, 29 of whom are highly skilled investment advisors, they offer expert guidance and tailored strategies to help individuals and organizations achieve their financial goals. The firm manages an impressive average of approximately $120,110,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring their interests are aligned with their clients' success. With over 2,600 individual clients and assets under management surpassing $1,046,286,000, Intrua Financial demonstrates its ability to effectively handle portfolios of all sizes. Their expertise in managing employer 401Ks and individual assets is particularly notable, as these categories contribute to approximately half of their total assets under management. A significant portion of the assets they manage, approximately 89%, is discretionary, highlighting their expertise in making informed investment decisions on behalf of their clients. Additionally, Intrua Financial offers services as a registered representative of a broker-dealer, insurance broker, or agent, providing clients with comprehensive financial solutions. With 11 offices spread across the region, Intrua Financial ensures accessibility and convenience for their clients. The firm boasts a team of seasoned advisors, including industry veterans like Alan Hawkins, Thomas Williams, and Courtney Garner, who bring a wealth of knowledge and experience to their clientele. Intrua Financial's commitment to delivering personalized financial guidance, their robust asset management capabilities, and their extensive range of services make them a trusted partner for individuals and organizations seeking sound financial advice in the Houston, TX area and beyond.

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.

Outlook Wealth Advisors, LLC is a small investment advisory firm based out of The Woodlands, TX. With a total of 11 employees, including 4 dedicated to investment advisory services, they are committed to helping their clients achieve their financial goals. Operating across 8 offices, Outlook Wealth Advisors, LLC manages an average of approximately $107,680,000 in assets under management per investment advisor, aligning with the industry average. The firm's compensation structure offers flexibility, with options such as a percentage of assets under management, hourly charges, and fixed fees. Notably, Outlook Wealth Advisors, LLC has developed significant expertise in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. They have consistently demonstrated their capabilities in this specialized area. With a focus on high-net-worth individuals, Outlook Wealth Advisors, LLC oversees a diverse portfolio of assets. They proudly serve over 420 individual clients, effectively managing a substantial $430,709,000 in assets. The firm boasts a team of experienced advisors, including Michael Neuenschwander, James Neuenschwander, and Elsa Cazares, who have been with the company for an extensive period, contributing to the firm's stability and expertise. Outlook Wealth Advisors, LLC maintains a discretionary approach, with full authority to make investment decisions on behalf of their clients. This discretionary model allows for efficient and timely adjustments to portfolios, ensuring that clients' financial objectives are met. With a commitment to providing personalized, comprehensive wealth management services, Outlook Wealth Advisors, LLC continues to foster long-term relationships built on trust and a dedication to financial success.

Legacy Asset Management, Inc. is a small investment advisory firm based out of Houston, TX, with a solid reputation in the industry. With over 130 individual clients and a remarkable $122,116,000 in assets under management, they have established themselves as a trusted partner in helping clients navigate the complexities of the financial market. The company's success stems from its expertise in managing employer 401Ks and individual investments, which make up approximately half of their assets under management. Legacy Asset Management, Inc. boasts a wealth of experience in this space, ensuring that their clients' financial goals are met with precision and care. A key factor contributing to their success is their discretionary management approach, with 96% of the assets they handle falling under this category. This approach allows Legacy Asset Management, Inc. to make informed investment decisions on behalf of their clients, taking advantage of market opportunities and maximizing returns. The company's compensation structure includes several types, including a percentage of assets under management, ensuring their interests are aligned with their clients' long-term success. With eight dedicated employees, including two experienced investment advisors, Legacy Asset Management, Inc. delivers personalized and attentive service to each client. Joseph Birkofer and Adriana Elwood, two of the longest-tenured registered advisors with the firm, exemplify the expertise and commitment that Legacy Asset Management, Inc. prides itself on. With an average of approximately $61,060,000 in assets under management per investment advisor, the company's performance aligns with the industry average. In conclusion, Legacy Asset Management, Inc. is a reputable investment advisory firm in Houston, TX, with a proven track record of success and a dedication to helping clients achieve their financial objectives.