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.

Tri-Star Advisors, Inc. is a leading investment advisory firm based out of Houston, TX, with over 40 individual clients and an impressive $55,483,000 in assets under management. With its headquarters located in Houston, the firm operates from a single office to provide personalized financial services to its esteemed clientele. The team at Tri-Star Advisors, Inc. offers a comprehensive range of services, serving as registered representatives of a broker-dealer, insurance broker, or agent. While the firm manages less than 30% of their assets under management in 401K and individual accounts, they possess the expertise and capabilities to effectively manage employer funds as well. Notably, all of the assets entrusted to them are under their discretionary control, ensuring optimal decision-making. Catering primarily to high net worth individuals, Tri-Star Advisors, Inc. manages the majority of its assets for this exclusive clientele. Their compensation structure is diverse, including a percentage of assets under management among other models. With a dedicated team of four employees, two of whom provide investment advisory services, Tri-Star Advisors, Inc. ensures a highly personalized approach to client relationships. Each investment advisor manages an average of approximately $27,740,000 in assets, reflecting their deep knowledge and commitment to delivering exceptional results. William Payne and Jon Vaughan are notable veteran registered advisors with the firm, possessing extensive experience and serving as pillars of expertise within the industry. Their commitment to providing exemplary financial guidance has contributed significantly to Tri-Star Advisors, Inc.'s reputation as a trusted partner in wealth management.

ALTRUVISTA LLC is a prominent local investment advisory firm based out of Houston, Texas. With one office, the company is dedicated to providing expert financial guidance and investment advisory services. Among its seven highly skilled employees, five specialize in offering personalized investment strategies to clients. On average, each investment advisor at ALTRUVISTA LLC manages approximately $54,550,000 in assets under management, which aligns with industry standards. The firm's compensation structure is diverse and includes various types, such as a percentage of assets under management and fixed fees. While less than 30% of their assets under management consist of 401(k) and individual accounts, ALTRUVISTA LLC possesses the capability to effectively handle employer funds. Discretionary management accounts for an impressive 97% of the assets they oversee, emphasizing their commitment to providing comprehensive financial solutions. Catering predominantly to high net worth individuals, ALTRUVISTA LLC proudly serves over 40 individual clients, overseeing an impressive $272,771,000 in assets under management. The firm boasts a team of experienced advisors, including Ana Tagtmeyer, Joseph St Thomas, and Ali Nasser, who have been with the company for a considerable period, contributing to its wealth of expertise. ALTRUVISTA LLC is committed to fostering long-lasting relationships with their clients, providing personalized investment strategies, and delivering exceptional financial outcomes. With a deep understanding of the market and an unwavering dedication to client success, they have become a trusted name in the investment advisory industry in Houston, Texas.

Post Oak Private Wealth Advisors, based in Houston, TX, is a distinguished investment advisory firm catering to high net worth individuals. With over 220 individual clients and an impressive $178,355,000 in assets under management, the firm prides itself on delivering comprehensive and personalized financial solutions. While the firm manages a diverse portfolio, including 401K and individual accounts, these represent less than 30% of their assets. However, Post Oak Private Wealth Advisors possesses the expertise to proficiently handle employer funds as well. The firm's management of 100% discretionary assets enables them to make informed decisions tailored to each client's unique goals and risk tolerance. Post Oak Private Wealth Advisors boasts a team of eight highly skilled professionals, all of whom specialize in providing investment advisory services. With an average of $22,290,000 in assets under management per investment advisor, clients benefit from personalized attention and strategic guidance. The compensation structure offered by Post Oak Private Wealth Advisors includes various options such as a percentage of assets under management and hourly charges, ensuring flexibility and aligning with the diverse needs of their clientele. Notably, the firm has a long-standing history of exceptional service, with advisors such as Darrell Hueni, Edmund Borgmeier, and Robert Wyrick, Jr. being among the most tenured and experienced professionals at the company. Post Oak Private Wealth Advisors exemplifies a commitment to helping clients achieve their financial objectives through a comprehensive range of services, strategic expertise, and a team of dedicated professionals.

Waterway Wealth Management, L.L.C., headquartered in The Woodlands, TX, is a highly reputable local investment advisory firm with a strong focus on personalized wealth management services. With over 160 individual clients and an impressive $500,740,000 in assets under management, Waterway Wealth Management has established itself as a trusted partner for individuals seeking expert financial guidance. Operating out of two offices, Waterway Wealth Management caters to a diverse clientele, with a significant portion of their assets managed for high net worth individuals. While their 401K and individual accounts constitute less than 30% of their total assets under management, the firm possesses the capability to effectively manage employer funds. Notably, all the assets they manage are discretionary, allowing for a flexible approach to meet their clients' unique investment needs. The firm's compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring alignment with their clients' objectives and providing transparency in their service offerings. With a dedicated team of 14 employees, including five experienced investment advisors, Waterway Wealth Management maintains an average of approximately $100,150,000 in assets under management per investment advisor, placing them in line with industry averages. Waterway Wealth Management prides itself on its long-standing commitment to delivering superior financial advice and personalized solutions. Notably, the firm boasts several highly tenured advisors, including Jack Cowling, David Michalk, and Daniel Michalk, who bring a wealth of knowledge and expertise to the table. Whether clients seek comprehensive wealth management services or specific investment strategies, Waterway Wealth Management stands ready to navigate the ever-changing financial landscape and help clients achieve their long-term financial goals.

MBR Financial is a leading investment advisory firm based in Houston, Texas. With over 230 individual clients and an impressive $682,332,000 in assets under management, the firm has established itself as a trusted partner in wealth management. While specializing in high net worth individuals, MBR Financial also has the expertise to handle employer funds. Committed to providing comprehensive financial solutions, MBR Financial boasts a team of highly skilled professionals, including five investment advisors out of their total of nine employees. These advisors offer personalized guidance to clients, employing a range of compensation structures tailored to individual needs. These structures may include a percentage of assets under management, hourly charges, fixed fees, or performance-based fees. Setting themselves apart from the competition, MBR Financial demonstrates their dedication to exceptional service through their impressive average assets under management per investment advisor. At approximately $136,470,000, this figure surpasses the industry average, highlighting their commitment to delivering outstanding results for their clients. With a long-standing presence in the industry, MBR Financial has cultivated enduring relationships with their clients. Notable members of their experienced team include Mary Margolis, Alfred Brady, and Daniel Bender, who have contributed to the firm's success through their expertise and commitment. As a local investment advisory firm, MBR Financial is deeply rooted in the Houston community. Their sole office location serves as a hub for delivering top-notch financial guidance and investment strategies to their diverse clientele. With a focus on discretionary asset management, MBR Financial is well-equipped to meet the evolving needs of their valued clients while ensuring the growth and preservation of their wealth.

Oak Harvest Investment Services, based out of Houston, TX, is a prominent local investment advisory firm with a strong focus on personalized financial solutions. With a team of 15 highly skilled professionals, nearly all of whom are dedicated to providing expert investment advisory services, Oak Harvest serves a diverse client base of over 420 individuals. These clients entrust Oak Harvest with their assets, which collectively amount to an impressive $555,008,000 in assets under management. While Oak Harvest Investment Services manages various types of accounts, including 401K and individual accounts, these represent less than 30% of the firm's assets under management. However, they possess the capability and expertise to effectively manage employer funds. Notably, all the assets they manage are done so on a discretionary basis, granting clients peace of mind and the convenience of entrusting their financial decisions to the firm's experienced professionals. Primarily catering to high-net-worth individuals, Oak Harvest Investment Services offers a comprehensive compensation structure that includes multiple options such as a percentage of assets under management and fixed fees. This flexible approach ensures that clients can select a payment arrangement that aligns with their unique financial needs. With an average of $39,640,000 in assets under management per investment advisor, Oak Harvest provides clients with an exceptional level of personalized attention and service. The firm takes pride in the experience and expertise of its team, with notable advisors like Christopher Myrick, Troy Sharpe, and Christopher Perras boasting impressive tenures with the company. In summary, Oak Harvest Investment Services stands as a trusted partner for individuals seeking tailored financial guidance and superior asset management. With their extensive knowledge, personalized approach, and impressive track record, Oak Harvest is committed to helping clients achieve their financial goals with confidence.

Threadgill Financial, LLC is a highly esteemed investment advisory firm based in Spring, TX, specializing in managing assets for high net worth individuals. With over 230 individual clients and an impressive $283,898,000 in assets under management, the firm has established itself as a trusted partner in wealth management. As a small but robust company, Threadgill Financial operates from two offices and offers comprehensive investment advisory services. While their portfolio comprises less than 30% of 401K and individual accounts, they possess the expertise to efficiently manage employer funds. Notably, all the assets they manage are under the firm's discretion, ensuring focused and strategic investment decisions. Threadgill Financial's compensation structure is designed to align their success with their clients' growth. It includes various types of fees, such as a percentage of assets under management and performance-based fees, reflecting their commitment to delivering exceptional results. With a total of two dedicated employees, each providing investment advisory services, Threadgill Financial maintains an impressive average of approximately $141,950,000 in assets under management per investment advisor, surpassing industry standards. Adam Threadgill and Zachary Threadgill are two of the firm's longest-tenured registered advisors, bringing a wealth of experience and expertise to their clients. Threadgill Financial, LLC takes pride in its client-centric approach, offering personalized strategies tailored to individual financial goals. With a proven track record and a dedication to excellence, the firm continues to empower clients in achieving their long-term financial aspirations.

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.

Rhame & Gorrell Wealth Management is an independent wealth management firm based in The Woodlands, Texas. With over 30 years of experience advising high-net-worth individuals, families, and corporate executives. Our team delivers personalized financial strategies designed to preserve, grow, and protect wealth. We serve as an outsourced CFO for our clients, guiding them through investment management, tax optimization, estate planning, retirement planning, and more. Our collaborative team of credentialed advisors—including CFP®, CPA, CIMA®, and CFA® professionals—leverages deep industry knowledge and cutting-edge tools to create tailored, tax-efficient solutions aligned with each client’s goals. At Rhame & Gorrell Wealth Management, we believe wealth is more than just numbers—it’s about empowering families to live intentionally and leave a legacy. We take pride in our proactive, planning-first approach, providing comprehensive guidance during life’s most complex transitions, including corporate retirement, stock compensation events, and multi-generational planning. Recognized as one of AdvisorHub’s Top 200 RIAs to Watch, our firm is committed to delivering world-class service, built on trust, transparency, and long-term relationships.

EARLY MCCLINTIC & MCMILLAN, LLC is a highly regarded investment advisory firm located in Stafford, TX. With a strong local presence, they have been providing exceptional financial services to clients since their inception. Boasting a substantial client base of over 530 individuals, they manage an impressive $456,286,000 in assets. As a reputable investment advisory firm, Early McClintic & McMillan, LLC has built a solid foundation of expertise in managing employer 401Ks and individual investments. A noteworthy aspect of their portfolio is that approximately 60% of the assets they oversee are discretionary, reflecting their clients' trust in their judgment and financial acumen. The firm employs a team of nine talented professionals, with six dedicated investment advisors offering personalized and comprehensive guidance. Each advisor manages an average of $76,050,000 in assets, which aligns with industry standards. This team includes seasoned experts such as Scott McClintic, Richard Early, and Ian McClintic, who have been with the firm for many years, providing invaluable knowledge and stability. Early McClintic & McMillan, LLC prides itself on offering flexible compensation options to suit their clients' needs. They employ various structures, including a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and aligns their interests with those of their valued clients. With a commitment to integrity and a client-centered approach, Early McClintic & McMillan, LLC continues to excel in the financial advisory industry. Their expertise, combined with their local presence and impressive asset management capabilities, make them a trusted partner for individuals and businesses seeking comprehensive and reliable financial guidance.