White Wing Wealth Management, LLC is a highly reputable investment advisory firm located in The Woodlands, TX. With over 110 individual clients and an impressive $102,763,000 in assets under management, they have established themselves as a trusted partner in financial planning and wealth management. This small yet dynamic firm operates from a single office, leveraging their local presence to provide personalized services to their diverse client base. Their expertise lies in managing assets from employer 401Ks and individual portfolios, making them well-versed in the intricacies of this space. All of the assets they manage are handled with discretionary authority, giving clients peace of mind and allowing White Wing Wealth Management to make informed investment decisions on their behalf. White Wing Wealth Management employs a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Their goal is to align their interests with those of their clients, ensuring transparency and fostering long-term relationships. The firm consists of a dedicated team of one employee, each providing comprehensive investment advisory services. With an average of approximately $102,760,000 in assets under management per investment advisor, they are in line with industry standards. Notably, Clifton McMillan stands out as one of the firm's longest-tenured registered advisors, having been with the company since 2015. His expertise and experience contribute significantly to the firm's success and client satisfaction. White Wing Wealth Management, LLC strives to deliver exceptional financial guidance and tailored solutions to help their clients achieve their financial goals, making them a trusted choice in the wealth management landscape.

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.

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.

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.

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.

IAS Wealth Management, Inc., based out of The Woodlands, TX, is a highly reputable investment advisory firm serving a diverse clientele. With over 80 individual clients, they manage a substantial $383,356,000 in assets. Specializing in employer 401Ks and individual investments, IAS Wealth Management, Inc. possesses the expertise and qualifications necessary to effectively manage these financial portfolios. The firm prides itself on offering discretionary management for 100% of the assets under their care. This means clients can trust IAS Wealth Management, Inc. to make informed investment decisions on their behalf. Their compensation structure is flexible, with options including a percentage of assets under management, fixed fees, and hourly charges. With a team of six dedicated professionals, four of whom provide investment advisory services, IAS Wealth Management, Inc. ensures personalized attention for each client. Their investment advisors boast an average of approximately $95,840,000 in assets under management, which aligns with the industry average. Notably, the firm has a number of long-tenured advisors, including Jason Henry, Henry Stevens, and John Haynes, who bring a wealth of experience and expertise to their clients. IAS Wealth Management, Inc. continues to build a strong reputation in the financial industry through their commitment to delivering exceptional service, personalized solutions, and prudent investment strategies. Whether individuals or employers seek expert 401K management or comprehensive investment guidance, IAS Wealth Management, Inc. stands as a trusted partner for their financial success.

Engrave Wealth Partners, LLC is a highly regarded local investment advisory firm based in The Woodlands, TX. With a sole office, their team of 7 dedicated professionals provides exceptional investment advisory services to a diverse client base. With an average of $94,920,000 in assets under management per investment advisor, Engrave Wealth Partners performs on par with the industry average. Their compensation structure encompasses various models, including a percentage of assets under management and fixed fees. While their focus is primarily on discretionary management, they possess the expertise and capability to oversee employer funds, although 401K and individual accounts comprise less than 30% of their assets under management. Engrave Wealth Partners caters predominantly to high net worth individuals, skillfully managing over $664,447,000 in assets for more than 200 individual clients. Their impressive portfolio showcases their ability to meet the unique financial goals and objectives of their discerning clientele. The firm takes pride in its experienced team, boasting some of the longest tenured advisors in the industry. Among these exceptional professionals are Felix Pacheco, Gregory Parker, and Taylor Parker, who contribute their extensive expertise and deep understanding of the investment landscape to the success of Engrave Wealth Partners, LLC. Overall, Engrave Wealth Partners, LLC stands out as a trusted investment advisory firm, offering personalized, comprehensive financial solutions to help their clients achieve and engrave lasting wealth.

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.

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.

Roth Financial Partners LLC, a small investment advisory firm headquartered in Kingwood, TX, excels in providing comprehensive financial guidance to its clients. With a single office location, this dynamic firm boasts a team of four dedicated professionals, three of whom specialize in offering expert investment advisory services. Their extensive industry experience and client-centric approach have positioned them as trusted partners in managing wealth and achieving financial goals. Roth Financial Partners LLC maintains an impressive average of approximately $107,630,000 in assets under management per investment advisor, aligning with the industry standard. To ensure fair compensation, the firm employs various remuneration models, including a percentage of assets under management, fixed fees, and hourly charges. Although the firm primarily manages discretionary assets, they possess the capability to oversee employer funds, even though 401K and individual accounts constitute less than 30% of their total assets under management. Catering to high net worth individuals, Roth Financial Partners LLC effectively oversees a diverse portfolio of over $322,898,000 in assets under management, serving more than 110 individual clients. This remarkable achievement can be attributed to the expertise and commitment of their esteemed advisors, including Peter Roth, Eric Johnson, and James Roth, who boast extensive tenures within the firm. With their comprehensive financial services and unwavering dedication to client success, Roth Financial Partners LLC continues to be a prominent player in the investment advisory landscape, assisting individuals in Kingwood, TX, and beyond to navigate the complexities of wealth management and secure a prosperous 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.