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.

MDK Financial Group, Inc. is a reputable investment advisory firm headquartered in Houston, Texas. With their sole office in the city, they serve a diverse clientele seeking expert financial guidance. Committed to providing exceptional service, MDK Financial Group, Inc. distinguishes itself with a small team of one highly skilled employee who exclusively focuses on delivering comprehensive investment advisory services. With an impressive average of $146,160,000 in assets under management per investment advisor, MDK Financial Group, Inc. stands out as a high-performing firm within the industry. Their compensation structure encompasses various models, including a percentage of assets under management and hourly charges, ensuring flexible options for their valued clients. MDK Financial Group, Inc. has established a strong presence in managing assets from employer 401Ks and individual investors, constituting approximately half of their assets under management. This solid experience in this space is reflected in their proven track record and ability to navigate the complexities of retirement plans and individual financial goals effectively. Of the assets they manage, an impressive 93% are under their discretionary management, indicating the trust clients place in their expertise. With over 450 individual clients, MDK Financial Group, Inc. oversees a substantial portfolio, amounting to over $146,163,000 in assets under management. MDK Financial Group, Inc. continues to uphold their commitment to delivering personalized investment advisory services, ensuring their clients' financial well-being and long-term success.

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.

U.S. Capital Wealth Advisors, LLC is a well-established regional investment advisory firm headquartered in Houston, TX. With a total of 7 offices across the region, they provide comprehensive wealth management services to a diverse clientele. The firm boasts a team of 122 highly skilled professionals, of which 67 specialize in investment advisory services. With an average of approximately $96,950,000 in assets under management per investment advisor, U.S. Capital Wealth Advisors, LLC maintains an industry-average position. Their compensation structure is flexible and includes various types such as a percentage of assets under management and fixed fees. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise to manage employer funds. Impressively, 72% of the assets they manage are discretionary, showcasing their ability to make informed investment decisions on behalf of their clients. Catering primarily to high-net-worth individuals, U.S. Capital Wealth Advisors, LLC proudly serves over 2,850 individual clients with a remarkable $6,495,737,000 in assets under management. The firm takes pride in its experienced team, with advisors like Bertram Foster, Dallan Maas, and James McDaniel standing out as some of the longest-tenured professionals. U.S. Capital Wealth Advisors, LLC prioritizes providing personalized and strategic financial guidance, ensuring their clients' financial goals are met. With their deep expertise and commitment to excellence, they continue to be a trusted partner for individuals seeking comprehensive wealth management solutions.

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.

Trinity Legacy Partners, LLC, a local investment advisory firm based in Houston, TX, is dedicated to providing comprehensive financial solutions to its clients. With a team of seven talented professionals, including six experienced investment advisors, Trinity Legacy Partners offers a wide range of investment advisory services. Their expertise and commitment to client success have earned them a reputation for excellence in the industry. With an average of $78,910,000 in assets under management per investment advisor, Trinity Legacy Partners manages over $335,365,000 in assets for more than 200 individual clients. While specializing in serving high-net-worth individuals, they also possess the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Trinity Legacy Partners' compensation structure is flexible and offers various options, including a percentage of assets under management, hourly charges, and fixed fees. This allows them to tailor their services to meet the unique needs of each client. With two offices in Houston, Trinity Legacy Partners is deeply rooted in the local community. The firm takes pride in its long-tenured advisors, such as Larry Bell, Anthony Garcia, and John Wilkinson, who bring extensive knowledge and experience to their roles. As a trusted partner, Trinity Legacy Partners is committed to helping clients build and preserve their legacies by providing sound financial advice and personalized investment strategies. Their track record of success and dedication to client satisfaction make them a sought-after choice for individuals seeking reliable and comprehensive investment advisory services.

Mosaic Advisors, a reputable investment advisory firm based in Houston, Texas, is committed to providing top-notch financial guidance and wealth management services to their clients. With a strong presence in the local market, Mosaic Advisors operates from a single office, catering to the diverse needs of individuals and businesses alike. At the heart of Mosaic Advisors' success is their team of 14 dedicated professionals, of which 7 specialize in investment advisory services. Drawing from their extensive knowledge and expertise, these advisors deliver tailored investment strategies to help clients achieve their financial goals. On average, each investment advisor at Mosaic Advisors manages approximately $50,410,000 in assets under management, reflecting the firm's ability to handle substantial portfolios effectively. Mosaic Advisors boasts a fair and transparent compensation structure, offering various options such as a percentage of assets under management and fixed fees. With 95% of the assets under their management being discretionary, clients can trust that their investments are being actively monitored and adjusted to maximize returns. Notably, Mosaic Advisors predominantly serves high net worth individuals, evidenced by their impressive portfolio of over 10 individual clients with assets under management exceeding $352,902,000. The firm's unwavering commitment to client satisfaction has fostered long-standing relationships, with several seasoned advisors like Carey Kesner, Brandon Henry, and Jay Goldberg being instrumental in the company's growth and success. Whether it's developing comprehensive investment strategies, managing diverse portfolios, or providing sound financial advice, Mosaic Advisors remains a trusted partner for individuals seeking professional guidance in wealth management.

Cypress Asset Management Inc, a small investment advisory firm based out of Houston, TX, is dedicated to providing personalized financial solutions to their clients. With one office serving their diverse clientele, Cypress Asset Management Inc is driven by a team of five highly skilled professionals, three of whom specialize in offering expert investment advisory services. Benefiting from their extensive industry knowledge, Cypress Asset Management Inc manages an average of approximately $99,340,000 in assets per investment advisor, aligning with the industry average. Their compensation structure encompasses various models, including a percentage of assets under management, ensuring a mutually beneficial relationship with their clients. Cypress Asset Management Inc exhibits a strong focus on discretion, as 98% of the assets they manage are under their discretionary authority. This approach enables them to make informed decisions based on their clients' financial goals and risk tolerance, striving to maximize returns while minimizing potential risks. With an impressive client base of over 50 individuals, Cypress Asset Management Inc oversees more than $298,025,000 in assets under management. The firm takes pride in their team's dedication and expertise, with Frank Lee and William Garwood serving as two of the longest tenured registered advisors. They have built a reputation for their commitment to delivering exceptional service and tailored investment strategies, earning the trust and loyalty of their clients. Cypress Asset Management Inc continues to position themselves as a trusted partner in the financial realm, leveraging their experience and knowledge to help clients achieve their long-term financial objectives.

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.