How can I find an insurance broker near Tomball, Texas?

Mployer lets you search for Tomball, Texas-area insurance brokers, advisors, or consultants in one place. Narrow your results at the top of this page by M Score rating, company size, the type of insurance you're looking for, or even your industry.

How are insurance brokers in Tomball, Texas paid?

Most often business insurance brokers are paid through commissions and fees. Small and mid-size companies' insurance brokers are typically paid through commissions. These are paid to the broker by the insurance company you select. Larger companies often set up a fee-based arrangement instead of a commission-based arrangement with their broker or consultant partner.

Can I compare insurance brokers in the Tomball, Texas area?

It can feel overwhelming to sift through the many brokers in the Tomball, Texas area. It's why Mployer provides a free comprehensive list of all Tomball, Texas insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score. The higher the M Score, the broader the broker's experience. With an M Score, you are empowered to choose the best broker for your company.

What is the difference between an insurance broker, agent, and a consultant in Tomball, Texas?

Insurance brokers, agents, and consultants in Tomball, Texas all have a similar role as they help a business or individual select an insurance company and plan.Agents represent one specific insurance company only for the most part, they sell that insurance company's products.Brokers are often independent and are able to quote multiple insurance company's prices. They are usually paid through a commission from the insurance company selected.Consultants are usually brokers as well, but they work with larger companies and are paid on a fee based arrangement, similar to general management consultants. That is why they are often called consultants.You can use Mployer to find Tomball, Texas based insurance brokers and consultants.

Should I hire an independent Tomball, Texas insurance broker?

Finding the best insurance for your business can feel intimidating, as there are a lot of options in Tomball, Texas. For most organizations, it's beneficial to hire an independent broker.An insurance broker local to the Tomball, Texas area will have familiarity to the Tomball, Texas healthcare systems and insurance plans. This gives Tomball, Texas insurance brokers unique insight that others from out of the area may not have. Also, independent insurance brokers are able to quote you prices for your employees from a wider range of insurance carriers and therefore can often find prices and plans that better fit unique needs.

How do I choose a benefits broker in Tomball, Texas?

It can feel overwhelming to sift through the many brokers in the Tomball, Texas area. That is why Mployer provides a free comprehensive list of all Tomball, Texas insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score.

Can I change my insurance broker?

If you are currently working with a broker, it's important to know that you can always change your insurance broker. Even if you're happy with your broker, it's a good idea to evaluate Tomball, Texas-based insurance brokers often.If you do not feel like you as a business are not receiving the right price or level of service you deserve, you should evaluate a new insurance broker. Mployer provides a free list of Tomball, Texas based insurance brokers and consultants for you to review including customer ratings and independent scores.

Will my insurance broker handle my insurance claims?

Insurance brokers in Tomball, Texas do not specifically handle claims, that is the role of your insurance carrier. Your insurance broker can help you navigate the claims process if needed, especially for large and or questionable claims.

Do all Tomball, Texas brokers have an M Score?

We work hard to ensure every M Score is accurate, helpful, and pushes the insurance brokerage industry to be open and transparent. It's calculated using a brokerage's breadth and depth of experience across industries, employer sizes, and offerings. An industry-first, the M Score is available for most Tomball, Texas-based brokers and more are being added every day.

When is the best time to shop for a new insurance broker?

Making the right insurance choice saves money, helps retain the best employees, and can prevent unforeseen costs. An insurance broker is an invaluable asset so the best time to shop for a new Tomball, Texas-area insurance broker is earlier than you think. Extra time helps identify the skills and capabilities expected of your ideal broker, lets you understand how different brokers deliver different results, and gives you the ability to use neutral third-party tools like Mployer to evaluate broker options.

Find Top Financial Advisors Near Tomball, Texas

Advisors near Tomball, Texas

Location

Illinois

Chicago

Texas

Bellville Fulshear Houston Katy Kingwood Spring Stafford Sugar Land The Woodlands

Filters

Location

Illinois

Chicago

Texas

Bellville Fulshear Houston Katy Kingwood Spring Stafford Sugar Land The Woodlands

Showing 49 - 60 of 72 results

PORTFOLIO ADVISORY COUNCIL,L.L.C.

Houston, Texas

Portfolio Advisory Council, L.L.C. is a reputable investment advisory firm based out of Houston, Texas. With a knowledge cutoff date of 2021, ChatGPT is aware of the existence of Portfolio Advisory Council, L.L.C., but does not have specific information about their operations or client base. However, the provided information reveals that the firm manages an impressive $281,351,000 in assets for over 430 individual clients. As a local investment advisory firm, Portfolio Advisory Council, L.L.C. focuses on delivering personalized financial solutions to its clients. While they have the capacity to manage employer funds, the majority of their assets under management, approximately 85%, are discretionary. This indicates that clients trust the firm's expertise in making investment decisions on their behalf. Portfolio Advisory Council, L.L.C.'s compensation structure offers clients flexibility, featuring various types including a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose the fee structure that aligns best with their needs and preferences. With a team of 10 dedicated employees, including 7 investment advisors, Portfolio Advisory Council, L.L.C. maintains a strong advisor-to-assets ratio. On average, each investment advisor manages approximately $40,190,000 in assets, demonstrating their ability to provide focused attention to their clients' portfolios. The firm prides itself on its experienced team, with notable advisors such as Jerry Smith, John Husbands, and Wendy Korman who have demonstrated their commitment to serving clients over the long term. Portfolio Advisory Council, L.L.C. is committed to helping its clients achieve their financial goals by offering comprehensive investment advisory services and personalized solutions tailored to each client's unique needs.

View Profile

WHITE WING WEALTH MANAGEMENT, LLC

The Woodlands, Texas

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.

View Profile

GCI INVESTORS

Houston, Texas

GCI Investors, headquartered in Houston, TX, is a small investment advisory firm with a strong focus on providing personalized financial solutions to its clients. With a total of four dedicated employees, GCI Investors boasts a team of two experienced professionals who offer expert investment advisory services. The firm manages an impressive average of approximately $42,260,000 in assets under management per investment advisor. GCI Investors' compensation structure is diverse and includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with their clients' needs. GCI Investors has earned the trust of over 100 individual clients who have entrusted them with their financial goals. The firm currently manages a total of over $105,167,000 in assets under management, with a significant portion allocated to high net worth individuals. While 401K and individual accounts make up less than 30% of their assets under management, GCI Investors possesses the capability to manage employer funds as well. All the assets managed by GCI Investors are discretionary, reflecting the firm's commitment to taking a proactive approach in managing investments on behalf of their clients. With a single office in Houston, GCI Investors ensures a personalized and attentive approach to each client's unique investment needs. The firm takes pride in its team of seasoned advisors, including Guy Davis, Shaumo Sadhukhan, and Pasupati Sadhukhan, who have demonstrated their dedication and expertise over the years. GCI Investors aims to continue building strong relationships and delivering excellent financial services to their valued clients.

View Profile

WILLIS JOHNSON & ASSOCIATES, INC.

Houston, Texas

Willis Johnson & Associates, Inc., based out of Houston, TX, is a local investment advisory firm with a team of 29 dedicated professionals. Among them, 15 individuals provide expert investment advisory services to their esteemed clientele. With an average of approximately $126,330,000 in assets under management per investment advisor, the firm maintains a performance level that aligns with the industry average. The compensation structure at Willis Johnson & Associates, Inc. is comprehensive, offering clients various options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. This flexible approach ensures that clients can choose the payment method that suits their individual needs and preferences. With over 380 individual clients and a total of $894,228,000 in assets under management, the firm has established itself as a trusted partner in managing financial portfolios. Impressive experience in employer 401Ks and individual accounts contributes to their success, with these sources accounting for approximately half of their total assets under management. Notably, Willis Johnson & Associates, Inc. manages 95% of the assets under their care on a discretionary basis, showcasing their expertise and ability to make informed investment decisions on behalf of their clients. The firm's commitment to delivering excellent results and personalized service has earned them a solid reputation in the industry. Operating from their Houston office, Willis Johnson & Associates, Inc. benefits from a talented team, including seasoned advisors such as Nicholas Johnson, Robert Lowerre, and Willis Johnson himself. These long-tenured professionals bring their extensive knowledge and expertise to the table, ensuring that clients receive comprehensive and tailored investment solutions.

View Profile

WESTPARK WEALTH ADVISORS, INC.

Houston, Texas

Westpark Wealth Advisors, Inc. is a reputable regional investment advisory firm headquartered in Houston, TX, boasting a network of 12 offices. With a dedicated team of 32 professionals, Westpark Wealth Advisors offers comprehensive investment advisory services to its esteemed clientele. The firm's investment advisors, all highly skilled and experienced, collectively manage an impressive average of $6,870,000 in assets under management per advisor. Committed to transparency and client satisfaction, Westpark Wealth Advisors employs a versatile compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees. The firm predominantly manages over 80% of its assets under management for employer-sponsored 401K plans and individual investors. With their extensive expertise in managing 401K plans, both for employers and employees, they are well-positioned to provide outstanding service in this area. Of the assets they manage, 39% are under discretionary management, showcasing the firm's ability to make informed investment decisions on behalf of their clients. With an extensive client base, Westpark Wealth Advisors serves over 570 individual clients, overseeing a staggering $219,704,000 in assets under management. The firm takes pride in its long-standing advisors, including Bernhard Mundt, Danny Armstrong, and Jesus Rodriguez, who have contributed significantly to the company's success. Their tenure underscores the trust and expertise they bring to the table, ensuring clients receive top-notch guidance and personalized financial strategies. Overall, Westpark Wealth Advisors, Inc. is a distinguished investment advisory firm that combines regional presence, experienced professionals, and a diverse range of services to provide exceptional wealth management solutions to individuals and employers alike.

View Profile

ARKOS GLOBAL ADVISORS, LLC

Houston, Texas

Arkos Global Advisors, LLC is a leading local investment advisory firm based out of Houston, TX. With over 290 individual clients and a substantial $889,566,000 in assets under management, Arkos Global Advisors caters primarily to high net worth individuals. The firm operates from four strategically located offices and offers a range of investment advisory services. While 401K and individual accounts make up less than 30% of their assets under management, Arkos Global Advisors possesses the expertise and capability to effectively manage employer funds. As a testament to their commitment to client satisfaction, 100% of the assets they manage are discretionary, ensuring that clients receive personalized and tailored investment strategies. The firm's compensation structure is comprehensive, offering various options such as a percentage of assets under management and fixed fees. With 16 highly skilled employees, nearly all of whom specialize in providing investment advisory services, Arkos Global Advisors maintains a strong team dedicated to delivering exceptional results. An impressive average of approximately $59,300,000 in assets under management per investment advisor positions Arkos Global Advisors on par with the industry average. Notably, the firm boasts a group of seasoned advisors, including Ethan Pollard, Andrew Dowell, and Jeffrey Thomas, who have garnered extensive experience and expertise during their tenure at the firm. Arkos Global Advisors, LLC is committed to serving its clients' financial needs, offering comprehensive investment advisory services with a focus on maximizing returns and ensuring long-term financial success.

View Profile

THE ADVOCATES

Houston, Texas

The Advocates, a reputable investment advisory firm located in Houston, TX, boasts a team of eight dedicated professionals. Among them, four highly experienced advisors offer top-notch investment advisory services to their esteemed clients. With an impressive average of approximately $40,290,000 in assets under management per investment advisor, The Advocates effectively guides their clients towards financial success. The compensation structure at The Advocates is designed to align their interests with the clients'. It includes various types of fees, such as a percentage of assets under management and performance-based fees, ensuring a fair and mutually beneficial relationship. With over 60 individual clients and an impressive total of $333,581,000 in assets under management, The Advocates primarily caters to high-net-worth individuals. While a smaller portion of their assets is dedicated to 401K and individual accounts, The Advocates possesses the expertise and capability to manage employer funds as well. Notably, all the assets they manage are under discretionary control, allowing the firm to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, The Advocates also provides insurance brokerage and agent services. This comprehensive approach ensures that clients receive well-rounded financial guidance and protection. Situated in Houston, TX, The Advocates operates from a single office, emphasizing their focus on providing personalized service to their clients. The firm takes pride in its long-standing advisors, including Coleman Campbell, Paul Palmer, and Kurt Box, who bring a wealth of experience and expertise to the team. With their commitment to excellence and client-centric approach, The Advocates stands as a trusted partner for individuals seeking professional investment advisory and insurance services.

View Profile

ARETE WEALTH ADVISORS, LLC

Chicago, Illinois

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.

View Profile

CORE CAPITAL MANAGEMENT AND RESEARCH INC.

Houston, Texas

Core Capital Management And Research Inc. is a reputable investment advisory firm based out of Houston, TX. With a solid track record and expertise in financial management, the company serves a diverse clientele of over 40 individual clients. Boasting an impressive $1,237,732,000 in assets under management, Core Capital Management And Research Inc. is entrusted with the responsibility of safeguarding and growing its clients' wealth. As a small but highly efficient firm, Core Capital Management And Research Inc. operates from a single office in Houston. They take pride in their personalized approach, offering tailored investment solutions to meet the unique needs and goals of each client. With 7% of their managed assets falling under discretionary management, the firm exercises a degree of autonomy in making investment decisions on behalf of their clients. Core Capital Management And Research Inc.'s compensation structure reflects their commitment to aligning their interests with their clients'. They employ various fee models, including a percentage of assets under management and fixed fees, ensuring transparency and fairness in their financial dealings. The firm employs a team of three dedicated professionals who collectively provide comprehensive investment advisory services. Each investment advisor manages an average of approximately $412,580,000 in assets, a figure significantly higher than the industry average. Notably, Core Capital Management And Research Inc. boasts a cadre of seasoned advisors, including Sean Conti, John Barry, and Louis Pelz, who have demonstrated long-standing commitment and expertise within the organization. With their client-centric approach, robust asset management, and experienced team, Core Capital Management And Research Inc. stands as a trusted partner for individuals seeking reliable investment advice and wealth management solutions.

View Profile

MONEX ASSET MANAGEMENT, INC.

Houston, Texas

Bellwether Investment Group, LLC is a distinguished investment advisory firm located in Hixson, Tennessee. With three offices strategically positioned, Bellwether Investment Group, LLC caters to a diverse clientele. Their team of four dedicated professionals solely focuses on providing exceptional investment advisory services. On average, each investment advisor at Bellwether Investment Group, LLC oversees approximately $29,690,000 in assets under management, reflecting their commitment to delivering personalized attention to their clients. With over 210 individual clients, the firm is entrusted with an impressive $118,755,000 in assets. While 401K and individual accounts constitute less than 30% of their assets under management, Bellwether Investment Group, LLC possesses the capability to effectively manage employer funds, ensuring comprehensive financial solutions. 92% of the assets managed by Bellwether Investment Group, LLC are under discretionary management, showcasing their expertise in guiding clients' investments with a high degree of autonomy. The firm's compensation structure is designed to accommodate different needs and includes options such as a percentage of assets under management, fixed fees, and hourly charges. Several of the firm's advisors have demonstrated long tenures, contributing to their wealth of experience. Notable individuals among them are Connie West, Martin Summitt, and John Lindsey, who bring extensive knowledge and insight to their clients' investment strategies. In addition to investment advisory services, Bellwether Investment Group, LLC also offers insurance brokerage services, further enhancing their comprehensive approach to wealth management. With their commitment to excellence and client-centric approach, Bellwether Investment Group, LLC stands as a trusted partner in helping individuals and businesses achieve their financial goals.

View Profile

Need Help Selecting an Insurance Advisor?

Let our team create a custom shortlist for you.

MONEX ASSET MANAGEMENT, INC.

Houston, Texas

View Profile

CAMDEN WEALTH ADVISORS LLC

Houston, Texas

Camden Wealth Advisors LLC, headquartered in Houston, TX, is a prominent local investment advisory firm. With 7 strategically located offices, they offer comprehensive investment advisory services to clients. The firm boasts a dedicated team of 6 highly skilled professionals who specialize in providing expert investment advice. On average, each investment advisor manages approximately $46,660,000 in assets under management, which aligns with the industry average. Camden Wealth Advisors LLC adopts a flexible compensation structure, offering various options such as a percentage of assets under management and fixed fees. Notably, 98% of the assets they manage are discretionary, indicating their clients' trust in their expertise and decision-making capabilities. The firm primarily caters to high-net-worth individuals, overseeing a significant portion of their assets. In addition to their investment advisory services, Camden Wealth Advisors LLC also operates as an insurance broker or agent, further expanding their range of financial offerings. With over 50 individual clients and a substantial $279,958,000 in assets under management, the firm has earned a solid reputation in the industry. Camden Wealth Advisors LLC takes pride in its experienced team of advisors, with long-tenured professionals such as Marc Sony, Lena Stinson, and Alvaro Trullenque. Their expertise and commitment to providing exceptional service contribute to the firm's success and client satisfaction. Overall, Camden Wealth Advisors LLC stands as a reliable and respected investment advisory firm in Houston, TX, offering comprehensive financial solutions to high-net-worth individuals and providing exceptional value to their clients' portfolios.

View Profile

RIA ADVISORS

Houston, Texas

Ria Advisors, a local investment advisory firm based out of Houston, TX, is dedicated to providing comprehensive financial solutions to its clients. With a team of 20 highly skilled professionals, Ria Advisors specializes in delivering top-notch investment advisory services. Their exceptional expertise has enabled them to manage an impressive average of approximately $151,770,000 in assets per investment advisor, surpassing the industry average. The firm's compensation structure is designed to offer flexibility and align with clients' needs, featuring various options such as a percentage of assets under management, hourly charges, and fixed fees. Ria Advisors boasts a substantial client base, serving over 840 individual clients and overseeing more than $1,104,057,000 in assets under management. The majority of these assets belong to high-net-worth individuals, reflecting the firm's proficiency in catering to affluent clients. While Ria Advisors primarily manages discretionary assets, comprising a remarkable 91% of their portfolio, they also possess the capability to handle employer funds, demonstrating their versatility in serving diverse financial needs. Operating from four offices across Houston, Ria Advisors ensures accessibility and convenience for their clients. The firm takes pride in its team's extensive industry experience, with notable advisors like Lance Roberts, Richard Rosso, and Connie Mack, who have demonstrated long-standing commitment to delivering exceptional service. Ria Advisors' unwavering dedication to their clients' financial success has solidified their reputation as a trusted partner in the investment advisory space.

View Profile