Top 20 RIAs in Houston (2026 Update): Greater Houston's Largest Wealth Management Firms by AUM

Houston is home to one of the largest concentrations of independent wealth management firms in the country, built on a client base of energy executives, entrepreneurs, physicians, and multigenerational family wealth. From Post Oak and the Galleria to The Woodlands and Sugar Land, the Greater Houston area's registered investment advisors manage tens of billions of dollars for individuals and families, not the institutional and asset management giants that also happen to share the city's skyline. For a broader look at how independent firms across the country stack up, see AdvizorPro's Top 100 Independent RIAs ranking.

We ranked firms using AdvizorPro's dataset of SEC-registered investment advisers headquartered in the Greater Houston metro area, sorted by total assets under management. All key insights are based on data as of September 2026.

Houston's Top 20 RIAs at a Glance

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1. Americana Partners, LLC | $9.1B

Americana Partners is a Houston-based, family-office-style wealth management firm serving individuals and families across the country. Founded in 2019, the firm has grown quickly into the largest independent RIA headquartered in Houston.

Key Insights:

• AUM grew roughly 50% year over year, from $6.1B to $9.1B, driven partly by new advisor teams joining the platform.
• 74.2% of client assets ($6.8B) belong to high-net-worth clients, with another 17.4% ($1.6B) from charitable and foundation clients.
• 53 reps and 86 employees serve 1,818 advisory clients, with an average account size of $1.3M.
• Custodies primarily through Charles Schwab, with alternative investment access via a dedicated platform for private equity, hedge funds, and infrastructure.

2. Avidian Wealth Solutions | $4.8B

Avidian Wealth Solutions (formerly STA Wealth Management) serves individuals, families, and business owners, with a dedicated family office division for its wealthiest clients. The firm has more than doubled its AUM over the past three years.

Key Insights:

• AUM increased 19% year over year, from roughly $4.0B to $4.8B.
• 91.3% of client assets ($4.3B) come from high-net-worth households across 1,080 accounts.
• 43 reps and 59 employees across 15 branch offices serve 1,898 advisory clients.
• Uses eMoney for financial planning and custodies primarily through Fidelity.

3. Chilton Capital Management LLC | $3.2B

Chilton Capital Management is a Houston multi-family office offering personalized wealth management alongside specialized equity and REIT strategies.

Key Insights:

• AUM grew 21% year over year, from $2.7B to $3.2B.
• 75.9% of client assets ($2.5B) belong to high-net-worth families across 455 accounts.
• 15 reps and 27 employees serve 999 advisory clients, with an average account size of roughly $1.5M.
• Custodies primarily through Charles Schwab and Pershing.

4. Eagle Global Advisors LLC | $3.1B

Eagle Global Advisors is a Houston multi-family office managing global infrastructure and income-focused strategies for high-net-worth individuals and families, accepting clients both directly and through referral relationships.

Key Insights:

• AUM grew 26% year over year, adding roughly $240M in the past twelve months.
• 57.7% of client assets ($1.8B) belong to individual clients, with the remainder split across pooled vehicles and institutional accounts.
• 8 reps and 24 employees serve 375 advisory clients, with a notably large average account size of $8.5M.
• Runs concentrated infrastructure and energy-transition equity strategies, evident in a 13F portfolio weighted toward midstream and pipeline names.

5. Icon Wealth Partners | $2.6B

Icon Wealth Partners is a Houston-based wealth management firm serving high-net-worth individuals and families, operating as a partner firm within the Focus Financial Partners network.

Key Insights:

• AUM grew 14% year over year, from $2.3B to $2.6B.
• 92.9% of client assets ($2.4B) belong to high-net-worth clients across 341 accounts.
• 18 reps and 22 employees serve 629 advisory clients.
• Uses Black Diamond for portfolio reporting and CAIS for alternative investment access.

6. Corda Investment Management, LLC | $2.0B

Corda Investment Management has guided Houston-area families for more than two decades, with dedicated planning tracks for women investors, retirees, and multigenerational wealth transfer.

Key Insights:

• AUM grew 16% year over year, from $1.7B to $2.0B.
• 79.7% of client assets ($1.6B) belong to high-net-worth clients, with individuals making up another 19.4% ($389M).
• 30 reps and 32 employees across 10 branch offices serve 1,369 advisory clients.
• Custodies exclusively through Charles Schwab.

7. Willis Johnson Wealth | $1.9B

Willis Johnson Wealth specializes in helping corporate executives, including professionals from Houston's major energy companies, navigate complex compensation packages and build long-term wealth.

Key Insights:

• AUM grew 30% year over year, from $1.4B to $1.9B.
• 60.7% of client assets ($1.1B) belong to individual clients, with high-net-worth households making up another 39.1% ($723M).
• 30 reps and 41 employees serve 578 advisory clients across more than 550 households.
• Uses eMoney and Orion for financial planning and portfolio management, custodying primarily through Fidelity.

8. Financial Synergies | $1.8B

For more than 35 years, Financial Synergies has served individuals, families, and business owners in Houston, with dedicated specialties for physicians, executives, and oil and gas professionals.

Key Insights:

• AUM grew 16% year over year, from $1.6B to $1.8B.
• 90.8% of client assets ($1.6B) belong to high-net-worth households across 558 accounts.
• 17 reps and 21 employees serve 928 advisory clients, with an average account size of nearly $2.0M.
• Custodies primarily through Charles Schwab, with Fidelity as a secondary custodian.

9. Tanglewood Total Wealth Management, Inc. | $1.6B

Tanglewood Total Wealth Management has served Houston families since 1991, with a client base concentrated among business owners, entrepreneurs, and retirees.

Key Insights:

• AUM grew 11% year over year, from $1.4B to $1.6B.
• 97.2% of client assets ($1.5B) belong to high-net-worth families across 363 accounts.
• 9 reps and 14 employees serve 417 advisory clients, with an average account size of roughly $1.2M.
• Uses Black Diamond and eMoney, custodying primarily through Charles Schwab.

10. Kings Path Partners LLC | $1.5B

Based in Sugar Land, Kings Path Partners has guided more than 150 Houston-area families through retirement, business transitions, and wealth management, alongside advisory work for companies and foundations.

Key Insights:

• AUM grew 20% year over year, from $1.3B to $1.5B.
• Charitable and foundation clients make up 75.2% of assets ($1.1B), with high-net-worth households contributing another 17.4% ($266M).
• 4 reps and 8 employees serve 182 advisory clients.
• Offers access to alternative investments through iCapital and CAIS alongside traditional portfolio management.

11. Callahan Advisors, LLC | $1.3B

Callahan Advisors is a Houston investment management firm serving individual and family clients directly from a single office.

Key Insights:

• AUM grew 11% year over year, from $1.2B to $1.3B.
• 92.1% of client assets ($1.2B) belong to high-net-worth clients across 243 accounts.
• 7 reps and 11 employees serve 447 advisory clients, with an average account size of roughly $978K.
• Custodies primarily through Charles Schwab.

12. Rhame & Gorrell Wealth Management | $1.3B

Headquartered in The Woodlands, Rhame & Gorrell Wealth Management advises individuals, affluent families, entrepreneurs, and corporate executives, including specialized planning for oil and gas and aviation professionals.

Key Insights:

• AUM grew 19% year over year, from $1.0B to $1.3B, more than quadrupling since 2020.
• 85.8% of client assets ($1.1B) belong to high-net-worth households across 340 accounts.
• 18 reps and 31 employees serve 837 advisory clients, more than 500 of whom receive ongoing financial planning.
• Uses Envestnet and Envestnet MoneyGuide for planning, custodying primarily through Charles Schwab.

13. Childress Capital Advisors, LLC | $1.2B

Childress Capital Advisors is a Houston wealth management firm built around a concentrated group of high-net-worth clients, with an emphasis on personalized service.

Key Insights:

• AUM grew 46% year over year, from $826M to $1.2B, nearly tripling since 2022.
• 77.6% of client assets ($935M) belong to high-net-worth clients, with corporate accounts contributing another 22.3% ($269M).
• 5 reps and 9 employees serve 150 advisory clients, with a large average account size of $8.3M.
• Custodies exclusively through Fidelity.

14. Crossmark Wealth Management, LLC | $1.2B

Crossmark Wealth Management advises individuals, families, and institutions, aligning portfolios with clients' values through faith-based and socially responsible investing strategies.

Key Insights:

• AUM grew 7% year over year, from $1.11B to $1.19B.
• Charitable clients make up 43.1% of assets ($511M), with high-net-worth households contributing another 22.8% ($270M).
• 5 reps and 6 employees across 3 branch offices serve 723 advisory clients.
• Uses Black Diamond for portfolio reporting, custodying primarily through Fidelity.

15. Oak Harvest Investment Services | $1.1B

Oak Harvest Investment Services is a Houston retirement and wealth planning firm serving individuals and families, known locally for its retirement-focused financial education programming.

Key Insights:

• AUM grew 21% year over year, from $941M to $1.1B, more than tripling since 2023.
• 62.7% of client assets ($713M) belong to high-net-worth clients, with individual accounts contributing another 27.1% ($308M).
• 20 reps and 44 employees serve 981 advisory clients.
• Uses Orion for portfolio management, custodying exclusively through Charles Schwab.

16. Avion Wealth | $984.6M

Based in The Woodlands, Avion Wealth (formerly Efficient Wealth Management) provides financial planning for business leaders and high-net-worth professionals.

Key Insights:

• AUM grew 16% year over year, from $849M to $985M.
• 96.8% of client assets ($953M) belong to high-net-worth clients across 269 accounts.
• 12 reps and 15 employees across 3 branch offices serve 300 advisory clients.
• Custodies primarily through Charles Schwab, with Fidelity as a secondary custodian.

17. Tanglewood Legacy Advisors, LLC | $809.0M

Tanglewood Legacy Advisors acts as a "Family CFO" for Houston entrepreneurs planning business exits and affluent families managing multigenerational wealth.

Key Insights:

• AUM grew 44% year over year, from $562M to $809M.
• 90.3% of client assets ($730M) belong to high-net-worth clients across 121 accounts.
• 5 reps and 9 employees serve 185 advisory clients.
• Custodies primarily through LPL Financial, with Charles Schwab as a secondary custodian.

18. Pin Oak Investment Advisors Inc | $784.8M

Pin Oak Investment Advisors describes itself as a family-oriented investment firm focused on multigenerational family wealth, serving Houston clients from two offices.

Key Insights:

• AUM grew 17% year over year, from $672M to $785M.
• High-net-worth clients hold 46.9% of assets ($368M), with pooled investment vehicles used on clients' behalf making up another 47.5% ($373M).
• 6 reps and 12 employees serve 322 advisory clients, with a large average account size of $2.4M.
• Custodies primarily through Charles Schwab.

19. Waterway Wealth Management, L.L.C. | $675.8M

Headquartered in The Woodlands, Waterway Wealth Management is a small team of financial planners serving business owners, executives, and families with relationship-first, holistic planning.

Key Insights:

• AUM grew 22% year over year, from $553M to $676M.
• 95.0% of client assets ($642M) belong to high-net-worth clients across 124 accounts.
• 5 reps and 11 employees serve 143 advisory clients.
• Uses Black Diamond and eMoney, custodying primarily through Fidelity.

20. WJ Interests, LLC | $633.5M

Based in Sugar Land, WJ Interests (operating as WJ Wealth) serves individuals, families, and businesses, with dedicated planning tracks for retirees and transitioning professionals.

Key Insights:

• AUM grew 15% year over year, from $553M to $634M.
• 77.7% of client assets ($492M) belong to high-net-worth clients across 172 accounts.
• 7 reps and 10 employees serve 255 advisory clients.
• Custodies primarily through Charles Schwab.

Closing Thoughts

Houston's largest independent RIAs share a few common threads: rapid AUM growth driven by both organic gains and new advisor teams, deep concentration in high-net-worth and family-office-style planning, and specialized expertise built around the city's energy, medical, and entrepreneurial client base. Firms based in The Woodlands and Sugar Land increasingly rival their Post Oak and Galleria counterparts, reflecting how far Houston's wealth management footprint now extends beyond the urban core.

For firms managing similar books of business, technology choices vary widely, several of the firms on this list rely on platforms like eMoney and Orion, a trend explored further in AdvizorPro's Top RIAs Using eMoney in 2026 roundup. And for teams evaluating where Houston stacks up against other major markets, AdvizorPro's Top RIAs in Boston ranking offers a useful point of comparison.

About AdvizorPro

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