Blogs

September 18, 2025

Top 10 Independent RIAs in Houston

Houston has long been recognized as a hub of entrepreneurial energy and wealth creation, and its independent RIAs play a central role in shaping the region’s financial future. These firms oversee tens of billions in client assets, serving high-net-worth families, corporate executives, entrepreneurs, and institutions with a mix of traditional wealth management, advanced planning, and innovative investment strategies. In highlighting the top 10 independent RIAs in Houston by Assets Under Management (AUM), we aim to showcase not only the scale these firms have achieved, but also the breadth of expertise and growth that defines one of the nation’s most dynamic wealth management markets.

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Key insights reflect data as of September 17, 2025, leveraging each RIA’s two most recent ADV filings.

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1) U.S. Capital Wealth Advisors – $7.2B AUM

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U.S. Capital Wealth (USCW) is a boutique, RIA delivering goals-driven, client-centric wealth management—spanning investment management, retirement planning, tax strategy, and legacy/estate planning—for high-net-worth families, business owners, and professionals. Formed from the merger of U.S. Capital’s advisory business and Legacy One Financial Advisors, the firm emphasizes institutional-grade insight and holistic, objective guidance.

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Key Insights:

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Has 74.2% of their assets with High-net-worth individuals
Works with platforms including: eMoney | Envestnet | Envestnet MoneyGuide | Orion | PONTERA.
Works with high-net-worth individuals
Lists 74.5% of their SMA assets with Fidelity/Nfs
Offers: Asset Management, Business Succession, and Charitable Giving
Advisory clients increased from 4,189 to 4,461
Total AUM increased 6.8% ($6,817,172,721 to $7,282,480,817)
Number of employees increased from 122 to 133

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2) Americana Partners – $6B AUM

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Americana Partners is an independent, Houston-based wealth advisory firm serving a select group of high- and ultra-high-net-worth families, entrepreneurs, and institutions with integrated planning, investment management, and family-office-level services. The firm emphasizes capital preservation with access to alternative investments and also operates an international division focused on Latin American UHNW clients.

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Key Insights:

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Has 67.5% of their assets with High-net-worth individuals
Works with platforms including: PONTERA.
Works with high-net-worth individuals
Lists 100.0% of their SMA assets with Charles Schwab & Company
Offers: Asset Management, Business Succession, and Charitable Giving
Advisory clients increased from 1,208 to 1,455
Number of employees increased from 45 to 50
Total AUM increased 23% ($4,945,711,483 to $6,082,612,320)

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3) Linscomb Wealth – $4.5B AUM

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Linscomb Wealth is a Houston-based, fee-only, RIA providing comprehensive financial planning, investment management, and integrated tax, estate, and family-office services for multigenerational families. Founded in 1971 and rebranded from Linscomb & Williams in 2024, the firm is a wholly owned subsidiary of Cadence Bank.

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Key Insights:

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Has 90.1% of their assets with High-net-worth individuals
Works with platforms including: Tamarac.
Works with high-net-worth individuals
Lists 63.0% of their SMA assets with Charles Schwab & Company
Offers: Asset Management, Business Succession, and Charitable Giving
Advisory clients decreased from 1,805 to 1,694
Total AUM increased 6.5% ($4,287,245,316 to $4,566,838,983)
Number of employees increased from 48 to 52

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4) Avidian Wealth Solutions – $3.9B AUM

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Avidian Wealth Solutions is a Houston-based, RIA delivering a boutique family-office experience for high-net-worth families, business owners, and professionals—integrating financial planning, investment management, and tax/estate strategies through a multidisciplinary fiduciary team. With offices in Houston, The Woodlands, Sugar Land, and Austin, Avidian partners with custodians such as Fidelity Institutional and Charles Schwab to help safeguard client assets.

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Key Insights:

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Experienced top 81.5% AUM growth compared to $1B+ RIAs with 0.3% AUM growth.
Has 91.2% of their assets with High-net-worth individuals
Works with platforms including: eMoney | Envestnet MoneyGuide | Orion.
Works with high-net-worth individuals
Lists 80.6% of their SMA assets with Fidelity/Nfs
Offers: 529 Plans
Advisory clients decreased from 3,662 to 1,876
Total AUM increased 28.4% ($3,110,949,035 to $3,994,927,750)
Number of employees increased from 49 to 51

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5) Chilton Capital Management – $2.6B AUM

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Chilton Capital Management, an RIA and Trust Company in Houston, Texas, was founded in 1996 and offers a comprehensive range of investment services to various clients. As an independent organization of experienced professionals, Chilton is dedicated to providing transparent and objective services by charging fees only on assets under management without receiving commissions for product sales. They blend traditional security analysis with innovative strategies to ensure client interests are fully aligned with their own.

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Known for their unparalleled service and commitment to client success, Chilton Capital Management helps individuals and institutions manage their wealth according to highly personalized goals and challenges. Their financial planning services are designed to evolve with clients' needs, from preparing for retirement to optimizing taxes, in order to help them achieve financial peace of mind and success in the future. By providing expert advice and outstanding performance, Chilton serves as a dedicated partner in each client's financial journey.

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Key Insights:

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Has 45% of their assets with High-net-worth individuals
Works with platforms including: eMoney | Envestnet | Tamarac.
Works with high-net-worth individuals
Lists 71.6% of their SMA assets with Charles Schwab & Company
Offers: Asset Management, Estate Planning, and Financial Planning
Advisory clients increased from 773 to 895
Number of employees increased from 28 to 32
Total AUM increased 20.9% ($2,205,361,164 to $2,665,699,649)

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6) Eagle Global Advisors – $2.4B AUM

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Eagle Global Advisors is a Houston-based, RIA founded in 1996, managing U.S. and international equity, energy infrastructure/MLP, and fixed income strategies for institutions and private clients. Led by long-tenured partners, the firm’s “sustainable growth at the right price” philosophy guides research-driven portfolios and a commitment to personalized client service.

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Key Insights:

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Experienced top 80.7% AUM growth compared to $1B+ RIAs with 0.3% AUM growth.
Has 54.4% of their assets with Individuals
Lists 58.8% of their SMA assets with Fidelity/Nfs
Offers: Asset Management and Financial Planning
Advisory clients increased from 362 to 378
Number of employees decreased from 24 to 23
Total AUM increased 26.8% ($1,941,056,987 to $2,461,774,037)

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7) Icon Wealth Partners – $2.2B AUM

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Icon Wealth Partners is a Houston-based, RIA serving a select group of business owners, executives, and multigenerational families with research-driven advice, curated investment opportunities, and highly personalized service. As a Focus Financial Partners firm, ICON pairs comprehensive planning and portfolio management with a boutique approach to help clients preserve and grow wealth across generations.

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Key Insights:

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Has 92.8% of their assets with High-net-worth individuals
Works with platforms including: Black Diamond | CAIS | JP Morgan.
Works with high-net-worth individuals
Lists 100.0% of their SMA assets with Fidelity/Nfs
Offers: Asset Management, Estate Planning, and Financial Planning
Advisory clients increased from 503 to 573
Number of employees increased from 21 to 22
Total AUM increased 18.3% ($1,905,261,319 to $2,254,300,468)

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8) Paul Comstock Partners – $2.2B AUM

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Paul Comstock Partners is a Houston-based, fee-only wealth advisory firm founded in 1983 that provides independent, objective counsel to individuals, multigenerational families, and family offices. It delivers CIO-level wealth management—covering present position analysis, strategic planning, investment management, and outsourced family-office services—to help clients make clear, confident decisions.

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Key Insights:

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Has 77.2% of their assets with High-net-worth individuals
Works with high-net-worth individuals
Lists 77.6% of their SMA assets with Charles Schwab & Company
Offers: Business Succession, Estate Planning, and Insurance
Number of employees increased from 16 to 17
Advisory clients decreased from 144 to 121
Total AUM increased 10.2% ($2,031,373,540 to $2,238,868,684)

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9) Segment Wealth Management – $1.7B AUM

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Segment Wealth Management is a Houston-based, fee-only, RIA founded in 2010 by Gil Baumgarten that provides fiduciary, tax-efficient wealth management for high-net-worth individuals and families. The firm builds long-term, transparent portfolios—primarily individual stocks and ETFs—and pairs investment management with comprehensive planning.

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Key Insights:

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Has 97.3% of their assets with High-net-worth individuals
Works with platforms including: Black Diamond.
Works with high-net-worth individuals
Lists 100.0% of their SMA assets with Charles Schwab & Company
Offers: Asset Management, Business Succession, and Charitable Giving
Advisory clients increased from 223 to 235
Number of employees increased from 9 to 12
Total AUM increased 24.6% ($1,410,130,134 to $1,756,993,490)

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10) Adell Harriman & Carpenter – $1.7B AUM

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Adell, Harriman & Carpenter (AHC) is a Houston-based, independent, fee-only boutique investment manager providing customized portfolio management and financial counseling for individuals and families. Positioning itself as a client’s “financial home,” AHC pairs long-term, research-driven investing with highly personalized service.

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Key Insights:

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