For investment firms and asset managers selling into the wealth channel, Houston is not a secondary market. It is a primary target. The metro is home to more than 5,000 financial advisors across every major broker-dealer, private bank, and wirehouse in the market, according to Dakota Marketplace – similar to what we’ve seen in markets like New York City and Boston.
Dakota tracks financial advisors across Houston and every major metro in the country, with 9,000+ verified contacts across broker-dealers, banks, and select RIA hybrids. The advisors featured below were selected using the same data framework that powers the Dakota 500, Dakota's annual independent recognition of leading financial advisors across the United States.
In this article we’ll review ten of the most significant advisor teams in the Houston area.
Top 10 Financial Advisors in Houston
1. The Mott Group Graystone Consulting
Managing $6.0 billion exclusively in retirement plan business, The Mott Group is a Morgan Stanley Graystone Consulting team based in Houston that operates as a dedicated DC consultant. The team's specialized focus on defined contribution plans and retirement-related services makes it one of the largest dedicated retirement consulting practices in the Houston metro.
2. E&G Advisors
Managing approximately $707 million as a fee-only fiduciary RIA, E&G Advisors is a Houston-based firm founded in 2004 that builds custom equity, fixed income, and balanced portfolios for individuals, families, charitable foundations, and 401(k) plans. The firm pairs private wealth management with retirement plan advisory services, working alongside plan administrators to deliver compliance-focused asset management.
3. The Kroencke Group Morgan Stanley
Managing $100 million out of Houston, The Kroencke Group is a Morgan Stanley team operating from the firm's Post Oak Boulevard office in the heart of the Galleria financial corridor. The team delivers wealth management services backed by Morgan Stanley's full advisory and investment platform.
4. Concenture Wealth Management
Managing $350 million as an independent RIA in Houston, Concenture Wealth Management focuses on aligning clients' financial strategies with their broader life goals through a relationship-driven advisory model. The firm emphasizes long-term collaboration and consistency as the foundation of its client experience.
5. Signature Wealth Management UBS PWM
Managing $6.5 billion, Signature Wealth Management is a UBS Private Wealth Management team based in Houston that runs a diversified portfolio strategy spanning public equities, fixed income, real estate, and alternatives — including private equity, hedge funds, and venture capital. The team also specializes in equity compensation plan design, helping corporate clients streamline participant experience and improve plan efficiency.
Want to see every financial advisor in Houston? Dakota Marketplace gives you instant access to 5,000+ Houston-area advisors with verified contact details, AUM data, and investment preference indicators.
6. The Novelli, Vander Voort & Burkett Group Morgan Stanley PWM
Managing approximately $2.17 billion out of downtown Houston, The Novelli, Vander Voort & Burkett Group is a Morgan Stanley Private Wealth Management team delivering multi-service advisory across complex client balance sheets. The team operates within Morgan Stanley's most exclusive advisory tier, built for high-net-worth and ultra-high-net-worth families.
7. Edwards Fitzpatrick Group Raymond James
Managing $2 billion out of Houston's Galleria district, Edwards Fitzpatrick Group is a Raymond James team serving a diverse client base across the Houston metro. The team leverages Raymond James' full advisory and investment platform to deliver customized wealth management.
8. The Noble Group LPL
Managing $1.5 billion out of Sugar Land, Texas, The Noble Group is an LPL-affiliated team that splits its practice between personal and family wealth management and corporate retirement plan consulting. The team's dual focus positions it to serve both individual high-net-worth clients and DC plan sponsors across the Houston metro.
9. VMT Wealth Management Merrill Lynch
Managing $6.4 billion out of downtown Houston, VMT Wealth Management is a Merrill Lynch team focused on integrated wealth planning, investment management, and personalized service for high-net-worth families. The team emphasizes adaptability and clarity, refining its approach as the financial landscape evolves to deliver consistent client outcomes.
10. Tiras Wealth Management Ameriprise
Managing $2.27 billion out of Houston's Greenway Plaza, Tiras Wealth Management is an Ameriprise team delivering comprehensive wealth management services across the Houston metro. The team's client-first approach positions it to address the full range of planning, investment, and advisory needs for individuals and families.
Start Calling on the Right Advisors with Dakota Marketplace
Financial advisors are the largest, and most overlooked, allocator channel in the market. Dakota gives fundraisers and investment sales teams a structured, metro-specific view into this massive audience so you can stop guessing and start booking meetings.
Here’s what you get:
- Organized by Metro Area: Every advisor and financial advisor team in your metro, grouped by location for instant targeting.
- Verified Contact Info: Accurate emails, phone numbers, and office details across broker-dealers, banks, and select RIA hybrids. No bouncing emails or outdated records.
- Investment Preferences and Indicators: Filter by asset class interest, AUM, channel, and advisor attributes to prioritize the right targets before you pick up the phone.
- Form ADV Data: Available for hybrid advisors where applicable, giving you added context on the teams you're approaching.
- LinkedIn Profiles: Fast context on individual advisors for warm, informed outreach.
- Home Office Coverage: Up-to-date research and verified contacts identifying key centers of influence and decision-makers driving platform and product approvals.
- Dakota Recommends: Curated, location-specific recommendations for coffee shops, restaurants, event spaces, and hotels when traveling to meet advisors in Houston and beyond.
Dakota Marketplace is updated daily in real-time and purpose-built for sellers. If you're ready to go beyond a top 10 and see the full advisor picture in Houston and across the country, book a demo here!
