The Leading RIAs in Houston | dakota marketplace

RIAs are one of the most dynamic and fast growing channels for investment firms to call on when fundraising. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”

Through dakota marketplace’s database of RIAs, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.

Below are a few RIAs in Houston that we thought you might like to know. For a more detailed list of RIAs in Houston, click here to see for free.

1. Steward Global

AUM: $24.75B

Steward Global - Houston is an RIA specializing in Multi Family Office services. Situated at 5847 San Felipe Street Suite 700, Houston, TX, the firm is part of Steward Partners, formerly under Raymond James' umbrella. Led by Randy Price, The Price Group within Steward Global is dedicated to providing fiduciary-centric advice.

Steward Global manages an impressive AUM of $24.75B and operates within the Houston metro area. The firm's approach emphasizes personalized wealth management services tailored to meet the diverse needs of its clientele. With a focus on upholding fiduciary standards, Steward Global embodies a commitment to delivering tailored financial solutions to its clients.

2. Gallagher South Central Region

AUM: $9.51B

Gallagher South Central Region operates as an RIA with a specialization in DC Consultant services. The firm is located at 1900 W Loop S, Suites 1500, 1600, 1700, B12C, Houston, TX. As part of Arthur J. Gallagher & Co., a global insurance brokerage and risk management services firm, the South Central Region focuses on employee benefits consulting and brokerage operations, as well as property and casualty insurance services.

The firm manages an AUM of $9.51B. Gallagher South Central Region leverages extensive resources and expertise to deliver tailored risk management and insurance solutions. Their offerings encompass a wide range of services including cyber liability, crisis resilience, health and welfare consulting, and strategies aimed at enhancing organizational wellbeing and performance.

3. Houston Trust Company

AUM: $9.00B

Houston Trust Company is an RIA that prides itself on being the largest privately owned trust company in Texas. Situated at 1001 Fannin Street Suite 700, Houston, TX, the firm manages a substantial $9 billion in assets. Founded in 1994 by James A. Elkins III and David R. Lummis, the company's core values revolve around personal service, fiduciary duty, and independence.

Houston Trust Company adopts a conservative approach to alternative investments, prioritizing risk management and cost efficiency. The firm predominantly invests with Texas-based managers, focusing on traditional asset classes like high-grade equities and bonds. With a strategic emphasis on long-term performance and lower costs, the company maintains a low turnover rate to minimize transaction costs and taxes, safeguarding client returns. The firm's clientele, many of whom are net income trusts, benefit from a singular objective of maximizing yield.

4. CAZ Investments

AUM: $8.65B

CAZ Investments is an RIA specializing in Multi Family Office services. The firm is headquartered at 1 Riverway Suite 2000, Houston, TX, operating within the Houston metro area. CAZ Investments focuses on a diverse range of investments, including real estate, private equity, and marketable securities. They actively seek opportunities to invest in high-potential assets across various industries, leveraging expertise to enhance returns and manage risks effectively.

With an AUM of $8.65B, CAZ Investments explores opportunities in private equity, real estate, hedge funds, and venture capital. The firm maintains a strong conviction in the value and diversification benefits offered by these strategies. They are known for seeking asymmetric return profiles through access to private equity, venture capital, and alternative strategies, often partnering with other institutional managers to offer differentiated opportunities, including co-investments and niche strategies.

5. US Capital Wealth Advisors

AUM: $7.28B

The organization known as US Capital Wealth Advisors functions as a RIA specializing in Multi Family Office services. Situated at 4444 Westheimer Road Suite G500, Houston, TX, the firm operates within the Houston metro area. Established in 2010, US Capital Advisors offers comprehensive financial services, including Wealth Management and Capital Markets divisions catering to high net worth individuals and institutional clients.

US Capital Wealth Advisors manages an AUM of $7.28B, providing tailored investment solutions such as hedge funds, private equity, real estate, and other alternative assets for enhanced diversification and risk-adjusted returns. Their services encompass investment planning, retirement planning, risk management, tax and estate planning, lending services, and insurance strategies, ensuring a holistic approach to wealth management for client.

6. Linscomb Wealth

AUM: $4.57B

Linscomb Wealth is an RIA specializing in Multi Family Office services. Situated at 1400 Post Oak Boulevard Suite 1000, Houston, TX, the firm has a diverse team with expertise in finance, investment, and advanced degrees in financial planning, accounting, or law.

Linscomb Wealth manages an AUM of $4.57B and offers personalized wealth management solutions incorporating equities, fixed income, real estate, and alternative investments. The firm's investment strategy focuses on achieving optimal risk-adjusted returns through a disciplined process of financial planning, strategic asset allocation, and continuous portfolio management. With a commitment to transparency and cost-effectiveness, Linscomb Wealth aims to help clients grow their wealth and achieve their financial goals

7. Legacy Trust

AUM: $4.00B

Legacy Trust is an RIA specializing in an Endowment model approach, predominantly focusing on Private Equity, Real Estate, and Energy investments. The firm is headquartered at 1415 Louisiana Street Suite 1900, Houston, TX, operating within the Houston metro area. Established in the mid-'80s, Legacy Trust primarily serves the Cullen and Robertson families, with approximately 10 families in total and over 100 accounts, boasting an AUM of $4B.

Legacy Trust follows an Endowment model with an open architecture that considers both active and passive strategies. The firm's investment portfolio is characterized by a focus on Private Equity, Real Estate, and Energy assets, with a lighter exposure to traditional Fixed Income. Additionally, Legacy Trust engages in PC investments and special situations, reflecting a diversified and tailored approach to wealth management.

8. Avidian Wealth Solutions

AUM: $3.99B

Avidian Wealth Solutions operates as a RIA with a focus on Multi Family Office services. The firm is located at 800 Town and Country Boulevard Suite 220, Houston, TX, and serves clients within the Houston metro area. Established in 2003, Avidian Wealth Solutions provides a comprehensive approach to wealth management that includes financial planning, estate planning, tax strategy, risk management, and investment management.

The firm manages an AUM of approximately $3.99B. Avidian Wealth Solutions employs a variety of managed investment models and has the capability to allocate to alternative investments such as hedge funds, private equity, real estate, commodities, and managed futures to enhance portfolio diversification.

9. Quotient Wealth Partners

AUM: $3.54B

Quotient Wealth Partners is an RIA specializing in Multi Family Office services. The firm is situated at 1980 Post Oak Boulevard, Suite 100, Houston, TX, operating within the Houston metro area. With over 25 years of experience, they offer tailored financial planning solutions for corporate executives and professionals, emphasizing transparency, integrity, and a client-first approach.

The firm manages an AUM of $3.54B, providing comprehensive wealth management services such as financial planning, retirement planning, tax optimization, personalized investment portfolios, insurance solutions, and estate planning. Their focus on multigenerational planning and collaborative client relationships underscores their commitment to maximizing financial potential and achieving long-term stability through innovative strategies.

10. HUB Retirement and Wealth Management
 
AUM: $2.50B 

HUB Retirement and Wealth Management operates as a RIA with a specialization in DC Consultant services. The firm is located at 9731 Wortham Boulevard, Suite 105, Houston, TX, and serves clients within the Houston metro area. HUB Retirement and Private Wealth offers institutional and retirement services tailored to both for-profit and not-for-profit organizations, as well as customized private wealth management services for individuals and families.

The firm manages an AUM of $2.5B. HUB International's Houston office provides a comprehensive suite of services including insurance and risk management, employee benefits, and personalized retirement strategies. Additionally, the firm emphasizes alternative investments such as infrastructure and direct real estate, alongside ESG investments, to enhance portfolio diversification and align with clients' financial goals through structured investment consulting services.

To see a full list of RIAs in Houston or other metros, book a demo of dakota marketplace!