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Displaying results 1 to 25 of 83

  • 1

    Posey Capital Management Inc.

    Houston, TX (4.60 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $3,000,000

    We care passionately about helping you make the best possible use of your money. We can help you grow your portfolio, protect your assets, and make wise decisions about retirement and estate planning. NEW CLIENT minimum portfolio size = $3,000,000...

  • 2

    Sweetwater Financial Advisors, LLC

    Sugar Land, TX (21.59 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $500,000

    We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000...

  • 3

    McComsey Asset Management, LLC

    Taylor Lake Village, TX (23.33 miles)

    Services offered: Money Management

    Portfolio requirement: $250,000

    Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Texas, Arizona & Texas. Our NEW CLIENT minimum portfolio size = $250,000...

  • 4

    Living Water Capital Management, LLC

    The Woodlands, TX (31.89 miles)

    Services offered: Money Management

    Portfolio requirement: $1,000,000

    We would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $500,000...

  • 5

    Wrwco, LLC

    P O Box 925798
    Houston, TX

  • 6

    Arbor Wealth Management


    Destin, FL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $500,000

    Come see us for a free consultation when you are in or near Destin, FL. We are a “Fee-Only” Registered Investment Advisory Firm We specialize in portfolio management for high net-worth clients and in retirement planning. Portfolio Min = $500,000.

  • 7

    Sarofim Advisors Group Inc

    Two Houston Center, Suite 2907
    Houston, TX

  • 8

    McMurrey Investment Advisors LLC

    600 Travis Street
    Houston, TX

  • 9

    Crimson Management

    99 Detering, Suite 140
    Houston, TX

  • 10

    Galapagos Partners, L.P.

    55 Waugh Drive, Suite 1130
    Houston, TX

  • 11

    Robert D. Brown Investment Counsel Inc

    2777 Allen Pkwy., Ste 977
    Houston, TX

  • 12

    Huber, Cardono, Moring & Richter, L.P.

    3700 Buffalo Speedway
    Houston, TX

  • 13

    Piedra Capital LTD

    3700 Buffalo Speedway, Ste 520
    Houston, TX

  • 14

    Partnersinwealth, Inc

    3400 Bissonnet Ste 145
    Houston, TX

  • 15

    Columbia Financial Advisors Inc

    12 E. Greenway Plaza Ste 700
    Houston, TX

  • 16

    Stegent Equity Advisors Inc.

    24 Greenway Plaza
    Houston, TX

  • 17

    Callahan, Leighton & Co., LLC

    3555 Timmons Lane
    Houston, TX

  • 18

    Chilton Capital Management Advisors Inc.

    1177 West Loop South
    Houston, TX

  • 19

    Financial Synergies Asset Management Inc

    4265 San Felipe
    Houston, TX

  • 20

    Founders Capital Management Inc

    4400 Post Oak Parkway
    Houston, TX

  • 21

    Heritage Wealth Management

    4400 Post Oak Parkway
    Houston, TX

  • 22

    Matthew Goff Investment Advisor, LLC

    4400 Post Oak Parkway, Suite 2150
    Houston, TX

  • 23

    Texan Capital

    520 Post Oak Blvd
    Houston, TX

  • 24

    5151 Advisors, LLC

    5151 San Felipe, 17th Floor
    Houston, TX

  • 25

    Beacon Financial Advisors LTD

    1800 St. James Place, Suite 101
    Houston, TX

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