24 financial advisors & firms and 17 insurance agents verified near Houston, TX โ every one cited to the regulator, claimable and removable by the person named.
RIA firm ยท Houston, TX 77019 ยท Registered investment adviser ยท $29.2B AUM
CRD 42803 ยท verify at the regulator
RIA firm ยท Houston, TX 77019 ยท Registered investment adviser ยท $32.9B AUM
CRD 104561 ยท verify at the regulator
RIA firm ยท Houston, TX 77019 ยท Registered investment adviser ยท $133M AUM
CRD 128395 ยท verify at the regulator
RIA firm ยท Houston, TX 77019 ยท Registered investment adviser ยท $299M AUM
CRD 146285 ยท verify at the regulator
RIA firm ยท Houston, TX 77019 ยท Registered investment adviser ยท $7.0B AUM
CRD 157508 ยท verify at the regulator
RIA firm ยท Houston, TX 77019 ยท Registered investment adviser ยท $535M AUM
CRD 173612 ยท verify at the regulator
RIA firm ยท Houston, TX 77019 ยท Registered investment adviser
CRD 174568 ยท verify at the regulator
RIA firm ยท Houston, TX 77019 ยท Registered investment adviser ยท $1.0B AUM
CRD 283269 ยท verify at the regulator
RIA firm ยท Houston, TX 77019 ยท Registered investment adviser ยท $33M AUM
CRD 287725 ยท verify at the regulator
RIA firm ยท Houston, TX 77019 ยท Registered investment adviser ยท $18M AUM
CRD 312295 ยท verify at the regulator
RIA firm ยท Houston, TX 77019 ยท Registered investment adviser ยท $371M AUM
CRD 312630 ยท verify at the regulator
RIA firm ยท Houston, TX 77019 ยท Registered investment adviser ยท $12.0B AUM
CRD 339275 ยท verify at the regulator
Advisor ยท Morgan Stanley ยท Houston, TX ยท Portfolio management for HNW families; River Oaks resident, 40 yrs in industry
Advisor ยท Morgan Stanley ยท Houston, TX ยท Wealth management for Houston families
Advisor ยท Morgan Stanley ยท Houston, TX ยท Wealth management for Houston families and executives
Advisor ยท Wells Fargo Advisors ยท Houston, TX ยท Private wealth: investing, estate planning, wealth preservation
Advisor ยท J.P. Morgan Wealth Management ยท Houston, TX ยท Wealth management for Houston families
Advisor ยท Merrill Lynch ยท Houston, TX 77098 ยท Wealth management, Upper Kirby/River Oaks adjacent
RIA firm ยท Houston, TX 77098 ยท Registered investment adviser ยท $91M AUM
CRD 109118 ยท verify at the regulator
RIA firm ยท Houston, TX 77007 ยท Registered investment adviser ยท $324M AUM
CRD 111779 ยท verify at the regulator
RIA firm ยท Houston, TX 77098 ยท Registered investment adviser ยท $33M AUM
CRD 122643 ยท verify at the regulator
RIA firm ยท Houston, TX 77098 ยท Registered investment adviser ยท $263M AUM
CRD 131097 ยท verify at the regulator
RIA firm ยท Houston, TX 77098 ยท Registered investment adviser ยท $534M AUM
CRD 131658 ยท verify at the regulator
RIA firm ยท Houston, TX 77098 ยท Registered investment adviser ยท $133M AUM
CRD 139804 ยท verify at the regulator
Insurance ยท State Farm ยท Houston, TX 77019 ยท Home/auto โ 2001 Kirby Dr
Insurance ยท Houston, TX ยท Texas windstorm/hail coverage; TWIA and private-market placement
Insurance ยท Houston, TX ยท Texas windstorm and homeowners insurance
Insurance ยท Houston, TX ยท Home, flood and windstorm insurance for Houston/Galveston coastal properties
Insurance ยท Houston, TX ยท Home and auto insurance for River Oaks/Montrose (2117 Dunlavy St)
Insurance ยท Houston, TX ยท Personal insurance for West University Place households
Insurance ยท Houston, TX ยท Home insurance concentrated in West University and Bellaire
Insurance ยท Allstate ยท Houston, TX ยท Auto/home โ Kirby at Bissonnet, serves West University Place
Insurance ยท GEICO ยท Houston, TX ยท Auto and bundled personal lines, Houston metro
Insurance ยท State Farm ยท Houston, TX 77027 ยท Home/auto โ 4543 Post Oak Place
Insurance ยท State Farm ยท Houston, TX 77027 ยท Home/auto โ 4295 San Felipe
Insurance ยท Allstate ยท Houston, TX 77027 ยท Auto/home โ serves West University, Bellaire, Montrose
Insurance ยท State Farm ยท Houston, TX 77005 ยท Home/auto โ 2370 Rice Blvd
Insurance ยท State Farm ยท Houston, TX 77005 ยท Home/auto โ 5615 Kirby Drive
Insurance ยท Bellaire, TX ยท Home and auto brokerage for Bellaire and surrounding Houston
Insurance ยท Bellaire, TX 77401 ยท Home, auto, flood, umbrella for Bellaire/West University Place
Insurance ยท Pearland, TX ยท Windstorm and hail policies for the Texas Gulf Coast incl. Houston
Verified advisors and insurance agents in the places closest to Houston, TX.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing โ always confirm licensure directly with the regulator.