Best Financial Advisors in Houston

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
2,100+
Advisors
4.8/5.0
Average Rating

Houston Financial Landscape

Houston's economy is driven by energy, healthcare, and aerospace sectors. The city hosts 26 Fortune 500 companies, showcasing its robust business environment.

Major industries
Energy, Healthcare, Aerospace
Population
2.3M (metro: 7.3M)
Median household income
$62,000
Unique needs
Houston's diverse economy requires tailored financial strategies to address industry-specific risks.
Market Insights
Economic Growth
According to BEA (2023), Houston's GDP growth outpaced national averages, driven by energy and healthcare sectors.
Wealth Demographics
According to Census (2023), the median household income in Houston is $62,000, reflecting a diverse economic landscape.
Advisor Specializations
Based on BLS (2023), financial advisors in Houston increasingly specialize in energy and real estate investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Houston's cost of living remains below the national average, making it an attractive location for new residents.
Real Estate Market
According to Zillow (2024), Houston's real estate market shows steady appreciation, but concerns about potential bubbles are rising.
Business Environment
According to Fortune (2024), Houston's business climate is favorable, with a strong entrepreneurial spirit and supportive infrastructure.

Top 5 Financial Advisors in Houston

Wilson Wealth Advisors - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Financial Synergies Wealth Advisors
★ ★ ★ ★ ★ 5
49 Financial - Houston Office
★ ★ ★ ★ ★ 5
MDT Financial Advisors, LLC
★ ★ ★ ★ ★ 5
Financial Advisor Houston
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Houston, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Houston-Specific Expertise
For Houston residents working in Energy, Healthcare, Aerospace, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Houston's energy sector concentration poses risks; real estate may face bubble concerns. Prepare for hurricanes and flooding. Diversify investments across industries.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Texas locations

Houston San Antonio Dallas Austin Fort Worth El Paso Arlington Corpus Christi