Business List: Wealth Management in Houston, TX

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Granite Harbor Advisors 10603 W Sam Houston Pkwy N Ste. 450, Houston, TX 77064
83246xxxx9 aus***@g************.com 5 23 94 2 105
Merrill Lynch Financial Advisor Patrick L Elkins 800 Capitol St, Houston, TX 77002
71365xxxx3 ban********************@m*.com
Fruth Investment Management 820 Gessner Rd # 1640, Houston, TX 77024 71346xxxx3 5 2
Bullogic Wealth Management 3571 Mustang Ridge Ln, Pearland, TX 77584
83254xxxx0 inf*@b*************.com 5 24
The Pathways Wealth Management Group - Morgan Stanley 2800 Post Oak Blvd 18th Fl, Houston, TX 77056
71396xxxx7 acm***********@m************.com
Family Heritage Wealth Management Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Floor, Houston, TX 77027
71395xxxx9
Merrill Lynch Financial Advisor Suzette H Tejeda 800 Capitol St, Houston, TX 77002
71365xxxx5 ann********@m*.com
Robert Maxwell - RBC Wealth Management Financial Advisor 750 Town and Country Blvd Suite 325, Houston, TX 77024
71362xxxx6 rbc*********@r**.com 14777 16000
Merrill Lynch Financial Advisor Bryan Azadian Leonard 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx4 ale*********@m*.com
Merrill Lynch Financial Advisor Shawn D Farrokh 800 Capitol St, Houston, TX 77002
71365xxxx0 ale*********@m*.com
Denham Capital Management LP 700 Louisiana St #3700, Houston, TX 77002
71321xxxx0 ada*******@d************.com 22
NEWBOULD WEALTH MANAGEMENT 3730 Kirby Dr, Houston, TX 77098
71332xxxx6
Americana Partners 811 Louisiana St Suite 2420, Houston, TX 77002
71342xxxx2 ako****@a****************.com 108 139
Wealth Partners Alliance 1512 Center St ste 320, Houston, TX 77007 34660xxxx5
Baird Private Wealth Management 945 Bunker Hill Rd Ste. 300, Houston, TX 77024
87779xxxx4 aat******@r******.com 5 2 8165 958 8700
Merrill Lynch Wealth Management 15375 Memorial Dr, Houston, TX 77079
28149xxxx4 bro*********@m*.com
Bessemer Trust Private Wealth Management Houston TX 109 N Post Oak Ln Suite 205, Houston, TX 77024
71380xxxx0 d*k*@b*******.com
The College Money Guys 2000 N Loop W #200, Houston, TX 77018
71342xxxx0 and***@t******************.com
Houston Financial Wealth Management 2900 N Loop W, Houston, TX 77092
71388xxxx3 ale*********@v*****.com
Texas Avenue Group - Morgan Stanley 717 Texas Ave Suite 3050, Houston, TX 77002
71365xxxx7 acm***********@m************.com
Global Wealth Advisors 520 Post Oak Blvd #450, Houston, TX 77027
97984xxxx0 alv*****@g*********.net
Greenbriar Financial Services 801 Travis St, Houston, TX 77002
71365xxxx0 p.r*****@l**.com
Scott Waltmon - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Suite 1630, Houston, TX 77056
71385xxxx2 rbc*********@r**.com 14767 16000
Founders Capital Management, Inc. 4400 Post Oak Pkwy #2530, Houston, TX 77027
71387xxxx8 aca**@f**************.net 5 1
ROYAL CROWN WEALTH MANAGEMENT 12 Greenway Plz #1100, Houston, TX 77046 83233xxxx7 5 1
RSF Wealth Management 1 Riverway Dr UNIT 900B, Houston, TX 77056
71326xxxx5 bar********@n*.com 5 5 208 213
Vicente Velez - Morgan Stanley Financial Advisor 717 Texas Ave Suite 3050, Houston, TX 77002
71365xxxx5 acm***********@m************.com
The Wealth Club 17171 Park Row Dr Suite #380, Houston, TX 77084
71364xxxx0 sup****@t************.org 3.9 8 3900
Heritage Wealth Management 4400 Post Oak Pkwy # 2510, Houston, TX 77027
71387xxxx0 bre**@h***************.com 162 165
Merrill Lynch Financial Advisor Richard Precious 800 Capitol St, Houston, TX 77002
71365xxxx8 ale*********@m*.com
Elias / Charles Wealth Management - UBS Financial Services Inc. 4400 Post Oak Pkwy 20th Floor, Houston, TX 77027
71335xxxx0
Merrill Lynch Financial Advisor Keith L Standley 800 Capitol St, Houston, TX 77002
71365xxxx3 bri************@b***.com
Lancaster Wealth Management 19500 TX-249 #150, Houston, TX 77070 28188xxxx5 5 2
Merrill Lynch Financial Advisor Mark B Gladstein 800 Capitol St, Houston, TX 77002
71365xxxx9 ale*******@m*.com
Merrill Lynch Financial Advisor Christiane Copeland 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx8 bri************@b***.com
Merrill Lynch Financial Advisor Stephen W Roberts 800 Capitol St, Houston, TX 77002
71365xxxx0 ban********************@m*.com
Morgan Stanley Financial Advisors 717 Texas Ave Suite 3050, Houston, TX 77002
71365xxxx0 acm***********@m************.com
Brian Stanford - TIAA Wealth Management Advisor 6400 Fannin St Suite 2400, Houston, TX 77030
86684xxxx1 acc**********@t***.org 90958 525 91000
Blue Trust | Houston Financial Advisors 952 Echo Ln # 430, Houston, TX 77024
71346xxxx0 aar********@b********.com 5 4 174 12 256
Wealth Standard Financial 4101 Greenbriar Dr #236, Houston, TX 77098
71395xxxx7 joe*@w**********************.com 5 1
Merrill Lynch Financial Advisor Kyle R Kelley 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx2 ale*********@m*.com
Texas 1st Wealth Management 340 N Sam Houston Pkwy E Ste 165S, Houston, TX 77060 28144xxxx9
Fitzgerald Wealth Management 18211 Katy Fwy #225, Houston, TX 77094
28171xxxx0
Capitalwise Wealth Management 802 W 17th St Unit 200, Houston, TX 77008
71340xxxx9 con******@c**********.com 5 11 7
Bur Oak Wealth Management
83281xxxx4 ale*************@b*******.com 5 3
David Brollier - RBC Wealth Management Financial Advisor 1001 Fannin St Suite 1200, Houston, TX 77002
71385xxxx2 wms**********@r**.com 12495 12869
Fitzgerald Wealth Management 3200 Southwest Fwy #1800, Houston, TX 77027
28171xxxx0
Aspire Wealth Advisors 1250 Wood Branch Park Dr Ste 600, Houston, TX 77079
ade********@n*.com 41
Merrill Lynch Wealth Management 17225 El Camino Real Suite 200, Houston, TX 77058
28121xxxx0 ban********************@m*.com 2.3 3
Reveal Wealth Strategies - Ameriprise Financial Services, LLC 5718 Westheimer Rd Suite 1000, Houston, TX 77057
71326xxxx3 cor***********@a***.com 560 564
Merrill Lynch Financial Advisor Nestor J Vicknair 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx8 ann********@m*.com
The Refinery Investment Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Floor, Houston, TX 77027
71394xxxx5 ade********@u**.com
Eagle Global Advisors 1330 Post Oak Blvd # 3000, Houston, TX 77056
71395xxxx0 bqu********@e**********.com 5 2
Andrew Haftek - TIAA Wealth Management Advisor 6400 Fannin St Suite 2400, Houston, TX 77030
86684xxxx1 acc**********@t***.org 90958 525 91000
Willis Johnson & Associates 5847 San Felipe St #1500, Houston, TX 77057
71343xxxx0 aca*****@w*****************.com 5 15 229 14 249
Merrill Lynch Financial Advisor Clayton McCain 800 Capitol St, Houston, TX 77002
71365xxxx0 ale*********@m*.com
Bernstein Global Wealth Management 800 Capitol St Ste 3550, Houston, TX 77002
83236xxxx0 aar**********@b********.com 6894 238 7023
Wes Pruitt - RBC Wealth Management Financial Advisor 750 Town and Country Blvd Suite 325, Houston, TX 77024
71362xxxx5 dra*******@r**.com 677 818
Speight Asset Management, LLC 8300 Farm to Market 1960 Rd W #450, Houston, TX 77070
28146xxxx4 jsm***@s*********************.com 4 1
Houston Wealth Management 1035 Dairy Ashford St #222, Houston, TX 77079 28137xxxx0 adm**@h********.com
RBC Wealth Management Branch - Houston Memorial 750 Town and Country Blvd Suite 325, Houston, TX 77024
71362xxxx0 wms**********@r**.com 14777 16000
Merrill Lynch Financial Advisor Matthew C Jewell 800 Capitol St, Houston, TX 77002
71365xxxx7 ale*********@m*.com
Kanos Capital Management, LLC 1217 S Shepherd Dr UNIT 200, Houston, TX 77019
71380xxxx0 inf*@k***********.com 5 1
Financial Synergies Wealth Advisors, Inc. 4400 Post Oak Pkwy Ste 200, Houston, TX 77027
71362xxxx0 act****@f*****.com 4.5 14 5 2 9
Merrill Lynch Private Wealth Advisor Craig Lambert Massey 800 Capitol St, Houston, TX 77002
71363xxxx6 ale*********@m*.com
Jeffrey Vanover, CFP® | OakStreet Capital Management 700 Milam St #1200, Houston, TX 77002
71380xxxx1 aar************@h****************.com
Merrill Lynch Financial Advisor Joe Guillory 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx0 ale*********@m*.com
Lindsay Lambert - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Suite 1630, Houston, TX 77056
71365xxxx3 rbc*********@r**.com 14777 16000
Texas Wealth Management LLC 18333 Egret Bay Blvd # 600, Houston, TX 77058
28133xxxx0 che***@t********************.com
Northpoint Asset Management 16422 Stuebner Airline Rd Suite 107, Spring, TX 77379
88888xxxx1 bra********@n***********.com 4.3 87 163 187
Merrill Lynch Financial Advisor Nadia Khan 15375 Memorial Dr, Houston, TX 77079
28158xxxx7 ann********@m*.com
Strategic Financial Group 3 Greenway Plz #1500, Houston, TX 77046 71340xxxx0 bra**@m*********.com 3.5 11
Sovereign Wealth Advisors, LLC 3120 Southwest Fwy #500, Houston, TX 77098
71352xxxx0 awe***@s**************.com 4.4 7 179 182
Merrill Lynch Financial Advisor Marcus P. Malonson 800 Capitol St, Houston, TX 77002
71365xxxx5 ann********@m*.com
Merrill Lynch Financial Advisor J. Michael Goodwin 800 Capitol St, Houston, TX 77002
71365xxxx5 ale*********@m*.com
FCA Corp: Wealth Management and Financial Planning 791 Town and Country Blvd #250, Houston, TX 77024
71378xxxx6 aco**@f******.com 5 1
Perceptive Wealth Advisors 5444 Westheimer Rd Suite 1000, Houston, TX 77056
71357xxxx2 amo*@p***************.com 32
Guided Capital Wealth Management 24 Greenway Plz # 1510, Houston, TX 77046
83297xxxx1 inf*@g******************.com 198 3 207
Jeff Clawson - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Suite 1630, Houston, TX 77056
71365xxxx8 rbc*********@r**.com 14802 16000
Merrill Lynch Private Wealth Advisor William Leven 800 Capitol St, Houston, TX 77002
71363xxxx5 ale*********@m*.com
Financial Advisor Houston 8588 Katy Fwy # 320, Houston, TX 77024
71366xxxx0 4.5 8 99 102
M&A Wealth 4515 Briar Hollow Pl Suite 314, Houston, TX 77027
71354xxxx7 adi*@m**********.com 5 13 308 319
Baird Fixed Income Capital Markets 1331 Lamar St #1360, Houston, TX 77010
71323xxxx0 aac*****@r******.com 8171 956 8700
Merrill Lynch Financial Advisor Alex Miller 800 Capitol St, Houston, TX 77002
71363xxxx0 ale*********@m*.com
Merrill Lynch Private Wealth Advisor Tyler Lane 800 Capitol St, Houston, TX 77002
71363xxxx7 ale*********@m*.com
Baylor Asset Management 5111 Chenevert St, Houston, TX 77004
71352xxxx1 ann************@b**********.com 1 1
Merrill Lynch Private Wealth Advisor Malia S. Morales 800 Capitol St, Houston, TX 77002
71363xxxx3 ban********************@m*.com
Merrill Lynch Wealth Management 808 Texas St, Houston, Tx 77002
71387xxxx1 aas***********@m*.com
CORDA Investment Management, LLC 8955 Katy Fwy # 200, Houston, TX 77024
71343xxxx5 aar**@c**************.com 5 7 1276 10
Wealth Development Strategies, LLC 3555 Timmons Ln Suite 910, Houston, TX 77027
71381xxxx3 abi***********@w**************************.com 5 4
Gene Theobald - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Suite 1630, Houston, TX 77056
71365xxxx9 rbc*********@r**.com 14777 16000
Merrill Lynch Financial Advisor Blake A Fox 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx5 ale*********@m*.com
Merrill Lynch Financial Advisor Patricia Wenzel 800 Capitol St, Houston, TX 77002
71365xxxx9 ann********@m*.com
Merrill Lynch Financial Advisor Tyra Gibson 800 Capitol St, Houston, TX 77002
71365xxxx7 ale*********@m*.com
The MCC Wealth Management Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Floor, Houston, TX 77027
71394xxxx7 ale*******@u**.com
Edelman Financial Engines 1885 Saint James Place Suite 1340, Houston, TX 77056
83375xxxx3 aar*******@e**********************.com 5 1 18785 20 20000
Merrill Lynch Financial Advisor Barry W Smith Jr 800 Capitol St, Houston, TX 77002
71365xxxx4 ann********@m*.com
Edward A Mireles, Financial Advisor, Edward Jones Investments 440 Louisiana St Suite 712, Houston, TX 77002
71386xxxx6 a.j*********@e**********.com 5 6 2 29
Merrill Lynch Private Wealth Advisor W. Barry Schneider 800 Capitol St, Houston, TX 77002
71363xxxx8 ann********@m*.com
Paradise Wealth Management Group (PWMG) - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Floor, Houston, TX 77027
71394xxxx1 ale*******@u**.com
Vivien W Owen - Morgan Stanley 717 Texas Ave Suite 3050, Houston, TX 77002
71365xxxx8 acm***********@m************.com 5 1
Merrill Lynch Financial Advisor Margaret E Kirby 800 Capitol St, Houston, TX 77002
71365xxxx9 ale*********@m*.com
Carine Smith - TIAA Wealth Management Advisor 6400 Fannin St Suite 2400, Houston, TX 77030
86684xxxx1 ama******@t***.org 90958 525 91000
Strategic Wealth Designers 2000 W Sam Houston Pkwy S #150, Houston, TX 77042
34638xxxx8 aar**@s*******.com 4.8 64 4740 16 4900
Lucien Harris - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Suite 1630, Houston, TX 77056
71365xxxx9 rbc*********@r**.com 14777 16000
Merrill Lynch Financial Advisor Jason Whitley 800 Capitol St, Houston, TX 77002
71365xxxx7 bri************@b***.com
Linscomb Wealth 1333 W Loop S Suite 1500, Houston, TX 77027
71384xxxx0 her*****@l*************.com 5 2 138
Oshun Financial - Retirement Planning for Women 2929 Allen Pkwy STE. 200, Houston, TX 77019
5 1
Crawford Mickey McGill - Private Wealth Advisor, Ameriprise Financial Services, LLC 5718 Westheimer Rd Suite 1000, Houston, TX 77057
71326xxxx5 cra**************@a***.com 5 2
Avidian Wealth Solutions 800 Town and Country Blvd #220, Houston, TX 77024
28182xxxx0 dav**********@a************.com 5 5 454 18 504
Baird Private Wealth Management 4400 Post Oak Pkwy Ste 2790, Houston, TX 77027
80079xxxx2 bbu***@r******.com 5 1 8165 958 8700
Halbert Hargrove Global Advisors 450 Gears Rd #625, Houston, TX 77067
28187xxxx0 abo*****@h**************.com
Merrill Lynch Financial Advisor Matthew H. Logan II 800 Capitol St, Houston, TX 77002
28170xxxx9 ale*********@m*.com
White Rhino Financial 3040 Post Oak Blvd Ste 1150, Houston, TX 77056 83230xxxx0 4.1 9
Lampe and Son 11110 N Eldridge Pkwy, Houston, TX 77065 28197xxxx0
5 1
Kayne Anderson Capital Advisors 811 Main St floor 14, Houston, TX 77002 71349xxxx0
Crestmont Private Wealth One Riverway Dr Suite 470, Houston, TX 77056
83228xxxx2 inf*@c**********.com
John McIntyre - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Suite 1630, Houston, TX 77056
71388xxxx1 wms**********@r**.com 1 1 14802 16000
Stratam Private Wealth - Ameriprise Financial Services, LLC 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx5 dns*****@a***.com
Gessner Wealth Strategies, LLC 1717 Saint James Place # 625, Houston, TX 77056
71358xxxx8 cta****@g**********************.com 5 6
Charles Schwab 4200 Westheimer Rd ste 100, Houston, TX 77027
71349xxxx8 eri************@s*****.com 3.1 17
Merrill Lynch Financial Advisor Robert C Eger 800 Capitol St, Houston, TX 77002
71365xxxx0 ale*********@m*.com
David Brollier - Rbc Wealth Management Financial Advisor 1001 Fannin St, Houston, Tx 77002 71385xxxx2
Merrill Lynch Financial Advisor John J. Cho 800 Capitol St, Houston, TX 77002
71365xxxx0 ban********************@m*.com
Mariner 1800 Bering Dr #250, Houston, TX 77057
71334xxxx0 aar********@m********************.com 5 2
Seren Wealth Advisors 4545 Post Oak Pl Dr, Houston, TX 77027
83284xxxx8 inf*@s**********.com
Stegent Equity Advisors, Inc. 24 Greenway Plz #515, Houston, TX 77046
71384xxxx0 aud***@s************.com 5 2
Capitalwise Wealth Management 3200 Southwest Fwy #1800, Houston, TX 77027
71340xxxx9 9f7*************************************@w*****************.com 7
Horizon Wealth Advisors, LLC 2603 Augusta Dr Ste 1400 Ste 1400, Houston, TX 77057
71374xxxx0 cha****@h***************.com 5 19 116 2 115
Caplo Advisory 717 Texas St Suite 1200, Houston, TX 77002
71385xxxx8 c18*****************************@s*****.wixpress 5 7 4 9
Pennington Wealth Management - Ameriprise Financial Services, LLC 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx2 dns*****@a***.com
Jack Pendergrast - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Suite 1630, Houston, TX 77056
71365xxxx6 rbc*********@r**.com 14802 16000
River Oaks Wealth Management Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Floor, Houston, TX 77027
71395xxxx6 abc*******@u**.com
One Oak Wealth Management 2001 Kirby Dr #775, Houston, TX 77019
28154xxxx8 jan*****@o***********.com 5 6
Mike Garofalo - Private Wealth Advisor, Ameriprise Financial Services, LLC 800 Bering Dr # 105, Houston, TX 77057
71340xxxx1 ari*********@a***.com 5 23 168 2 184
Merrill Lynch Financial Advisor Phillip W Jones 800 Capitol St, Houston, TX 77002
71365xxxx4 ban********************@m*.com
Merrill Lynch Wealth Management 1001 Fannin St Ste 2100, Houston, Tx 77002
71365xxxx0 aas***********@m*.com
Merrill Lynch Wealth Management 3700 Buffalo Speedway Suite 100, Houston, TX 77098
71399xxxx8 ale*********@m*.com
Merrill Lynch Financial Advisor Jennifer L Medrano 800 Capitol St, Houston, TX 77002
71365xxxx5 ale*********@m*.com
Merrill Lynch Financial Advisor Daniel A Levitt 800 Capitol St, Houston, TX 77002
71365xxxx8 ann********@m*.com
Merrill Lynch Financial Advisor Matthew Biafore 800 Capitol St, Houston, TX 77002
71365xxxx5 ann********@m*.com
Kunal Vyas - TIAA Wealth Management Advisor 6400 Fannin St Suite 2400, Houston, TX 77030
86684xxxx1 ama******@t***.org 90958 525 91000
Marc Sancton - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Suite 1630, Houston, TX 77056
83220xxxx3 wms**********@r**.com 14767 16000
The Goff Financial Group 11 Greenway Plz #1425, Houston, TX 77046
71385xxxx0 d.m*****@g************.com 5 3 54
Manske Wealth Management 1010 N San Jacinto St, Houston, TX 77002
71358xxxx4 adm**@m***********.com
Leslie B. Fox - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Suite 1630, Houston, TX 77056
71388xxxx7 rbc*********@r**.com 14777 16000
Oak Harvest Financial Group 920 Memorial City Way Suite 150, Houston, TX 77024
28131xxxx3 all****@o***********.com 4.9 47 2202 82 2200
Joyce Wealth Management 7880 San Felipe St Suite 115, Houston, TX 77024
71371xxxx0 del**********@j******.com 5 2
Raymond James & Associates 1001 Fannin St #1100, Houston, TX 77002
71357xxxx0 aar************@r***********.com 17474 18000
The Martin Wealth Management Group - UBS Financial Services Inc. 750 Town and Country Blvd Suite 400, Houston, TX 77024
71398xxxx0 ale*******@u**.com
The Condon Group - Morgan Stanley 717 Texas Ave Suite 3050, Houston, TX 77002
71365xxxx0
RBC Wealth Management Branch - Houston Galleria 1980 Post Oak Blvd Suite 1630, Houston, TX 77056
71388xxxx0 wms**********@r**.com 5 1 14777 16000
Wealth Street Capital Management 7077 W 43rd St Ste. 100, Houston, TX 77092
83293xxxx0 3.5 53
RBC Wealth Management Branch - Sugar Land 2150 Town Square Pl Suite 310, Sugar Land, TX 77479
28156xxxx0 joh*******@c*.rbcwealthmanagement 5 1 14802 16000
Portfolio Advisory Council, L.L.C 3 Greenway Plz # 1776, Houston, TX 77046
71357xxxx5 aow***@p**********.com 5 2
David Miller - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Suite 1630, Houston, TX 77056
71388xxxx4 rbc*********@r**.com 14777 16000
Veritas Wealth Management LLC 1800 Bering Dr # 395, Houston, TX 77057 28150xxxx0
Metamorphic Capital 1000 Main St Suite 2300, Houston, TX 77002
28166xxxx5 glb*********@m****************.com 58
Wells Fargo Advisors 1301 Mckinney St, Houston, TX 77010
71365xxxx9 aar*********@w*********.com
Merrill Lynch Financial Advisor Bradley B. Dennison 800 Capitol St, Houston, TX 77002
71365xxxx1 ale*******@m*.com
Advisors Financial 4848 Loop Central Dr #1005, Houston, TX 77081
71365xxxx2 bbe******@c*********************.com
Haven Wealth Group 1111 N Loop W #1110, Houston, TX 77008
71398xxxx0 bar***@h******.com 5 3 523 519
Haywood Wealth Management 1322 Space Park Dr Ste C232, Houston, TX 77058
28184xxxx6 jus***@h************.com 5 19 64 70
3
Brackett Martin Wealth Management - UBS Financial Services Inc. 750 Town and Country Blvd Suite 400, Houston, TX 77024
71396xxxx8 abc***@u**.com
Spears Wealth Management Group - UBS Financial Services Inc. 750 Town and Country Blvd Suite 400, Houston, TX 77024
71398xxxx6 abc*******@u**.com
Oaks Wealth Management 1225 N Loop W Fwy #825, Houston, TX 77008
28188xxxx5 hol**@o*****.com 332 5 340
Merrill Lynch Wealth Management 800 Capitol St, Houston, TX 77002
71365xxxx0 ale*********@m*.com 3.7 3
Merrill Lynch Private Wealth Advisor Champ D. Warren, III 800 Capitol St, Houston, TX 77002
71363xxxx5 ale*********@m*.com
Merrill Lynch Financial Advisor Rebecca J Rush 800 Capitol St, Houston, TX 77002
71365xxxx6 ale*********@m*.com
Merrill Lynch Financial Advisor Cameron T. Sparough 800 Capitol St, Houston, TX 77002
71365xxxx3 ale*********@m*.com
Segment Wealth Management 3040 Post Oak Blvd, Houston, TX 77056
71380xxxx0 bri**********@s********.com 117
Smith Graham & Co. Investment Advisors 600 Travis St # 6900, Houston, TX 77002
71322xxxx0 apa***@s**********.com 5 1
Cornerstone Wealth Management 10497 Town and Country Way #700, Houston, TX 77024
71388xxxx4 gar********@c**************************.net
Chilton Capital Management 1177 W Loop S #1750, Houston, TX 77027
71365xxxx5 ade****@c*************.com
Rethink Wealth 3040 Post Oak Blvd Ste 1150, Houston, TX 77056
83230xxxx0 aja**********@r************.com 5 1
Merrill Lynch Financial Advisor Melissa A. Maier 800 Capitol St, Houston, TX 77002
71365xxxx8 ale*******@m*.com
Star Group Wealth Management 2825 Wilcrest Dr Suite 654, Houston, TX 77042
71378xxxx0 bhi*********@c********.com 34
Merrill Lynch Financial Advisor Jeffrey K Jordan 800 Capitol St, Houston, TX 77002
71365xxxx1 ale*********@m*.com
Merrill Lynch Financial Advisor Vidal H. Ramirez II 800 Capitol St, Houston, TX 77002
71365xxxx4 ale*********@m*.com
Wealth Street Capital Management 7077 W 43rd St, Houston, TX 77092
83293xxxx0 3.5 52
Abundo Wealth 3217 Montrose Blvd Suite 228, #5, Houston, TX 77006
61250xxxx6 and***@a***********.com 5 53
Cove Wealth Management 710 N Post Oak Rd #420, Houston, TX 77024 71382xxxx3
Westwood Wealth Management 3417, 10000 Memorial Dr # 650, Houston, TX 77024
71368xxxx0 aal******@w************.com 3.5 2 5 17 111 10 132
Merrill Lynch Wealth Management 20 Greenway Plz #700, Houston, TX 77046
71354xxxx2 aas***********@m*.com 5 1
Morgan Stanley Private Wealth Advisors 845 Texas Ave Ste 1810, Houston, TX 77002
28165xxxx0 acc**********@m************.com
LaMotta Wealth Management Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Floor, Houston, TX 77027
71394xxxx3 ama*******@u**.com
Jeff Heberling - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Suite 1630, Houston, TX 77056
71385xxxx3 wms**********@r**.com 14777 16000
Consolidated Wealth Management 5300 Memorial Dr Ste 970, Houston, TX 77007 71388xxxx1
Merrill Lynch Financial Advisor Jonathan C Stokes 800 Capitol St, Houston, TX 77002
71365xxxx6 ale*******@m*.com
Edward Jones - Financial Advisor: Edward A Mireles 440 Louisiana St Ste 712, Houston, TX 77002
71322xxxx4 a.j*********@e**********.com 5 6 84516 29
Segment Wealth Management 3040 Post Oak Blvd #1725, Houston, TX 77056
71380xxxx0 bri**********@s********.com
Edward Jones - Financial Advisor: John Kaleh, AAMS™|CRPC™ 602 Sawyer St Ste 440, Houston, TX 77007
71386xxxx6 a.j*********@e**********.com 5 2 87314 99000
Texan Wealth Advisors 5444 Westheimer Rd, Houston, TX 77056
71340xxxx5 don***@t****.com
Bentele Owens Wealth Management - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Floor, Houston, TX 77027
71394xxxx0 abc*******@u**.com
The Financial Advisory Group, Inc. 5599 San Felipe St # 900A, Houston, TX 77056
71362xxxx0 adv*****@f**********.com 5 2
Texas Wealth Advisors 18540 Northwest Fwy, Houston, TX 77065
83260xxxx6 eov******@t***************.com 10
Merrill Lynch Financial Advisor Marc P Walsh 800 Capitol St, Houston, TX 77002
71365xxxx1 ban********************@m*.com 5 1
Wealth Design Group, LLC. 3040 Post Oak Blvd Ste 1150, Houston, TX 77056
28122xxxx1 ala***********@w****************.net 5 1
B. Riley Wealth Management 4400 Post Oak Pkwy # 1400, Houston, TX 77027
71340xxxx1 aal*******@b***********.com
Manske Wealth Management 1010 N San Jacinto St #200, Houston, TX 77002
71358xxxx4 adm**@m***********.com 5 2
Uptown Wealth Advisors - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Floor, Houston, TX 77027
71395xxxx0 ale*******@u**.com
Merrill Lynch Wealth Management 5775 North Sam Houston Pkwy W, Houston, TX 77086
28186xxxx0 bro*********@m*.com 5 1
Robertson Stephens Wealth Management, LLC 3131 Eastside St, Houston, TX 77098 41550xxxx0 5 1
Bernstein Private Wealth Management 800 Capitol St Suite 3550, Houston, TX 77002
83236xxxx0 aak********@b********.com 6894 238 7023
Robertson Wealth Management 919 Milam St, Houston, TX 77002
71362xxxx7 inf*@r**************.com 5 1
Hawkins Laakso Wealth Management
Merrill Lynch Financial Advisor Corey DiFazio 800 Capitol St, Houston, TX 77002
71365xxxx7 ale*********@m*.com
Allworth Financial 1800 W Loop S Suite 1980, Houston, TX 77027
71362xxxx4 all************@a****************.com 5373 47 5500
Texas First Investment Management | Wealth Management 770 S Post Oak Ln # 340, Houston, TX 77056 71387xxxx0
Crossmark Global Investments 15375 Memorial Dr #200, Houston, TX 77079
71326xxxx0 a@c**************.com 5 6
Mint Wealth Management 12807 Haynes Rd Building H, Houston, TX 77066
28197xxxx0 ada*******@m*****.com 4.5 2 5 34 2635 31 2600
Merrill Lynch Financial Advisor Jeremy C Newton 800 Capitol St, Houston, TX 77002
71365xxxx6 ale*********@m*.com
Tanglewood Total Wealth Management 1400 Post Oak Blvd Suite 800, Houston, TX 77056
71384xxxx0 agu*******@t***************.com
CABRAL ADVISORS LLC Private Wealth Management | Estate Planning North Tower, 700 Milam St Suite 1300, Houston, TX 77002
71365xxxx0 dav**@c*************.com
TRC Capital Partners 1001 McKinney St #525, Houston, TX 77002
71326xxxx9 adm**@t*****************.com 3 2
Yellowstone Wealth Advisors 2503 Robinhood St # 160, Houston, TX 77005
71374xxxx0 hel**@r**********.com 5 6 3 14
Memorial Wealth Group 615 Hallie Dr, Houston, TX 77024
83290xxxx6 lan*********@l**.com 5 1 110 112
Global Financial Services LLC 1330 Post Oak Blvd UNIT 2100, Houston, TX 77056
71396xxxx0 ate****@g********.com 3.7 3
Olive Wealth Management, LLC 1333 Heights Blvd #101, Houston, TX 77008
83230xxxx2 jsm***@o******.com
MainStreet Wealth Management Group - UBS Financial Services Inc. 750 Town and Country Blvd Suite 400, Houston, TX 77024
71396xxxx9 ale*******@u**.com
Merrill Lynch Private Wealth Advisor Christopher Dewhurst 800 Capitol St, Houston, TX 77002
71363xxxx6 ann********@m*.com
RIA Advisors 11750 Katy Fwy Suite 840, Houston, TX 77079
28150xxxx1 bre**@r**********.com 2.7 3 4.8 169 5210 7284 5400
J.P. Morgan Private Bank 712 Main St 10th Floor, Houston, TX 77002
71321xxxx3 abc***@j*******.com 3.2 5 90083 115000
Merrill Lynch Financial Advisor James A. Spangler 800 Capitol St, Houston, TX 77002
71365xxxx4 ale*********@m*.com
Totus Wealth Management 701 N Post Oak Rd Ste 320, Houston, TX 77024
83222xxxx2 dca*****@t******.com 259 2 259
HV Strategic Wealth Management 3700 W Sam Houston Pkwy S Suite 250, Houston, TX 77042
71340xxxx7 ema*********@F*************.com 362 9 353
Hector Contreras - Morgan Stanley 717 Texas Ave Suite 3050, Houston, TX 77002
71365xxxx8
Anderson Sheen Team - Morgan Stanley 845 Texas Ave Ste 1810, Houston, TX 77002
71351xxxx4 acc**********@m************.com
Robare & Jones Wealth Management 20405 TX-249 #350, Houston, TX 77070
28137xxxx6 adm**@j**************.com 4.6 11 47 7
Merrill Lynch Financial Advisor Tommy Tullo 800 Capitol St, Houston, TX 77002
71365xxxx2 ale*********@m*.com
Matthews McIntire Wealth Management - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Floor, Houston, TX 77027
71365xxxx3 abc*******@u**.com
Northern Trust: Michael B Mcduffie: Wealth Manager 600 Bering Dr, Houston, TX 77057 71333xxxx2
Stephen Drake - RBC Wealth Management Financial Advisor 750 Town and Country Blvd Suite 325, Houston, TX 77024
71362xxxx1 rbc*********@r**.com 3 2 14777 16000
Vaughan Nelson Investment Management 600 Travis St #3800, Houston, TX 77002 71322xxxx5 ach**@v************.com
Plains Wealth Management 6019 Schuler St, Houston, TX 77007
28188xxxx3 inf*@p*********************.com 5 4 205 3 241
McKinney Capital Management 8 E Greenway Plaza #1414, Houston, TX 77046
71388xxxx1 cer**@m*********.com 4.8 5 259 23
Camden Wealth Advisors 1330 Post Oak Blvd suite 1200, Houston, TX 77056
71334xxxx0 lst*****@c***********.com
Brownlee Wealth Management 2700 Post Oak Blvd 21st Floor, Houston, TX 77056
28137xxxx0 inf*@b***********************.com 5 3
Walton Anderson Wealth Management Group 750 Town And Country Blvd Ste 325, Houston, TX 77024
71362xxxx0 wms**********@r**.com 14802 16000
Insight Wealth Strategies 1800 W Loop S #1100, Houston, TX 77027
71360xxxx5 agr***@i*************.com 5 1 116 4 132
Merrill Lynch Financial Advisor Ryan M. Boehner 800 Capitol St, Houston, TX 77002
71365xxxx7 ale*******@m*.com
BNY Mellon Wealth Management Houston TX 2229 San Felipe St 15th floor, Houston, TX 77019
83294xxxx8 jen***********@b********.com
Young Lockwood Sauer Wealth Management - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Floor, Houston, TX 77027
71394xxxx2 abc***@u**.com
Merrill Lynch Financial Advisor David Smith 800 Capitol St, Houston, TX 77002
71365xxxx5 ban********************@m*.com
U.S. Capital Wealth Advisors, LLC 4444 Westheimer Rd, Houston, TX 77027
51234xxxx2 com*******@u******.com 5 1
Wealth Management Advisors 18935 Interstate 45, Spring, TX 77388
28144xxxx0 dpe*****@e**************.com 4 1
Watson Wealth Management 1900 W Loop S Suite 650-A, Houston, TX 77027
28160xxxx8 a.w*****@w***************.com
Scott Zindler - Morgan Stanley 717 Texas Ave Suite 3050, Houston, TX 77002
71365xxxx2 acm***********@m************.com
RNS Wealth Management 700 Louisiana St Suite 3950, Houston, TX 77002
83239xxxx5 tem*****************@e******.com 3.7 6
New Capital Management 3355 W Alabama St Suite 275, Houston, TX 77098
71387xxxx4 cb@n*************.com
Strategic Financial Advisors 14550 Torrey Chase Blvd #360, Houston, TX 77014
28144xxxx2 agr******@h***************.com 5 1 3 3
WealthCreate 440 Louisiana St #900, Houston, TX 77002
80070xxxx5 baf*****************************@s*****.wixpress 4.6 22 5 9 1079 1000
Roberts Wealth Management (Sugar Land, TX) 1650 Hwy 6 STE 250, Sugar Land, TX 77478
28127xxxx5 ama*@r************.com 4 5 424 456
Tiras Wealth Management - Ameriprise Financial Services, LLC 11 Greenway Plz, Ste 3000, Houston, TX 77046
71333xxxx0 abi**************@a***.com 469 539
Merrill Lynch Financial Advisor Mallory Gladstein Spence 800 Capitol St, Houston, TX 77002
71365xxxx8 ban********************@m*.com
Stadia Wealth Management 1 Riverway Dr # 900, Houston, TX 77056
28158xxxx5 dan******@n*.com
Kevin Roberts - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Suite 1630, Houston, TX 77056
71385xxxx9 rbc*********@r**.com 14767 16000
Rockefeller Capital Management 1330 Post Oak Blvd # 1100, Houston, TX 77056
ram*****************@r*****.com
CFO Wealth Management - Ameriprise Financial Services, LLC 5151 San Felipe St Ste 2100, Houston, TX 77056
71326xxxx4 cfo****************@a***.com 728 731
Rhame & Gorrell Wealth Management 1330 Lake Robbins Dr #360, The Woodlands, TX 77380
83278xxxx0 bre******@r*******.com 4.8 14 520 4 534
Pangea Financial Group 5718 Westheimer Rd Suite 1000, Houston, TX 77057
80068xxxx1 cwa****@p*****.us 4.9 28
Centre Wealth Management 5252 Westchester Ave #118, Houston, TX 77005 83258xxxx6 5 1
Gapinski Huggins Group of Raymond James - Houston Financial Advisors 500 Dallas St Ste 3400, Houston, TX 77002
71357xxxx7 5 2
Scott Tiras - Private Wealth Advisor, Ameriprise Financial Services, LLC 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx0 abi**************@a***.com 5 2 474 545
Carl Lambert - RBC Wealth Management Financial Advisor 1980 Post Oak Blvd Suite 1630, Houston, TX 77056
71365xxxx4 rbc*********@r**.com 14777 16000
Houston Capital Partners 1710 State St, Houston, TX 77007
71342xxxx0 bga*****@h*****.com 32
Houston, TX Private Wealth Management - UBS Financial Services Inc. 4400 Post Oak Pkwy 20th Floor, Houston, TX 77027
88829xxxx2 ade********@u**.com
J.R. Martinez Wealth Management Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Floor, Houston, TX 77027
71395xxxx2 abc*******@u**.com
Bevill Wealth Management Group - UBS Financial Services Inc. 4400 Post Oak Pkwy 17th Floor, Houston, TX 77027
71394xxxx3 ale*******@u**.com
Raymond James 1111 N Loop W, Houston, TX 77008
71380xxxx9 abc***@r***********.com
Hawkins Laakso Wealth Management 3200 Southwest Fwy #1800, Houston, TX 77027
71340xxxx1 gha*****@h***.net 5 1
Freedom Wealth Management 14511 Old Katy Rd Ste 250, Houston, TX 77079
88823xxxx6 jsm***@f****.com
Concenture Wealth Management 15377 Memorial Dr Ste 340, Houston, TX 77079
71393xxxx0 cca******@c***************.com
First Community Wealth Advisors 15260 FM 529, Houston, TX 77095
28185xxxx0 aar************@r***********.com 17482 18000
Raya Kulkarni - TIAA Wealth Management Advisor 6400 Fannin St Suite 2450/24th Floor, Houston, TX 77030
86684xxxx1 acc**********@t***.org 90958 525 91000
Beacon Wealth Management, LLC 9720 Cypresswood Dr Suite 345, Houston, TX 77070
71353xxxxx3 ksh******@b*******.net
WealthTrust 600 Travis St, Houston, TX 77002
88889xxxx9 bmc*******@w**********.com 11255 37
Merrill Lynch Financial Advisor Jelena Zhang 800 Capitol St, Houston, TX 77002
71365xxxx9 ale*********@m*.com
Wealth Enhancement Group 1800 W Loop S #1900, Houston, TX 77027
71340xxxx0 aba****@w****************.com
Merrill Lynch Financial Advisor J Michael Fox 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx5 ale*********@m*.com
Merrill Lynch Wealth Management 2800 Post Oak Blvd, Houston, TX 77056
71384xxxx0 ale*********@m*.com
TSA Wealth Management 5718 Westheimer Rd #950, Houston, TX 77057
71373xxxx7 inf*@t****.com 9
Post Oak Private Wealth Advisors 1200 Smith St UNIT 610, Houston, TX 77002
28158xxxx0 cli****@p*******************.com 4.9 22
Synergy Wealth Management 950 Echo Ln # 370, Houston, TX 77024 71368xxxx9
Mercer Advisors Wealth Management 5555 San Felipe St #200, Houston, TX 77056
80082xxxx2 aar********@m*************.com 5 1 2837 28 2900
Houston Wealth Group 363 N Sam Houston Pkwy E, Houston, TX 77060
28181xxxx0 sup****@h*****************.com
Kuttin Wealth Management - Ameriprise Financial Services, LLC 3050 Post Oak Blvd UNIT 1710, Houston, TX 77056
71355xxxx4 dns*****@a***.com
Merrill Lynch Financial Advisor JJ DeForest 800 Capitol St, Houston, TX 77002
71365xxxx5 ale*********@m*.com
Merrill Lynch Financial Advisor Michael Schmidt 800 Capitol St, Houston, TX 77002
71363xxxx1 ale*********@m*.com
Bering Street Advisors - Ameriprise Financial Services, LLC 800 Bering Dr # 105, Houston, TX 77057
71340xxxx0 ari*********@a***.com 5 3 169 2 185
Merrill Lynch Financial Advisor Paul M Margraves 800 Capitol St, Houston, TX 77002
71365xxxx5 ale*********@m*.com 5 1
Legacy Asset Management Inc 3411 Richmond Ave. Suite 750, Houston, TX 77046
71335xxxx1 ael****@l**********.com
Post Oak Investment Management, Inc. 4265 San Felipe St #1100, Houston, TX 77027
71396xxxx0 inf*@p****************.com
Financial Synergies Wealth Advisors 4400 Post Oak Pkwy STE 200, Houston, TX 77027
71362xxxx0 act****@f*****.com 4.5 14 463 484
49 Financial - Houston Office 1334 Brittmoore Rd Suite 2610, Houston, TX 77043
51224xxxx1 atl********@4**********.com 4.9 78 5 13 628 20 700
Merrill Lynch Financial Advisor Conner Jordan 800 Capitol St Suite 1900, Houston, TX 77002
71365xxxx0 ale*********@m*.com
Merrill Lynch Private Wealth Advisor Cris Bera 800 Capitol St, Houston, TX 77002
71363xxxx1 ban********************@m*.com
Darrell Pennington - Private Wealth Advisor, Ameriprise Financial Services, LLC 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx2 all********@a***.com 556 2 595
Merrill Lynch Financial Advisor Frank P Breazeale, III 800 Capitol St, Houston, TX 77002
71365xxxx3 ale*********@m*.com
Hill Investment Group | Houston 2001 Kirby Dr #750, Houston, TX 77019
71353xxxx0 abi****@h******************.com 40 2 45
U.S. Capital Wealth Advisors LLC 4444 Westheimer Rd, Houston, TX 77027
71336xxxx0 aca*****@u******.com 3.3 9