Best Wealth Management Companies In Texas

Strategic Capital focuses on fee-based financial advising that breaks away from traditional, complex approaches to wealth management. Their team offers comprehensive planning and investment advice, aiming to make financial concepts clear and accessible. Clients appreciate their patience and personalized guidance, especially when navigating retirement and savings strategies.

Strittmatter Wealth Management Group acts as fiduciaries focused on helping clients achieve financial freedom through retirement, estate, and investment planning. The team provides comprehensive, unbiased advice and ongoing support, with clients appreciating their professionalism, personalized attention, and clear communication throughout the planning process.

Post Oak Private Wealth Advisors offers fiduciary, fee-based financial planning with a focus on transparency and client interests. Their services include portfolio management, 401k rollovers, and estate planning, supported by technology and personal attention. Clients appreciate their clear communication and knowledgeable guidance, especially around retirement planning.

Chessman Wealth Strategies focuses on providing clear, values-based investment advisory services that help clients understand their financial choices. The team offers thorough portfolio reviews, retirement planning, and tax-aware strategies, with clients appreciating their personal approach and detailed explanations. Some find the process requires regular meetings to stay aligned.

Wela Financial Advisory operates under strict fiduciary standards, focusing on personalized financial planning and investment management for select individuals and families. Their team is known for clear communication, thorough research, and building long-term relationships, though their services are best suited for clients seeking a close, ongoing partnership.

The Fox Alliance serves hundreds of families with a comprehensive approach to wealth management and tax services, blending financial planning, investments, insurance, trusts, and estates. Clients appreciate the team’s patient communication, detailed explanations, and personalized strategies, though some note the complexity of their offerings may require close attention.

LP Analyst specializes in independent analysis and advisory services for private equity investors, combining quantitative and qualitative methods. Their platforms support asset monitoring, diligence, and active management, helping clients navigate complex decisions. Clients appreciate the team’s attention to detail and openness to customizing solutions as needs evolve.

Atlas Wealth Advisors specializes in guiding clients through complex financial decisions with clear, personalized plans. Their team offers investment management, retirement planning, and estate strategies, focusing on long-term goals tied to family values. Clients appreciate their responsive communication and ongoing support, though the hands-on approach requires active collaboration.

WestStar’s Wealth Management Division oversees $800 million in assets for high-net-worth individuals and charities on a fiduciary basis, bringing an average of 30 years’ experience in trust, estate, and investment management. The team offers local access to a broad range of financial services, though some customers find the online systems and customer service challenging to navigate.

Financial Synergies Wealth Advisors specializes in fee-only, holistic financial planning and investment management, serving clients for over 30 years. Their team works closely with individuals, families, and businesses to create personalized strategies that address long-term goals and multi-generational wealth. While most clients appreciate the knowledgeable and attentive service, a few have… more...

Financial Synergies Wealth Advisors specializes in fee-only, holistic financial planning and investment management, serving clients for over 30 years. Their team works closely with individuals, families, and businesses to create personalized strategies that address long-term goals and multi-generational wealth. While most clients appreciate the knowledgeable and attentive service, a few have noted mixed experiences with initial phone interactions.

Willis Johnson & Associates specializes in financial planning for corporate professionals, particularly those in the energy sector. Their team offers investment advisory, retirement planning, and guidance through market volatility, with clients appreciating their thoughtful, transparent approach. Some find their focus on this niche limits broader service options.

Charles Schwab offers a variety of investment products and brokerage accounts designed to help clients meet diverse financial goals. Their local team provides guidance and financial planning, though some customers find it difficult to reach staff by phone or in person. The office atmosphere is generally welcoming, with occasional concerns about appointment availability.

Jefferson Bank is the sole owner of 1900 Wealth. Jefferson Bank was established in 1946 and has maintained the family-owned attitude of a Texas bank. Jefferson Bank is a solid part of South Texas' banking community for more than 75 years. The bank is independent and locally owned, but it has been well-structured to provide personalized, convenient service. A.J. A.J. Lewis III, Steve C. Lewis, and… more...

Jefferson Bank is the sole owner of 1900 Wealth. Jefferson Bank was established in 1946 and has maintained the family-owned attitude of a Texas bank. Jefferson Bank is a solid part of South Texas' banking community for more than 75 years. The bank is independent and locally owned, but it has been well-structured to provide personalized, convenient service. A.J. A.J. Lewis III, Steve C. Lewis, and Paul E. McSween II are third-generation leaders. 1900 Wealth is made up of highly skilled, experienced financial planners who have accumulated decades of experience. Todd Brockwell is our leader. We are able to preserve and grow wealth due to our depth and breadth of knowledge, passion for what we do, and desire to get maximum results. Jefferson Bank is the sole owner of Monticello Wealth Management. It remains locally owned and independent and is ideally structured to provide personalized, convenient service. We offer a range of services including Investment Management, Advisory Services Consulting, and Family Education & Governance. Trust, Private Banking, Charitable Gifting as well as Oil & Gas Management.

Heritage Financial Planning specializes in fee-only financial planning and investment advice, eliminating conflicts of interest tied to commissions. Their team works with individuals and families, including professionals and entrepreneurs, offering clear guidance on taxes, retirement, and portfolio management. Clients appreciate their knowledgeable, approachable style and thorough explanations.

DJH Capital Management specializes in personalized financial planning with a focus on helping clients clarify and achieve their long-term goals. The team offers retirement planning, tax strategies, and ongoing financial coaching, often praised for responsiveness and clear communication. Some clients note the process requires active involvement to fully benefit.

Focused on financial education and practical tools for achieving financial freedom, Alex Barron offers seminars and coaching that emphasize debt reduction and goal-setting. The team provides clear guidance on managing finances and making lasting investments, with clients appreciating the straightforward, no-pressure approach and actionable advice.

First Command focuses on helping military families build financial security, with many advisors who are veterans or military spouses themselves. Their services include personalized financial planning and investment guidance, often praised for clear explanations and supportive advice. Some clients note concerns about fees and investment performance, so reviewing details carefully is recommended.

Beaird Harris specializes in fee-only wealth management combined with comprehensive tax and accounting services. The team assists individuals, families, and businesses with financial planning, retirement strategies, investment management, and tax preparation. Clients appreciate their thorough knowledge of tax law and a collaborative approach that addresses complex financial needs.

Specializing in comprehensive wealth management planning, Merrill Lynch helps individuals and business owners with strategies for accumulation, preservation, and transfer of wealth. Their services include portfolio management, tax minimization, financing options, and succession planning. Clients appreciate the professional approach, though some investment choices may not suit every investor.

HUB International offers a wide range of services including personal and business insurance, employee benefits, and retirement and private wealth management. The team provides professional support and clear guidance, though some clients note difficulty reaching staff by phone. Customers appreciate the knowledgeable approach and helpful service.

Intercontinental Wealth Advisors specializes in serving high-net-worth clients with a broad range of wealth management and financial planning services. The team is known for honesty, responsiveness, and deep expertise, helping clients navigate complex personal and professional financial challenges. Some clients note that customer service at the reception can feel less welcoming.

Proper Wealth Management focuses on putting clients’ interests first by avoiding conflicts common in larger firms, offering consistent compensation regardless of investment choice. The team provides personalized wealth planning and advice tailored to each client’s unique goals. Clients appreciate the trustworthy, thoughtful guidance and the close, personal approach.

Known for its careful and ethical management of client wealth, RBC Wealth Management offers comprehensive financial planning, investment advice, and retirement preparation. Clients appreciate the team’s honest approach and personalized guidance, though some may initially seek clarity on the full range of services provided.

McGowan Group Asset Management specializes in creating investment plans focused on consistent cash flow to support retirement and business growth. Their team works with individuals, corporations, trusts, and pension plans, providing ongoing portfolio reviews and performance tracking. Clients appreciate their knowledgeable advisors and thoughtful approach to financial strategy.

Clarity Financial Group focuses on helping clients become debt-free as a foundation for reaching their financial goals. The team offers customized portfolios by working with various insurance and brokerage providers, along with access to specialists in long-term care, disability, and Social Security. Clients appreciate their thoughtful advice and trustworthy approach, though experiences may vary.

Fort Wealth Management focuses on retirement and tax planning with a personalized approach to help clients build and maintain comprehensive financial plans. Their team offers advisory services and is known for being patient and attentive, guiding clients through complex decisions. Some clients appreciate the relaxed atmosphere, while others have expressed concerns about the firm’s background.

Charles Schwab offers a broad range of financial services through its brokerage and banking subsidiaries, helping clients align their investments with their financial goals. The team provides investment products, brokerage accounts, and lending services, with knowledgeable consultants available for guidance. Some customers note occasional delays in account access and processing times.

Lawrence Dove, a cofounder of CORE Investment Group, LLC, is also a registered financial consultant*. Lars has helped business owners create solid financial strategies over the past seven years. Lars started, managed, and eventually sold two businesses between the late 1990s and early 2009. Glass Factory Direct was the first, and it was Austin's fastest-growing business, with a revenue of $3… more...

Lawrence Dove, a cofounder of CORE Investment Group, LLC, is also a registered financial consultant*. Lars has helped business owners create solid financial strategies over the past seven years. Lars started, managed, and eventually sold two businesses between the late 1990s and early 2009. Glass Factory Direct was the first, and it was Austin's fastest-growing business, with a revenue of $3 million. Arcadian Inc. was founded by him after he sold Glass Factory Direct. He has been involved in high-end residential and commercial real estate projects. One of these was with the UT School of Architecture. He gained valuable insight from business owners through these experiences, which has made him a trusted source of financial planning advice. Lars Dove is an RFC designee. He also holds Series 6, 63, and 65 insurance licenses. The Texas Department of Insurance has licensed him. Lars founded CORE Investment Group, LLC. Lars received his bachelor's degree with high honors from The College of the Canyons, California. In 2010, Lars also earned an NYLIC University Curriculum certificate.

We are a leading financial planning company founded by Jeremy Sakulenzki. While we serve all age groups, our focus is on protecting retirement savings for baby boomers. We are respected in finance for our disciplined, investment strategy. This is something we don't take lightly. We are not here to make you wealthy, but we want to ensure that you're never in poverty. For confidential, honest… more...

We are a leading financial planning company founded by Jeremy Sakulenzki. While we serve all age groups, our focus is on protecting retirement savings for baby boomers. We are respected in finance for our disciplined, investment strategy. This is something we don't take lightly. We are not here to make you wealthy, but we want to ensure that you're never in poverty. For confidential, honest, open, and transparent financial management, contact us today for a no-obligation, free consultation. Our team will evaluate your retirement strategy to determine if it is working well. We can also help you improve your financial return and security. Jeremy started his career with a passion for helping others to protect their assets. He also has a Texas A&M business degree. Jeremy was interviewed by several financial planning companies and landed numerous job interviews. He was offered a job at New York Life after nearly 10 interviews with the best financial planning firms around. Jeremy realized quickly that despite the fast progress he made, he wasn't able to provide the best possible assistance for his clients. He was a proud heir to the entrepreneurial spirit of his family and resigned from New York Life. South Texas Wealth is a financial planning company that helps Baby Boomers protect their retirement savings against unpredicted, potentially life-altering events. Being the founder of South Texas Wealth, Jeremy is free to offer his clients what is best.

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their client’s needs to help their clients pursue the lives they want. With a deep commitment to placing their client's interests first, Merrill financial advisors draw upon the investment insights of Merrill… more...

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their client’s needs to help their clients pursue the lives they want. With a deep commitment to placing their client's interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their client’s needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Our financial advisors can provide financial solutions that are based on years of wealth management experience and combined knowledge. Our role is not limited to providing wealth management guidance and advice. Merrill Lynch Wealth Management has a wealth of resources that advisors can use to help with income planning and guidance for concentrated stock investments. They also offer estate planning and other services.