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Find Retirement Advisors for Retirement Planning in Houston, Texas
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Houston, Texas
Last Updated - July 4, 2025Houston has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 226 non-vetted advisors in your local area. These retirement advisors in Houston, Texas have an average of 27 years of experience.
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List of Qualified Retirement Planning Advisors in Houston, Texas
VERIFIEDDoug Gibson
LUTCF®
SMART Group Houston
Qualifications
CRD# 5626771
Firm CRD# 29087
Series 6, 7, 63, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 6413
Series 7, 8, 9, 10, 24, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDJeff Rhame
CFP®
Rhame & Gorrell Wealth Management
Qualifications
CRD# 2516452
Firm CRD# 283027
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Houston, Texas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 717 Texas Avenue, 22nd Floor Houston, TX, 77002 | $31,722,176,000 | 122 | 301 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 2919 Allen Parkway, 8th Floor Houston, TX, 77019 | $31,714,432,147 | 36 | 1800 | A percentage of AUM |
| 3 | Two Houston Center, 2907 Houston, TX, 77010 | $31,426,186,064 | 3056 | 52 | A percentage of AUM |
| 4 | 2929 Allen Pkwy; L7-20, Houston, TX, 77019 | $25,247,497,902 | 302501 | 1713 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees |
| 5 | 5 Houston Center, 1401 Mckinney St., Suite 1600 Houston, TX, 77010-4037 | $20,236,727,145 | 449 | 40 | A percentage of AUM, Performance Based |
| 6 | 800 Capitol Street, Suite 3600 Houston, TX, 77002 | $19,721,005,094 | 47 | 118 | A percentage of AUM, Performance Based |
| 7 | 600 Travis, Suite 3800, Houston, TX, 77002-3071 | $14,702,325,186 | 432 | 47 | A percentage of AUM, Performance Based |
| 8 | 2229 San Felipe Street, Suite 1300 Houston, TX, 77019 | $12,081,896,000 | 54 | 21 | A percentage of AUM, Performance Based |
| 9 | 2200 Post Oak Blvd., Suite 1580, Houston, TX, 77056 | $8,254,928,308 | 3 | 10 | A percentage of AUM, Performance Based |
| 10 | Two Houston Center, Suite 2907 Houston, TX, 77010-1014 | $7,136,147,196 | 49 | 28 | A percentage of AUM |
| 11 | 15375 Memorial Drive, Suite 200 Houston, TX, 77079 | $6,998,074,433 | 6198 | 51 | A percentage of AUM |
| 12 | 4444 Westheimer Rd., Suite G500 Houston, TX, 77027 | $6,817,172,721 | 10149 | 133 | A percentage of AUM, Fixed fees |
| 13 | One Riverway, Suite 2000 Houston, TX, 77056 | $6,402,686,432 | 8044 | 48 | A percentage of AUM, Performance Based |
| 14 | 4201 Main Street, Suite 370 Houston, TX, 77002 | $6,165,201,671 | 30 | 60 | A percentage of AUM, Performance Based |
| 15 | 3737 Buffalo Speedway, Suite 700 Houston, TX, 77098 | $6,125,288,229 | 22 | 46 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
Information on Top Retirement Planning firms in Houston, Texas
QualificationsFirm CRD# 104536
Assets Under Management $31,722,176,000
No. Of Clients122
Clients Per Financial Advisor0
KAYNE ANDERSON CAPITAL ADVISORS LP is a financial advisory firm situated in Houston, Texas. With a nearly $32B assets under management, the firm specializes in crafting personalized retirement planning solutions for 122 clients. The team consists of 301 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 104561
Assets Under Management $31,714,432,147
No. Of Clients36
Clients Per Financial Advisor0
THE VARIABLE ANNUITY LIFE INSURANCE COMPANY is a financial advisory firm situated in Houston, Texas. With a nearly $32B assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 clients. The team consists of 1800 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Selection for other advisors
QualificationsFirm CRD# 106584
Assets Under Management $31,426,186,064
No. Of Clients3056
Clients Per Financial Advisor59
FAYEZ SAROFIM & CO. is a financial advisory firm situated in Houston, Texas. With a nearly $31B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3056 clients. The team consists of 52 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 42803
Assets Under Management $25,247,497,902
No. Of Clients302501
Clients Per Financial Advisor177
VALIC FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Houston, Texas. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 302501 clients. The team consists of 1713 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (RECOMMEND WRAP ACCOUNTS TO CLIENTS)
QualificationsFirm CRD# 108017
Assets Under Management $20,236,727,145
No. Of Clients449
Clients Per Financial Advisor11
GARCIA HAMILTON & ASSOCIATES LP is a financial advisory firm situated in Houston, Texas. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 449 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 174733
Assets Under Management $19,721,005,094
No. Of Clients47
Clients Per Financial Advisor0
QUANTUM CAPITAL GROUP is a financial advisory firm situated in Houston, Texas. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 clients. The team consists of 118 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 106975
Assets Under Management $14,702,325,186
No. Of Clients432
Clients Per Financial Advisor9
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. is a financial advisory firm situated in Houston, Texas. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 432 clients. The team consists of 47 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 157915
Assets Under Management $12,081,896,000
No. Of Clients54
Clients Per Financial Advisor3
THE ENERGY & MINERALS GROUP is a financial advisory firm situated in Houston, Texas. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 54 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 168761
Assets Under Management $8,254,928,308
No. Of Clients3
Clients Per Financial Advisor0
THE WINDACRE PARTNERSHIP LLC is a financial advisory firm situated in Houston, Texas. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 106590
Assets Under Management $7,136,147,196
No. Of Clients49
Clients Per Financial Advisor2
SAROFIM TRUST CO is a financial advisory firm situated in Houston, Texas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 49 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (TRUST SERVICES)
QualificationsFirm CRD# 113360
Assets Under Management $6,998,074,433
No. Of Clients6198
Clients Per Financial Advisor122
CROSSMARK GLOBAL INVESTMENTS, INC. is a financial advisory firm situated in Houston, Texas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6198 clients. The team consists of 51 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 288199
Assets Under Management $6,817,172,721
No. Of Clients10149
Clients Per Financial Advisor76
U.S. CAPITAL WEALTH ADVISORS, LLC is a financial advisory firm situated in Houston, Texas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10149 clients. The team consists of 133 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 113931
Assets Under Management $6,402,686,432
No. Of Clients8044
Clients Per Financial Advisor168
CAZ INVESTMENTS L.P. is a financial advisory firm situated in Houston, Texas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8044 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 298845
Assets Under Management $6,165,201,671
No. Of Clients30
Clients Per Financial Advisor1
ARA PARTNERS is a financial advisory firm situated in Houston, Texas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 287919
Assets Under Management $6,125,288,229
No. Of Clients22
Clients Per Financial Advisor0
OGAM, LP is a financial advisory firm situated in Houston, Texas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 clients. The team consists of 46 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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