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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 - April 24, 2025

Houston has 7 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

advisor
vector.svg VERIFIED

Doug 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
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

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advisor
vector.svg VERIFIED

Jeff 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 15 Retirement Planning firms in Houston, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

717 Texas Avenue, 22nd Floor
Houston, TX, 77002
$31,722,176,000122301
A percentage of AUM, Fixed fees, Performance Based
2

2919 Allen Parkway, 8th Floor
Houston, TX, 77019
$31,714,432,147361800
A percentage of AUM
3

Two Houston Center, 2907
Houston, TX, 77010
$31,426,186,064305652
A percentage of AUM
4

2929 Allen Pkwy; L7-20,
Houston, TX, 77019
$25,247,497,9023025011713
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
5

5 Houston Center, 1401 Mckinney St., Suite 1600
Houston, TX, 77010-4037
$20,236,727,14544940
A percentage of AUM, Performance Based
6

800 Capitol Street, Suite 3600
Houston, TX, 77002
$19,721,005,09447118
A percentage of AUM, Performance Based
7

600 Travis, Suite 3800,
Houston, TX, 77002-3071
$14,702,325,18643247
A percentage of AUM, Performance Based
8

2229 San Felipe Street, Suite 1300
Houston, TX, 77019
$12,081,896,0005421
A percentage of AUM, Performance Based
9

2200 Post Oak Blvd., Suite 1580,
Houston, TX, 77056
$8,254,928,308310
A percentage of AUM, Performance Based
10

Two Houston Center, Suite 2907
Houston, TX, 77010-1014
$7,136,147,1964928
A percentage of AUM
11

15375 Memorial Drive, Suite 200
Houston, TX, 77079
$6,998,074,433619851
A percentage of AUM
12

4444 Westheimer Rd., Suite G500
Houston, TX, 77027
$6,817,172,72110149133
A percentage of AUM, Fixed fees
13

One Riverway, Suite 2000
Houston, TX, 77056
$6,402,686,432804448
A percentage of AUM, Performance Based
14

4201 Main Street, Suite 370
Houston, TX, 77002
$6,165,201,6713060
A percentage of AUM, Performance Based
15

3737 Buffalo Speedway, Suite 700
Houston, TX, 77098
$6,125,288,2292246
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
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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
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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
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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)
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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
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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
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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
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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
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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
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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)
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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
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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
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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
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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
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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
View Full Profile

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