Top Financial Advisors in The Woodlands, TX

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Rhame & Gorrell Wealth Management is the fourth highest-rated firm in The Woodlands. The firm's entire client base are individuals, with the majority of them falling below the high-net-worth threshold. There is no minimum investment requirement for new clients of the firm, although its does impose a $1,000 minimum quarterly fee. Rhame & Gorrell's advisory staff includes six certified financial planners (CFPs), one accredited investment fiduciary (AIF) and two certified investment management analysts (CIMAs). 

The firm provides a range of wealth management services, from financial planning and consulting to investment and portfolio management. The firm's financial planning services typically entail help with estate planning, retirement planning, insurance planning, charitable giving, tax planning and more. It manages all assets on a discretionary basis.

Rhame & Gorrell Wealth Management provides tailored asset management services to clients based upon their individual needs and financial goals. Everything from time horizon to risk tolerance and liquidity needs are taken into account when crafting a portfolio plan for you. Additionally, the firm and its advisors make sure to assess your changing needs on an ongoing basis. Proper asset allocation planning is fundamental to the firm's investment philosophy.

The firm primarily uses charting, fundamental analysis, technical analysis and cyclical analysis to evaluate potential investments. Advisors at the firm often invest in mutual funds, exchange-traded funds (ETFs), debt securities and options to construct client portfolios. Such investments are implemented on both a long- and short-term basis.

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AWM Financial Services is new to the list this year and ranks seventh. The firm and its team of financial advisors oversee assets for a client based comprised exclusively of individuals, most of whom are not high net worth. The firm imposes a minimum of $100,000 to open an account for new clients. 

AWM provides retirement and investment planning, as well as portfolio management services to clients. This includes the creation, implementation and monitoring of financial plans and investment strategies. The firm manages assets on both a discretionary and non-discretionary basis.

AWM focuses on providing investment strategies that are tailored to the objectives of each of its clients. Factors that influence these investment decisions include their financial goals, time horizon and risk tolerance. AWM may use a model portfolio developed by the firm or fully customize a portfolio from scratch. 

While the firm tends to stick to insurance products, fixed-income securities, equities and exchange-traded funds (ETFs), it sometimes turns to other investments to help diversify certain portfolios when necessary. Advisors at AWM use a combination of technical and fundamental analysis to inform their investment decisions. They generally implement strategies using a long-term horizon.

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The second firm on our list is Avion Wealth, which only serves individual clients, with most of them being above the high-net-worth threshold. There's a minimum account size of $1 million here, though this requirement is waivable. 

Avion Wealth offers financial planning and investment advisory services to its clients, and it specializes in retirement planning for aviation industry workers. It also serves many workers in the Texas energy industry, as well as business owners. When it comes to investment management, the firm provides portfolio monitoring and asset allocation services.

Avion Wealth tailors its investment strategies to the needs and long-term objectives of each individual client. This specifically applies to clients' risk tolerance, liquidity needs, time horizon and more. That being said, the firm tends to pursue a buy-and-hold approach instead of making short-term trades. Advisors do not attempt to implement market-timing strategies. The firm also abides by modern portfolio theory (MPT) to maximize returns for your given level of risk.

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Outlook Wealth provides investment advisory services to individuals, families, and small business owners. The firm's advisors assist Clients in developing financial strategies primarily for retirement planning, covering the areas of income planning, investment planning, tax and distribution planning, as well as legacy planning. The range of goals for clients ranges from preservation of capital to growth for themselves, their heirs, or beneficiaries.

The firm requires an annual investment advisory fee for discretionary and/or nondiscretionary investment advisory servicesis negotiable and does not exceed 1. 5% of the total assets placed under OWA’s management/advisement. Fees shall be based on the market value of the assets under management on the last business day of the previous quarter.

Outlook Wealth Managmeent does not provide direct asset management services. However, in the selection of other asset managers for clients, OWA utilizes numerous investment strategies to implement any investment advice given to clients. These strategies may include long-term purchases, short-term purchases, trading and option writing. 

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Investment Advisory Services (IAS), the next firm on our list of top advisors in The Woodlands, works primarily with individual investors. Clients include high-net-worth individuals and investors without high net worths, however the firm does require a minimum of $1 million in investable assets. 

IAS relies on a team-based investment committee that maintains a select list of investments for client portfolios. Portfolios typically include equity securities, equity mutual funds, ETFs and individual fixed income securities. 

The firm bases its investment strategies on the needs of individual clients, taking into account their objectives, risk tolerance and time horizon. The firm seeks to manage risk by diversifying portfolios with equity securities, fixed income securities and cash. IAS typically looks to hold positions for a year or longer and avoids both short-term purchases (holding an asset for less than a year) and trading (selling an asset within 30 days of purchasing it).

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The first firm on our list is HFG Wealth Management. The firm's financial advisors manage this money for a client base consisting mostly of individuals (including both those with and without a high net worth). HFG also advises corporations, charitable organizations and retirement plans. You'll need a minimum of $1 million in investable assets to open an account at this firm. HFG also institutes a $15,000 minimum annual fee.

HFG provides comprehensive wealth management services to its clients. While each client relationship is comprehensive in nature and generally involves both financial consulting and investment advising, each are available on their own. Invested assets are managed on a discretionary basis.

HFG Wealth Management places your financial needs and objectives at the center of your client-advisor relationship. By conducting several meetings with you and thoroughly gathering information, advisors craft custom investment and financial plans that help address every facet of your long- and short-term goals.

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Waterway Wealth Management takes the sixth spot on our list. This firm's financial advisory staff works almost entirely with individuals both with and without a high net worth. It also works with pensions and profit-sharing plans.

Waterway, which also has an office in Albuquerque, New Mexico, offers boths financial planning services and investment advisory services to clients, typically bundled together under the umbrella of "wealth management." The firm strongly believes that financial planning is an important part of wealth management and that it should go hand in hand with portfolio management and other investment services. The firm uses a wrap fee program and manages all assets on a discretionary basis.

Waterway provides tailored investment management services to clients. More specifically, portfolio plans are adjusted according to each client's individual time horizon, liquidity needs, current investments and risk tolerance. Advisors typically use individual debt and equity securities, mutual funds, index funds, ETFs and options to put together client portfolios.

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The Sum and its team of financial advisors oversee assets for a client base comprised solely of individuals. The firm does not impose a minimum asset requirement for new clients. This is a fee-only firm, meaning it receives income solely from client-paid fees. A fee-based firm operates differently, receiving commissions and other forms of third-party compensation in addition to standard charges.

The Sum provides comprehensive financial planning and portfolio management services to clients. This includes the creation, implementation and continuous monitoring of all financial plans and investment strategies. The firm does not manage any assets on a non-discretionary basis.

The Sum focuses on providing investment strategies that are tailored to the objectives of each of its clients. The firm takes note of each client's current financial situation, such as their income levels and tax burdens, as well as risk tolerance and financial objectives. Advisors help with all facets of investing, asset allocation determination, asset selection, portfolio monitoring and more. 

While the firm focuses primarily on fixed-income securities, equities and cash, it sometimes turns to other investments to help diversify certain portfolios when necessary. Advisors at the firm uses a combination of modern portfolio theory (MPT) and asset allocation to inform their investment decisions. They generally implement strategies using a passive investment approach.

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Brownlee Wealth provides investment management as well as ongoing financial planning services. The firm primarily works with individuals, high net-worth individuals and corporations or other businesses. Brownlee has a particular focus on employees of large energy companies and typically requires a pretty hefty minimum account size of $2 million. 

The firm has a specific fee that is set based on the amount of assets under management at the firm. The AUM range is from $2,000,000 to $15,000,000. If a client has an account size larger than that then the fees are negotiable. 

BWM's investment process is based on long-term investment strategies incorporating the principles of Modern Portfolio Theory. BWM avoids making short-term investment decisions based on market fluctuations, forecasts or news (be it financial, economic, or political). BWM believes that investors must diversify broadly across asset class, company size, or geographic region. BWM employs a buy-and-hold investment strategy with static target weights for each asset class. Legacy securities with significant unrealized capital gains may be held in a Client's account for tax reasons.

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Cooksen Wealth offers a variety of advisory services, which include financial planning and investment and wealth management services. The firm primarily works with individuals, trusts and estates to offer its services. 

Cooksen Wealth typically requires a minimum of $1,000,000 in assets for investment and wealth management services. The firm reserves the right to waive the minimum in certain situations.

Cooksen Wealth manages a number of “Primary” strategies that serve as foundational components of a families’ portfolio construction. These strategies range from conservative to aggressive. Each “Primary” strategy has a different mandate and security selection consists of, but is not limited to, bonds, stocks, ETFs and mutual funds. Asset allocation and security selection within these strategies is determined by fundamental macroeconomic analysis.