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22 Firms
Country: United States
State: Texas
City: Houston

List of the Top Houston Wealth and Asset Management Companies

  • KKR

    KKR

    Integrity. Trust. Partnership.

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Houston, TX
    Service Focus
    Financial Advising & Planning

    KKR is a leading global investment firm that offers alternative asset management and capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient…

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  • Investor lending

    Investor lending

    Hard Money Loans Provider

    $1,000+
    Undisclosed
    50 - 249
    Houston, TX
    Service Focus
    Financial Advising & Planning

    Are you looking for hard money lenders in Houston? Now, you wouldn’t need to look any further because Investor Lending is the one you’re looking for. Who We Are Investor Lending offers…

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  • FCA Corp

    FCA Corp

    Your Journey is Our Legacy

    Undisclosed
    Undisclosed
    50 - 249
    Houston, TX
    Service Focus
    Financial Advising & Planning

    FCA Corp was founded in 1975 in Wellesley, Massachusetts with the goal of providing holistic advice personalized to each client. Financial planning at that time was still to be recognized as a…

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  • Capital Concepts

    Capital Concepts

    Capital Concepts

    $1,000+
    < $25 / hr
    50 - 249
    Houston, TX
    Service Focus
    Financial Advising & Planning

    Who We Are If you’re a real estate investor looking for financing your fix & flips or rehabs, hard money loans are an excellent source for the purpose. Capital Concepts offers hard money…

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  • JJB CPA GROUP

    JJB CPA GROUP

    Multidisciplinary skills. Integrated team approach

    $1,000+
    $50 - $99 / hr
    2 - 9
    Stafford, TX
    Service Focus
    Financial Advising & Planning

    MWe are a team of CPAs with multidiscplinary skills and integrated team approach to provide the full range of services you need.They say plans fail for lack of counsel but with many advisors they…

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  • Yellowstone Capital Partners

    Yellowstone Capital Partners

    Private Equity firm based in Houston and NYC

    Undisclosed
    Undisclosed
    10 - 49
    Houston, TX
    Service Focus
    Financial Advising & Planning

    Yellowstone Capital Partners, LLC is based in Houston and New York.  A private investment company and family office focused on acquiring and investing in small-to-medium sized businesses.…

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  • Hawthorne Capital

    Hawthorne Capital

    Predictable passive income backed by Texas land

    Undisclosed
    Undisclosed
    10 - 49
    Houston, TX
    Service Focus
    Financial Advising & Planning

    Hawthorne Capital is a private equity firm that buys, subdivides and sells rural Texas land. We have been named an HBJ Best Place to Work and a Great Place to Work.Our unique business model is…

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  • Cypress Asset Management

    Cypress Asset Management

    Financial Risk Consulting in US.

    Undisclosed
    Undisclosed
    2 - 9
    Houston, TX
    Service Focus
    Financial Advising & Planning

    We Are a minority owned registered investment advisor specializing in fixed income portfolio customization. We emphasize practical solutions through the use of risk management analytics to optimize.

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  • Ros DiMere Inc

    Ros DiMere Inc

    Your guide to financial freedom

    Undisclosed
    Undisclosed
    10 - 49
    Houston, TX
    Service Focus
    Financial Advising & Planning

    At our Wealth and Asset Management Firm in the heart of Houston, we redefine the art of financial stewardship. We understand that your wealth is more than just numbers on a balance sheet; it's a…

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  • Royal Eagle Capital Partners

    Royal Eagle Capital Partners

    Impact, Green, Sustainability and ESG Investing

    Undisclosed
    Undisclosed
    10 - 49
    Houston, TX
    Service Focus
    Financial Advising & Planning

    Royal Eagle Capital Partners specializes in sourcing capital for Impact, Green, Sustainability and ESG Investing in The USA and Latin America.  We believe in Returns for Communities, People and…

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  • The Goff Financial Group

    The Goff Financial Group

    Fee Only, Fiduciary, Fully Independent

    Undisclosed
    Undisclosed
    10 - 49
    Houston, TX
    Service Focus
    Financial Advising & Planning

    For over twenty-five years, The Goff Financial Group has served long-term investors' interests as a fee-only and fully independent Registered Investment Advisor. To eliminate conflicts of interest,…

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  • Zeus Companies

    Zeus Companies

    Delivering the Best Investment Opportunities

    Undisclosed
    Undisclosed
    2 - 9
    Houston, TX
    Service Focus
    Financial Advising & Planning

    Zeus Companies is the parent organization of ZeusLending and Zeus Equity Group. We bring over 20 years of experience in the real estate investing and lending industries positioning our companies…

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  • Alara Ventures

    Alara Ventures

    Houston-based real estate investment firm

    Undisclosed
    Undisclosed
    2 - 9
    Houston, TX
    Service Focus
    Financial Advising & Planning

    Alara Ventures is a privately held investment firm specializing in multifamily investments across all facets of the capital and asset markets. Our unique combination of knowledge, experience, and…

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  • OIC

    OIC

    Bridging the Gap Between Tomorrow and Today

    Undisclosed
    Undisclosed
    50 - 249
    Houston, TX
    Service Focus
    Financial Advising & Planning

    We’re building a diversified portfolio of investments, backed by hard asset collateral, supporting innovation in infrastructure. We utilize flexible capital and employ a partnership approach to…

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  • ABS Group

    ABS Group

    Supporting the journey to operational excellence

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Spring, TX
    Service Focus
    Financial Advising & Planning

    ABS Group of Companies, Inc. (www.abs-group.com) provides data-driven risk and reliability solutions and technical services that help clients confirm the safety, integrity, quality and efficiency of…

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  • $1,000+
    $100 - $149 / hr
    10 - 49
    League City, TX
    Service Focus
    Financial Advising & Planning

    PIONEER CAPITAL LTD
    Established in 2015, Led by a team of seasoned, successful professionals with over a decade of experience in forex, Investment development and data security. The premium…

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  • Blanchard Business Advisors

    Blanchard Business Advisors

    Cultivating Financial Success

    $1,000+
    $150 - $199 / hr
    2 - 9
    Sugar Land, TX
    Service Focus
    Financial Advising & Planning

    We are a leading provider of business advisory, accounting, and financial management services to small businesses. Our team of experienced professionals is dedicated to helping our clients achieve…

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  • Hamza Invests

    Hamza Invests

    Capital in Smart, Automated Real Estate Investment

    Undisclosed
    Undisclosed
    10 - 49
    Sugar Land, TX
    Service Focus
    Financial Advising & Planning

    Hamza Ali is a seasoned commercial and residential real estate .investor with an investment portfolio of over $270M in flex space developments in Texas. His career spans 15 years in strategic…

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  • Vista Private Equity Group

    Vista Private Equity Group

    Real Estate & Private Equity Principal Investments

    Undisclosed
    Undisclosed
    2 - 9
    Houston, TX
    Service Focus
    Financial Advising & Planning

    Vista was founded by Greg Houghtaling, Kurt Keene and Brent Mann to generate attractive, risk-adjusted returns through defined investment strategies in the core areas of private equity and real…

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  • PLS Equity, LLC

    PLS Equity, LLC

    Syndicated Partnership Opportunities

    Undisclosed
    Undisclosed
    Freelancer
    Houston, TX
    Service Focus
    Financial Advising & Planning

    PLS Equity, LLC is a veteran owned private equity company that syndicates partnership opportunities for accredited investors. We have strategic partnerships that focus on maximizing profits through…

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  • Green River Equity Group

    Green River Equity Group

    Our Passion is Helping You Achieve Your Vision.

    Undisclosed
    Undisclosed
    2 - 9
    Spring, TX
    Service Focus
    Financial Advising & Planning

    We believe that Private Equity isn't just about capital, but also a valuable source of strategic advcie and tacital support. That is the principle upon which Green River Equity was formed. We…

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  • Mellig Group

    Mellig Group

    Strategize For Success

    Undisclosed
    Undisclosed
    2 - 9
    The Woodlands, TX
    Service Focus
    Financial Advising & Planning

    Mellig Group is a registered financial advisory firm that provides wealth and investment management advisory with offices in Houston & Miami. Our defined strategies & themes provide broad…

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