#1Rhp Wealth Management
ROYAL HARBOR PARTNERS, LLC
Serves this area from Houston, TX (17 mi)
Retirement Plan Advisors in Baytown, TX
The top-ranked retirement plan advisors serving Baytown, TX are Rhp Wealth Management, Viaquest Advisors LLC and Mdt Financial Advisors, LLC. We list 60 retirement plan advisors serving Baytown, TX. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Baytown, TX (Harris County). 60 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Baytown
#2Viaquest Advisors LLC
VIAQUEST ADVISORS LLCServes this area from Webster, TX (17 mi)#3Mdt Financial Advisors, LLC
MDT FINANCIAL ADVISORS, LLCServes this area from Webster, TX (18 mi)#4Lifestyle Asset Management, Inc.
LIFESTYLE ASSET MANAGEMENT, INC.Serves this area from Friendswood, TX (22 mi)#5Texas Family Wealth, LLC
TEXAS FAMILY WEALTH, LLCServes this area from Friendswood, TX (22 mi)#6Sanders Morris LLC
SANDERS MORRIS LLCServes this area from Houston, TX (24 mi)#7Public Safety Financial Group, LLC
PUBLIC SAFETY FINANCIAL GROUP, LLCServes this area from Houston, TX (25 mi)#8D.h. Hill Advisors, Inc.
D.H. HILL ADVISORS, INC.Serves this area from Houston, TX (25 mi)#9Haven Wealth Group
HAVEN WEALTH GROUP LLCServes this area from Houston, TX (26 mi)#10Wealth Benefit Advisors, LLC
WEALTH BENEFIT ADVISORS, LLCServes this area from Houston, TX (26 mi)
20 more providers serving this area
- Inscription Capital, LLC, Houston, TX (28 mi)
- Intrua Financial, Houston, TX (28 mi)
- Guided Capital Wealth Management, LLC, Houston, TX (28 mi)
- Portfolio Advisory Council,l.l.c., Houston, TX (28 mi)
- Sovereign Wealth Advisors LLC, Houston, TX (28 mi)
- Trinity Legacy Partners, LLC, Houston, TX (28 mi)
- Alteris Capital Partners, LLC, Houston, TX (29 mi)
- Branson Fowlkes Russell Inc, Houston, TX (29 mi)
- Symphony Financial, Ltd. Co., Houston, TX (29 mi)
- The Clarus Group, Houston, TX (29 mi)
- Chilton Capital Management LLC, Houston, TX (30 mi)
- Linscomb Wealth, Inc., Houston, TX (30 mi)
- Saxon Financial Group, Houston, TX (30 mi)
- E & G Advisors, LLC, Houston, TX (30 mi)
- Ascension Capital Advisors, Inc., Houston, TX (30 mi)
- Camden Wealth Advisors LLC, Houston, TX (30 mi)
- Focus Wealth Advisors, LLC, Houston, TX (30 mi)
- Segment Wealth Management, LLC, Houston, TX (30 mi)
- Ridgeback Capital Management, Bellaire, TX (30 mi)
- Lehrer Financial & Economic Advisory Services, Houston, TX (31 mi)
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Frequently asked questions
How many retirement plan advisors serve Baytown?
We list 60 retirement plan advisors serving Baytown, TX: 0 based there and 60 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Baytown?
The top-ranked retirement plan advisors serving Baytown, TX are Rhp Wealth Management, Viaquest Advisors LLC, Mdt Financial Advisors, LLC, Lifestyle Asset Management, Inc. and Texas Family Wealth, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Baytown are verified against official records?
10 of the top 10 match an active official record: Rhp Wealth Management (U.S. Securities and Exchange Commission), Viaquest Advisors LLC (U.S. Securities and Exchange Commission), Mdt Financial Advisors, LLC (U.S. Securities and Exchange Commission), Lifestyle Asset Management, Inc. (U.S. Securities and Exchange Commission) and Texas Family Wealth, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .