#1Alteris Capital Partners, LLC
ALTERIS CAPITAL PARTNERS, LLC
Based in Houston, TX
Retirement Plan Advisors in Houston, TX
The top-ranked retirement plan advisors serving Houston, TX are Alteris Capital Partners, LLC, Ascension Capital Advisors, Inc. and Branson Fowlkes Russell Inc. We list 60 retirement plan advisors serving Houston, 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 Houston, 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 Houston
#2Ascension Capital Advisors, Inc.
ASCENSION CAPITAL ADVISORS, INC.Based in Houston, TX#3Branson Fowlkes Russell Inc
BRANSON FOWLKES RUSSELL INCBased in Houston, TX#4Calderwood Financial Strategies, Inc.
CALDERWOOD FINANCIAL STRATEGIES, INC.Based in Houston, TX#5Camden Wealth Advisors LLC
CAMDEN WEALTH ADVISORS LLCBased in Houston, TX#6Chilton Capital Management LLC
CHILTON CAPITAL MANAGEMENT LLCBased in Houston, TX#7Clear Trail Advisors, LLC
CLEAR TRAIL ADVISORS, LLCBased in Houston, TX#8Crossmark Wealth Management, LLC
CROSSMARK WEALTH MANAGEMENT, LLCBased in Houston, TX#9D.h. Hill Advisors, Inc.
D.H. HILL ADVISORS, INC.Based in Houston, TX#10Doliver Advisors, L.P.
DOLIVER ADVISORS, L.P.Based in Houston, TX
20 more providers serving this area
- E & G Advisors, LLC, Houston, TX
- Emc Capital Management, LLC, Houston, TX
- Everkey Financial LLC, Houston, TX
- Focus Wealth Advisors, LLC, Houston, TX
- Guided Capital Wealth Management, LLC, Houston, TX
- Haven Wealth Group, Houston, TX
- Higginbotham Retirement Advisors, Inc., Houston, TX
- Horizon Wealth Advisors, Houston, TX
- Inscription Capital, LLC, Houston, TX
- Intrua Financial, Houston, TX
- Linscomb Wealth, Inc., Houston, TX
- Patron Partners, LLC, Houston, TX
- Portfolio Advisory Council,l.l.c., Houston, TX
- Public Safety Financial Group, LLC, Houston, TX
- Rhp Wealth Management, Houston, TX
- Ria Advisors, Houston, TX
- Sanders Morris LLC, Houston, TX
- Saxon Financial Group, Houston, TX
- Segment Wealth Management, LLC, Houston, TX
- Sonnet, LLC, Houston, TX
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Frequently asked questions
How many retirement plan advisors serve Houston?
We list 60 retirement plan advisors serving Houston, TX: 37 based there and 23 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 Houston?
The top-ranked retirement plan advisors serving Houston, TX are Alteris Capital Partners, LLC, Ascension Capital Advisors, Inc., Branson Fowlkes Russell Inc, Calderwood Financial Strategies, Inc. and Camden Wealth Advisors LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Houston are verified against official records?
10 of the top 10 match an active official record: Alteris Capital Partners, LLC (U.S. Securities and Exchange Commission), Ascension Capital Advisors, Inc. (U.S. Securities and Exchange Commission), Branson Fowlkes Russell Inc (U.S. Securities and Exchange Commission), Calderwood Financial Strategies, Inc. (U.S. Securities and Exchange Commission) and Camden Wealth Advisors 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 .