#1 Everkey Financial LLC
EVERKEY FINANCIAL LLC
Serves this area from Houston, TX (3 mi)
Call (713) 382-1880Retirement Plan Advisors in Katy, TX
The top-ranked retirement plan advisors serving Katy, TX are Everkey Financial LLC, Titan Retirement Advisors LLC and Redfish Capital. We list 59 retirement plan advisors serving Katy, 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 Katy, TX (Waller County). 59 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 Katy
#2 Titan Retirement Advisors LLC
TITAN RETIREMENT ADVISORS LLCServes this area from Fulshear, TX (6 mi)Call (713) 239-2866 · Website#3 Redfish Capital
REDFISH CAPITAL MANAGEMENT LLCServes this area from TXCall (281) 256-3100 · Website#4 Ria Advisors
CLARITY FINANCIAL, LLCServes this area from Houston, TX (15 mi)Call (281) 501-1791 · Website#5 Patron Partners, LLC
PATRON PARTNERS, LLCServes this area from Houston, TX (15 mi)Call (971) 371-3450 · Website#6 Kings Path Partners LLC
KINGS PATH PARTNERS LLCServes this area from TXCall (832) 500-3101 · Website#7 Higginbotham Retirement Advisors, Inc.
HIGGINBOTHAM RETIREMENT ADVISORS, INC.Serves this area from Houston, TX (17 mi)Call (713) 952-9990 · Website#8 Trb Wealth Management, LLC
TRB WEALTH MANAGEMENT, LLCServes this area from Houston, TX (18 mi)Call (832) 810-3565 · Website#9 Verus Financial Group
VERUS CAPITAL VENTURES, INC.Serves this area from Sugar Land, TX (18 mi)Call (713) 909-3188 · Website#10 Crossmark Wealth Management, LLC
CROSSMARK WEALTH MANAGEMENT, LLCServes this area from Houston, TX (19 mi)Call (713) 260-9000 · Website
20 more providers serving this area
- Early Mcclintic & Mcmillan, LLC, Stafford, TX (19 mi)
- Avidian Wealth Solutions, Hunters Creek Village, TX (20 mi)
- Oak Harvest Investment Services, Hunters Creek Village, TX (20 mi)
- Awaken Wealth Partners LLC, TX
- Doliver Advisors, L.P., Houston, TX (21 mi)
- Emc Capital Management, LLC, Houston, TX (21 mi)
- Granite Harbor Advisors, Inc., TX
- Fogarty Wealth Management, Inc., Missouri City, TX (22 mi)
- Calderwood Financial Strategies, Inc., Houston, TX (22 mi)
- Clear Trail Advisors, LLC, Houston, TX (22 mi)
- Horizon Wealth Advisors, Houston, TX (22 mi)
- The Menard Financial Group, LLC, Houston, TX (22 mi)
- Lehrer Financial & Economic Advisory Services, Houston, TX (23 mi)
- Skybound Wealth USA, Houston, TX (23 mi)
- Ascension Capital Advisors, Inc., Houston, TX (23 mi)
- Camden Wealth Advisors LLC, Houston, TX (23 mi)
- Focus Wealth Advisors, LLC, Houston, TX (23 mi)
- Segment Wealth Management, LLC, Houston, TX (23 mi)
- Chilton Capital Management LLC, Houston, TX (23 mi)
- E & G Advisors, LLC, Houston, TX (23 mi)
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Frequently asked questions
How many retirement plan advisors serve Katy?
We list 59 retirement plan advisors serving Katy, TX: 0 based there and 59 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 Katy?
The top-ranked retirement plan advisors serving Katy, TX are Everkey Financial LLC, Titan Retirement Advisors LLC, Redfish Capital, Ria Advisors and Patron Partners, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Katy are verified against official records?
10 of the top 10 match an active official record: Everkey Financial LLC (U.S. Securities and Exchange Commission), Titan Retirement Advisors LLC (U.S. Securities and Exchange Commission), Redfish Capital (U.S. Securities and Exchange Commission), Ria Advisors (U.S. Securities and Exchange Commission) and Patron Partners, 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 .