#1Bison Investment Advisors, LLC
BISON INVESTMENT ADVISORS, LLC
Based in The Woodlands, TX
Retirement Plan Advisors in Montgomery County, TX
The top-ranked retirement plan advisors serving Montgomery County, TX are Bison Investment Advisors, LLC, Legacy Capital and Oakstreet Wealth Management, Inc.. We list 53 retirement plan advisors serving Montgomery County, 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 Montgomery County, TX. 53 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 Montgomery County
#2Legacy Capital
LEGACY CAPITAL WEALTH MANAGEMENT, LLCBased in The Woodlands, TX#3Oakstreet Wealth Management, Inc.
OAKSTREET WEALTH MANAGEMENT, INC.Based in TX#4Peirce Capital Management, LLC
PEIRCE CAPITAL MANAGEMENT, LLCBased in The Woodlands, TX#5Waterway Wealth Management, L.L.C.
WATERWAY WEALTH MANAGEMENT, L.L.C.Based in The Woodlands, TX#6Sonnet, LLC
SONNET, LLCServes this area from Houston, TX (18 mi)#7Stability Partners Advisory Group, LLC
STABILITY PARTNERS ADVISORY GROUP, LLCServes this area from TX#8Awaken Wealth Partners LLC
AWAKEN WEALTH PARTNERS LLCServes this area from TX#9D.h. Hill Advisors, Inc.
D.H. HILL ADVISORS, INC.Serves this area from Houston, TX (24 mi)#10Redfish Capital
REDFISH CAPITAL MANAGEMENT LLCServes this area from TX
20 more providers serving this area
- Higginbotham Retirement Advisors, Inc., Houston, TX (32 mi)
- Haven Wealth Group, Houston, TX (34 mi)
- Wealth Benefit Advisors, LLC, Houston, TX (34 mi)
- Crossmark Wealth Management, LLC, Houston, TX (36 mi)
- Trb Wealth Management, LLC, Houston, TX (36 mi)
- Patron Partners, LLC, Houston, TX (36 mi)
- Ria Advisors, Houston, TX (36 mi)
- Avidian Wealth Solutions, Hunters Creek Village, TX (37 mi)
- Oak Harvest Investment Services, Hunters Creek Village, TX (37 mi)
- Calderwood Financial Strategies, Inc., Houston, TX (37 mi)
- Ascension Capital Advisors, Inc., Houston, TX (37 mi)
- Chilton Capital Management LLC, Houston, TX (37 mi)
- Doliver Advisors, L.P., Houston, TX (37 mi)
- Emc Capital Management, LLC, Houston, TX (37 mi)
- Saxon Financial Group, Houston, TX (37 mi)
- Linscomb Wealth, Inc., Houston, TX (38 mi)
- Public Safety Financial Group, LLC, Houston, TX (38 mi)
- Alteris Capital Partners, LLC, Houston, TX (38 mi)
- The Clarus Group, Houston, TX (38 mi)
- Branson Fowlkes Russell Inc, Houston, TX (38 mi)
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Frequently asked questions
How many retirement plan advisors serve Montgomery County?
We list 53 retirement plan advisors serving Montgomery County, TX: 5 based there and 48 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 Montgomery County?
The top-ranked retirement plan advisors serving Montgomery County, TX are Bison Investment Advisors, LLC, Legacy Capital, Oakstreet Wealth Management, Inc., Peirce Capital Management, LLC and Waterway Wealth Management, L.L.C.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Montgomery County are verified against official records?
10 of the top 10 match an active official record: Bison Investment Advisors, LLC (U.S. Securities and Exchange Commission), Legacy Capital (U.S. Securities and Exchange Commission), Oakstreet Wealth Management, Inc. (U.S. Securities and Exchange Commission), Peirce Capital Management, LLC (U.S. Securities and Exchange Commission) and Waterway Wealth Management, L.L.C. (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 .
Cities in Montgomery County
Communities served
Willis, Magnolia, Pinehurst, Shenandoah, Oak Ridge North, Montgomery, Panorama Village, Roman Forest, Splendora, Patton Village, Porter Heights, Deerwood, Woodbranch, Cut and Shoot, Grangerland, Stagecoach, Woodloch