RIAs in Katy, Texas
Explore 5 RIAs headquartered in Katy, with $3.2B in combined reported AUM.
RIAs5Headquartered here
Total AUM$3.2BReported regulatory AUM
Total Employees43Reported by these RIAs
% of Total State AUM0.1%% Of total State AUM Reported
All RIAs in Katy
5 RIAsShowing 1–5 of 5 RIAs
Transpose Platform Management, LLC
KATY, TXReported AUM$2.6B
Employees23
81.6% of city AUMView RIA ↗
Trisperity Advisors, LLC
KATY, TXReported AUM$335.2M
Employees2
10.3% of city AUMView RIA ↗
Equilibria Wealth Management, LLC
KATY, TXReported AUM$130.4M
Employees3
4.0% of city AUMView RIA ↗
Encompass Advisory Services, LLC
KATY, TXReported AUM$121.3M
Employees14
3.7% of city AUMView RIA ↗
Everkey Financial LLC
KATY, TXReported AUM$10.6M
Employees1
0.3% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.