RIAs in The Woodlands, Texas
Explore 25 RIAs headquartered in The Woodlands, with $19.3B in combined reported AUM.
RIAs25Headquartered here
Total AUM$19.3BReported regulatory AUM
Total Employees225Reported by these RIAs
% of Total State AUM0.4%% Of total State AUM Reported
All RIAs in The Woodlands
25 RIAsShowing 1–24 of 25 RIAs
Rockland Capital, LP
THE WOODLANDS, TXReported AUM$4.4B
Employees24
22.8% of city AUMView RIA ↗
Ew Healthcare Partners
THE WOODLANDS, TXReported AUM$2.1B
Employees13
10.7% of city AUMView RIA ↗
Summa Corp.
THE WOODLANDS, TXReported AUM$1.6B
Employees5
8.2% of city AUMView RIA ↗
Rhame & Gorrell Wealth Management
THE WOODLANDS, TXReported AUM$1.4B
Employees34
7.5% of city AUMView RIA ↗
Avion Wealth
THE WOODLANDS, TXReported AUM$984.6M
Employees15
5.1% of city AUMView RIA ↗
Erguz, LLC
THE WOODLANDS, TXReported AUM$889M
Employees1
4.6% of city AUMView RIA ↗
Waterway Wealth Management, L.L.C.
THE WOODLANDS, TXReported AUM$675.8M
Employees11
3.5% of city AUMView RIA ↗
Bellatore Financial, Inc.
THE WOODLANDS, TXReported AUM$638.7M
Employees3
3.3% of city AUMView RIA ↗
Chj Wealth Management
THE WOODLANDS, TXReported AUM$600.2M
Employees6
3.1% of city AUMView RIA ↗
Outlook Wealth Advisors, LLC
THE WOODLANDS, TXReported AUM$593.7M
Employees11
3.1% of city AUMView RIA ↗
Ias Wealth Management, Inc.
THE WOODLANDS, TXReported AUM$588.6M
Employees8
3.0% of city AUMView RIA ↗
Endeavor Advisors, LLC
THE WOODLANDS, TXReported AUM$559.5M
Employees10
2.9% of city AUMView RIA ↗
Qvidtvm Management LLC
THE WOODLANDS, TXReported AUM$555.8M
Employees6
2.9% of city AUMView RIA ↗
The Sum
THE WOODLANDS, TXReported AUM$551.4M
Employees12
2.9% of city AUMView RIA ↗
Peirce Capital Management, LLC
THE WOODLANDS, TXReported AUM$534.1M
Employees5
2.8% of city AUMView RIA ↗
Hfg Wealth Management, LLC
THE WOODLANDS, TXReported AUM$505.6M
Employees5
2.6% of city AUMView RIA ↗
Threadgill Financial, LLC
THE WOODLANDS, TXReported AUM$399.4M
Employees3
2.1% of city AUMView RIA ↗
Awm Financial Services Inc.
THE WOODLANDS, TXReported AUM$320.6M
Employees19
1.7% of city AUMView RIA ↗
Legacy Capital
THE WOODLANDS, TXReported AUM$273.4M
Employees3
1.4% of city AUMView RIA ↗
Position Wealth
THE WOODLANDS, TXReported AUM$242.1M
Employees3
1.3% of city AUMView RIA ↗
Cooksen Wealth, LLC
THE WOODLANDS, TXReported AUM$206.2M
Employees3
1.1% of city AUMView RIA ↗
Diamond Client Group, LLC
THE WOODLANDS, TXReported AUM$185.8M
Employees11
1.0% of city AUMView RIA ↗
White Wing Wealth Management, LLC
THE WOODLANDS, TXReported AUM$182.8M
Employees5
0.9% of city AUMView RIA ↗
Newport Global Advisors L.P.
THE WOODLANDS, TXReported AUM$174.8M
Employees5
0.9% 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.