Best Financial Consultant of Houston
TruView Business Advisors
Drawing more than 20 years of financial management experience, TruView Business Advisors span numerous companies and industries of every size. The founder of TruView has a proven track record of implementing cost savings and driving process improvements. Having some of the best business consultants in Houston, TruView offers you a custom strategy for success, a rapid success marketing plan, 6,600 referral partners, strict confidentiality, integrity, and certified and trained business consultants. Certainly, TruView is the best financial consultancy in Houston. However, we’ve got some more options for you. Read on to find out more.
Avalon Investment & Advisory
Avalon Investment & Advisory was founded in 2001 and is owned by individuals and outside entities, including the Cynosure Group, an investment service based in Salt Lake City, Utah. No one outside investors or individuals owns more than 1/4th of Avalon Investment & Advisory. Although it is based in Texas, Avalon Investment & Advisory serves customers worldwide. This business consulting firm operates in Houston and has a second branch in San Antonio.
Linscomb & Williams
Founded roughly 50 years ago, this firm mostly consists of accountants and attorneys. As a result of acquisitions, the financial advisor firm became a wholly-owned subsidiary of Cadence Bank, N.A. Linscomb& Williams operates as a principal offering in the wealth management division of Cadence Bank. While the firm may refer clients to cadence, it doesn’t receive Cadence payments if it does so.
To determine how it’ll allocate assets in client portfolios, the firm states that advisors formulate a recommended investment policy, which considers the liquidity needs, return goals, risk tolerance, and any other special circumstances of the client. The firm mainly uses bonds, stocks, and cash equivalents.
USCA RIA, LLC
Founded in 2010, USCA RIA, LLC, is a wholly-owned subsidiary of the U.S. Capital Advisors LLC, which is an integrated Houston accounting service that also owns USCA Management, LLC, USCA Asset Management, and USCA Securities. Some USCA RIA advisors are also registered with USCA Securities LLC, a registered broker-dealer.
Paul Comstock Partners
Paul Comstock founded Paul Comstock Partners in 1983, who is still the minority owner and director of the firm. Today, the ownership of the firm is under Alison Comstock Moss.
Paul Comstock Partners offers CIO (or chief investment officer)-structured investment advisory services. According to the firm, these Houston accounting services emphasize a strong working relationship with clearly-defined risk levels, cash flow requirements, and goals. The firm says it strives to prioritize its fiduciary duty to clients, along with sensitivity to costs.
The firm makes use of active investment analytics to come up with an investment plan that considers the
acumen of a client. It recommends a diversified portfolio of bonds and stocks and, based on the preferences and the client’s needs may also suggest alternative investments.
Recently founded in 2019, Americana Partners is a young firm. Currently, it’s under the principal ownership of Jason Fertitta, who is the president. Altogether, the firm’s advisory staff boasts over 100 years of experience in the wealth management industry. The firm has secondary office locations in Dallas and Austin.
At Americana Partners, the team of advisors consists of two CFPs (or certified financial planners), one CFA (or chartered financial analyst), and one CIMA (certified investment management analyst). Here, you’ll find some of the best business consultants in Houston.
Chilton Capital Management, LLC
This firm has been in business since 1996. Over the years, Chilton Capital Management has combined with a lot of different firms. Most recently, an investment advisory and financial consultancy operation in Houston by the name of Texan Capital Management was acquired by Chilton. The majority of the shareholder of Chilton is Knapp brothers, LLC. The employees own leftover shares.
Almost every service of Chilton revolves around investment management, which it offers as either a discretionary or non-discretionary service. However, if you need financial planning tools, the firm’s proprietary Wealth ePath software can assist you in coming up with a goal plan based on your current liabilities and assets.
Corda Investment Management, LLC
This business consulting firm in Houston was founded in 1999. The CIO (or chief investment officer) and president of the firm, Bonner C. Barnes, is the majority owner. He has served the financial management industry for more than 35 years. Corda Investment Management LLC has three AIFs (or accredited investment fiduciaries) and two CFPs (or certified financial planners) on staff.