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Market Standing · 2026

The most transparent firms in Houston-Pasadena-The Woodlands.

922 scored firmsTop 10 recognizedfidelon.com/markets/houston-pasadena-the-woodlands-tx
1IA-only—92.8Arank within Top 10; below the 80 standard
2
Kwm Partners
CRD 334428
IA-only—92.5Arank within Top 10; below the 80 standard
3IA-only—92Arank within Top 10; below the 80 standard
4IA-only—91.7Arank within Top 10; below the 80 standard
5
Rek Advisors
CRD 108198
IA-only—91.6Arank within Top 10; below the 80 standard
6
Wrw
CRD 113665
IA-only$101M91.3ARecognized · Top 10
7IA-only—91Arank within Top 10; below the 80 standard
8IA-only—91Arank within Top 10; below the 80 standard
9IA-only—91Arank within Top 10; below the 80 standard
10IA-only$5.8M91ARecognized · Top 10
11IA-only—91A—
12IA-only$29.4M91A—
13
Sgmg Enterprise
CRD 139552
IA-only—91A—
14IA-only—91A—
15IA-only—91A—
16IA-only—91A—
17IA-only$23.1M91A—
18IA-only—91A—
19IA-only—91A—
20IA-only—91A—
21IA-only—91A—
22IA-only—91A—
23IA-only—91A—
24IA-only—91A—
25IA-only$986K91A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Houston-Pasadena-The Woodlands

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    MARCO JAVIER RIMASSA
    BEAUMONT ASSET MANAGEMENT, LLC · Katy, TX
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  2. 2
    DONALD WILLIAM CAPONE III
    J.K. FINANCIAL, INC. · Houston, TX
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  3. 3
    CHRISTOPHER TOBIN MCMILLIN
    SCOTT & SELBER, INC. CAPITAL MANAGEMENT · Houston, TX
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  4. 4
    RICHEA POWELL
    HAVEN WEALTH GROUP · Houston, TX
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  5. 5
    KYLE R LOUVAR
    GUIDED CAPITAL WEALTH MANAGEMENT, LLC · Houston, TX
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  6. 6
    CAROLYN ELIZABETH DOUGLAS
    INTEGRA WEALTH ADVISORS, LLC · Houston, TX
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  7. 7
    FRANCIS PIERCE COKER
    BEAUMONT ASSET MANAGEMENT, LLC · Katy, TX
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  8. 8
    Michael Robert Hibbetts
    VIAQUEST ADVISORS LLC · Houston, TX
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  9. 9
    RAYMOND MARTIN HAWKINS
    RMH CAPITAL ADVISORS, LLC · Houston, TX
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  10. 10
    DAVID EVAN MARION
    POST OAK PRIVATE WEALTH ADVISORS · Houston, TX
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