How many financial advisors are in Katy, Texas?

Falists lists 13 registered investment advisers with a principal office or filing address in Katy, Texas, based on public SEC IAPD data.

How do financial advisors in Katy charge fees?

Fee structures vary by firm. In Katy, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Katy?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Texas · 13 advisers

Financial Advisors in Katy, Texas

Looking for a financial advisor in Katy, Texas? Falists indexes 13 SEC-registered and state-registered investment advisers in Katy — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 11 firms list a website you can visit directly. Firms in this directory manage up to $335.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$335.2M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning2 Trusts3 Retirement1 Institutional3

Top advisors in Katy

Ranked by AUM · Fees, team & specialties at a glance

View all 13 →

TRISPERITY ADVISORS, LLC

Katy, TX

AUM

$335.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

281-395-1021

Full profile Visit site →

EQUILIBRIA WEALTH MANAGEMENT, LLC

Katy, TX

AUM

$130.4M

Wealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

Fees

Percentage of AUM; Hourly charges

432-617-7788

Full profile Visit site →

ENCOMPASS ADVISORY SERVICES, LLC

Katy, TX

AUM

$121.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

7 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

281-371-6300

Full profile Visit site →

CRIS CAPITAL, LTD.

Katy, TX

AUM

$18.5M

Wealth Mgmt

Team

2 advisors

Clients

—

Fees

Percentage of AUM

281-665-3081

Full profile Visit site →

Dallas (571)Houston (439)Austin (407)San Antonio (113)Fort Worth (94)Plano (79)The Woodlands (54)Southlake (43)Frisco (31)Sugar Land (24)Waco (21)Richardson (18)

Common questions

How many financial advisors are in Katy, Texas?: 13 registered investment advisers are listed in our Katy directory, sourced from public SEC filings.
What types of advisors are in Katy?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Katy?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.