The addition of advisors Michael Ellington, Zach Gardner and Danique van der Velden expands Cresset’s presence in Houston.

About The List Information on The List was obtained through Houston Business Journal research or supplied by individual firms through questionnaires that the HBJ could not independently verify. In ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Independent and wirehouse wealth ...

HOUSTON--(BUSINESS WIRE)--The UBS Wealth Management USA Houston, TX Galleria branch office, will move its offices from 5065 Westheimer Road to Town Centre I, 750 Town and Country Boulevard on March 1, ...

What should I know about this firm? Segment Wealth Management LLC is a national financial advisory firm headquartered in Houston, TX. The firm has $1.4 billion under management and employs 2.The firm ...

HOUSTON, July 29, 2025 /PRNewswire/ -- Linscomb Wealth, a Houston-based wealth management firm offering holistic investment and financial planning services and Cadence Bank (NYSE: CADE) subsidiary, ...

HOUSTON, Nov. 19, 2024 /PRNewswire/ -- On Tuesday, Tanglewood Total Wealth Management®, a comprehensive wealth management firm in Houston, announced that it was named one of the top Registered ...

Atria Wealth Solutions, parent company of Next Financial Group, will lay off 55 employees in the area this summer, according to a notice filed with the Texas Workforce Commission last week. The ...

In 2025, GDS Wealth Management supported more than 15 nonprofits and contributed over $100,000 to organizations that strengthen the fabric of North Texas, reflecting our ongoing commitment to ...

Republic Capital Group became the newest tenant at 50 Rockefeller Plaza in New York City last week. After eight years in Houston, the boutique investment bank for wealth and asset managers has moved ...