as published in houston business journal · ellis & ellis financial advisors $415,000 175 4 : 6...
TRANSCRIPT
As published In
Houston Business Journal
Top WealthManagers
Efficient Wealth Management
Advisory Practice
Firm Name
Avg. AssetsUnder
Management PerClient
Avg. Number ofClients Per Advisor
Advisors toSupport Staff
CredentialsTop Five
Specialties
CityStatePhone
Adam Stovall$1,000,000
120
1 : 1
CRPS
RP,IM,EP,ES,CM
HoustonTX281-588-7161Merrill Lynch
Atlantic Trust Private Wealth Management$14,500,000
25
4 : 5
CFA
IM,EP,CM,AM,SA
HoustonTX713-214-7640Atlantic Trust Private Wealth Management
Babendure and Muff Wealth Management$395,000
175
2 : 1
CRPS
RP,FP,IM,RM,PM
The WoodlandsTX281-362-6355UBS FInancial Services Inc.
Barrington Financial Advisors, Inc.$175,000
100
4 : 1
CHFC,CFP
RP,FP,WP,IM,EP
HoustonTX713-785-7100Barrington Financial Advisors, Inc.
Bevill Wealth Management$865,000
100
2 : 2
Life Insurance,Series 63,Series 7,Series 65,Other
RP,IM,EP,CP,CM
HoustonTX713-940-2893UBS Financial Services
Branson, Fowlkes & Company, Inc.$1,240,000
50
3 : 3
CHFC,CLU,CFP
IM,RS,EP,PM,CM
HoustonTX713-780-0606Branson, Fowlkes & Company, Inc.
Buchanan & Associates$250,000
104
3 : 3
CEP,CFP
RP,FP,BP,RM,CM
HoustonTX713-551-4000Ameriprise Financial Services, Inc.
Christiane Copeland$1,265,000
127
1 : 1
CFP
RP,FP,RM,EP,PM
HoustonTX713-658-1528Merrill Lynch
Dishaw & Karchmer Team$1,515,000
33
2 : 1
CFP
RP,FP,IM,ES,CM
HoustonTX713-966-2446UBS Financial Services
DRL Group$1,050,000
100
4 : 2
N/APP
RP,FP,HP,IM,PM
KatyTX281-398-8600David Loesch
Edwards Fitzpatrick Group$750,000
300
2 : 2
N/APP
RP,CS,IM,ES,CM
HoustonTX713-787-2138Raymond James and Associates
Efficient Wealth Management$970,000
92
1 : 3
CFP
WP,IM,PP,EP,CM
The WoodlandsTX281-528-1200Charles Schwab & Co
Ellis & Ellis Financial Advisors$415,000
175
4 : 6
CHFC,CLU,CFP
RP,FP,IM,PP,EP
The WoodlandsTX281-367-8658Ameriprise Financial
Financial Advisory Group, Inc.$2,050,000
63
4 : 9
CFA,CPA
RP,FP,WP,IM,EP
HoustonTX713-627-7660Financial Advisory Group, Inc.
Efficient Wealth Management Charles Schwab & Co
$970,000 92 1:3
CFP WP, IM, PP, EP, CM
The Woodlands TX281.528.1200