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Wealth Managers in Bellaire, TX: 2026 rankings

77 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Bellaire: Winstone Wealth Partners, RFA Score 71/100; 5.0★ from 134 Google reviews.

  2. 2

    Most-reviewed: Wilson Wealth Advisors - Ameriprise Financial Services, LLC, 309 Google reviews at 5.0★, the most of 77 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

77 Bellaire wealth managers are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 77 rated firms.

Most of this list also appears on the Wealth managers in Houston ranking. See Wealth managers in Houston

Top 10 wealth managers in Bellaire at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 wealth managers in Bellaire at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Winstone Wealth Partners715.0★ (134)Houston, 3 mi away—Top score
2Wilson Wealth Advisors - Ameriprise Financial Services, LLC705.0★ (309)Webster, 23 mi away—Most reviews
3Abundo Wealth695.0★ (78)Houston, 5 mi awaySat · Sun · Evenings—
4Ascend Integrated Wealth695.0★ (54)Houston, 3 mi away——
5Financial Synergies Wealth Advisors675.0★ (32)Houston, 3 mi away——
6Willis Johnson Wealth675.0★ (33)Houston, 3 mi away——
7Post Oak Private Wealth Advisors665.0★ (31)Houston, 6 mi away——
8Bridges Wealth & Planning665.0★ (24)Houston, 2 mi away——
9Seren Wealth Advisors665.0★ (27)Houston, 4 mi away——
10Precedent Wealth Partners665.0★ (24)Houston, 3 mi away——

All 77 wealth managers in Bellaire, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Bellaire

    #1 Winstone Wealth Partners

    Based in Houston, 3 mi away

    71/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 134 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 134 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1400 Post Oak Blvd #150, Houston, TX 77056
    View profile for Winstone Wealth Partners(713) 244-3030

  3. #3 Abundo Wealth

    Based in Houston, 5 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 78 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 78 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    3217 Montrose Blvd Ste 228, #5, Houston, TX 77006
    View profile for Abundo Wealth

  6. #6 Willis Johnson Wealth

    Based in Houston, 3 mi away

    67/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5847 San Felipe St #1500, Houston, TX 77057
    View profile for Willis Johnson Wealth(713) 439-1200

  9. #9 Seren Wealth Advisors

    Based in Houston, 4 mi away

    66/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    510 Bering Dr Ste 540, Houston, TX 77057
    View profile for Seren Wealth Advisors

  13. #13 M&A Wealth

    Based in Houston, 3 mi away

    65/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    4545 Post Oak Pl Dr Ste 205D, Houston, TX 77027
    View profile for M&A Wealth(713) 540-7247

  15. #15 Avion Wealth

    Based in The Woodlands, 33 mi away

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 91 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 91 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2829 Technology Forest Blvd #300, The Woodlands, TX 77381
    View profile for Avion Wealth(281) 528-1200

  17. #17 Allied Wealth

    Based in The Woodlands, 32 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 100 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 100 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    East Commons, 9595 Six Pines Dr Bldg 4 Suite 4230, The Woodlands, TX 77380
    View profile for Allied Wealth(281) 444-7555

  18. #18 Heritage Wealth Management

    Based in Houston, 3 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    4400 Post Oak Pkwy #2510, Houston, TX 77027
    View profile for Heritage Wealth Management(713) 871-9800

  23. #23 WealthCreate

    Based in Houston, 7 mi away

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.6★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 21 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    440 Louisiana St Ste 900, Houston, TX 77002
    View profile for WealthCreate(800) 700-0095

  25. #25 Haywood Wealth Management

    Based in Houston, 23 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.9★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 38 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat 7 AM–12 PM · Sun closed
    Address
    2625 Bay Area Blvd Ste 120, Houston, TX 77058
    View profile for Haywood Wealth Management(281) 848-2566

How we ranked Bellaire wealth managers

We scored 77 Bellaire wealth managers on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Bellaire data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a wealth manager

  1. Confirm the wealth manager and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a wealth manager

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my wealth manager?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Wealth managers in Bellaire: frequently asked questions

Which wealth manager has the highest RFA Score in Bellaire?

By RFA Score, the highest-ranked wealth manager in Bellaire, TX is Winstone Wealth Partners with an RFA Score of 71/100. It has 5.0★ from 134 Google reviews. Wilson Wealth Advisors - Ameriprise Financial Services, LLC (#2) and Abundo Wealth (#3) follow. We ranked 77 wealth managers on eight factors, last updated November 9, 2026.

Which wealth managers in Bellaire work on weekends?

7 of 77 ranked wealth managers post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Abundo Wealth (#3), M&A Wealth (#13) and Haywood Wealth Management (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bellaire wealth managers have?

The median Google rating among 77 rated wealth managers in Bellaire is 5.0★, with a median of 9 reviews. Wilson Wealth Advisors - Ameriprise Financial Services, LLC has the most, 309 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do wealth managers outside Bellaire count in this ranking?

Yes, if they are within 40 mi of the Bellaire city center, our service radius for wealth managers. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can wealth managers pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Bellaire ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a wealth manager’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every wealth manager in Bellaire a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do wealth managers charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Bellaire

  1. November 2026: RFA Scores recalculated for 77 wealth managers serving Bellaire.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Bellaire pages