large houston-area
LARGE HOUSTON-AREA
WEALTH MANAGERS
WITH MORE THAN $1M INVESTMENT MINIMUM RANKED BY ASSETS PER LOCAL CLIENT IN HOUSTON AS OF 2016
Practice Name Website
1
9 2 3
Investec Wealth Sentinel Trust Company LBA Strategies
sentineltrust.com
www.investecwealth.com
Monroe Vos Consulting Group Inc. monroevos.com
Smith Warren & Associates
pbig.ml.com/pwa/system/ advisorpage.aspx?pageurl=smithwarren
Address Phone 2001 Kirby Drive, 12th 4900 Floor Woodway Drive,TX#550 Houston, 77019 Houston, TX 77056 713-559-9578
Assets Per Local Client
AUM for Houston Clients1
Investment Minimum
Top Local Executive
34
$25 $1 million
John Goott, President/CEO
million
$331 billion million
133
1001 McKinney St., #1200 Houston, TX 77002 713-227-0100
$68.9 million
$4.69 billion
68
$1 million
Jamison Monroe, chairman/CEO, [email protected]
Independent firm 1994
600 Travis St., #7400 Houston, TX 77002 713-632-9005
$42.42 million
$4.33 billion
102
$10 million
Champ Warren, managing director wealth management/ private wealth advisor
Merrill Lynch3 2007
600 Travis St., #7400 Houston, TX 77002 713-632-8373
$30.55 million
$2.32 billion
76
$10 million
Phil Dodson, managing director/private wealth advisor, [email protected]; Malia Morales, SVP/private wealth advisor, [email protected]
Merrill Lynch 1972
11 Greenway Plaza, #2625 Houston, TX 77046 832-941-5760
$11.75 million
$1.13 billion
96
$5 million
H. Scott Caven, managing director, [email protected]; Bas Solleveld, SVP, [email protected]
Atlantic Trust 2003
600 Travis, #3700 Houston, TX 77005 713-512-6642
$11.11 million
$1.5 billion
135
$2.5 million
David Novelli, wealth management managing director, [email protected]
Morgan Stanley 1992
million
Fort Flowers, chairman/CEO
INVESTEC WEALTH STRATEGIES 4 5 6
Tactical Associates
pbig.ml.com/pwa/system/ advisorpage.aspx?pageurl=tactical_associates
Atlantic Trust atlantictrust.com
The Novelli Group
morganstanleypwa.com/ thenovelligroup/?Src=pdgoogle
Independent
Independent firm firm 1997 1984
$102.94 $2.49 million
713-622-9111
$3.5
Local Clients
Associated Company2 Year Founded Locally
WEALTH MANAGERS
WITH MORE THAN $1M INVESTMENT MINIMUM RANKED BY ASSETS PER LOCAL CLIENT IN HOUSTON AS OF 2016
Practice Name Website
1
9 2 3
Investec Wealth Sentinel Trust Company LBA Strategies
sentineltrust.com
www.investecwealth.com
Monroe Vos Consulting Group Inc. monroevos.com
Smith Warren & Associates
pbig.ml.com/pwa/system/ advisorpage.aspx?pageurl=smithwarren
Address Phone 2001 Kirby Drive, 12th 4900 Floor Woodway Drive,TX#550 Houston, 77019 Houston, TX 77056 713-559-9578
Assets Per Local Client
AUM for Houston Clients1
Investment Minimum
Top Local Executive
34
$25 $1 million
John Goott, President/CEO
million
$331 billion million
133
1001 McKinney St., #1200 Houston, TX 77002 713-227-0100
$68.9 million
$4.69 billion
68
$1 million
Jamison Monroe, chairman/CEO, [email protected]
Independent firm 1994
600 Travis St., #7400 Houston, TX 77002 713-632-9005
$42.42 million
$4.33 billion
102
$10 million
Champ Warren, managing director wealth management/ private wealth advisor
Merrill Lynch3 2007
600 Travis St., #7400 Houston, TX 77002 713-632-8373
$30.55 million
$2.32 billion
76
$10 million
Phil Dodson, managing director/private wealth advisor, [email protected]; Malia Morales, SVP/private wealth advisor, [email protected]
Merrill Lynch 1972
11 Greenway Plaza, #2625 Houston, TX 77046 832-941-5760
$11.75 million
$1.13 billion
96
$5 million
H. Scott Caven, managing director, [email protected]; Bas Solleveld, SVP, [email protected]
Atlantic Trust 2003
600 Travis, #3700 Houston, TX 77005 713-512-6642
$11.11 million
$1.5 billion
135
$2.5 million
David Novelli, wealth management managing director, [email protected]
Morgan Stanley 1992
million
Fort Flowers, chairman/CEO
INVESTEC WEALTH STRATEGIES 4 5 6
Tactical Associates
pbig.ml.com/pwa/system/ advisorpage.aspx?pageurl=tactical_associates
Atlantic Trust atlantictrust.com
The Novelli Group
morganstanleypwa.com/ thenovelligroup/?Src=pdgoogle
Independent
Independent firm firm 1997 1984
$102.94 $2.49 million
713-622-9111
$3.5
Local Clients
Associated Company2 Year Founded Locally
