CNBC's FA 100
HH ranked one of the Top-Rated Financial Advisory Firms on CNBC’s FA 100 from 2019 – 2025
Last received October 2025 based on 12/31/24 data. All prior rankings were published in September or October of each ranking year and were based on 12/31 data of the previous year. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey; however, HH did pay to license the CNBC FA 100 logo.
Planning with a Fiduciary Focus in Houston
The Houston team helps clients plan thoughtfully across investment management, retirement, and long-term financial goals, with a focus on clarity and disciplined decision-making.
Wealth Advisory and Fiduciary Financial Advisors
Halbert Hargrove’s wealth management office in Houston, Texas opened in 2011 to serve our many clients across the region. Our Houston, TX team regularly meets with clients both locally and throughout the country to address the investment management, wealth advisory, retirement planning, and tax planning needs of our clients. Our team in Houston is dedicated to helping you attain well-lived todays and tomorrows.
Serving Houston and Surrounding Areas
If you are located near Houston, we encourage you to give us a call to set up a free consultation. Our list of services ranges from investing and tax planning to retirement and life-based event planning. We’d love to see how we can work together to help you plan and invest for your everyday needs, big aspirations—and everything in between.
Your Houston Financial Team
Explore Our Financial Services in Houston
Houston Investment Services
Our investment services aim to grow your wealth strategically, aligning with your life goals and risk tolerance. Our Houston team designs personalized portfolios that aim to balance growth potential with risk management, contributing to your financial future goals.
Financial Planning in Houston
Through meticulous financial planning, our Houston team creates a roadmap tailored to your aspirations. We analyze your current financial situation, identify opportunities for improvement, and chart a course to help you achieve your dreams, whether it’s buying a home, funding education, or starting a business.
Retirement Planning in Houston
Retirement should be a time of relaxation and fulfillment, not worry. Our Houston retirement planning services assist you in planning and preparing for your retirement lifestyle.
Houston Tax Planning
Managing tax liabilities effectively is an important part of enhancing your wealth. Our Houston tax planning services employ strategic techniques to identify deductions, credits, and tax-efficient investment strategies. By staying informed of tax law changes and utilizing effective tax planning strategies, our goal is to help you keep more of what you’ve earned.
Estate Planning in Houston
Estate planning goes beyond distributing assets; it’s about preserving your legacy and protecting your loved ones. Our Houston estate planning services take into consideration your wills, trusts, and beneficiary designations. We want to see your wishes honored and your estate passed on efficiently and effectively.
Houston Charitable Gifting Services
Giving back to the community is a rewarding endeavor. Our Houston charitable gifting services help you support causes close to your heart while optimizing tax benefits. We assist in structuring charitable donations and implementing strategies that align with your philanthropic goals, leaving a lasting impact on the causes you care about.
Houston Family Financial Planning
Families have unique financial dynamics and goals. Our Houston family advisory services provide holistic guidance to navigate complex financial decisions. From education funding to intergenerational wealth transfer, we collaborate with families to build a legacy of financial stability and prosperity.
Wealth Management in Houston
Wealth management is about more than just growing your assets; it’s about orchestrating your financial affairs to achieve your life’s vision. Our Houston wealth management services integrate investment management, financial planning, and risk management in an attempt to safeguard and enhance your wealth, with the goals of allowing you to focus on what matters most.
More About Houston
Halbert Hargrove’s Houston office serves clients across the Greater Houston area and throughout Texas, supporting individuals, families, and business owners navigating complex financial decisions. The team works closely with clients on investment management, retirement planning, and long-term financial strategy, offering guidance that reflects both regional considerations and firmwide investment discipline.
Markets shift. Priorities change. We’re here to help you adapt your financial plan at every stage.
– Craig W. Eissler, CFP®, ChFC®, AIF®, CPFA®, Wealth Advisor
About the City
- A major economic hub with strength in energy, healthcare, technology, and manufacturing
- Home to entrepreneurs, executives, and multi-generational families
- One of the most diverse metropolitan areas in the U.S.
Frequently Asked Questions
Where is the Halbert Hargrove office located in Houston?
The Houston office is conveniently located at 363 N. Sam Houston Parkway E, Suite 850.
Do I need to live in Houston to work with this office?
No. While many clients live in or near Houston, the team also works with clients in other locations. Meetings may take place virtually or in person, depending on preference.
What financial services are available at the Houston office?
Services typically include comprehensive financial planning, retirement planning, investment management, and coordination with tax and estate professionals.
Who does the Houston office typically work with?
The Houston team works with individuals, families, dentists, doctors, and business owners who are planning for retirement, managing investments, or navigating complex financial decisions.
How do I schedule a meeting with the Houston office?
You can request an introductory meeting using the contact form or phone number listed on this page.
Can I work with a local advisor virtually?
Yes. Clients may meet with advisors virtually or in person, depending on their preference.
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