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