Wednesday, October 28, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN RIA M&A veteran joins Accelerated Wealth Partners to drive deal growthIN The 401(k) moment for health benefits may be closer than you thinkIN Advisor moves: Georgia RIA launches after $1.1B breakaway, Carson and Mercer expandIN Agentic AI moves advisory firms beyond the chatbot, executives sayIN Leading RIAs – EastIN Schwab IMPACT 2026 full conference coverageIN The pace of advisors going RIA is quickening, says Advisory Services Network’s Trey PrescottIN Schwab launches National RIA Day to recruit students into advisor industryIN Schwab IMPACT 2026 kicks off in BostonFP Plenty of red flags, few restrictions: Is FINRA's Rule 4111 working?

Financial ADVSR advisor directory · SEC adviser records

Cove Wealth Management financial advisors in Houston, TX

Every SEC-registered investment adviser representative at a Cove Wealth Management office in Houston, A to Z.

The short answer

3 registered advisors work at Cove Wealth Management in Houston, out of 3 at the firm nationwide; it ranks number 190 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Cove Wealth Management advisors in Houston, A to Z

Every Cove Wealth Management advisor →

Cove Wealth Management advisors in every city and state →Cove Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Houston

All Houston advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 419Morgan Stanley 345J.P. Morgan Securities LLC 326Valic Financial Advisors, Inc. 235UBS Financial Services Inc. 209Wells Fargo Clearing Services, LLC 176Strategic Advisers LLC 160Ameriprise Financial Services, LLC 157LPL Financial LLC 149Raymond James & Associates, Inc. 87Cetera Investment Advisers LLC 85Pfs Investments Inc. 84

Questions

How many financial advisors does Cove Wealth Management have in Houston?

3 investment adviser representatives are registered at Cove Wealth Management offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Cove Wealth Management one of the largest advisor employers in Houston?

Cove Wealth Management ranks number 190 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 419.

How do I check a Cove Wealth Management advisor in Houston?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cove Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.