HOUSTON, Sept. 11, 2025 /PRNewswire/ -- Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today announced two key leadership promotions in its Houston ...

Founded in 1971, the Houston-based firm reflects on its origins as a fiduciary pioneer while building the next chapter of holistic wealth management. For more than five decades, Linscomb Wealth has ...

Atria Wealth Solutions, parent company of Next Financial Group, will lay off 55 employees in the area this summer, according to a notice filed with the Texas Workforce Commission last week. The ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min The deal adds about $300 million ...

Troy Taylor, CFP (R) will join Houston-based Registered Investment Advisor (RIA) Avidian Wealth Solutions as a Partner and Senior Wealth Advisor.

Cresset, a multi-family office and wealth manager with over $235 billion in assets under management and advisement, has expanded its presence in Houston with the addition of a team from Bernstein ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Cresset, which first expanded to ...

Tanglewood Total Wealth Management®, a leading independent RIA based in Houston, earned recognition on the Houston Business Journal’s list of the Largest Institutional Asset Management Firms. Managing ...

Cetera has completed the acquisition of Plains Wealth Management, a Texas-based independent practice that oversees approximately $400 mill ...