Overview
Assets Under Management: $1.6 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 402
Average Client Assets: $3 million
Frequently Asked Questions
FINANCIAL SYNERGIES WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105643), FINANCIAL SYNERGIES WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
FINANCIAL SYNERGIES WEALTH ADVISORS, INC. is headquartered in HOUSTON, TX.
FINANCIAL SYNERGIES WEALTH ADVISORS, INC. serves 402 high-net-worth clients according to their SEC filing dated August 12, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL SYNERGIES WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FINANCIAL SYNERGIES WEALTH ADVISORS, INC. is ranked #208 by Forbes in 2025. Learn more about these rankings ↓
FINANCIAL SYNERGIES WEALTH ADVISORS, INC. manages $1.6 billion in client assets according to their SEC filing dated August 12, 2025.
According to their SEC Form ADV, FINANCIAL SYNERGIES WEALTH ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Recent Rankings
Forbes 2025: 208
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 402
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.10
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 879
Discretionary Accounts: 875
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 105643
Filing ID: 2009077
Last Filing Date: 2025-08-12 10:30:00
Website: https://finsyn.com