Adell Harriman & Carpenter

Adell Harriman & Carpenter (CRD# 107488) is a financial advisory firm headquartered in Houston, TX. They manage $583,147,682 in 1,451 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    583
    MILLION
  • Total Number of Accounts
    1,451
    ACCOUNTS
  • Average Account Value
    $401,894
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, TX, VA

Financial Advisors at Adell Harriman & Carpenter
Showing 1 - 3 of 3 top financial advisors.
1
Stephen Adell
CRD#: 2115641
2700 Post Oak Blvd, Ste 1200, Houston, TX 77056
96
Wealthminder
score

Stephen Adell (CRD# 2115641) is an Investment Advisor Representative working at Adell Harriman & Carpenter in Houston, TX and has over 26 years of experience in the finance industry. Stephen Adell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Martha L. Carpenter
CRD#: 1551527
2700 Post Oak Blvd, Ste 1200, Houston, TX 77056
96
Wealthminder
score

Martha Carpenter (CRD# 1551527) is an Investment Advisor Representative working at Adell Harriman & Carpenter in Houston, TX and has over 30 years of experience in the finance industry.

3
Mark C. Harriman
CRD#: 2450766
2700 Post Oak , Suite 1200, Houston, TX 77056
96
Wealthminder
score

Mark Harriman (CRD# 2450766) is an Investment Advisor Representative working at Adell Harriman & Carpenter in Houston, TX and has over 22 years of experience in the finance industry. Mark Harriman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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