Ascende Wealth Advisers, Inc.

Ascende Wealth Advisers, Inc. (CRD# 155768) is a financial advisory firm headquartered in Houston, TX. They manage $3,134,343,132 in 52 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,134
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $60,275,829
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.

FL, HI, KS, LA, NY, OH, OK, SC, TN, TX, WA

Financial Advisors at Ascende Wealth Advisers, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Robert A. Massa
CRD#: 2145569
2700 Post Oak Boulevard, 3rd Floor, Houston, TX 77056
96
Wealthminder
score

Robert Massa (CRD# 2145569) is an Investment Advisor Representative working at Ascende Wealth Advisers, Inc. in Houston, TX and has over 25 years of experience in the finance industry.

2
John M. Burke
CRD#: 4225373
Dallas, TX
93
Wealthminder
score

John Burke (CRD# 4225373) is an Investment Advisor Representative working at Ascende Wealth Advisers, Inc. in Dallas, TX and has over 17 years of experience in the finance industry.

3
Jeffrey H. Dorfman
CRD#: 5904878
2700 Post Oak Boulevard, 3rd Floor, Houston, TX 77056
90
Wealthminder
score

Jeffrey Dorfman (CRD# 5904878) is an Investment Advisor Representative working at Ascende Wealth Advisers, Inc. in Houston, TX and has over 6 years of experience in the finance industry.

4
Rich R. Eagar
CRD#: 5995958
2700 Post Oak Boulevard, 3rd Floor, Houston, TX 77056
90
Wealthminder
score

Rich Eagar (CRD# 5995958) is an Investment Advisor Representative working at Ascende Wealth Advisers, Inc. in Houston, TX and has over 5 years of experience in the finance industry.

5
John B. Smith
CRD#: 5276666
2700 Post Oak Boulevard, 3rd Floor, Houston, TX 77056
90
Wealthminder
score

John Smith (CRD# 5276666) is an Investment Advisor Representative working at Ascende Wealth Advisers, Inc. in Houston, TX and has over 5 years of experience in the finance industry.

6
Cynthia D. Barker
CRD#: 1379897
2700 Post Oak Boulevard, 3rd Floor, Houston, TX 77056
88
Wealthminder
score

Cynthia Barker (CRD# 1379897) is an Investment Advisor Representative working at Ascende Wealth Advisers, Inc. in Houston, TX and has over 3 years of experience in the finance industry.

7
Karl N. Gill
CRD#: 6383132
2700 Post Oak Boulevard, 3rd Floor, Houston, TX 77056
88
Wealthminder
score

Karl Gill (CRD# 6383132) is an Investment Advisor Representative working at Ascende Wealth Advisers, Inc. in Houston, TX and has over 3 years of experience in the finance industry.

8
Hsin-sheng Ma
CRD#: 5748993
2700 Post Oak Boulevard, 3rd Floor, Houston, TX 77056
87
Wealthminder
score

Hsin-sheng Ma (CRD# 5748993) is an Investment Advisor Representative working at Ascende Wealth Advisers, Inc. in Houston, TX and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.