Icon Wealth Partners, LLC

Icon Wealth Partners, LLC (CRD# 283098) is a financial advisory firm headquartered in Houston, TX. They manage $261,802,406 in 877 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    877
    ACCOUNTS
  • Average Account Value
    $298,520
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.

LA, TX

Financial Advisors at Icon Wealth Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Ricardo Mihaly
CRD#: 2546006
1980 Post Oak Boulevard, Suite 1300, Houston, TX 77056
96
Wealthminder
score

Ricardo Mihaly (CRD# 2546006) is an Investment Advisor Representative working at Icon Wealth Partners, LLC in Houston, TX and has over 20 years of experience in the finance industry. Ricardo Mihaly 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
Mark B. McAdams
CRD#: 2407434
1980 Post Oak Boulevard, Suite 1300, Houston, TX 77056
93
Wealthminder
score

Mark McAdams (CRD# 2407434) is an Investment Advisor Representative working at Icon Wealth Partners, LLC in Houston, TX and has over 24 years of experience in the finance industry.

3
Jennifer M. Moore
CRD#: 5230602
1980 Post Oak Boulevard, Suite 1300, Houston, TX 77056
93
Wealthminder
score

Jennifer Moore (CRD# 5230602) is an Investment Advisor Representative working at Icon Wealth Partners, LLC in Houston, TX and has over 11 years of experience in the finance industry.

4
Stephen T. Schwarzbach
CRD#: 5518637
1980 Post Oak Boulevard, Suite 1300, Houston, TX 77056
93
Wealthminder
score

Stephen Schwarzbach (CRD# 5518637) is an Investment Advisor Representative working at Icon Wealth Partners, LLC in Houston, TX and has over 9 years of experience in the finance industry.

5
Blake A. Pratz
CRD#: 1284166
1980 Post Oak Boulevard, Suite 1300, Houston, TX 77056
83
Wealthminder
score

Blake Pratz (CRD# 1284166) is an Investment Advisor Representative working at Icon Wealth Partners, LLC in Houston, TX and has over 33 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.