Horizon Advisors, LLC

Horizon Advisors, LLC (CRD# 114102) is a financial advisory firm headquartered in Houston, TX. They manage $199,032,997 in 479 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    199
    MILLION
  • Total Number of Accounts
    479
    ACCOUNTS
  • Average Account Value
    $415,518
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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 Horizon Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Owen M. Murray
CRD#: 4570241
2603 Augusta, Suite 1400, Houston, TX 77057
96
Wealthminder
score

Owen Murray (CRD# 4570241) is an Investment Advisor Representative working at Horizon Advisors, LLC in Houston, TX and has over 17 years of experience in the finance industry.

2
Lawrence E. Maddox
CRD#: 4429364
5851 San Felipe, Suite 700, Houston, TX 77057
90
Wealthminder
score

Lawrence Maddox (CRD# 4429364) is an Investment Advisor Representative working at Horizon Advisors, LLC in Houston, TX and has 1 year of experience in the finance industry. Lawrence Maddox 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.

3
Joseph W. Thomson
CRD#: 4429372
5651 San Felipe, Suite 700, Houston, TX 77057
90
Wealthminder
score

Joseph Thomson (CRD# 4429372) is an Investment Advisor Representative working at Horizon Advisors, LLC in Houston, TX and has 1 year of experience in the finance industry. Joseph Thomson 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.

4
Ryan C. Vogl
CRD#: 6145465
2603 Augusta, Suite 1400, Houston, TX 77057
90
Wealthminder
score

Ryan Vogl (CRD# 6145465) is an Investment Advisor Representative working at Horizon Advisors, LLC in Houston, TX and has 1 year of experience in the finance industry. Ryan Vogl 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.

5
Stacie L. Gill
CRD#: 6260281
2603 Augusta, Suite 1400, Houston, TX 77057
87
Wealthminder
score

Stacie Gill (CRD# 6260281) is an Investment Advisor Representative working at Horizon Advisors, LLC in Houston, TX and has 1 year of experience in the finance industry.

6
Rebecca J. McElroy
CRD#: 6613571
2603 Augusta, Suite 1400, Houston, TX 77057
87
Wealthminder
score

Rebecca McElroy (CRD# 6613571) is an Investment Advisor Representative working at Horizon Advisors, LLC 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.