Sanders Morris Harris LLC

Sanders Morris Harris LLC (CRD# 20580) is a financial advisory firm headquartered in Houston, TX. They manage $300,950,454 in 2,502 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    2,502
    ACCOUNTS
  • Average Account Value
    $120,284
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Sanders Morris Harris LLC
Showing 1 - 10 of 15 top financial advisors.
1
Donna H. Binion
CRD#: 3081152
600 Travis, Suite 5900, Houston, TX 77002
93
Wealthminder
score

Donna Binion (CRD# 3081152) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Houston, TX and has over 18 years of experience in the finance industry.

2
Robert R. Devlin
CRD#: 4389442
10155 York Road, Suite 105, Hunt Valley, MD 21030
93
Wealthminder
score

Robert Devlin (CRD# 4389442) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Hunt Valley, MD and has over 13 years of experience in the finance industry.

3
Vera F. Ochoa
CRD#: 1466083
600 Travis, Suite 5900, Houston, TX 77002
93
Wealthminder
score

Vera Ochoa (CRD# 1466083) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Houston, TX and has over 18 years of experience in the finance industry.

4
Christopher E. Pollitt
CRD#: 2711158
10155 York Road, Suite 105, Hunt Valley, MD 21030
93
Wealthminder
score

Christopher Pollitt (CRD# 2711158) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Hunt Valley, MD and has over 15 years of experience in the finance industry.

5
Sumeet K. Rai
CRD#: 2366923
600 Travis, Suite 5900, Houston, TX 77002
93
Wealthminder
score

Sumeet Rai (CRD# 2366923) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Houston, TX and has over 23 years of experience in the finance industry.

6
William S. Tyson
CRD#: 2074192
10155 York Road, Suite 105, Hunt Valley, MD 21030
93
Wealthminder
score

William Tyson (CRD# 2074192) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Hunt Valley, MD and has over 20 years of experience in the finance industry.

7
Brandon R. Barrett
CRD#: 5679926
10155 York Road, Suite 105, Hunt Valley, MD 21030
90
Wealthminder
score

Brandon Barrett (CRD# 5679926) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Hunt Valley, MD and has over 3 years of experience in the finance industry.

8
James W. Roland
CRD#: 5183147
10155 York Road, Suite 105, Hunt Valley, MD 21030
88
Wealthminder
score

James Roland (CRD# 5183147) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Hunt Valley, MD and has 1 year of experience in the finance industry.

9
Edward William H. Kissinger
CRD#: 4021878
10155 York Road, Suite 105, Hunt Valley, MD 21030
86
Wealthminder
score

Edward William Kissinger (CRD# 4021878) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Hunt Valley, MD and has over 16 years of experience in the finance industry. Edward William Kissinger 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.

10
George H. Arnold
CRD#: 1779940
600 Travis, Suite 5900, Houston, TX 77002
83
Wealthminder
score

George Arnold (CRD# 1779940) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Houston, TX and has over 28 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.