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Our Firm

Our Story


Icon’s founders sought to create a different kind of wealth management firm — one that fully embraced the fiduciary standard, provided clients with a curated set of opportunities, and managed money with the discipline and precision that comes from experience. And at each step, to provide the level of care and dedication that we would want to see provided to our own families.

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Recognition

Awards & Recognition

Houston Business Journal · 2025

Individual and family wealth managers in Houston, minimum investment over $1m1

Houston Business Journal · 2024

Houston-area private/family wealth management firms, minimum investment over $1m2

Houston Business Journal · 2023

Largest Houston-Area Wealth Management Firms and Practices3

Ranked #3

Previous Recognition

  • Citywire RIA · 2022

    50 Growers Across America4

    Ranked #1 in Texas

  • Houston Business Journal · 2022

    Wealth Management Firms and Practices, Investment Minimums over $1 million5

  • SmartAsset · 2022

    Top 50 Fastest-Growing Financial Advisor Firms6

    Ranked #12

  • Citywire RIA · 2021

    50 Growers Across America7

    Ranked #2 in Texas

  • Houston Business Journal · 2021

    20 Largest Houston-Area Wealth Management Firms, $1M Minimum8

    Ranked #9

  • Citywire RIA · 2020

    50 Growers Across America9

    Ranked #3 in Texas

Our Commitment

We are committed to you and your family’s unique objectives. We are a premier advisory firm that offers experienced, research-driven advice and curated investment opportunities that are tailored to your unique needs.

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1 Houston Business Journal 2025, “Individual and family wealth managers in Houston, minimum investment over $1m.” Granted on 12/05/2025 and rating was based on 12/31/2024 information. The Houston Business Journal is the ranking organization.

2 Houston Business Journal 2024, “Houston-area private/family wealth management firms, minimum investment over $1m.” Granted on 08/09/2024 and rating was based on 12/31/2023 information. The Houston Business Journal is the ranking organization.

3 Houston Business Journal 2023, “Largest Houston-Area Wealth Management Firms and Practices.” Granted on 08/12/2022 and rating was based on 12/31/2022 information. The Houston Business Journal is the ranking organization.

4 Citywire RIA, “50 Growers Across America 2022.” Data measurement based on Growth during 2021 calendar year. Published on 07/19/2022.

5 Houston Business Journal 2022, “Wealth Management Firms and Practices, Investment Minimums over $1 million.” Granted on 08/12/2022 and rating was based on 12/31/2021 information. The Houston Business Journal is the ranking organization.

6 SmartAsset, “Top 50 Fastest-Growing Financial Advisor Firms – 2022 Edition.” Granted on 07/21/2022 and data measurement periods are March 2019, March 2021, March 2022 from SEC Form ADV information. SmartAsset is the ranking organization.

7 Citywire RIA, “50 Growers Across America 2021.” Data measurement based on growth from year-end 2016 through 2020 from Form ADV. Published November 2021.

8 Houston Business Journal 2021, “2021 Largest Wealth Management Firms with Investment Minimums over $1 million.” Granted on 08/06/2021 and rating was based on 12/31/2020 information. The Houston Business Journal is the ranking organization.

9 Citywire RIA, “50 Growers Across America 2020.” Data measurement based on three-year growth using the most recent available form ADV data. Published December 2020.

No compensation has been provided directly or indirectly by the adviser for any of the awards above.

References made to awards/professional affiliations (especially where unrelated / or unassociated with investment advisory services) are not an endorsement by any third party to invest with Icon Wealth Partners and are not indicative of future performance. Investors should not rely on awards/affiliations for any purpose and should conduct their own review prior to investing.