Linscomb Wealth
Linscomb Wealth is a Houston-based private wealth management and financial planning firm founded in 1971, serving individuals and families with investment management and advisory services across a 101-250 employee operation.
- Company typePrivate
- Founded1971
- HeadquartersHouston, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Linscomb Wealth does
Linscomb Wealth is a private wealth management firm headquartered in Houston, Texas, founded in 1971. The firm offers wealth management, investment management, and financial planning services, primarily serving individuals and families. With 101-250 employees, it operates at mid-scale for an independent registered investment advisor, suggesting a meaningful Houston-area client base built over five decades.
The firm's business model is consistent with a traditional fee-based RIA: charging a percentage of assets under management in exchange for discretionary and advisory portfolio management, financial planning, and related wealth services. No technology platform, proprietary models, or differentiated product wrappers are disclosed in the available data, and the firm's website (linscombwealth.com) currently shows only a verification page, limiting further visibility into service specifics, pricing tiers, or advisor headcount.
The most material recent development is the February 2026 acquisition of a $600 million team from Linscomb Wealth by Avidian Wealth Solutions. This represents a meaningful contraction in the firm's advisory bench and the AUM serviced by the departing team. No offsetting strategic moves — new hires, acquisitions, partnerships, product launches, or capital events — are documented, leaving the post-event scale, revenue trajectory, and strategic direction of the firm materially uncertain.
Linscomb Wealth firmographics
Firmographics- Name
- Linscomb Wealth
- Legal name
- Linscomb Wealth
- Website
- https://linscombwealth.com
- Company type
- Private
- Founded year
- 1971
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Linscomb Wealth is a Houston-based private wealth management and financial planning firm founded in 1971, serving individuals and families with investment management and advisory services across a 101-250 employee operation.
- Ownership category
- akta.pro rank
Linscomb Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where Linscomb Wealth is headquartered
LocationHeadquarters
- HQ city
- Houston
- HQ country
- United States
- HQ region
- North America
Markets served
Linscomb Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Linscomb Wealth product offering
Product offeringCore offering
Linscomb Wealth is a Houston-based wealth management firm that provides investment management and financial planning services for individuals and families. The firm manages client portfolios and offers comprehensive financial planning as a boutique advisory practice.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Comprehensive wealth management service for individuals and families, combining investment management with broader financial planning to address household financial goals.
- Investment Management Portfolio and investment management service for individual and family clients, delivered as part of the firm's overall wealth management offering.
- Financial Planning Financial planning service for individuals and families covering household financial goals, integrated with the firm's investment management practice.
Companies that use Linscomb Wealth
Customer profileIdeal customer profiles1 record
Linscomb Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Linscomb Wealth partnerships and signals
Strategic signalScale indicators1 record
Recent moves1 record
Expansion highlights1 record
Linscomb Wealth competitors and assessment
Company assessmentBroad incumbents
- Morgan Stanley Private Wealth Management: Private wealth arm of Morgan Stanley providing investment advisory, financial planning, and wealth management to UHNW clients. Comparable in service mix and target client segment.
- Focus Financial Partners: Leading RIA partnership platform aggregating high-quality independent wealth management firms nationwide. A natural strategic acquirer and competitor for firms of Linscomb's profile and scale.
- Edelman Financial Engines: Large national RIA providing financial planning, investment management, and advice-driven wealth services to mass-affluent and HNW households. Comparable in comprehensive planning-led wealth management model.
- Cerity Partners: National wealth management and advisory firm offering investment management, financial planning, and tax services to HNW clients, with an active M&A strategy in the RIA space.
- Mercer Advisors: National RIA consolidator offering wealth management, investment advisory, tax, estate, and financial planning. Highly comparable business model with active M&A strategy that targets firms like Linscomb.
- Goldman Sachs Private Wealth Management: Private wealth division of Goldman Sachs serving UHNW individuals and families with investment management and financial planning. Comparable in serving HNW clients in Houston and other major markets.
Direct peers
- Frost Wealth Advisors: Wealth management arm of Frost Bank, headquartered in San Antonio/Houston, providing investment management, financial planning, and trust services to Texas HNW clients. Comparable as a Texas-based wealth advisory serving similar client segments.
- Avidian Wealth Solutions: Houston-based RIA that acquired the $600M team from Linscomb Wealth in February 2026. Most directly comparable as a Texas-focused RIA serving HNW individuals and families with wealth and investment management services.
- Cadence Bank Wealth Management: Wealth management division of Cadence Bank, with significant Houston presence, providing investment advisory, trust, and financial planning services to HNW individuals, families, and institutions. Directly comparable in service mix and Houston market overlap.
- Ronald Blue Trust: Christian-faith-based RIA providing fee-only investment management, financial planning, and estate services to HNW individuals and families. Comparable as an independent RIA with planning-led wealth services.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights3 records
Customer concentration
Linscomb Wealth social profiles
Digital presenceLinscomb Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Linscomb Wealth leadership team
Management profileNumber of profiles
Linscomb Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Linscomb Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Linscomb Wealth
What does Linscomb Wealth do?
Linscomb Wealth is a Houston-based wealth management firm that provides investment management and financial planning services for individuals and families. The firm manages client portfolios and offers comprehensive financial planning as a boutique advisory practice.
Is Linscomb Wealth a public or private company?
Linscomb Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Linscomb Wealth founded?
Linscomb Wealth was founded in 1971. It employs 51 to 100 people.
Where is Linscomb Wealth based?
Linscomb Wealth is headquartered in Houston, United States, in the North America region.
Who are Linscomb Wealth's main competitors?
Broad incumbents on record are Morgan Stanley Private Wealth Management, Focus Financial Partners, Edelman Financial Engines, Cerity Partners, Mercer Advisors and Goldman Sachs Private Wealth Management. Direct peers are Frost Wealth Advisors, Avidian Wealth Solutions, Cadence Bank Wealth Management and Ronald Blue Trust.
Does Linscomb Wealth have an API?
No public API is recorded for Linscomb Wealth.
What industry is Linscomb Wealth in?
Linscomb Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.