Gil’s Musings
Segment Ranked #19 in Texas: BARRON’S Top 1200
We are proud to be included once again in Barron’s “Top 1,200 Financial Advisors,” where we are ranked #19 among advisors in Texas and #5 in Houston.
We have made the list 10 times since 2009, and have ranked consecutively for the last eight years. We are proud that our position on the list has improved every year. In 2017, we were #85 in Texas, and this year we find ourselves at #19 in the state and #5 in Houston. We hold a similar spot on the Forbes Best-In-State ranking for 2023.
Accolades from reputable publications help us greatly when potential new clients evaluate us. This achievement is a group effort; we are especially grateful for all our community supporters who use our services or refer their friends. Our employees also play a pivotal role in providing the type of service that makes this all possible.
Thank you for choosing us, and we look forward to continued success.
Follow this link to see all rankings: Barron’s Top 1200 Financial Advisors 2024
Click here for more information on the survey’s methodology.
CLIENT PROFILE
Segment takes on clients interested in managing their wealth by implementing realistic strategies with long-term results that allow individuals to rule their money, and not the other way around.
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*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Segment Wealth Management, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.