FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
Legal name: FINANCIAL SYNERGIES
CRD #105643 SEC #801-30106 HOUSTON, TX 713-623-6600
SEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
Employees
18
Clients
--
Accounts
879
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.6B | $1.6B | $6.1M | 18 | 0 |
| May 2025 | $1.6B | $1.6B | $6.1M | 18 | 0 |
| Apr 2025 | $1.6B | $1.6B | $6.1M | 18 | 0 |
| Mar 2025 | $1.6B | $1.6B | $6.1M | 18 | 0 |
| Dec 2024 | $1.3B | $1.3B | $0 | 17 | 0 |
| Oct 2024 | $1.3B | $1.3B | $0 | 17 | 0 |
| Sep 2024 | $1.3B | $1.3B | $0 | 17 | 0 |
| Aug 2024 | $1.3B | $1.3B | $0 | 17 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 17 | 0 |
| Oct 2023 | $1.1B | $1.1B | $0 | 17 | 0 |
| Aug 2023 | $1.1B | $1.1B | $0 | 17 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 17 | 0 |
| Oct 2022 | $1.1B | $1.1B | $0 | 13 | 0 |
| Sep 2022 | $1.1B | $1.1B | $0 | 13 | 0 |
| Sep 2022 | $1.1B | $1.1B | $0 | 13 | 0 |
| Apr 2022 | $1.1B | $1.1B | $0 | 13 | 0 |
| Feb 2022 | $1.1B | $1.1B | $0 | 13 | 0 |
| Nov 2021 | $1B | $1B | $0 | 13 | 0 |
| Nov 2021 | $1B | $1B | $0 | 13 | 0 |
| Oct 2021 | $1B | $1B | $0 | 13 | 0 |
| Aug 2021 | $1B | $1B | $0 | 13 | 0 |
| May 2021 | $1B | $1B | $0 | 13 | 0 |
| Apr 2021 | $1B | $1B | $0 | 13 | 0 |
| Mar 2021 | $1B | $1B | $0 | 13 | 0 |
| Jul 2020 | $895M | $895M | $0 | 11 | 0 |
| Apr 2020 | $895M | $895M | $0 | 11 | 0 |
| Mar 2020 | $895M | $895M | $0 | 11 | 0 |
| Oct 2019 | $768.6M | $768.6M | $0 | 10 | 0 |
| May 2019 | $768.6M | $768.6M | $0 | 10 | 0 |
| Mar 2019 | $768.6M | $768.6M | $0 | 10 | 0 |
| Jan 2019 | $695.7M | $687.5M | $8.2M | 9 | 0 |
| Oct 2018 | $695.7M | $687.5M | $8.2M | 9 | 0 |
| Sep 2018 | $695.7M | $687.5M | $8.2M | 9 | 0 |
| Aug 2018 | $695.7M | $687.5M | $8.2M | 9 | 0 |
| Apr 2018 | $695.7M | $687.5M | $8.2M | 9 | 0 |
| Mar 2018 | $695.7M | $687.5M | $8.2M | 9 | 0 |
| Mar 2017 | $577.7M | $569.1M | $8.6M | 8 | 300 |
| Jan 2017 | $457.2M | $450.1M | $7.1M | 8 | 300 |
| Nov 2016 | $457.2M | $450.1M | $7.1M | 8 | 300 |
| Nov 2016 | $457.2M | $450.1M | $7.1M | 8 | 300 |
| Feb 2016 | $457.2M | $450.1M | $7.1M | 8 | 300 |
| Feb 2016 | $457.2M | $450.1M | $7.1M | 8 | 300 |
| Aug 2015 | $477.5M | $470.7M | $6.8M | 8 | 300 |
| Apr 2015 | $477.5M | $470.7M | $6.8M | 8 | 300 |
| Mar 2015 | $477.5M | $470.7M | $6.8M | 8 | 300 |
| Dec 2014 | $480.4M | $473.9M | $6.4M | 6 | 300 |
| Nov 2014 | $480.4M | $473.9M | $6.4M | 6 | 300 |
| Nov 2014 | $480.4M | $473.9M | $6.4M | 6 | 300 |
| Sep 2014 | $480.4M | $473.9M | $6.4M | 6 | 300 |
| Feb 2014 | $442.4M | $442.4M | $0 | 6 | 300 |
| Jan 2014 | $428.6M | $428.6M | $0 | 6 | 300 |
| Aug 2013 | $428.6M | $428.6M | $0 | 6 | 300 |
| Mar 2013 | $428.6M | $428.6M | $0 | 6 | 300 |
| Mar 2013 | $428.6M | $428.6M | $0 | 6 | 300 |
| Mar 2012 | $393.7M | $393.7M | $0 | 6 | 300 |
| Mar 2012 | $393.7M | $393.7M | $0 | 6 | 300 |
| Apr 2011 | $363.9M | $363.9M | $0 | 10 | -- |
| Mar 2011 | $363.9M | $363.9M | $0 | 10 | -- |
| Mar 2011 | $363.9M | $363.9M | $0 | 10 | -- |
| Feb 2011 | $363.9M | $363.9M | $0 | 10 | -- |
| Jan 2008 | $376M | $376M | $0 | 5 | -- |
| Jan 2007 | $325M | $325M | $0 | 5 | -- |
| Jan 2006 | $260M | $260M | $0 | 5 | -- |
| Feb 2005 | $214.5M | $214.5M | $0 | 5 | -- |
| Aug 2004 | $176.7M | $176.7M | $0 | 5 | -- |
| May 2004 | $176.7M | $176.7M | $0 | 5 | -- |
| Mar 2004 | $176.7M | $176.7M | $0 | 5 | -- |
| Mar 2002 | $117.4M | $117.4M | $0 | 5 | -- |
DateAug 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.1M
Employees18
Clients0
DateMay 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.1M
Employees18
Clients0
DateApr 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.1M
Employees18
Clients0
DateMar 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.1M
Employees18
Clients0
DateDec 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateOct 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateSep 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateAug 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateOct 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateAug 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateOct 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateSep 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateSep 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateApr 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateFeb 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateNov 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateNov 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateOct 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateAug 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateMay 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateApr 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateJul 2020
Total AUM$895M
Discretionary$895M
Non-Disc.$0
Employees11
Clients0
DateApr 2020
Total AUM$895M
Discretionary$895M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$895M
Discretionary$895M
Non-Disc.$0
Employees11
Clients0
DateOct 2019
Total AUM$768.6M
Discretionary$768.6M
Non-Disc.$0
Employees10
Clients0
DateMay 2019
Total AUM$768.6M
Discretionary$768.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$768.6M
Discretionary$768.6M
Non-Disc.$0
Employees10
Clients0
DateJan 2019
Total AUM$695.7M
Discretionary$687.5M
Non-Disc.$8.2M
Employees9
Clients0
DateOct 2018
Total AUM$695.7M
Discretionary$687.5M
Non-Disc.$8.2M
Employees9
Clients0
DateSep 2018
Total AUM$695.7M
Discretionary$687.5M
Non-Disc.$8.2M
Employees9
Clients0
DateAug 2018
Total AUM$695.7M
Discretionary$687.5M
Non-Disc.$8.2M
Employees9
Clients0
DateApr 2018
Total AUM$695.7M
Discretionary$687.5M
Non-Disc.$8.2M
Employees9
Clients0
DateMar 2018
Total AUM$695.7M
Discretionary$687.5M
Non-Disc.$8.2M
Employees9
Clients0
DateMar 2017
Total AUM$577.7M
Discretionary$569.1M
Non-Disc.$8.6M
Employees8
Clients300
DateJan 2017
Total AUM$457.2M
Discretionary$450.1M
Non-Disc.$7.1M
Employees8
Clients300
DateNov 2016
Total AUM$457.2M
Discretionary$450.1M
Non-Disc.$7.1M
Employees8
Clients300
DateNov 2016
Total AUM$457.2M
Discretionary$450.1M
Non-Disc.$7.1M
Employees8
Clients300
DateFeb 2016
Total AUM$457.2M
Discretionary$450.1M
Non-Disc.$7.1M
Employees8
Clients300
DateFeb 2016
Total AUM$457.2M
Discretionary$450.1M
Non-Disc.$7.1M
Employees8
Clients300
DateAug 2015
Total AUM$477.5M
Discretionary$470.7M
Non-Disc.$6.8M
Employees8
Clients300
DateApr 2015
Total AUM$477.5M
Discretionary$470.7M
Non-Disc.$6.8M
Employees8
Clients300
DateMar 2015
Total AUM$477.5M
Discretionary$470.7M
Non-Disc.$6.8M
Employees8
Clients300
DateDec 2014
Total AUM$480.4M
Discretionary$473.9M
Non-Disc.$6.4M
Employees6
Clients300
DateNov 2014
Total AUM$480.4M
Discretionary$473.9M
Non-Disc.$6.4M
Employees6
Clients300
DateNov 2014
Total AUM$480.4M
Discretionary$473.9M
Non-Disc.$6.4M
Employees6
Clients300
DateSep 2014
Total AUM$480.4M
Discretionary$473.9M
Non-Disc.$6.4M
Employees6
Clients300
DateFeb 2014
Total AUM$442.4M
Discretionary$442.4M
Non-Disc.$0
Employees6
Clients300
DateJan 2014
Total AUM$428.6M
Discretionary$428.6M
Non-Disc.$0
Employees6
Clients300
DateAug 2013
Total AUM$428.6M
Discretionary$428.6M
Non-Disc.$0
Employees6
Clients300
DateMar 2013
Total AUM$428.6M
Discretionary$428.6M
Non-Disc.$0
Employees6
Clients300
DateMar 2013
Total AUM$428.6M
Discretionary$428.6M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$393.7M
Discretionary$393.7M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$393.7M
Discretionary$393.7M
Non-Disc.$0
Employees6
Clients300
DateApr 2011
Total AUM$363.9M
Discretionary$363.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$363.9M
Discretionary$363.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$363.9M
Discretionary$363.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$363.9M
Discretionary$363.9M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$376M
Discretionary$376M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$260M
Discretionary$260M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$214.5M
Discretionary$214.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees5
Clients--