RIA Intel›Advisers›Texas›WORTHEN FINANCIAL ADVISORS, INC.

WORTHEN FINANCIAL ADVISORS, INC.

Advisory

FRIENDSWOOD, TX

Data as of Aug 20, 2026 · Source: SEC Form ADV

Rank in TX

#1,778

of 2,813 advisers by AUM

Average account

$235K

across 204 accounts

AUM per adviser

$48M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 20, 2026.

Total AUM

$48M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$48M

Discretionary AUM$0

Non-Discretionary AUM$48M

Discretionary %0%

Total Clients92

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

92 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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