45-year-old independent RIA recognized as 16th largest Houston firm

Tanglewood Total Wealth Management®, a leading independent RIA based in Houston, earned recognition on the Houston Business Journal’s list of the Largest Institutional Asset Management Firms.

Managing more than $1.5 billion in assets, Tanglewood has a 45-year history of serving institutional clients and multigenerational families. The firm was recognized as the 16th largest institutional asset management firm in Houston¹. Previously ranked 22nd on the same list three years ago, Tanglewood’s consistent presence among the city’s largest firms underscores its long-standing role in the region’s asset management community.

“We are honored to once again be recognized among Houston’s largest institutional asset management firms. For more than four decades, we have remained committed to helping institutions and families navigate their financial futures,” said John Merrill, Founder and CEO of Tanglewood Total Wealth Management.

Tanglewood recently expanded its leadership structure, welcoming two additional employees as shareholders. With five employee-owners now guiding the firm, including its founder, Tanglewood reinforces its dedication to long-term stability and alignment with client interests.

The firm also continues to invest in innovation and client education. Its Houston office features a state-of-the-art “collaboration center,” designed to host events and learning opportunities. Through this space, Tanglewood regularly brings in outside experts and fosters discussions to empower clients in their financial decision-making.

Looking ahead, Tanglewood remains focused on serving a diverse base of clients, including institutions and families with advanced wealth planning needs, while maintaining the independence that has been central to its identity for more than four decades.

¹Methodology: Information on The List was obtained through Houston Business Journal research or supplied by individual firms through questionnaires that HBJ could not independently verify. In case of ties, firms are ranked by total AUM, then alphabetically if ties remain.

About Tanglewood Total Wealth Management®

Tanglewood is an independently owned, SEC-registered investment advisor located in Houston, Texas. The firm provides professional money management and a full suite of comprehensive wealth planning services to institutional, high net worth, and ultra-high net worth clients.

To learn more visit: http://tanglewoodwealth.com

Rankings Disclosure

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