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24 companies like Totus Wealth Management
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Totus Wealth Management

totuswm.com
Totus Wealth Management is a Houston-based wealth management firm that builds financial plans around the 'totality' of a client's portfolio — covering retirement, college funding, and major life milestones through analysis and modeling.
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202111-50 emp
8505 Technology Frst Pl, Houston, Texas
$10 Million to 25 Million revenue
Financial Services
NAICS 52
1410•••••81
TECH STACK
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Totus Wealth Management campaignconsultative3000 target
Companies like Totus Wealth Management — Financial Services, 11-50
“Don't let isolated financial decisions hold you back — plan the totality of your portfolio so every goal, from retirement to college, is covered.”
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Companies 45
Decision-makers 30
Emails 20
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Companies like Totus Wealth Management — competitors and alternatives

CompanyWhat they doLocationSizeHiring
Totus Wealth Management is a Houston-based wealth management firm that builds financial plans around the 'totality' of a client's Houston, Texas11-50
Fidelityfidelity.com
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Vanguardvanguard.com
KSSAPK
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investmValley Forge, Pennsylvania5000+
Charlesstewartcharlesstewart.com
Charles Schwabschwab.com
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab TradiSan Francisco, California5000+
Merrill is a wealth management and online investing platform offering personalized investing strategies, financial advice, and guiSan Mateo, California201-1000
Edward Jonesedwardjones.com
PFJPKB
Edward Jones is a North American financial services firm with more than 20,000 financial advisors serving more than 9 million clieSt. Louis, Missouri5000+
Raymond Jamesraymondjames.com
ZBWVZM
Raymond James Financial, Inc. is a Florida-based diversified financial services firm founded in 1962 and publicly traded since 198St. Petersburg, Florida5000+
Ameriprise Financialameriprise.com
JMM(LS
Ameriprise Financial is a financial planning and advice firm with over 130 years of history, serving individual and institutional Minneapolis, Minnesota5000+
Personal Capitalpersonalcapital.com
KGMSCG
Personal Capital (Empower) is a personal finance and wealth management platform that gives individuals a free dashboard to view alRedwood City, California1001-5000
Northwestern Mutualnorthwesternmutual.com
DCSWSS
Northwestern Mutual is a U.S. life insurance and financial services company founded in 1857, headquartered in Milwaukee, WisconsinMilwaukee, Wisconsin5000+
MassMutualmassmutual.com
ZPPEBB
MassMutual is a life insurance company founded in 1851 in Springfield, Massachusetts, operating under the Living Mutual principle Springfield, Massachusetts5000+
SBNALM
AXA is a global insurance and asset management group headquartered in France, operating through AXA Property & Casualty, AXA Life
Wealthfrontwealthfront.com
Wealthfront is a robo-advisor financial services company that combines automated investing with high-yield cash management, offeriPalo Alto, California201-1000
Prudential Financialprudential.com
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Prudential Financial (NYSE:PRU) is a global financial services institution founded in 1875 that offers individual and institutionaNewark, New Jersey5000+
Bettermentbetterment.com
Betterment is an automated investing and financial planning platform that helps individuals grow money through goal-setting tools,New York, New York201-1000
ml.com is the homepage for Merrill Lynch Wealth Management and Financial Services, a wealth management and financial services firm
RE/MAX, LLC is a global real estate franchise organization with more than 140,000 agents in almost 9,000 offices across more than Denver, Colorado5000+
Hays UKhays.co.uk
Hays UK is a global workforce and recruitment partner founded in 1968, placing people into jobs across 21+ sectors through local mGlenmora, Louisiana11-50
Allianz SEallianz.com
Allianz SE is a worldwide insurance and asset management holding company operating in 70 countries with over 156,000 employees, of
MetLife is a global insurance and employee benefits company founded in 1868, headquartered in New York, that sells life, annuitiesNew York, New York5000+
SoFi is a values-driven financial services company on a mission to help members get their money right, creating modern financial pSan Francisco, California5000+
E*TRADE from Morgan Stanley is a pioneer online brokerage and digital investing platform that has executed the first-ever electronEnglewood, Colorado5000+
Morgan Stanleymorganstanley.com
Morgan Stanley is a global financial services firm with a 90-year history, operating in 42 countries to provide investment bankingNew York, New York5000+
Century21century21.com
CENTURY 21® is a global real estate brand operating through 126,000 independent agents across 8,000 offices in 143 countries, helpSan Jose, California1001-5000
New York Lifenewyorklife.com
New York Life is a mutual life insurance company and group benefits provider that partners with employers to deliver tailored disaNew York, New York1-10
Principal Financial Groupprincipal.com
Principal Financial Group is a global asset management and financial services firm that helps more than 75 million customers plan,Des Moines, Iowa5000+
Charlesworth Presscharlesworth.com
TJ Books is a UK book printing and publishing services company based in Padstow, Cornwall, with over 50 years of experience and 14Wakefield, West Yorkshire201-1000
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Totus Wealth Management is a Houston-based wealth management firm that builds financial plans around the 'totality' of a client's portfolio — covering retirement, college funding,
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Frequently asked questions about Totus Wealth Management

What does Totus Wealth Management do?

Totus Wealth Management is a Houston-based wealth management firm that builds financial plans around the 'totality' of a client's portfolio — covering retirement, college funding, and major life milestones through analysis and modeling.

Who are Totus Wealth Management's competitors?

Companies like Totus Wealth Management include Fidelity, Vanguard, Charlesstewart, Charles Schwab, Merrill. See the full list of 24 competitors and alternatives above.

How many employees does Totus Wealth Management have?

Totus Wealth Management has approximately 11-50 employees and is in the Financial Services industry.

Where is Totus Wealth Management headquartered?

Totus Wealth Management is headquartered in Houston, Texas.

What industry is Totus Wealth Management in?

Totus Wealth Management operates in the Financial Services industry.

Who are the decision-makers at Totus Wealth Management?

Key decision-makers and buying contacts at Totus Wealth Management are listed above, including leaders across executive, finance, sales and operations.