Rhame & Gorrell Wealth Management, LLC (“RGWM”) is an SEC registered investment adviser with its principal place of business in the State of Texas. RGWM is in compliance with the current notice filing requirements imposed upon SEC registered investment advisers by those states in which RGWM maintains clients. RGWM may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.
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Awards Disclosure
Forbes Best-In-State Wealth Advisors
Years awarded: 2026
2026 Forbes|SHOOK® Best-in-State Wealth Advisors in TX, published April 2026, research by SHOOK® Research LLC, data as of June 2025. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance, or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.
USA Today
Years awarded: 2026
USA TODAY Best Financial Advisory Firms 2026, published in April 2026, was determined by an independent third party using a methodology that included both short- and long-term assets under management growth, along with recommendations gathered through an independent survey of clients, industry experts, and financial advisors at RIA firms.
The Five Star Wealth Manager
Years awarded: 2010-2025
This award was issued each year on the evaluation process below.
The Five Star Wealth Manager award was issued by Five Star Professional (FSP). Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future.
NOTE: CLICK HERE TO FIND DATES FOR THE EVALUATION PERIODS FOR ALL FIVE-STAR AWARDS – LISTED BY MARKET.
AdvisorHub – Advisors to Watch
Advisors to Watch – RIA’s: Years awarded: 2024, 2025
Advisors to Watch – Fastest Growing: Years Awarded: 2022,2023
AdvisorHub created the 1,000 Advisors to Watch to recognize excellence in all types of practices and advisors.
Requirements: Advisors to Watch is open to any advisors who meet the following requirements:
- At least $150m in AUM
- 7 years experience
- 2 years at current firm and in good standing
- Clean regulatory record (2 or fewer complaints and no significant judgements)
Methodology: Advisors are ranked on a 100-pt scale in three categories.
- SCALE: relative size of assets, production and quality of service;
- GROWTH: relative year-over-year change in assets, clients and production;
- PROFESSIONALISM: regulatory record, community involvement, mentorship and team makeup.
Citywire Magazine – Future 50 RIA Firm
Years awarded: 2020
Firms were evaluated using a proprietary scoring system based on their degree of independent ownership, assets under management growth, percentage of fee-based business, approaches to sustainability, processes for attracting and maintaining talent, succession planning, staff credentials, investment offerings and capabilities, client education and charitable work, and firm service offerings.
Houston Business Journal
Years awarded: 2018-2024
Firms were evaluated using a proprietary scoring system based on their degree of independent ownership, assets under management growth, percentage of fee-based business, approaches to sustainability, processes for attracting and maintaining talent, succession planning, staff credentials, investment offerings and capabilities, client education and charitable work, and firm service offerings.
Recognized by Houston Business Journal as a Top Wealth Management Firm in the Houston area.
ETF.com Leaders – Top Advisors & Firms
Years awarded: 2024
The above-mentioned recognition/award was given on November 18th, 2024, based on the time period of January 2023 through June 2023. It was provided by etf.com. Rhame & Gorrell Wealth Management has reasonable belief that the survey used to determine the award was fair and balanced. Clients and prospects should be aware that Rhame & Gorrell Wealth Management did not provide compensation to the provider for the rating/award. The Leaders: Top 50 RIA Firms is no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results.
etf.com Award winners are selected in a three-part process designed to leverage the insights and opinions of leaders throughout the ETF industry.
Financial-Planning.com – Best RIAs to Work For
Years awarded: 2025
Rhame & Gorrell Wealth Management was named to Financial-Planning.com’s “Best RIAs to Work For” list. The award was determined through an anonymous survey administered to all full-time employees by an independent third-party survey provider. A fee was paid to the survey provider for participation and data processing. The award does not evaluate the quality of investment advice, client outcomes, or investment performance, and should not be construed as a guarantee of future results. Recognition is based solely on employee feedback and workplace-related criteria.
