Houston Five Star award winners
Jim Rodney Waters and Jeff Earl Riley
2018 Five Star
Wealth Managers
James Rodney Waters
7 Year Winner
Jeffrey Earl Riley
3 Year Winner
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Jim Rodney Waters and Jeff Earl Riley

  • Five Star Wealth Manager award winner 2012-2018


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PartnersInWealth® is an independent financial advisory firm in Houston serving financially successful families. Through the PartnersInWealth® Program, clients work with a PersonalCFO who serves as a single point of contact they can count on to coordinate all aspects of their personal finances and optimize their wealth. The PartnersInWealth® team draws on 50-plus years of combined personal advisory experience to help clients maximize their resources so they can positively impact their families and communities.

PartnersInWealth® was founded on the sole belief that high net worth individuals have many blessings – intelligence, ambition, an influential network and, of course, financial resources – that puts them in a position to make a significant, positive impact on their communities and beyond. Unfortunately, many are not as confident moving forward as they could be because they are held back by personal financial management concerns. PartnersInWealth® services meet the unique needs of financially successful households. PartnersInWealth® provides clients with a forward-looking plan that gives them confidence, serves as a sounding board for any financial issues, oversees their holdings and coordinates the efforts of their various financial advisors. PartnersInWealth® prides itself on its mission of providing clients with an enduring financial peace of mind.


*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), 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 Five Star Professional, 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 Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’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. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star 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 client’s 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 Five Star Professional 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 Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,114 Houston area wealth managers were considered for the award; 218 (7 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 2000 considered, 227 winners; 2016: 1763 considered, 437 winners; 2015: 2289 considered, 408 winners; 2014: 3958 considered, 410 winners; 2013: 3001 considered, 504 winners; 2012: 2105 considered, 425 winners.