Texas Monthly Five Star Wealth Manager 2015-2025

Robert M. Wyrick, Jr. of Post Oak Private Wealth Advisors is listed by Five Star Professional as a 2025 Five Star Wealth Manager and an Eleven-Year Winner.

This page summarizes the published eligibility criteria, evaluation factors, and award disclosure details related to the Five Star Wealth Manager recognition for transparency.

This recognition should not be interpreted as a guarantee of future investment results, client experience, advisory performance, or future recognition.

Methodology and Award Disclosure

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.

According to Five Star Professional, the 2025 Five Star Wealth Manager award was issued on July 1, 2025 for the research period from October 30, 2024 through May 1, 2025.

For the 2025 Houston-area recognition, 3,571 wealth managers were considered, and 195 wealth managers were named 2025 Five Star Wealth Managers.

Eligibility Criteria

Required eligibility criteria include:

Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative.
Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of five years.
Favorable regulatory and complaint history review.

As defined by Five Star Professional, the wealth manager has not:

Been subject to a regulatory action that resulted in license suspension, revocation, or payment of a fine.
Had excessive complaints filed against them, as defined by Five Star Professional.
Individually contributed to a financial settlement of a customer complaint.
Filed for personal bankruptcy within the past 11 years.
Been terminated from a financial services firm within the past 11 years.
Been convicted of a felony.

Additional required criteria include:

Fulfilled firm review based on internal standards.
Currently accepting new clients.

Evaluation Criteria Considered

Five Star Professional also considers additional evaluation factors, including:

One-year client retention rate.
Five-year client retention rate.
Non-institutional client assets administered.
Number of client households served.
Education and professional designations.

What the Award Does Not Measure

Five Star Professional does not evaluate the 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 client assets directly.

Award Disclosure

Inclusion on the Five Star Wealth Manager list should not be construed as an endorsement by Five Star Professional or the related publication.

Working with any wealth manager does not guarantee future investment success, nor does inclusion guarantee future recognition.

Fee & Promotional Disclosure

There is no fee to be considered or to win the Five Star Wealth Manager award.

Professionals with a digital profile may have paid a promotional fee. According to the Five Star Professional disclosure, a fee was paid for use of marketing materials.

Such promotional activity does not indicate that the recognition was based on investment performance, client experience, testimonials, or advisory results.