Robert Bowdon
President & CEO
Asset recovery · Estate settlement · Houston, TX
Recovering what’s rightfully yours.
Verity Advisors locates owners and heirs of dormant and lost assets, proves ownership, and returns them safely. Licensed, transparent, and never paid up front.
Received a letter? Verify usFor institutionsReceived a letter or call?
Verify we’re legitimate
See our Texas DPS license, BBB A+ rating, the people behind the call, and exactly how the process works. We never ask for money up front.
Verify Verity →Banks & institutionsReunite owners with dormant accounts
Banking institutions, insurers, energy producers, fund companies and investment firms rely on us to locate owners and return dormant assets safely.
For institutions →CareersJoin a mission-driven team
Help families and estates recover what is rightfully theirs alongside experienced bankers, investigators and estate professionals.
Work with us →What makes us different
Proven Track Record. Risk Free Solutions. Client Focused.
We have assisted our clients in recovering millions of dollars in a wide array of asset forms, including Royalty Payments, Insurance Benefits, Publicly Traded Instruments, and Estate Assets.
Texas DPS licensedClass A Investigations Company · License A20032Verify on Texas DPS → (opens in a new tab)
BBB Accredited · A+Accredited by the Better Business Bureau with an A+ ratingView BBB profile → (opens in a new tab)
$400M+ returnedPlus millions of shares of stocks and mutual fundsAbout our firm →
No up-front fees. Ever.Contingency only: we’re paid only if you areRead the FAQ →
Our areas of expertise
What we recover
Our process
Four steps, handled for you
Step 1: Assessment
We conduct a thorough assessment of your case to understand the specifics and develop a tailored strategy.
Step 2: Investigation
Our team uses advanced investigative techniques to gather evidence and establish ownership.
Step 3: Recovery
We implement a strategic approach to recover your asset, working diligently to ensure a successful outcome.
Step 4: Return
Once the asset is recovered, we facilitate a smooth and secure return to you.
Client testimonials
What clients say
“Excellent job Verity Advisors! Chris and Crystal were great to work with and were able to overcome any obstacle that came our way during our recovery! They worked hard and got it done! Thank you Verity!”
“Chris was great to work with and with practically no effort on my part recovered a substantial sum of unclaimed funds. I highly recommend Verity Advisors!”
“Lauren and her team were very professional and kept me informed on the progress the entire time. They were able to recover assets quickly. I would definitely work with them again and would not hesitate to recommend them to others.”
Read all testimonials Our reviews on BBB (opens in a new tab)
Our people
Meet the team behind the call
Mark W. Montgomery
Vice President & COO
Christopher Agostinelli
Vice President & Chief Sales Officer
Crystal Johnson
Director of Operations
You Received a Letter, Now What?
You have assets ready to be claimed. Contact us today and let our asset recovery experts put their experience to work for you.