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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Texas involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Texas?

We at can help you solve your dilemma by narrowing down the top registered financial advisors in Texas to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Texas financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Texas


Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746
(512) 3456789


Zachry P. Fearing (Zak)

Morrison Financial

2570 Fm 407
Suite #210

Highland Village, TX 75077
(972) 9663110


Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244
(214) 5453305


Justin Gedlen CFP®, CRC®

Disciplined Advisors Group

14135 Midway Rd
Suite G 100

Addison, TX 75001
(214) 5453310


Tim Dowden

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240
(469) 2505659


Scott Cash Thompson, CFP®

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247
(210) 4912319


Riley Wealth Advisors

Riley Wealth Advisors, LLC

700 N. Carroll, Suite 110 Southlake, TX 76092
16427 North Scottsdale Road Suite 410 Scottsdale, AZ 85254

Southlake, TX 76092
(817) 8704680


Randy Thompson M.B.A.

Copper Mountain Capital

5625 Cypress Creek Pkwy Suite 419

Houston, TX 77069
(832) 7562142


Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy. #226

McKinney, TX 75070
(972) 8370871


Pete Stroer

Stonecreek Financial Solutions

3800 N. Lamar Blvd Unit 200

Austin, TX 78731
(512) 6459608


Justin Farris

Farris Capital Management Inc

14800 Quorum Drive
suite 360

Dallas, TX 75254
(214) 5252141


Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046
(713) 8508900


Lawrence Boyles

Retirement Specialist Incorporated

16850 Saturn Lane
Suite 100

Houston, TX 77058
(281) 4869800


Kenneth Beber, AIF®

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034
(469) 3221210


Jeffrey Wright

Edelman Financial Engines, LLC

555 E. Basse Road Suite 206

San Antonio, TX 78209
(210) 8269400


John Kvale, CFA®, CFP®

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225
(214) 7064300


Joey Martin

J Martin Financial Services

10707 Corporate Drive
Ste 115

Stafford, TX 77477
(832) 5320596



Holman Wealth Management, LLC

4035 Shady Hill Drive

Dallas, TX 75229
(972) 7026032


Patrick Strodtman

Edelman Financial Engines, LLC

4500 Mercantile Plaza Dr
Suite 300

Fort Worth, TX 76137
(214) 7057622


Robert Feeney

Centric Advisors, LLC

10603 W. Sam Houston Pkwy, Suite 225

Houston, TX 77354
(713) 8985501


Chance Vogel

Edelman Financial Engines, LLC

1600 Highway 6
Suite 170

Sugar Land, TX 77478
(281) 2421101


Chance Vogel

Edelman Financial Engines, LLC

207 East Shore Drive
Suite 230

The Woodlands, TX 77380
(832) 8138223


Alex Shurin

Edelman Financial Engines, LLC

7825 N Hwy 6
Suite 110

Houston, TX 77095
(281) 8909600


Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors, Inc.

4400 Post Oak Pkwy #200

Houston, TX 77027
(713) 6236600


Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613
(512) 9102722


Spencer Corzine

AVH Invest

500 E. Whitestone Blvd.
P.O. Box 1977

Cedar Park, TX 78630
(877) 7387018


Marie Freemyer

True Financial Group

1464 E. Whitestone Blvd
Suite 1601

Cedar Park, TX 78613
(512) 6492383


Personal Capital

Personal Capital Advisors Corporation

901 Main Street
Suite 4600

Dallas, TX 75201
(650) 5561310

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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