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Find The Best Financial Advisors in Texas

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 a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in Texas

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 31 vetted financial advisors and 4474 non-vetted financial advisors in Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Texas have an average of 21 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Texas

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Bryn Henry

Guided Path Financial

5700 West Plano Parkway 2300

Plano, TX 75093

972-755-9000

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Doug Gibson

SMART Group Houston

4801 Woodway Dr
Suite 305W

Houston, TX 77056

832-731-7619

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Jeff Rhame

Rhame & Gorrell Wealth Management

1330 lake robbins dr
suite 360

The Woodlands, TX 77380

832-789-1100

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Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746

512-345-6789

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Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

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Nick Lalonde

Third Act Wealth Management, LLC

8150 N Central Expy Ste 1420

Dallas, TX 75206

214-764-2095

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R. Jeff Green

Rightway Investments, PLLC

7 Thorn Berry Place

The Woodlands, TX 77381

713-304-6199

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Rick Lucas

Nestegg Wealth Advisors

3521 Main St Ste.
Ste 101

Rowlett, TX 75088

972-412-6064

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Spencer Corzine

AVH Invest

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

Cedar Park, TX 78630

512-588-2770

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Tim W. Geisbauer

Geisbauer Wealth Management

212 S. Timberland Drive
Suite L

Lufkin, TX 75901

936-219-5022

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David Nash

Magister Wealth

64 Spring Lake Drive

San Antonio, TX 78248

210-251-4993

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Justin Hall

Good Life Asset Strategies, LLC

1401 Jones Street
Suite 210

Fort Worth, TX 76102

817-864-8560

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Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046

713-850-8900

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Mauricio Sanchez

Martin Capital Advisors

1100 NE Loop 410, #300

San Antonio, TX 78209

210-503-0361

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Neil Krishnaswamy

Krishna Wealth Planning LLC

5900 S Lake Forest Dr Suite 300

McKinney, TX 75070

214-901-7526

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Zach Allen

Disciplined Advisors Group

17177 Preston Road
Suite 360

Dallas, TX 75248

214-545-3305

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Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613

512-910-2722

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Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.
#226

McKinney, TX 75070

214-542-0809

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John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225

214-706-4300

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Justin Gedlen

Disciplined Advisors Group

17177 Preston Road
Suite 360

Dallas, TX 75248

214-545-3310

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Manny Gonzalez

SageSpring Wealth Partners

227 N Loop 1604 E
Suite 160

San Antonio, TX 78232

210-907-7024

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Scott Thompson

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247

210-491-2319

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Glen Smith

GDS Wealth Management

2910 Lakeside Village Blvd

Flower Mound, TX 75022

469-212-8072

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Sovereign Wealth Advisors

Sovereign Wealth Advisors, LLC

1 Sugar Creek Center Blvd Ste 340

Sugar Land, TX 77478

281-491-2800

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Vince Jouret

Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024

972-964-4505

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Allworth Financial

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888-242-6766

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Allworth Financial

Allworth Financial

1800 West Loop South, Suite 1980

Houston, TX 77027

888-242-6766

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Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206

415-748-9181

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Fisher Investments

Fisher Investments

6500 International Parkway

Plano, TX 75093

800-587-5512

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Retirement Planners of America

Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093

866-551-1705

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Centric Wealth

Centric Wealth

12549 Louetta Road

Cypress, TX 77429

281-819-2252

Top Financial Advisor Firms in Texas (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
DIMENSIONAL FUND ADVISORS LP
6300 Bee Cave Road, Building One
Austin, TX, 78746
106482 $743,326,749,818 524 A percentage of AUM, Performance Based
VICTORY CAPITAL MANAGEMENT INC.
15935 La Cantera Pkwy,
San Antonio, TX, 78256
106189 $169,590,532,005 3166 A percentage of AUM, Fixed fees, Performance Based
TPG GLOBAL ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
159732 $112,928,800,000 121 A percentage of AUM, Other (CARRIED INTEREST)
TPG CAPITAL ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
159738 $91,207,300,000 79 A percentage of AUM, Other (CARRIED INTEREST)
NB ALTERNATIVES ADVISERS LLC
325 North Saint Paul Street, Suite 4900
Dallas, TX, 75201
149822 $87,941,924,800 666 A percentage of AUM, Fixed fees, Performance Based
AMERICAN BEACON ADVISORS, INC.
220 East Las Colinas Blvd., Suite 1200,
Irving, TX, 75039-5500
105552 $68,523,234,933 65 A percentage of AUM, Performance Based
ALM FIRST FINANCIAL ADVISORS LLC
3800 Maple Avenue, Ste. 600
Dallas, TX, 75219
108561 $68,337,196,176 191 A percentage of AUM, Hourly charges, Fixed fees
SIXTH STREET ADVISERS, LLC
2100 Mckinney Avenue, Suite 1500
Dallas, TX, 75201
159014 $62,738,893,217 121 A percentage of AUM, Performance Based, Other (CARRIED INTEREST)
BARROW HANLEY GLOBAL INVESTORS
2200 Ross Avenue, 31st Floor,
Dallas, TX, 75201-2761
105519 $46,802,100,313 254 A percentage of AUM, Performance Based
KESTRA ADVISORY SERVICES, LLC
5707 Southwest Parkway, Building 2, Suite 400
Austin, TX, 78735
283330 $45,080,680,529 127790 A percentage of AUM, Hourly charges, Fixed fees
CATALYST STRATEGIC SOLUTIONS
6801 Parkwood Boulevard,
Plano, TX, 75024-7198
44970 $42,689,778,864 76 A percentage of AUM, Fixed fees
HUDSON ADVISORS
2711 N. Haskell Avenue, Suite 1800
Dallas, TX, 75204
156078 $38,029,752,331 120 A percentage of AUM, Hourly charges, Fixed fees, Other (INCENTIVE ALLOCATION; COSTS AND EXPENSES REIMBURSED)
LONE STAR FUNDS
2711 N. Haskell Avenue, Suite 1700
Dallas, TX, 75204
160000 $36,117,621,114 35 A percentage of AUM, Other (CARRIED INTEREST)
JASPER RIDGE PARTNERS, L.P.
201 Main Street, Suite 1000
Fort Worth, TX, 76102
144401 $35,105,733,818 49 A percentage of AUM, Fixed fees, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)
AVANTAX ADVISORY SERVICES
3200 Olympus Blvd, Suite 100
Dallas, TX, 75019
104556 $34,340,503,208 111856 A percentage of AUM, Fixed fees, Other (FINANCIAL PLANNING FEES,EDUCATIONAL SERVICES FEES,SOLICITOR FEES)

Additional Financial Advisors in Texas

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Alan McGuire Dawson
Inquire with Alan
16554 Creek Bend Dr, Ste 100 Sugar Land, TX 77478 281-263-1624
Alicia Rivera
Inquire with Alicia
10415 Morado Cir, Ste 2-100 Austin, TX 78759 512-744-4810
Authentic Counsel
Inquire with Authentic
320 Decker Drive, Suite 100 Irving, TX 75062 972-719-2557
Arthur B Kratkiewicz
Inquire with Arthur
24 Waterway Ave, Ste 600 The Woodlands, TX 77380 281-863-5515
Alfonso Duarte Rioseco
Inquire with Alfonso
717 Texas Avenue, Suite 3050 Houston, TX 77002 713-658-2772
Brogdon Financial Solutions
Inquire with Brogdon
10205 Westheimer Rd, Suite 500 Houston, TX 77042 713-934-7700
Betty Hanlon
Inquire with Betty
1330 Post Oak Blvd, Suite 900 Houston, TX 77056 713-968-3092
Billie Pettey
Inquire with Billie
2339 Dueling Oaks, Tyler, TX 75703 903-592-7526
Bradley Burnfield
Inquire with Bradley
201 W Pearl St, Granbury, TX 76048 817-326-1234
Andrew D. Clugston
Inquire with Andrew
1400 Civic Place, Suite 200 Southlake, TX 76092 817-416-4416

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