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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 financialadvisor.net 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

512-345-6789

Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214-545-3305

Justin Gedlen

Disciplined Advisors Group

14135 Midway Rd
Suite G 100

Addison, TX 75001

214-545-3310

Christopher Kenny

Edelman Financial Engines, LLC

9050 N. Capital of TX Hwy Building 3
Suite 150

Austin, TX 78759

512-329-6620

Scott Cash Thompson

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247

210-491-2319

Robert Gecker

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

469-676-4487

Riley Wealth Advisors

Riley Private Client, LLC

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

Southlake, TX 76092

817-870-4680

Randy Thompson M.B.A.

Copper Mountain Capital

2010 North Loop West, Suite 110

Houston, TX 77018

832-756-2142

Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy. #226

McKinney, TX 75070

972-837-0871

Paul Culbertson

Allworth Financial

1800 West Loop South, Suite 1980

Houston, TX 77027

713-629-1534

Justin Farris

Farris Capital Management Inc

14800 Quorum Drive
suite 360

Dallas, TX 75254

214-525-2141

Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046

713-850-8900

Lawrence Boyles

Retirement Specialist Incorporated

16850 Saturn Lane
Suite 100

Houston, TX 77058

281-486-9800

Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225

214-706-4300

James Tindall

Integrated Advisors Network DBA Echelon Investment Management LLC

*

Shamrock, TX 79079

806-334-1221

Patrick Strodtman

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240

469-250-5687

Patrick Strodtman

Edelman Financial Engines, LLC

4500 Mercantile Plaza Dr
Suite 300

Fort Worth, TX 76137

469-250-5687

Chance Vogel

Edelman Financial Engines, LLC

1650 Highway 6 South,
Suite 100

Sugar Land, TX 77478

281-207-2124

Alex Shurin

Edelman Financial Engines, LLC

1885 St. James Place
Suite 1340

Houston, TX 77027

281-890-9600

Brian Mueller

Edelman Financial Engines, LLC

207 East Shore Drive
Suite 230

The Woodlands, TX 77380

713-338-3010

Adam Lampe

Mint Wealth Management

12807 Haynes Road, Building H

Houston, TX 77066

281-970-4200

Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors, Inc.

4400 Post Oak Pkwy #200

Houston, TX 77027

713-623-6600

Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613

512-910-2722

Spencer Corzine

AVH Invest

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

Cedar Park, TX 78630

512-588-2770

Personal Capital

Personal Capital Advisors Corporation

901 Main Street
Suite 4600

Dallas, TX 75201

650-556-1310

List of Additional Financial Advisors in Texas*

* Additional advisor listing is provided in partnership with Yext

Henry & Burns Private Wealth - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
512-231-0725

Scott Muenz - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
877-955-7526

Brogdon Financial Solutions

10205 Westheimer Rd
Suite 500

Houston, TX 77042
713-934-7700

Albert Steves - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
210-271-6110

The Journey Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2717

John Gascoyne - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4725

Winston Wealth Advisors

2520 81st Street

Lubbock, TX 79423
806-745-9120

Beene Wealth Management Group

400 Austin Avenue
Suite 200

Waco, TX 76701
254-755-6575

AXA Advisors, Mark Mohr

3200 Southwest Freeway
Suite 1800

Houston, TX 77027
713-402-6426

Vasso & Associates - Ameriprise Financial Services, LLC

5000 Quorum Dr
Ste 375

Dallas, TX 75254
972-692-5069

Bison Wealth Management LLC

3838 Oak Lawn Avenue
Suite 1000

Dallas, TX 75219
919-610-0567

David Riggs - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
713-953-0200

Shannon Harris - Ameriprise Financial Services, LLC

3610 Shire Blvd
Ste 212

Richardson, TX 75082
972-635-0101

The Keever Group - Ameriprise Financial Services, LLC

2340 W Interstate 20
Ste 214

Arlington, TX 76017
817-465-6000

Encircle Wealth Advisors - Ameriprise Financial Services, LLC

8751 Collin McKinney Pkwy
Ste 301

McKinney, TX 75070
972-866-7969

Authentic Counsel

320 Decker Drive
Suite 100

Irving, TX 75062
972-719-2557

Collum, Wofford and Associates - Ameriprise Financial Services, LLC

1418 Sidney Baker St

Kerrville, TX 78028
830-257-0406

CBTx Wealth Management and Trust Services

215 East Main St

Nacogdoches, TX 75961
936-715-4110

Brentt Shropshire, Financial Services Professional

12201 Merit Drive
Suite 1000

Dallas, TX 75251
972-774-2065

Dallas, TX Branch Office - UBS Financial Services Inc.

100 Crescent Court
Suite 600

Dallas, TX 75201
214-965-6145

Armand Financial & Insurance Solutions

8000 IH 10 West
Suite 800

San Antonio, TX 78230
210-321-2759

Atlas Wealth Advisors

10000 North Central Expressway
Suite 700

Dallas, TX 75231
972-421-2068

Allstate Personal Financial Representative: Benjamin Garcia

3435 N Belt Line Rd
Ste 119

Irving, TX 75062
972-570-7000

Allstate Personal Financial Representative: Jesse A. Carlow

15901 Cntrl Cmmrce Dr
Ste 101

Pflugerville, TX 78660
512-909-2245

Blanton Financial Services, LLC

800 Autumn Ridge Drive

Granbury, TX 76048
817-229-6919

4 Points Planning

10501 North Central Expressway
Suite 300

Dallas, TX 75231
214-390-9505

Ahlers & Stoll Wealth Management

15311 Vantage Parkway West
Suite 160

Houston, TX 77032
281-999-1283

Hensley, Birney & Associates - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

Miller, Swope & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

Sandy Macdowell - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7109

The Byrne Group - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0602

Terry Williams - Morgan Stanley

4401 82nd St

Lubbock, TX 79424
806-698-5248

Regal Assets

200 West Highway 6
4th Floor

Waco, TX 76712
323-962-1132

Hyatt Romero McGuire Wealth Management - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3570

Tommy N Thomas & Associates

2836 Bill Owens Parkway

Longview, TX 75605
903-297-9933

Advisors Financial Group

4848 Loop Central Drive
Suite 1005

Houston, TX 77081
713-659-1212

Marc Andrew Hamlin - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0339

James Muckleroy - UBS Financial Services Inc.

6101 S. Broadway
Suite 510

Tyler, TX 75703
903-534-4016

Allison Benefit Consultants

1805 Fifth Street
Suite 201

Bay City, TX 77414
979-244-3218

Beacon Financial Group

17300 Preston Road
Suite 120

Dallas, TX 75252
972-726-9888

Workhorse Wealth - Ameriprise Financial Services, LLC

318 W Highland Blvd

San Angelo, TX 76903
325-942-0600

Averett Financial

6050 Southwest Boulevard
Suite 200

Fort Worth, TX 76109
817-420-6223

7th Harvest Investments

100 North Central Expressway
Suite 1210

Richardson, TX 75080
972-231-1525

Best Path Advisors

105 Quail Run Street

Colleyville, TX 76034
817-849-1375

Doyle & Associates - Ameriprise Financial Services, LLC

2435 N Central Expy
Ste 915

Richardson, TX 75080
214-389-8500

Allstate Personal Financial Representative: Dorothy Humphrey

6303 Wurzbach Rd

San Antonio, TX 78240
210-238-2145

Allstate Personal Financial Representative: Barry LaGasse

908 FM 3009

Schertz, TX 78154
210-365-1977

Aspect Wealth Management

9311 San Pedro Avenue
Suite 750

San Antonio, TX 78216
210-268-1500

Arete Advisors

1800 Bering Drive
Ste. 940

Houston, TX 77057
832-910-8437

Wendy Nobles, CFP, CRPC - UBS Financial Services Inc.

3450 Dowlen Road
Suite A

Beaumont, TX 77706
409-654-3253

Anchor Private Planning

751 East Southlake Boulevard
Suite 120

Southlake, TX 76092
214-223-6022

Curtis Mason - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
210-582-1300

Christopher Green - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8143

Advanced Wealth Strategies Group

310 West Main Avenue

Round Rock, TX 78664
512-218-7993

Brandon K. Moore Financial

2010 Pecos Street

San Angelo, TX 76901
325-653-1040

Brad Weddle, The Texas Money Manager

3330 North Galloway Avenue
Suite 309

Mesquite, TX 75150
972-613-2525

Morgan Nichols - Ameriprise Financial Services, LLC

214 E College St

Grapevine, TX 76051
817-488-0905

James Credo - Ameriprise Financial Services, LLC

709 E Esperanza Ave

McAllen, TX 78501
956-687-7902

Rebecca R Setliff - Morgan Stanley

303 N Oregon St
9th Fl

El Paso, TX 79901
915-842-7956

Robin Alexandra Lakey-White, CFP, CRPC - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 300

San Antonio, TX 78216
210-805-1016

Stephen Satter - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2142

Allstate Personal Financial Representative: Roger Mount

1100 N Blue Mound Rd
Ste 110

Saginaw, TX 76131
817-689-1870

Craig A Parr - Morgan Stanley

911 W Loop 281
Suite 310

Longview, TX 75604
903-241-7552

Keith Evans - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6802

Allstate Personal Financial Representative: Kimberly Bouie

2251 FM 646 Rd W
Ste 120

Dickinson, TX 77539
713-383-8675

Todd Justice - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
972-943-7270

Jeanne Heisler Pellis - Ameriprise Financial Services, LLC

4022 Crystal Lake Cir N

Pearland, TX 77584
281-485-6793

Ambrose and Leyden Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1505

Midland, TX Branch Office - UBS Financial Services Inc.

1700 West Wall Street
Suite 220

Midland, TX 79701
432-687-0228

Dax McCracken, AAMS - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5254

Thieman-Stinnett Investment and Retirement Services, LLC

502 South Koenigheim Street
Suite 1B

San Angelo, TX 76903
325-655-5520

Finley & Neal Wealth Management

116 South Velasco

Angleton, TX 77515
979-848-0951

Atlas Retirement Strategies LLC

8000 IH 10 West
Ste 800

San Antonio, TX 78230
210-321-1400

Derrick Kinney - Ameriprise Financial Services, LLC

700 Highlander Blvd
Ste 335

Arlington, TX 76015
817-419-6001

Waddy Hammond - UBS Financial Services Inc.

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
281-362-6368

Go & Flood - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2448

Dana Johnston - UBS Financial Services Inc.

15958 City Walk
Suite 240

Sugar Land, TX 77479
281-263-6201

Susan Wong - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2883

Jimmy Bowers - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-820-2262

David DiRe - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5293

Bart Lane - Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
903-579-2232

Ron Johnson - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
972-943-7214

Atlas Financial Planning & Southwest Business Consultants, Inc.

6101 West Courtyard Drive
Building 3 Suite 125

Austin, TX 78730
512-275-3897

Paul Shah - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1683

The Atherton Team - UBS Financial Services Inc.

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
281-362-6363

BridgeNorth Wealth Advisors - Ameriprise Financial Services, LLC

11550 Interstate 10 W
Ste 295

San Antonio, TX 78230
210-541-0126

Larry Levi - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5951

Edward Dobin - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
281-494-2821

Parrott - Schurwon Group - UBS Financial Services Inc.

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
281-362-6380

Lake Point Advisory Group Flower Mound Office

1011 Surrey Ln.
Building 200

Flower Mound, TX 75022
214-771-3363

AC Partnership - UBS Financial Services Inc.

1700 South 10th Street
Suite 200

Mcallen, TX 78503
956-928-8019

Davis-Moody Group - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2825

Jorge A. Maldonado - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3417

William Blake II - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0511

Brightway Insurance, The Gunn Agency

512-649-4220

Comtex Beaumont Dowlen

130 Dowlen Road

Dowlen, TX 77706
409-866-8121

Window World TX

3838 South Padre Island Dr

Corpus Christi, TX 78415
361-991-4189

Comtex Bridge City

1815 Texas Ave

Bridge City, TX 77611
409-697-3111

Dale Tucker - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 300

San Antonio, TX 78216
210-805-1044

Matthews McIntire Wealth Management - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-654-0313

Window World TX

5238 Evers Road

San Antonio, TX 78238
210-767-0995

Danielle Antoine - Gateway Mortgage Group

12777 Jones Road
Ste. 325

Houston, TX 77070
832-915-3053

Champs Sports

11200 Broadway Street
Ste 1335

Pearland, TX 77584
713-340-3149

Goosehead Insurance - Andrew Haley

4501 Cartwright Rd
Suite 306

Missouri City, TX 77459
281-643-0996

Goosehead Insurance - Danny Raymond

1315 Rayford Park Rd
Suite 502

Spring, TX 77386
281-378-4840

Goosehead Insurance - Lorena Korpela

13785 N. Research Blvd
Suite 125

Austin, TX 78750
512-201-2981

HomeWell Franchising

812 Sheppard Rd

Burkburnett, TX 76354
888-319-0045

HomeWell of Collin County

1333 W McDermott Dr.
STE 200

Allen, TX 75013
469-804-6881

Stefanie Benesh - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3305

The Gunnip Group - Morgan Stanley

Southlake Town Square, 1400 Civic Place
Suite 200

Southlake, TX 76092
817-416-4472

DTLR

2244 North Collins St

Arlington, TX 76011
817-303-2682

DTLR

5256 S State Hwy 360
Suite #820

Grand Prairie, TX 75052
972-522-7952

DTLR

2630 N Josey Ln
Suite 126

Carrollton, TX 75007
972-242-1612

Frost Bank

3500 Little York Rd
Ste. B-1A

Houston, TX 77093
713-388-7600

The Campbell Financial Group - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3514

Raul Bencomo Jr - Ameriprise Financial Services, LLC

5760 N Mesa St

El Paso, TX 79912
915-842-0014

Edward Jones - Financial Advisor: Blaine Spradlin

1105 Wooded Acres Drive
Suite 230

Waco, TX 76710
254-399-6597

YogaSix

5440 El Dorado Blvd.
Suite 200

Houston, TX 77059
440-740-5262

DTLR

11719 Webb Chapel Rd

Dallas, TX 75229
972-241-0682

DTLR

1030 W Arkansas Ln

Arlington, TX 76013
817-459-2645

DTLR

3312 N Buckner Blvd

Dallas, TX 75228
214-660-9880

DTLR

6759 Bridge St

Fort Worth, TX 76112
817-457-3647

Lake Point Advisory Group Cedar Hill Office

610 Uptown
Suite 2000

Cedar Hill, TX 75104
214-771-3363

Lake Point Advisory Group Rockwall Office

1 Horizon Court
Suite A

Rockwall, TX 75032
214-771-3363

G & L Financial Strategies Guy W. Jones, CFP, RICP Lynn Jones, LUTCF

3311 Interstate 35
Suite 100

Denton, TX 76207
940-566-0377

Everstream Capital

2090 IH 35 N
4114

New Braunfels, TX 78130
830-515-7096

Stifel | The West Group

2850 North Harwood Street
18th Floor

Dallas, TX 75201
214-706-9462

OutSourcing Solutions Group

630 North Central Expressway
Suite A

Plano, TX 75074
214-221-4200

Branson Fowlkes & Company, Inc.

19 Briar Hollow Lane
Suite 130

Houston, TX 77027
713-780-0606

The Watts/Wilk Group - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0618

Michael Rodenbaugh, CFP, CIMA - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3580

Larry Callender - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2982

Trahan Financial Group - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-654-0362

Jeffrey Heard, CFP, CIMA, CPWA - UBS Financial Services Inc.

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
281-362-2248

David E Meadors - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
972-943-7256

Beaumont, TX Branch Office - UBS Financial Services Inc.

3450 Dowlen Road
Suite A

Beaumont, TX 77706
409-654-3210

Stifel | Jonathan Stewart

300 Throckmorton Street
Suite 1400

Fort Worth, TX 76102
817-717-6804

Allstate Personal Financial Representative: Jeremy Mayfield

149 Magellan Cir
Ste A

Webster, TX 77598
713-389-8428

Houston Wealth Management

1035 Dairy Ashford Rd, Suite # 222

Houston, TX 77079
281-372-8410

Exectras

5819 Hwy 6 255

Missouri City, TX 77459
832-539-6000

Stifel | The Vogler Group

500 Chestnut Street
Suite 500

Abilene, TX 79602
325-480-8950

JTL Wealth Partners

5700 Tennyson Parkway
Suite 300

Plano, TX 75024
469-929-9350

American Momentum Bank

1 Momentum Blvd

College Station, TX 77845
979-774-1111

LaunchPoint Wealth Advisors - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-437-9311

Allstate Personal Financial Representative: Barton Bradshaw

2145 N Josey Ln
Ste 210

Carrollton, TX 75006
903-603-1603

Allstate Personal Financial Representative: Michael Creel, Jr

8088 Park Ln

Dallas, TX 75231
817-691-7404

Allstate Personal Financial Representative: Christopher O Banner

8880 Highway 6
Ste 180

Missouri City, TX 77459
832-373-7422

Carl Canga - Ameriprise Financial Services, LLC

4810 Spicewood Springs Rd
Ste 200

Austin, TX 78759
512-553-3007

Mitchell Jacobs - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-840-0240

Kelly Shanks - Ameriprise Financial Services, LLC

221 S Memorial Fwy
Ste 200

Nederland, TX 77627
409-721-6200

Jim Bailey - Ameriprise Financial Services, LLC

4131 Spicewood Springs Rd
Ste I5

Austin, TX 78759
512-527-9900

William Everly - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
877-421-7900

Kristin L Young - Ameriprise Financial Services, LLC

25511 Budde Rd
Ste 2603

The Woodlands, TX 77380
832-791-5040

David Nethery - Ameriprise Financial Services, LLC

2221 Lakeside Blvd
Ste 1250

Richardson, TX 75082
214-445-0611

Jim Bussey - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5733

Lawrence Terry - Ameriprise Financial Services, LLC

1612 Summit Ave
Ste 410

Fort Worth, TX 76102
817-810-9132

DTLR

727 North Highway 67
Suite 31

Cedar Hill, TX 75104
972-293-8769

DTLR

3534 Altamesa Blvd

Fort Worth, TX 76133
817-292-3504

DTLR

1501 W Buckingham Rd
Suite 1501

Garland, TX 75042
972-414-9330

Lake Point Advisory Group Houston Office

5850 San Felipe Street
Suite 500

Houston, TX 77057
713-400-7800

Danny P Blevins - Ameriprise Financial Services, LLC

3600 Shire Blvd
Ste 200

Richardson, TX 75082
972-265-7003

Ray Clark - Ameriprise Financial Services, LLC

260 N Denton Tap Rd
Ste 270

Coppell, TX 75019
972-393-7393

Matt B Irwin - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
469-865-1066

John Hutcherson - Ameriprise Financial Services, LLC

406 W Austin St

Fredericksburg, TX 78624
830-997-4531

Gregory W Davis - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-820-2209

Bryan Hurst - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2761

DAVIS & ASSOCIATES CPA FIRM

2707 West Baker Road

Baytown, TX 77521
281-422-3087

Dianne Farrar-Wright - Morgan Stanley

911 W Loop 281
Suite 310

Longview, TX 75604
903-241-7555

Nisha Pillay Modak - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4710

Randall White - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
972-450-6670

Brazelton, Murray, Greenwood - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

La Familia Auto Insurance

901 E. Hwy 67
Ste. A

Duncanville, TX 75137
972-776-4121

Groceries Today

800 Town and Country Blvd
Suite 537

Houston, TX 77024
832-234-2655

VILLA

3417 Lancaster Rd

Dallas, TX 75216
214-371-1884

DTLR

9203 Skillman St
Suite 120

Dallas, TX 75243
214-553-4562

VILLA

2520 W University Dr
Suite 1160

Denton, TX 76201
940-381-2416

DTLR

2223 Singleton Blvd
Space 234

Dallas, TX 75212
214-951-9645

Houston & Associates - Ameriprise Financial Services, LLC

417 Oakbend Dr
Ste 270

Lewisville, TX 75067
972-459-6670

Strategic Insights Financial Planning Group - Ameriprise Financial Services, LLC

709 E Esperanza Ave

McAllen, TX 78501
956-687-7902

Lake Point Advisory Group Fort Worth Office

2201 Dottie Lynn Parkway
Suite 123

Fort Worth, TX 76120
214-771-3363

Lake Point Advisory Group Granbury Office

415 S. Morgan Street

Granbury, TX 76049
214-771-3363

Verus Wealth Advisors - Ameriprise Financial Services, LLC

2435 N Central Expy
Ste 870

Richardson, TX 75080
972-398-8599

Pennington Wealth Management - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4422

Praetorian Private Wealth

807 Las Cimas Parkway
Suite 325

Austin, TX 78746
737-263-1759

Stephen Hernandez - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
713-954-4940

Howard K Bellet - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
817-591-8025

Phil Smiley - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
817-591-8027

Jerome Caulk - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5754

Jones, Cannon and Scofield - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

Strategic Wealth Advisors

600 Sunland Park Dr.
#100

El Paso, TX 79912
915-532-8885

Craig Donowho - Ameriprise Financial Services, LLC

11550 Interstate 10 W
Ste 295

San Antonio, TX 78230
210-541-0126

Mark Simpson CFP®

13034 Pebblebrook Drive

Houston, TX 77079
713-977-1014

Dvorak, Bives & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2722

Bives & Associates - Ameriprise Financial Services, Inc.

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-314-5340

Allstate Personal Financial Representative: John Ezer

141 W Water St

Kerrville, TX 78028
830-377-1068

Allstate Personal Financial Representative: Joshua Peralez

218 W Nolana Ave

McAllen, TX 78504
956-292-8161

Evan Martin, CFP, CIMA, AWMA - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8172

Allstate Personal Financial Representative: Louis Quintanilla

6751 Rufe Snow Dr
Ste 900

Fort Worth, TX 76148
817-307-3319

Allstate Personal Financial Representative: Jeffrey Kurhan

2980 Long Prairie Rd
Ste A

Flower Mound, TX 75022
972-539-7162

Allstate Personal Financial Representative: Wayman Randolph

9360 N Belt Pkwy E
Ste 250

Humble, TX 77396
713-446-5736

The Hunter Stanco Group - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4439

Michelle Morehead - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1675

Christopher Smith - Ameriprise Financial Services, LLC

9800 Hillwood Pkwy
Ste 180

Fort Worth, TX 76177
817-500-5284

Allstate Personal Financial Representative: Steven Ruelas

404 W Avenue F

Midlothian, TX 76065
972-523-7854

Lesa Collins - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
972-943-7205

Nguyen & Mercer Group - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3563

Allstate Personal Financial Representative: Enrique Salazar

3504 Belt Line Rd
Ste 105

Dallas, TX 75234
310-720-3846

Alfonso Duarte Rioseco - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2772

Morgan Stanley Financial Advisors

500 S Taylor
Ste 320

Amarillo, TX 79101
806-345-1200

Harry Sidhu - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
469-865-1095

Mcree Smith - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
972-964-4526

The Volpe Group - Morgan Stanley

802 N. Carancahua
Suite 1120

Corpus Christi, TX 78401
361-889-5218

Mac Cravy - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7201

Chris Sanger - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
210-271-6135

Heather A Smith - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1857

Tres Palmer - Ameriprise Financial Services, LLC

1250 S Capital of Texas Hwy
Bldg 1 Ste 425

Austin, TX 78746
512-991-1101

Michael DeGroat - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1683

Wilsons Leather

5001 East Expressway 83
Suite #639

Mercedes, TX 78570
956-294-0112

Margolies Law Office

7920 Belt Line Rd
Ste 650

Dallas, TX 75254
469-626-7760

My Eyelab

485 Marketplace Blvd
#154

Forney, TX 75126
866-286-7036

Michael Kaplan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3027

Sarah Walsh - Ameriprise Financial Services, LLC

3610 Shire Blvd
Ste 212

Richardson, TX 75082
972-635-0102

City Electric Supply Mckinney

2010 Redbud Blvd
Suite 200

McKinney, TX 75069
469-545-1268

J Darrell Stiles - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5800

Shawn D Smith - Ameriprise Financial Services, LLC

5600 Clearfork Main St
Ste 460

Fort Worth, TX 76109
817-377-9998

Scott Finley - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
281-494-2884

Scott Glaser - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7138

Tom Uhl - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5944

Alan McGuire Dawson - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1624

Lonny Landry - Gateway Mortgage Group

6735 Salt Cedar Way
Ste. 370

Frisco, TX 75034
817-554-1017

Cary Laudadio - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
512-744-4804

Edward Jones - Financial Advisor: Grant A Muir

303 Coke Ave
#130

Hillsboro, TX 76645
254-582-8438

Catherine Agor

312-479-7297

Edward Jones - Financial Advisor: Kevin D Teems

5099 Hwy 377 S

Aubrey, TX 76227
940-365-0030

Catherine Ribon

360-350-0891

Jesus Maymi

972-516-1061

Edward Jones - Financial Advisor: John Clanton

550 Reserve St
Ste 400

Southlake, TX 76092
682-271-9146

Dana Bives - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-314-5340

Edward Jones - Financial Advisor: Lex Webster

1229 E Pleasant Run Road
Suite 220

Desoto, TX 75115
469-547-1661

Edward Jones - Financial Advisor: Ryan Soward

5421 Donnybrook Ave

Tyler, TX 75703
903-534-6077

C Travis Saacke - Ameriprise Financial Services, LLC

2900 Commercial Center Blvd
Ste 110

Katy, TX 77494
713-332-4333

Melissa Zoulek

858-524-9206

Michael Pascarella - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

Comtex Vidor

1455 N Main

Vidor, TX 77662
409-783-1717

Comtex Orange

1702 16th Street

Orange, TX 77630
409-882-9714

Panera Bread

26003 NW Freeway

Cypress, TX 77429
281-758-3100

Barton Financial Group, LLC

107 S. Main Street
Ste. A

Kyle, TX 78640
512-686-7589

Victor Olivera - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7053

Nothing Bundt Cakes

2451 Pablo Kisel Blvd
Suite A

Brownsville, TX 78526
956-465-1461

Nothing Bundt Cakes

1351 W Davis St
Suite B

Conroe, TX 77304
936-283-5450

Goosehead Insurance - Kim Dugey

14133 Memorial Drive
Suite 1

Houston, TX 77079
832-667-8961

Goosehead Insurance - Spiller & Ormand Agency

9707 FM 812
Suite 3

Austin, TX 78719
512-960-4550

Paul William Koerner - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

Alan Paul Yonack - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7209

HomeWell Care Services

11104 W. Airport Blvd
Suite 205

Stafford, TX 77477
281-721-5536

THE DINGA/HOLLINGSWORTH GROUP - Morgan Stanley

500 S Taylor
Ste 320

Amarillo, TX 79101
806-345-1200

CYCLEBAR

17022 Fiesta Texas Drive
Suite 401

San Antonio, TX 78256
210-688-4055

Taisong (Alex) He - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6563

Craig A Saunders - Ameriprise Financial Services, LLC

705 E 1st St

Prosper, TX 75078
469-506-1950

Allstate Personal Financial Representative: Andrew Kacz

17430 Campbell Rd
Ste 206

Dallas, TX 75252
774-218-9270

Duane Dollar - Ameriprise Financial Services, LLC

24 Waterway Ave
Ste 1400

The Woodlands, TX 77380
281-719-3240

Matthew Savard - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2768

Jim Tabak - Ameriprise Financial Services, LLC

4516 S Mc Coll Rd

Edinburg, TX 78539
956-618-0050

Rosenthal Retirement Planning, LP

100 E 15th St
Suite 100

Fort Worth, TX 76102
817-336-2000

Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
903-581-4344

Wendell De Grange - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1340

Strategic Financial Advisors

14550 Torrey Chase Blvd.
Suite 360

Houston, TX 77014
281-444-8732

Margaret Capehart - Ameriprise Financial Services, LLC

700 Highlander Blvd
Ste 335

Arlington, TX 76015
817-419-6001

Patricia Sayyah - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
281-709-0434

Barry Wood - Ameriprise Financial Services, LLC

1707 Foggy Glen Cv

Austin, TX 78733
512-263-3695

Reveal Wealth Strategies - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

Kristen Palme - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
210-582-1300

Robert C Allen - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-820-2229

Vivian A O'Leary - Morgan Stanley

2800 Post Oak Blvd.
18th Floor

Houston, TX 77056
713-965-5075

Love Wealth Management

1200 East New York Avenue

Midland, TX 79701
432-620-0001

Evelyn Nickerson - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6890

Cedric Anderson | Second Chance Opportunity Source

5500 E. Loop 820 S
Suite 203

Fort Worth, TX 76119
817-528-7487

Mark Kappel - Morgan Stanley

500 Chestnut
Ste 1900

Abilene, TX 79602
325-734-3313

Financial 411

877-529-6543

Allstate Personal Financial Representative: Thomas Neal

515 Main St

Texarkana, TX 75501
903-277-2405

Allstate Personal Financial Representative: Douglas Sharp

1400 W Sam Houston Pkwy N
Ste 130

Houston, TX 77043
281-705-3684

Allstate Personal Financial Representative: Michael Goldreyer

12102 Highway 6

Santa Fe, TX 77510
409-925-1980

Lake Point Advisory Group Woodlands Office

8665 New Trails Drive
#110

Woodlands, TX 77381
214-771-3363

Toro Bravo Investment Advisors, LLC

3418 Olsen Boulevard
Suite F

Amarillo, TX 79109
806-359-7766

Green Financial Group

6363 WoodWay Drive
Suite 625

Houston, TX 77057
713-244-3030

Impart Financial, LLC

4200 S. Hulen St, Ste 678

Fort Worth, TX 76109
817-921-5656

Lighthouse Financial Advisors

1751 River Run Road
Suite 200

Fort Worth, TX 76107
817-882-8221

Frost Trust - Closed

1645 Greens Prairie Rd. W
Ste 103

College Station, TX 77845
713-388-7600

Pamela Turner - Ameriprise Financial Services, LLC

1207 University Ave

Huntsville, TX 77340
936-295-7009

Stifel | Winter Taylor Wealth Management Group

550 Reserve Street
Suite 625

Southlake, TX 76092
817-865-3090

Jeffrey W Elliott - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5024

Allstate Personal Financial Representative: Eliseo Ancira

3525 International Blvd

Brownsville, TX 78521
956-590-0642

Allstate Personal Financial Representative: Gabriel Almanza

5510 Abrams Rd
Ste 123

Dallas, TX 75214
214-762-9104

Allstate Personal Financial Representative: Victor Hernandez

5255 Transmountain Dr
Ste 3

El Paso, TX 79924
915-920-7079

Liz Shaffer - Ameriprise Financial Services, LLC

550 Reserve St
Ste 190

Southlake, TX 76092
817-479-0141

Allstate Personal Financial Representative: Daniel Yancy

3105 W Arkansas Ln

Arlington, TX 76016
817-726-3910

IronBridge Private Wealth

3600B N Capital of Texas Hwy
Suite 220

Austin, TX 78746
512-327-8900

Samuel Pak - Ameriprise Financial Services, LLC

4245 Kemp Blvd
Ste 804

Wichita Falls, TX 76308
940-691-2275

Steven M. Thorpe - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5066

Randy Stewart - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
512-744-4800

Allstate Personal Financial Representative: Eric Smith

5409 4th St
Unit F

Lubbock, TX 79416
806-777-8206

Cowand Wealth Management, LLC

12304 Alcanza Drive

Austin, TX 78739
512-826-6610

Retirement Designers Financial Group LLC

1400 Preston Rd.
Suite 400

Plano, TX 75093
214-299-5134

Glew Wealth Management - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0525

Justin King - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5800

Houston Financial Center

675 Bering Drive
Suite 575

Houston, TX 77057
713-212-7565

World Financial Advisors

3350 McCue Road
#704

Houston, TX 77056
713-771-9400

Jerry Muldowney - Ameriprise Financial Services, LLC

3522 Paesanos Pkwy
Ste 303

San Antonio, TX 78231
210-764-1390

Nancy Sawicki, CFP - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8915

Jerald Cooperman - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
817-591-8014

Susan Marvin - Ameriprise Financial Services, LLC

1120 W Campbell Rd
Ste 101

Richardson, TX 75080
214-572-2261

Ruedi Wealth Management

5851 Legacy Circle
6th Floor

Plano, TX 75024
972-532-7833

T J Hayes & Co, PLLC

25025 Interstate 45 N.
Suite 470

The Woodlands, TX 77380
281-583-2525

GPS Wealth Management

2600 South Shore Boulevard
Suite 300

League City, TX 77573
832-689-5746

Saida M. Volpe - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4413

Scarborough Financial

512-551-3001