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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

Bill Riley

Riley Private Client, LLC

700 N. Carroll, Suite 110

Southlake, TX 76092

817-870-4680

Brian O. Butler

Wealth Standard Financial

4101 Greenbriar Dr
Suite 236

Houston, TX 77098

713-955-6007

Jeff Rhame

Rhame & Gorrell Wealth Management

1330 lake robbins dr
suite 360

The Woodlands, TX 77380

832-789-1100

Jeremy Matranga

Platinum Tax & Wealth Management, LLC

2002 Timberloch Place Ste. 525

The Woodlands, TX 77380

281-362-1444

Justin Farris

Farris Capital Management Inc

14800 Quorum Drive
suite 360

Dallas, TX 75254

214-525-2141

Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

Spencer Corzine

AVH Invest

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

Cedar Park, TX 78630

512-588-2770

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, Ste 200

Houston, TX 77027

713-623-6600

Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046

713-850-8900

Ransom Adams CFP^®

U.S. Capital Wealth Advisors, LLC

300 West 6th St
Suite 1900

Austin, TX 78701

512-342-0202

Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214-545-3305

Alex Shurin

Edelman Financial Engines, LLC

1885 St. James Place
Suite 1340

Houston, TX 77027

713-338-3011

Brian Hart

Southwestern Investment Advisory Services, Inc.

2601 Network Blvd., Suite 101

Frisco, TX 75034

972-987-1180

Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613

512-910-2722

Evan McGrath

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888-242-6766

James Tindall

Integrated Advisors Network DBA Echelon Investment Management LLC

*

Shamrock, TX 79079

806-334-1221

Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy. #226

McKinney, TX 75070

972-837-0871

Jimmy Lee

LPL Financial

9595 Six Pines Dr, Suites 8210

The Woodlands, TX 77380

281-845-1317

Jimmy Lee

LPL Financial

5700 Tennyson Parkway Suite 300

Plano, TX 75024

817-690-8102

John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225

214-706-4300

Justin Gedlen

Disciplined Advisors Group

14135 Midway Rd
Suite G 100

Addison, TX 75001

214-545-3310

Kay Russell

Edelman Financial Engines, LLC

9050 N. Capital of TX Hwy Building 3
Suite 150

Austin, TX 78759

512-685-2453

Manny Gonzalez

Southwestern Investment Advisory Services, Inc.

14855 Blanco Road, Suite 203

San Antonio, TX 78216

210-907-7024

Paul Culbertson

Allworth Financial

1800 West Loop South, Suite 1980

Houston, TX 77027

888-242-6766

Personal Capital

Personal Capital Advisors Corporation

901 Main Street
Suite 4600

Dallas, TX 75201

650-556-1310

Scott Cash Thompson

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247

210-491-2319

Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746

512-345-6789

Chance Vogel

Edelman Financial Engines, LLC

1650 Highway 6 South,
Suite 100

Sugar Land, TX 77478

281-207-2124

Mark DiGiovanni

Edelman Financial Engines, LLC

207 East Shore Drive
Suite 230

The Woodlands, TX 77380

281-407-0467

Patrick Strodtman

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240

469-250-5687

List of Additional Financial Advisors in Texas*

* Additional advisor listing is provided in partnership with Yext

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

Winston Wealth Advisors

2520 81st Street

Lubbock, TX 79423
806-745-9120

Allstate Personal Financial Representative: Russell Buckstaff

1511 Judson Rd
Ste E

Longview, TX 75601
903-238-9008

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

Allstate Personal Financial Representative: Monica Balderrama

1441 N Zaragoza Rd
Ste 3d

El Paso, TX 79936
915-433-8797

Bison Wealth Management LLC

3838 Oak Lawn Avenue
Suite 1000

Dallas, TX 75219
919-610-0567

CBTx Wealth Management and Trust Services

215 East Main St

Nacogdoches, TX 75961
936-715-4110

Armand Financial & Insurance Solutions

8000 IH 10 West
Suite 800

San Antonio, TX 78230
210-321-2759

Allstate Personal Financial Representative: Christopher Bartholow

1121 W Mayfield Rd

Arlington, TX 76015
214-680-7549

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

Sandy Macdowell - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7109

Waco, TX Branch Office - UBS Financial Services Inc.

American Bank Plaza
200 W Highway 6

Waco, TX 76712
254-751-0130

Austin, TX Branch Office - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-474-2421

Advisors Financial Group

4848 Loop Central Drive
Suite 1005

Houston, TX 77081
713-659-1212

Allison Benefit Consultants

1805 Fifth Street
Suite 201

Bay City, TX 77414
979-244-3218

Lisanne Glew, CDFA - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0525

Allstate Personal Financial Representative: Eric Smith

5409 4th St
Unit F

Lubbock, TX 79416
806-777-8206

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

First Command Financial Advisor - Wesley Mlcak

1919 Oakwell Farms Pkwy
Suite 200

San Antonio, TX 78218
210-824-9894

The Stein Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

Anchor Private Planning

751 East Southlake Boulevard
Suite 120

Southlake, TX 76092
214-223-6022

T. Jackson and Company

9720 Cypresswood Drive
Suite 120

Houston, TX 77070
281-890-5800

Allstate Personal Financial Representative: John Maldonado

9450 Spid Dr
Ste 1

Corpus Christi, TX 78418
361-232-3611

Advanced Wealth Strategies Group

310 West Main Avenue

Round Rock, TX 78664
512-218-7993

Allstate Personal Financial Representative: Matt Gowan

7920 College St

Beaumont, TX 77707
409-291-5688

Brandon K. Moore Financial

2010 Pecos Street

San Angelo, TX 76901
325-653-1040

Victor Olivera - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7053

Allstate Personal Financial Representative: L. Dale Nicholson

2418 Marsh Ln

Carrollton, TX 75006
972-214-5120

Brad Weddle, The Texas Money Manager

3330 North Galloway Avenue
Suite 309

Mesquite, TX 75150
972-613-2525

Allstate Personal Financial Representative: Jamaal Moore

800 W Belt Pkwy S
Ste 212

Houston, TX 77042
832-651-4886

Allstate Personal Financial Representative: George Couvertier

172 Creekside Park Rd
Ste 100

Spring Branch, TX 78070
210-681-0106

Muckleroy Wealth Management - UBS Financial Services Inc.

6101 S. Broadway
Suite 510

Tyler, TX 75703
903-534-4016

Allstate Personal Financial Representative: Mariel Nevarez

5717 N 10th St
Ste A

McAllen, TX 78504
956-207-7270

Allstate Personal Financial Representative: Rodolfo De La Sierra

6500 Greenville Ave
Ste 580

Dallas, TX 75206
214-335-6604

Craig A Parr - Morgan Stanley

911 W Loop 281
Suite 310

Longview, TX 75604
903-241-7552

Allstate Personal Financial Representative: Santiago Feliciano

903 Bitters Rd
Ste 307

San Antonio, TX 78216
210-621-7719

Keith Evans - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6802

Todd Justice - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
972-943-7270

Atlas Retirement Strategies LLC

8000 IH 10 West
Ste 800

San Antonio, TX 78230
210-321-1400

Hyatt Romero McGuire Wealth Management - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3570

Allstate Personal Financial Representative: David Nell

2709B Palmer Hwy

Texas City, TX 77590
832-257-8058

Bart Lane - Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
903-579-2232

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

Allstate Personal Financial Representative: Erick Nevarez

1030 N Zaragoza Rd
Ste L

El Paso, TX 79907
915-867-5456

Jorge A. Maldonado - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3417

First Command Financial Advisor - Tina Pierce

6243 W Interstate 10
Suite 250

San Antonio, TX 78201
210-735-0653

Jimmy Bob McNeil - UBS Financial Services Inc.

1700 West Wall Street
Suite 220

Midland, TX 79701
432-688-0910

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

JNorth Financial, LLC

3214 Clear Water Park Drive

Katy, TX 77450
281-728-5890

Window World TX

5238 Evers Road

San Antonio, TX 78238
210-767-0995

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

Gordon L Stevenson - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6644

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

First Command Financial Advisor - Jordan Nelson

4712 Woodrow Bean
Suite F

El Paso, TX 79924
915-772-0100

First Command Financial Advisor - Norb Karczewski

10700 Richmond Ave
Suite 300

Houston, TX 77042
832-519-9479

Frost Bank

3500 Little York Rd
Ste. B-1A

Houston, TX 77093
713-388-7600

Edward Jones - Financial Advisor: Blaine Spradlin

1105 Wooded Acres Drive
Suite 230

Waco, TX 76710
254-399-6597

First Command Financial Advisor - Eric Young

6243 W Interstate 10
Suite 250

San Antonio, TX 78201
210-735-0653

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

First Command Financial Advisor - Michael Mower

3803 Levy Lane
Suite 104

Killeen, TX 76542
254-526-4559

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

Powell Financial Partners

401 E. 8th Street

Georgetown, TX 78626
512-249-6780

David E Meadors - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
972-943-7256

Allstate Personal Financial Representative: Kent McGill

32731 Egypt Ln
Ste 703

Magnolia, TX 77354
281-367-3904

Stifel | Jonathan Stewart

300 Throckmorton Street
Suite 1400

Fort Worth, TX 76102
817-717-6804

First Command Financial Advisor - Mark Swindell

6243 W Interstate 10
Suite 250

San Antonio, TX 78201
210-735-0653

Casey Schurwon, CFP - UBS Financial Services Inc.

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
281-362-6380

Larry Callender - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2982

William Goldberg, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-350-8033

Abe G Gonzalez Jr. - Morgan Stanley

6 Desta Dr
Ste 1900

Midland, TX 79705
432-620-6078

Saaghe Fogwe

1500 N Main St
Suite 138

Fort Worth, TX 76164
817-805-6315

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

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

3450 Dowlen Road
Suite A

Beaumont, TX 77706
409-654-3253

Charles Heare, CFP - UBS Financial Services Inc.

3450 Dowlen Road
Suite A

Beaumont, TX 77706
409-654-3235

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

Nisha Pillay Modak - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4710

La Familia Auto Insurance

901 E. Hwy 67
Ste. A

Duncanville, TX 75137
972-776-4121

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

James Matthews - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3408

Praetorian Private Wealth

807 Las Cimas Parkway
Suite 325

Austin, TX 78746
737-263-1759

Todd L Hasie - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3402

Alex Truong

13831 Northwest Freeway
Suite 215

Houston, TX 77040
713-780-9989

The Mosley, Doke, and Madden Group - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-965-6177

Thomas William Pickett - UBS Financial Services Inc.

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
281-362-2251

Edward Ashbaugh - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2833

Rhodes Wealth Consulting Group - UBS Financial Services Inc.

800 North Shoreline Boulevard
North Tower, Suite 160

Corpus Christi, TX 78401
361-886-4535

Robert Clevenger Jr. - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5220

Strategic Wealth Advisors

600 Sunland Park Dr.
#100

El Paso, TX 79912
915-532-8885

Mark Simpson CFP®

13034 Pebblebrook Drive

Houston, TX 77079
713-977-1014

Stephen Redman - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5267

Jon Andersen - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1629

First Command Financial Advisor - Dave Hunt

3803 Levy Lane
Suite 104

Killeen, TX 76542
254-526-4559

First Command Financial Advisor - Marcus Zapata

205 S Frank Luke
Ste 5

San Antonio, TX 78226
210-463-9900

The Hunter Stanco Group - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4439

Verra Mbinglo Aza

730 E Park Blvd
Suite 104

Plano, TX 75074
972-516-1061

Betty Dwomo-Bediako

410-696-3293

Lesa Collins - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
972-943-7205

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

Margolies Law Office

7920 Belt Line Rd
Ste 650

Dallas, TX 75254
469-626-7760

Nneka Nduaguba

469-782-1135

Mcree Smith - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
972-964-4526

Mac Cravy - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7201

Longhorn Wealth Management Group

1701 Iowa Drive

Plano, TX 75093
972-707-4900

My Eyelab

485 Marketplace Blvd
#154

Forney, TX 75126
866-286-7036

First Command Financial Advisor - Kyle Kruger

5702 S Staples
Suite F-3

Corpus Christi, TX 78413
361-937-8772

City Electric Supply Mckinney

2010 Redbud Blvd
Suite 200

McKinney, TX 75069
469-545-1268

John Laidlaw Agency

3309 Winthrop Avenue
Suite 92

Fort Worth, TX 76116
817-763-0115

Alan McGuire Dawson - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1624

Family Heritage Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7015

Lian Ler

346-240-3756

Edward Jones - Financial Advisor: Kevin D Teems

5099 Hwy 377 S

Aubrey, TX 76227
940-365-0030

Edward Jones - Financial Advisor: John Clanton

550 Reserve St
Ste 400

Southlake, TX 76092
682-271-9146

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

V. David Adams - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-366-6681

UBS International Division, San Antonio, TX - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 400

San Antonio, TX 78216
877-818-4400

Tho Le

214-707-0493

Comtex Vidor

1455 N Main

Vidor, TX 77662
409-783-1717

Comtex Orange

1702 16th Street

Orange, TX 77630
409-882-9714

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

Aleta M Scott

713-953-1699

Melissa Zoulek

858-524-9206

HomeWell Care Services

11104 W. Airport Blvd
Suite 205

Stafford, TX 77477
281-721-5536

CYCLEBAR

17022 Fiesta Texas Drive
Suite 401

San Antonio, TX 78256
210-688-4055

The Atherton Team - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-985-3434

Taisong (Alex) He - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6563

First Command Financial Advisor - Will Morris

6243 W Interstate 10
Suite 250

San Antonio, TX 78201
210-735-0653

Jason Jones - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4787

Gary Wurl - Certified Financial Planner

13231 Champion Forest Dr
311A

Houston, TX 77069
281-819-1644

Bryan Scott, CFP - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 300

San Antonio, TX 78216
210-805-1049

Hiep Nguyen

346-240-3756

Matthew Savard - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2768

Raber Wealthcare Associates - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0514

Strategic Financial Advisors

14550 Torrey Chase Blvd.
Suite 360

Houston, TX 77014
281-444-8732

Xiangjun Pan

10700 Richmond Ave.
#266

Houston, TX 77042
832-742-8109

MainStreet Wealth Management Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8189

Robert C Allen - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-820-2229

Legacy Wealth Management - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0618

Love Wealth Management

1200 East New York Avenue

Midland, TX 79701
432-620-0001

McCracken & Carroll Wealth Management Group - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5228

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

Donna L. Adams - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4409

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

Matthew Smith - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7068

Jon P Piorkowski - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7069

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

Charles A Kitzman - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1452

Mark Drinnan - Morgan Stanley Financial Advisor

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0463

Jonathan Huang

3242 Preston Road
Suite 100

Plano, TX 75093
972-798-8288

Stifel | Winter Taylor Wealth Management Group

550 Reserve Street
Suite 625

Southlake, TX 76092
817-865-3090

Peacefield Wealth Solutions

1500 Broadway St
Suite 1120

Lubbock, TX 79401
806-810-4015

Jeffrey W Elliott - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5024

Wan Yang

10700 Richmond Ave.
Suite 107

Houston, TX 77042
713-780-8808

Jovita Achife

6200 Savoy Dr.
#701

Houston, TX 77036
713-779-8888

IronBridge Private Wealth

3600B N Capital of Texas Hwy
Suite 220

Austin, TX 78746
512-327-8900

Cowand Wealth Management, LLC

12304 Alcanza Drive

Austin, TX 78739
512-826-6610

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

Nowlin, Ferguson, O'Connell, Durham Group - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8901

Kenneth W Dresel - Morgan Stanley

6 Desta Dr
Ste 1900

Midland, TX 79705
432-620-6071

Professional Wealth Management Group

713 Main Street

Coppell, TX 75019
817-328-6109

The Campbell Financial Group - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3514

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

Dearborn & Creggs Investments

77 Sugar Creek Center Boulevard
Suite 590

Sugar Land, TX 77478
281-277-6400

Prospera Financial Services: Judy Kay Moore

512-406-3355

Ozanne Financial Services

10000 N. Central Expressway
Suite 1326

Dallas, TX 75231
214-891-8131

Wyble Graham Garcia Wealth Management

14855 Blanco Road
Suite 218

San Antonio, TX 78216
210-568-7666

Chartered Wealth Management

800 N Shoreline Blvd
Ste 1250

Corpus Christi, TX 78401
361-880-5902

Turnage Wealth Management

8620 North New Braunfels Avenue
Suite 212

San Antonio, TX 78217
210-832-9911

Westlake Wealth Management

310 South Oak Street
Suite 208

Roanoke, TX 76262
682-888-6144

James Smith, New York Life

21021 Springbrook Plaza Dr.
Ste 210

Spring, TX 77379
281-401-8214

Victoria L. Roberts, CFP®

841 Sylvan Drive

Fort Worth, TX 76120
817-642-5510

TCI Texas Insurance

1431 Greenway Dr
Suite 140

Irving, TX 75038
972-986-1100

TSG Financial Strategies LLC

12201 Merit Drive
Ste. 1000

Dallas, TX 75251
972-774-2469

ELS Vision Wealth Management

1801 North Hampton Road
Suite 276

DeSoto, TX 75115
972-598-0242

Riddle Capital Management

2405 20th Street

Lubbock, TX 79411
806-281-9245

Platinum Tax & Wealth Management

2002 Timberloch Place
Suite 525

The Woodlands, TX 77380
281-362-1444

DMI Wealth Management & Insurance Solutions

110 E Broadway Street

Sweetwater, TX 79556
325-235-1718

Fuentes Wealth Advisors

7001 Preston Rd
Ste 300

Dallas, TX 75205
214-447-7507

Liz Wilson, CRPC

469-585-7791

Wheat-Givens Financial, LLC

6401 South Custer Road
Suite 2000

McKinney, TX 75070
214-385-2415

Moffatt Financial Strategies

515 Houston Street
Suite 651

Fort Worth, TX 76102
682-747-0134

David C. Rouse, CPA, CFP®

401 E. Sonterra Boulevard
Suite 375

San Antonio, TX 78258
210-402-1211

Trilogy Wealth Management

2041 Avenue F
Suite A

Bay City, TX 77414
979-245-0649

Senior Resource Center

4408 Spicewood Springs Rd

Austin, TX 78759
512-835-0963

Datcu Financial Services

225 West Mulberry Street

Denton, TX 76201
940-442-5584

Dahse Financial Group

589 North Farm to Market 1626
Suite 301

Buda, TX 78610
512-665-3941

The Jal Dennis Group

601 Commerce Street

Wylie, TX 75098
972-429-0603

Cornerstone Wealth Management

713-882-2324

Floyd E Miller

3300 South 14th Street
Suite 100

Abilene, TX 79605
325-676-0138

Rosehill Asset Management

17611 Lasting Rose Drive

Cypress, TX 77429
713-397-1188

Tanya Gray Financial

3308 Preston Road
Suite 350-334

Plano, TX 75093
214-232-5391

Riverchase Wealth Management

3419 Cross Timbers Road
Suite 105

Flower Mound, TX 75028
972-471-9013

FESS Financial

2595 Dallas Parkway
Suite 450

Frisco, TX 75034
972-377-9070

David I. Martinez

6414 McPherson Road
Suite 7

Laredo, TX 78041
956-722-0945

Dario Aguilar, CFP - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0524

VILLA

1104 S First St

Garland, TX 75040
972-272-7959

McGuff Financial

5208 Broadway
Suite 204

Pearland, TX 77581
281-485-6900

Financial & Insurance Services of Texas

18601 LBJ Freeway
Suite 140

Mesquite, TX 75150
972-279-1147

Ethos Wealth Planning

5444 Westheimer Road
Suite 1445

Houston, TX 77056
281-229-5967

SRK | Financial Group

9600 Great Hills Trail
Suite 170 E

Austin, TX 78759
512-582-5071

Paul Pomeroy, MBA, CFP®, AIF®

4880 Long Prairie Road
Suite 220

Flower Mound, TX 75028
469-635-2860

Gary Miller - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3115

J'Lynn Harvey - Morgan Stanley

500 Chestnut
Ste 1900

Abilene, TX 79602
325-734-3321

Greg Smithson - Morgan Stanley

3728 Maplewood Ave

Wichita Falls, TX 76308
940-696-7311

Hamilton Wealth Management

8303 North Mopac Expressway
Suite A-20

Austin, TX 78759
512-671-7711

Johnson Financial Group

5041 Kinsey Drive

Tyler, TX 75703
903-581-2098

Wealth Creation Concepts

12727 Featherwood Drive
Suite 119

Houston, TX 77034
281-481-0872

Steven D. Overby - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6668

Sklar Wealth Management Group - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0634

The Cravens Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2775

Charles B Albright - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2141

Bobby Gaston

210-460-7651

Morgan Stanley Financial Advisors

3728 Maplewood Ave

Wichita Falls, TX 76308
940-696-7300

The Central Texas Group - Morgan Stanley

166 Century Court
Ste 350

College Station, TX 77840
979-776-9441

Mathis Abbe Financial Advisors

4800 Lakewood Drive
Suite 7

Waco, TX 76710
254-741-9000

Eagle Wealth Management Group

700 North Main Street

Taylor, TX 76574
888-357-3245

Texas Financial Resources

5040 Tennyson Parkway

Plano, TX 75024
972-379-3073

Jay Horowitz - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3146

Allstate Personal Financial Representative: Penny Morgan

7830 W Grand Pkwy S
Ste 250

Richmond, TX 77406
713-539-3223

Lisa Ann Gibson - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2127

Nguyen & Mercer Group - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3563

Henderson/Dillon Group - UBS Financial Services Inc.

175 Century Square Dr, Ste 300
Suite 300

College Station, TX 77840
979-774-8348

HG Tailored Financial Services, LLC

14180 Dallas Parkway
Suite 500

Dallas, TX 75254
972-332-4868

Kyle Mays - UBS Financial Services Inc.

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
281-362-6375

Daniel Lynch - Morgan Stanley

911 W Loop 281
Suite 310

Longview, TX 75604
903-241-7505

Betty Lai Johnson

7700 Windrose Ave
Suite G300

Plano, TX 75024
214-205-5516

April Jupiter - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-820-2226

The York, Polley Group - Morgan Stanley

500 S Taylor
Ste 320

Amarillo, TX 79101
806-345-1200

Mark Ray Joffrion, CRPC - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
281-709-0444

Godwin Schaefer Wealth Management - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-330-8032

Callais, Spencer & Stevenson - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0411

The Bollinger Group - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5058

Antonio Orendain - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2007

The Bogert Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2018

Charles Vetters - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2717

Robin Mcever - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
918-744-4610

Doug Deaton - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-633-9281

Kathy Fischer Costello - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
210-271-6115

Paul H Darr - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
210-271-6176

Robert J. DiCicco - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7235

Nick Schmidt - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3165

Peter Hearn, CFP - UBS Financial Services Inc.

15958 City Walk
Suite 240

Sugar Land, TX 77479
281-263-6224

The Nicholas Group - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7028

The Jacobs/Vorwald Group - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
310-788-2000

Allstate Personal Financial Representative: Albert Chernay

601 W Harwood Rd

Hurst, TX 76054
972-415-7554

Red River Wealth Advisors

6136 Frisco Square Blvd
Suite 400

Frisco, TX 75034
817-502-9822

W Frankie Linsicombe - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-720-5072

Turner Wealth Management

1008 Ranch Road 620 South
Suite 202

Lakeway, TX 78734
512-382-9554

Allstate Personal Financial Representative: Brian Hartley

331 W Hwy 6
Ste F

Waco, TX 76710
254-741-0414

Allstate Personal Financial Representative: Alex Ascencios

11027 Northpointe Blvd
Ste C

Tomball, TX 77375
281-815-2545

Alejandro J. Malespin - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
212-271-0459

The Watters Financial Group

4001 West Park Avenue

Orange, TX 77630
409-883-0567

Insight College & Financial Solutions

530 South Carrier Parkway
#311

Grand Prairie, TX 75051
972-266-0643

Carol Ejailat - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-5016

Artesa Financial Group

2040 N. Loop 336 W.
Ste. 227

Conroe, TX 77304
936-760-2215

Divyendu Singh Ph.D.

3200 Southwest Freeway
Suite 1900

Houston, TX 77027
713-499-7638

TBG Wealth Management

3415 Greystone Drive
Suite 100

Austin, TX 78731
512-346-1223

Edward Jones - Financial Advisor: Scott A Brieger

1400 Woodloch Forest Dr
Suite 530

The Woodlands, TX 77380
281-298-1640

DTLR

5334 A-Ross Ave
Suite 875

Dallas, TX 75206
214-370-9467

DTLR

10325 Lake June Rd

Dallas, TX 75217
972-329-1062

The Woodhouse Day Spa - Baybrook

700 Baybrook Mall
A125

Friendswood, TX 77546
832-835-5050

DTLR

1001 N Interstate 35E
Space #328B - 330B

Desoto, TX 75115
972-224-0218

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

200 Concord Plaza Drive
Suite 300

San Antonio, TX 78216
210-805-1016

Midland Development Corporation

200 N Loraine St.
Ste 610

Midland, TX 79701
432-686-3579

The DePaula Wealth Management Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2465

The Tolbert Financial Group - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8106

Speight Asset Management

8300 FM 1960 West
Suite 450

Houston, TX 77070
281-469-7284