National Retirement Planning Experts

National Coverage
Local Professionals

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 Texas 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 & Planners in Texas

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Texas that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Texas. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Texas

advisor-photo

Jeff Rhame

Rhame & Gorrell Wealth Management

1330 lake robbins dr
suite 360

The Woodlands, TX 77380

832-789-1100

advisor-photo

Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

advisor-photo

Rick Lucas

Nestegg Wealth Advisors

3521 Main St Ste.
Ste 101

Rowlett, TX 75088

972-412-6064

advisor-photo

Spencer Corzine

AVH Invest

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

Cedar Park, TX 78630

512-588-2770

advisor-photo

Tim W. Geisbauer

Geisbauer Wealth Management

212 S. Timberland Drive
Suite L

Lufkin, TX 75901

936-219-5022

advisor-photo

Andy Lawson

Freshfield Investments

1800 Preston Park Blvd
Suite 105

Plano, TX 75093

469-231-6040

advisor-photo

Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046

713-850-8900

advisor-photo

Ransom Adams

U.S. Capital Wealth Advisors, LLC

300 West 6th St
Suite 1900

Austin, TX 78701

512-342-0202

advisor-photo

Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214-545-3305

advisor-photo

Alex Shurin

Edelman Financial Engines, LLC

1600 Highway 6
Suite 450

Sugar Land, TX 77478

281-890-9600

advisor-photo

Alex Shurin

Edelman Financial Engines, LLC

1885 St. James Place
Suite 1340

Houston, TX 77027

713-338-3011

advisor-photo

Brian Hart

SageSpring Wealth Partners

2601 Network Blvd., Suite 101

Frisco, TX 75034

972-987-1180

advisor-photo

Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613

512-910-2722

advisor-photo

Evan McGrath

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888-242-6766

advisor-photo

Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.
#226

McKinney, TX 75070

214-542-0809

advisor-photo

John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225

214-706-4300

advisor-photo

Kay Russell

Edelman Financial Engines, LLC

1111 West 6th Street
Building B, Suite 310

Austin, TX 78703

512-685-2453

advisor-photo

Manny Gonzalez

SageSpring Wealth Partners

14855 Blanco Road, Suite 203

San Antonio, TX 78216

210-907-7024

advisor-photo

Mark DiGiovanni

Edelman Financial Engines, LLC

207 East Shore Drive
Suite 230

The Woodlands, TX 77380

281-407-0467

advisor-photo

Matthew Stroud

Wellington State Wealth Management

7801 Quaker Ave

Lubbock, TX 79424

806-853-6978

dummy-image

Scott Cash Thompson

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247

210-491-2319

advisor-photo

Shane OBrien

Allworth Financial

1800 West Loop South, Suite 1980

Houston, TX 77027

888-242-6766

advisor-photo

Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746

512-345-6789

dummy-image

Taylor Kovar

Kovar Wealth Management

2000 Tulane Drive

Lufkin, TX 75901

936-647-1170

dummy-image

Patrick Strodtman

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240

469-250-5687

advisor-photo

Glen Smith

GDS Wealth Management

1029 Long Prairie Road
Suite C

Flower Mound, TX 75022

469-212-8072

dummy-image

Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206

415-748-9181

dummy-image

Personal Capital

Personal Capital

901 Main Street
Suite 4600

Dallas, TX 75201

650-556-1310

dummy-image

Retirement Planners of America

Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093

866-551-1705

Top Financial Advisor Firms in Texas (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
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
VALIC FINANCIAL ADVISORS, INC.
2929 Allen Pkwy; L7-20, Houston, TX 77019
42803 $26,915,378,973 359447 A percentage of AUM
Fixed fees
SAGE ADVISORY SERVICES LTD CO
5900 Southwest Parkway, Building 1, Suite 100 Austin, TX 78735-6202
106236 $15,091,535,736 3850 A percentage of AUM
Fixed fees
SENTRY MANAGEMENT INC
5 Eureka Circle, Suite E Wichita Falls, TX 76308-2900
107379 $9,726,116,364 116 A percentage of AUM
Fixed fees
Other (TRANSACTION BASED FEE ON MUNICIPAL BOND ISSUES)
MONROE VOS CONSULTING, INC.
1001 Mckinney, Suite 1200 Houston, TX 77002
107315 $7,149,252,672 536 A percentage of AUM
Fixed fees
Other (A PERCENTAGE OF ASSETS NOT UNDER OUR DIRECT MANAGEMENT)
SIMMONS L E & ASSOCIATES INC
600 Travis Street, Suite 6600 Houston, TX 77002-3007
107599 $1,491,683,047 8 A percentage of AUM
Other (CARRIED INTEREST)
ROGERS WEALTH GROUP, INC.
1330 Summit Avenue, Fort Worth, TX 76102
107409 $1,041,832,815 839 A percentage of AUM
Fixed fees
ACADEMY CAPITAL MANAGEMENT
500 N Valley Mills Dr Ste #200, Waco, TX 76710
105008 $791,875,957 924 A percentage of AUM
Fixed fees
SANDERS MORRIS HARRIS LLC
600 Travis, Suite 5900 Houston, TX 77002-3003
20580 $647,776,000 529 A percentage of AUM
Fixed fees
Performance Based
DOLIVER ADVISORS, L.P.
6363 Woodway, Suite 763 Houston, TX 77057
106247 $542,985,058 377 A percentage of AUM
Performance Based
SCOTT & SELBER, INC. CAPITAL MANAGEMENT
800 Bering Drive, Suite 208 Houston, TX 77057
105523 $523,197,694 325 A percentage of AUM
FIVE KEYS CAPITAL ADVISORS INC.
2911 Turtle Creek Blvd., Suite 450 Dallas, TX 75219
106184 $249,185,545 53 A percentage of AUM
Performance Based
DOMINION PORTFOLIO MANAGEMENT, INC.
9000 Highway 2147 West, Suite 201 Horseshoe Bay, TX 78657
106918 $233,522,704 921 A percentage of AUM
FIRST DALLAS SECURITIES, INC.
2905 Maple Ave., Dallas, TX 75201
24549 $191,470,536 243 Commision Based
USAA INVESTMENT SERVICES COMPANY
9800 Fredericksburg Road, San Antonio, TX 78288-0227
5475 $0 0 Other (REFERRAL FEES PURSUANT TO A REFERRAL AGREEMENT)

Additional Financial Advisors in Texas

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone 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

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.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors