Best Financial Planner in Texas
Top Financial Planner Listings in Texas
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Showing 151-200 of 332 Financial Planner listings in Texas · page 4 of 7
Score breakdown
- Financial Planner
- Odessa, Texas
- (972) 521-8282
- raymondjames.com
Community Wealth Advisors - Raymond James is a Financial Planner in Odessa, TX, located at 1921 E 37th St Suite B2. The firm serves individuals seeking careful, deliberate financial guidance, focusing on comprehensive planning that addresses the full spectrum...
Score breakdown
- Financial Planner
- Carrollton, Texas
- (972) 242-7351
- matthewsfinancial.net
Matthews Financial Services is a financial planner in Carrollton, Texas. The firm works with professionals on retirement planning, investment management, tax planning, and debt management, and it serves as a wealth manager coordinating all areas of a client's...
#153Rio Bank
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 987-5508
- rio.bank
Rio Bank is a Financial Planner in San Antonio, TX, located at 5700 Broadway. The Stone Oak Banking Center provides full-service banking and 24-hour ATM access. It holds a rating of 3.00 based on 6 reviews. Customers can use contactless debit cards, add cards...
Score breakdown
- Financial Planner
- Fort Worth, Texas
- (817) 335-4731
- local.ubs.com
UBS Financial Services Inc. of Fort Worth: UBS Financial Services Inc. is a financial planner in Fort Worth, Texas. The firm provides wealth management services to its clients, focusing on developing long-term relationships through a commitment to quality client service. The firm's approach is...
Score breakdown
- Financial Planner
- Houston, Texas
- (713) 804-7772
- concertplanning.com
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 218-8040
- chrisreddickfp.com
Chris Reddick Financial Planning, LLC is a financial planner in San Antonio, TX. The firm provides fee-only and advice-only financial planning services, specializing in retirement, investment, and tax planning. The practice serves educators and public service...
#157NEST Financial
Score breakdown
- Financial Planner
- Austin, Texas
- (512) 944-4882
- nestfinancial.net
NEST Financial is a financial planner in Austin, TX. The firm provides wealth management, personalized financial planning, investment management, retirement strategies, and estate planning for individuals, families, and business owners. Its approach is...
Score breakdown
- Financial Planner
- Austin, Texas
- (737) 443-4300
- cedarwoodfinancialpartners.com
Cedarwood Financial Partners - Financial Planner: Jeremy Self is a financial planner in Austin, TX. They offer comprehensive services such as retirement planning, legacy planning, and advanced tax strategies to their clients. Specializing in full financial...
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- Financial Planner
- Lubbock, Texas
- (806) 797-8349
- pennington.com
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- Financial Planner
- Corpus Christi, Texas
- (361) 866-8466
- crugerfinancial.com
Cruger Financial Services is a financial planner in Corpus Christi, TX. The firm specializes in helping individuals develop sound retirement strategies and provides personalized, hands-on service to those who are retired or approaching retirement. Their...
Score breakdown
- Financial Planner
- Dallas, Texas
- (469) 221-1810
- shop.advanceautoparts.com
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- Financial Planner
- Waco, Texas
- (254) 772-6383
- mattsonfinancial.com
Mattson Financial Services of Waco: Mattson Financial Services is a financial planner in Waco, TX, offering personalized retirement, tax, and multi-generational planning for individuals, families, young professionals, and business owners. Serving clients across West Texas and surrounding...
Score breakdown
- Financial Planner
- Denton, Texas
- (940) 591-9007
- allworthfinancial.com
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- Financial Planner
- Carrollton, Texas
- (972) 478-2660
- blockadvisors.com
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- Financial Planner
- San Antonio, Texas
- (210) 807-9231
- mt.financial
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- Financial Planner
- Austin, Texas
- (512) 334-6800
- pioneerwealth.com
Pioneer Wealth Management Group is a financial planner in Austin, TX, serving individuals and families with comprehensive financial planning, investment management, and life event planning. Since 2004, the firm has provided fee-only fiduciary guidance to busy...
Score breakdown
- Financial Planner
- El Paso, Texas
- (915) 772-0100
- advisor.firstcommand.com
First Command Financial Advisor - Matthew Turner is a Financial Planner in El Paso, TX, located at 4712 Woodrow Bean Transmountain Suite F. He joined First Command Financial Services as a Financial Advisor in April 2024. A graduate of The University of Texas...
#168Cure Financial
Score breakdown
- Financial Planner
- Plano, Texas
- (972) 379-2323
- curefinancial.com
Cure Financial is a financial planner in Plano, Texas, serving individuals and families with comprehensive financial life planning. The firm specializes in personalized financial planning, life planning, retirement strategy, estate planning, tax management...
Score breakdown
- Financial Planner
- Beaumont, Texas
- (409) 288-1818
- newedgeadvisors.com
NewEdge Advisors, Acadiana Branch is a financial planning firm in Beaumont, Texas, serving individuals and families with personalized wealth management strategies. The firm specializes in retirement planning, investment management, estate planning, and...
Score breakdown
- Financial Planner
- Plano, Texas
- (469) 829-2949
- cremewealth.com
Creme Wealth - Plano Financial Planner: Stack Exchange Network Stack Exchange network consists of 183 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.
Score breakdown
- Financial Planner
- Houston, Texas
- (713) 661-1040
- financialadvisorhouston.com
Financial Advisor Houston is a financial planner in Houston, Texas. The firm provides investment management, retirement planning, financial planning, and family office solutions. Serving a select group of clients, including senior corporate executives and...
Score breakdown
- Financial Planner
- Fort Worth, Texas
- (817) 506-4044
- raymondjames.com
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- Financial Planner
- Plano, Texas
- (972) 960-6460
- sfmg.com
SFMG Wealth Advisors is a Financial Planner in Plano, TX. The firm provides fee‑only wealth advisory services, meaning it is paid only by clients and receives no compensation from product sales or trades. It offers comprehensive wealth management, alternative...
Score breakdown
- Financial Planner
- Corpus Christi, Texas
- (361) 949-3330
- coastal.edu
Coastal Financial on the Island is a Financial Planner in Corpus Christi, TX. They provide comprehensive financial planning services to individuals and families seeking guidance with retirement planning, investment management, estate planning, and tax...
Score breakdown
- Financial Planner
- Odessa, Texas
- (432) 362-0688
- primerica.com
Score breakdown
- Financial Planner
- Killeen, Texas
- (254) 699-6110
- primerica.com
Score breakdown
- Financial Planner
- Corpus Christi, Texas
- (361) 888-6669
- equitable.com
Equitable Advisors | Private Wealth Group is a financial planner in Corpus Christi, TX. The firm provides financial planning information, guidance, and tools for individuals, financial professionals, brokers, and employers. Their services focus on helping...
Score breakdown
- Financial Planner
- Dallas, Texas
- (214) 520-4700
- northern.edu
Northern Trust of Dallas: Northern Trust is a Financial Planner in Dallas, TX. They provide comprehensive financial planning services to individuals and families, specializing in retirement planning, investment management, and estate planning. With years of experience, they serve...
Score breakdown
- Financial Planner
- Fort Worth, Texas
- (800) 224-6561
- fidelity.com
Score breakdown
- Financial Planner
- Corpus Christi, Texas
- (361) 886-7500
- raymondjames.com
#181Faro Wealth
Score breakdown
- Financial Planner
- Laredo, Texas
- (956) 568-1190
- farowealth.com
Faro Wealth is a Financial Planner in Laredo, TX, located at 7613 Rocio Dr Suite 1. The firm provides investment management and financial planning services to individuals and organizations in the Laredo area. Established in 2013, the independent local firm...
Score breakdown
- Financial Planner
- El Paso, Texas
- (915) 613-4300
- crownwealthstrategies.com
Crown Wealth Strategies is a Financial Planner in El Paso, TX. They provide quality financial strategies with a focus on wealth planning for professionals, physicians, and business owners. Their services include financial and insurance products, employee...
Score breakdown
- Financial Planner
- North Richland Hills, Texas
- (817) 281-7964
- portermorgan.com
Porter Morgan & Associates is a Financial Planner in North Richland Hills, TX. The firm provides wealth management and financial consulting services to individuals, families, and business owners, including services for business owners and their employees...
Score breakdown
- Financial Planner
- Houston, Texas
- (713) 766-6500
- thinkinfinity.us
Infinity Financial Advisors is a financial planner in Houston, TX. The firm provides a wide range of financial, business, and life planning services for individuals, families, and businesses. Their service offerings include tax services for business, estate...
Score breakdown
- Financial Planner
- Edinburg, Texas
- (956) 683-1818
- independentwealth.com
Independent Wealth Consultants is a financial planner in Edinburg, TX. The firm provides bespoke strategies designed to help clients invest, build wealth, and achieve financial freedom. They offer a holistic approach to wealth management, delivering detailed...
Score breakdown
- Financial Planner
- Dallas, Texas
- (214) 245-4572
- dallasfinancialadvisors.us
Dallas Financial Advisors is a financial planner in Dallas, TX. The firm helps families and individuals make confident, well-informed investment decisions to pursue an independent and prosperous financial future. Their approach centers on comprehensive...
Score breakdown
- Financial Planner
- Arlington, Texas
- (682) 233-2653
- boldfinancialpartners.com
Bold Financial Partners is a Financial Planner in Arlington, TX, located at 1615 W Abram St #104. The firm provides financial and investment planning services to individuals with personal and family goals, as well as organizations managing their financial...
Score breakdown
- Financial Planner
- DeSoto, Texas
- (740) 264-8000
- trinityhealth.com
Trinity Enterprise & Financial Services is a financial planner in DeSoto, Texas, offering personalized financial guidance and services to individuals and families across the local community. The business specializes in financial planning, investment...
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 628-9733
- josephdwarren.com
Score breakdown
- Financial Planner
- Fort Worth, Texas
- (817) 332-6700
- advisor.morganstanley.com
Morgan Stanley Financial Advisors of Fort Worth: Morgan Stanley Fort Worth Branch offers comprehensive wealth management services tailored to ultra-high-net-worth individuals and families, emphasizing complex financial planning and sophisticated investment strategies.
Score breakdown
- Financial Planner
- Arlington, Texas
- (469) 579-3500
- rabbitmkt.com.br
Score breakdown
- Financial Planner
- Abilene, Texas
- (325) 673-8543
- cornerstonefinancialsw.com
Score breakdown
- Financial Planner
- Brownsville, Texas
- (956) 542-6044
- hgthomas.com
HG Thomas Wealth Management, LLC is a financial planner in Brownsville, Texas. The firm provides wealth management and financial advisory services to individuals, families, retirees, and business owners, with a focus on retirement planning, investment...
Score breakdown
- Financial Planner
- Boerne, Texas
- (830) 331-9252
- raymondjames.com
Score breakdown
- Financial Planner
- Seguin, Texas
- (830) 372-3160
- raymondjames.com
Score breakdown
- Financial Planner
- Denton, Texas
- (940) 382-5500
- raymondjames.com
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- Financial Planner
- Austin, Texas
- (512) 867-6300
- northern.edu
Score breakdown
- Financial Planner
- Texas City, Texas
- (409) 945-6600
- raymondjames.com
Score breakdown
- Financial Planner
- Duncanville, Texas
- (972) 780-0533
- raymondjames.com
Score breakdown
- Financial Planner
- Fort Worth, Texas
- (817) 334-3210
- northerntrust.com
Northern Trust of Fort Worth: Submit your own pictures of this borough and show them to the world pics("Northern-Cambria-Pennsylvania","Northern%20Cambria","See promotion details and to upload your Northern Cambria, Pennsylvania photos");
Recently Updated Financial Planner in Texas
Business profiles with freshly refreshed About sections.
Score breakdown
- Financial Planner
- San Antonio, Texas
- (210) 987-5508
- rio.bank
Rio Bank is a Financial Planner in San Antonio, TX, located at 5700 Broadway. The Stone Oak Banking Center provides full-service banking and 24-hour ATM access. It holds a rating of 3.00 based on 6 reviews. Customers can use contactless debit cards, add cards...
Score breakdown
- Financial Planner
- Laredo, Texas
- (956) 568-1190
- farowealth.com
Faro Wealth is a Financial Planner in Laredo, TX, located at 7613 Rocio Dr Suite 1. The firm provides investment management and financial planning services to individuals and organizations in the Laredo area. Established in 2013, the independent local firm...
Score breakdown
- Financial Planner
- Dallas, Texas
- (214) 245-4572
- dallasfinancialadvisors.us
Dallas Financial Advisors is a financial planner in Dallas, TX. The firm helps families and individuals make confident, well-informed investment decisions to pursue an independent and prosperous financial future. Their approach centers on comprehensive...
Score breakdown
- Financial Planner
- Arlington, Texas
- (682) 233-2653
- boldfinancialpartners.com
Bold Financial Partners is a Financial Planner in Arlington, TX, located at 1615 W Abram St #104. The firm provides financial and investment planning services to individuals with personal and family goals, as well as organizations managing their financial...
Score breakdown
- Financial Planner
- DeSoto, Texas
- (740) 264-8000
- trinityhealth.com
Trinity Enterprise & Financial Services is a financial planner in DeSoto, Texas, offering personalized financial guidance and services to individuals and families across the local community. The business specializes in financial planning, investment...
Score breakdown
- Financial Planner
- Brownsville, Texas
- (956) 542-6044
- hgthomas.com
HG Thomas Wealth Management, LLC is a financial planner in Brownsville, Texas. The firm provides wealth management and financial advisory services to individuals, families, retirees, and business owners, with a focus on retirement planning, investment...
Score breakdown
- Financial Planner
- El Paso, Texas
- (915) 613-4300
- crownwealthstrategies.com
Crown Wealth Strategies is a Financial Planner in El Paso, TX, located at 621 Resler Dr. The firm provides quality financial strategies, focusing on wealth planning for professionals, physicians, and business owners. It offers financial and insurance products...
Score breakdown
- Financial Planner
- Houston, Texas
- (800) 700-0095
- wealthcr8.com
WealthCreate is a financial planner in Houston, TX, located at 440 Louisiana St #900. The firm provides financial planning and investment advisory services, guiding clients through wealth management with a focus on integrity and expertise. Their principals...
What the Data Shows for Financial Planners in Texas
27% of the 270 financial planners we measured in Texas reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 40, compared with an average SEO score of 68.
The average Google rating across 281 rated financial planners is 4.7, and the median listing has 8 reviews.
None of the 332 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.
Looking for the best financial planner in Texas? BizScoreAI scores 332 Financial Planner listings across Texas on online visibility, AI-search presence, reviews and profile completeness so you can compare at a glance. Open any profile for its full BizScore breakdown - and if it is your business, claim your free listing.
Frequently Asked Questions
How are Texas Financial Planner listings ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a composite of AI-search visibility, traditional SEO, citation presence and profile completeness.
How do I claim my financial planner listing in Texas?
Open its profile and select claim - it is free, and lets you correct details and improve your search and AI visibility.
Is being listed free?
Yes. Every financial planner listing in Texas is listed and scored for free, and claiming is free too.
