Best Financial Planner in Texas
Top Financial Planner Listings in Texas
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Showing 201-250 of 332 Financial Planner listings in Texas · page 5 of 7

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- Financial Planner
- Plano, Texas
- (469) 606-2040
- groupmaire.com

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- 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...

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- Financial Planner
- Houston, Texas
- (713) 336-6100
- northern.edu

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- Financial Planner
- Dallas, Texas
- thompsonfinancials.com
Thompson Financial & CO of Dallas: Thompson Financial & CO is a financial planner in Dallas, TX. They specialize in providing expert financial guidance to empower individuals and businesses to achieve their financial goals. With a deep commitment to the community, they offer services such as...

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- Financial Planner
- Fort Worth, Texas
- (817) 382-1295
- ftw.eversourcewealthadvisors.com
EverSource Wealth Advisors Ft. Worth is a financial planner in Fort Worth, TX. The firm provides comprehensive financial planning and investment management services led by senior wealth advisor David Sandhu, who holds the CRPC designation. The practice serves...

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- Financial Planner
- Fort Worth, Texas
- (817) 210-3444
- strittmatterwealth.com
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- 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...
#208Ivy Wealth

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- Financial Planner
- Dallas, Texas
- (225) 205-5600
- ivy-wealth.com
Ivy Wealth is a financial planner in Dallas, Texas. The firm provides a comprehensive range of wealth management services, including financial planning, asset protection, tax-efficient asset management, insurance planning, and investment management. They...

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- Financial Planner
- Lubbock, Texas
- (806) 765-8444
- lonestar.edu
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- Financial Planner
- North Richland Hills, Texas
- (817) 475-6893
- schoolerfinancial.com
Schooler Financial is a financial planner in North Richland Hills, TX. The firm provides personalized services designed to help individuals manage wealth, build wealth, protect families, and preserve assets. They focus on simplifying the complexities of the...

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- Financial Planner
- Missouri City, Texas
- (281) 403-0730
- michaelrosecpa.com
Michael Rose, CPA PC is a Financial Planner in Missouri City, TX, located at 614 Texas Pkwy #300. The firm provides customized financial planning and investment management services to individual investors and entrepreneurs. Their approach emphasizes tax-smart...

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- Financial Planner
- San Antonio, Texas
- (888) 619-0001
- wplanners.com
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- Financial Planner
- Marshall, Texas
- (903) 938-5669
- noblewealthtx.com
Noble Wealth Advisors is a financial planner in Marshall, TX. The firm provides a complete array of wealth management services to individuals, families, and businesses. With a 5.00 rating, the practice specializes in customized retirement strategies...

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- Financial Planner
- College Station, Texas
- (979) 693-3907
- paragon-adv.com

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- Financial Planner
- Fort Worth, Texas
- (800) 441-8000
- fa.wellsfargoadvisors.com
Fort Worth, TX Private Wealth Management is a financial planner in Fort Worth, TX, serving individuals and families with personalized wealth management strategies. The firm specializes in creating comprehensive financial plans that support long-term goals...
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- Financial Planner
- Victoria, Texas
- (361) 575-1695
- orrfinancialgroup.com
Orr Financial Group is a financial planner in Victoria, TX. The firm specializes in private wealth services, helping individuals develop sound retirement strategies and managing money through various investment, insurance, and estate planning options. Serving...

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- Financial Planner
- Austin, Texas
- (512) 472-7194
- pfm.com
Public Financial Management is a financial planner in Austin, TX, specializing in expert financial advisory and creative consulting for public sector organizations and purpose-driven entities. The firm serves state and local governments, higher education...

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- Financial Planner
- Lubbock, Texas
- (806) 745-9120
- winstonwealthadvisors.com

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- Financial Planner
- Fort Worth, Texas
- (817) 338-4150
- clarity.fm
Clarity Financial Group: Make faster & better decisions to grow your business. Clarity is your lifeline that instantly connects you with battle-tested advice from entrepreneurs. Find and schedule a call in minutes.

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- Financial Planner
- Pasadena, Texas
- (281) 479-6488
- lifestylefinancialadvisors.com
Lifestyle Financial Advisors of Pasadena: Lifestyle Financial Advisors is a Financial Planner in Pasadena, TX. They offer securities through First Allied Securities, Inc., which is a registered broker/dealer and member of FINRA/SIPC. Additionally, advisory services are provided through Lifestyle...

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- Financial Planner
- Fort Worth, Texas
- (817) 332-7995
- redwoodfp.com
Redwood Financial is a financial planner in Fort Worth, TX, serving individuals and families with personalized investment planning and wealth management. The firm specializes in retirement planning, insurance planning, estate planning, college savings, and...

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- Financial Planner
- San Antonio, Texas
- (210) 348-6090
- ingenuityfinancial.com
Ingenuity Financial Services is a financial planner in San Antonio, TX, offering investment management, retirement planning, estate planning, taxation planning, risk management, and long-term care guidance tailored to individual and family wealth goals. The...

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- Financial Planner
- Mesquite, Texas
- (972) 613-2525
- bradweddle.com

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- Financial Planner
- El Paso, Texas
- (915) 303-8092
- trilogyplus.com

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- Financial Planner
- El Paso, Texas
- (915) 534-3100
- mymerrill.com
Merrill Lynch Wealth Management of El Paso: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.
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- Financial Planner
- Round Rock, Texas
- (512) 986-5569
- americaprise.com

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- Financial Planner
- Plano, Texas
- (214) 778-5645
- interlincfinancial.com

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- Financial Planner
- Odessa, Texas
- (432) 580-7335
- phoenixfinancial.com

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- Financial Planner
- Arlington, Texas
- (817) 478-5553
- wallace.edu

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- Financial Planner
- Lubbock, Texas
- (806) 798-0045
- rfsfinancial.com

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- Financial Planner
- Dallas, Texas
- (469) 502-3704
- seedsfinancialplanning.com

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- Financial Planner
- Mansfield, Texas
- (817) 225-4805
- grpws.com
Guy Rodgers Private Wealth Strategies is a Financial Planner in Mansfield, TX, located at 1105 Alexis Ct Suite 103. The independent wealth management practice assists individuals and families in taking control of their financial future through ongoing...

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- Financial Planner
- Austin, Texas
- (512) 886-1991
- peaksadvisors.com
Peaks Wealth Advisors is a financial planner in Austin, TX, located at 111 Congress Ave. Suite 516. It holds a rating of 4.90 based on customer reviews. The firm provides personalized investment strategies, risk management services, and comprehensive...
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- Financial Planner
- Pasadena, Texas
- (713) 477-0912
- westernfinance.com

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- Financial Planner
- San Antonio, Texas
- (209) 662-0626
- legendsfinancialcenter.com
Duy Le | Legends Financial Center - Financial Professional (San Antonio, Austin, Houston, Dallas, Corpus Christi) is a financial planner in San Antonio, TX, located at 18410 U.S. Hwy 281 N Ste. 109. The firm serves families and professionals across San...
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- Financial Planner
- Pasadena, Texas
- (281) 481-0138
- perkinsfinancial.com
#237Abundo Wealth

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- Financial Planner
- Houston, Texas
- abundowealth.com
Abundo Wealth: Abundo provides ongoing, Advice-Only comprehensive financial planning at a low cost and without conflicts of interest. Minimize Fees. Maximize Life.

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- Financial Planner
- Georgetown, Texas
- (512) 265-5000
- centennialadvisors.com

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- Financial Planner
- Plano, Texas
- (469) 248-6786
- transamerica.com

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- Financial Planner
- San Antonio, Texas
- (210) 987-5508
- riobank.com

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- Financial Planner
- College Station, Texas
- (979) 846-3100
- northwesternmutual.com

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- Financial Planner
- Harlingen, Texas
- (956) 421-4505
- westernfinance.com
#243OneWay Financial

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- Financial Planner
- Dallas, Texas
- (972) 551-9118
- onewayfinancial.com

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- Financial Planner
- San Antonio, Texas
- (210) 384-3400
- longlifefinancial.com

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- Financial Planner
- Laredo, Texas
- (956) 516-7775
- tejasfinancialadvisors.com

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- Financial Planner
- Laredo, Texas
- (956) 709-0045
- sonterrawealth.com

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- Financial Planner
- Tyler, Texas
- (903) 534-4900
- legacygroupfinancial.com

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- Financial Planner
- Tyler, Texas
- (903) 581-2098
- johnsonfinancialgroupllc.com
Rodger Johnson, Partner - Johnson Financial Group LLC is a financial planner in Tyler, TX, serving high-net-worth individuals and families with comprehensive wealth management solutions. Specializing in financial planning, investment management, philanthropic...

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- Financial Planner
- Dallas, Texas
- (972) 960-1001
- leefin.com
Lee Financial of Dallas: Lee Financial is a financial planner in Dallas, TX, serving individuals, families, and businesses with comprehensive financial planning, investment management, and human capital development services. Since 1975, the firm has been a leader in fee-only...

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- Financial Planner
- El Paso, Texas
- (915) 213-5110
- farmers.com
Farmers Financial Services: Gloria Sanchez: Farmers Insurance provides comprehensive insurance solutions for auto, home, life, and business needs. With a focus on customer service and financial stability, they offer tailored insurance products to protect individuals and businesses.
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...

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- 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...

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- 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...

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- 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...

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- 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...

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- 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...
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- 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...

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- 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.