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Best Financial Planner in Texas

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Top Financial Planner Listings in Texas

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

#201Stansell Wealth Planning

5.0 Google rating

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Stansell Wealth Planning website

Score breakdown

AI Visibility44
AI Ready-
SEO49
Freshness-
  • Financial Planner
  • Plano, Texas
  • (469) 606-2040
  • groupmaire.com
Category rank by BizScore: #5 of 17 Financial Planner listings in PlanoScores updated Oct 28, 2026
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Crown Wealth Strategies, El Paso Wealth Management Dipp Metzger CFP Certified Financial Planner website

Score breakdown

AI Visibility36
AI Ready-
SEO69
Freshness-
  • 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...

Category rank by BizScore: #9 of 14 Financial Planner listings in El PasoScores updated Sep 28, 2026

#203Northern Trust of Houston

3.2 Google rating

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Northern Trust of Houston website

Score breakdown

AI Visibility33
AI Ready25
SEO65
Freshness100
  • Financial Planner
  • Houston, Texas
  • (713) 336-6100
  • northern.edu
Category rank by BizScore: #8 of 8 Financial Planner listings in HoustonScores updated Oct 23, 2026

#204Thompson Financial & CO of Dallas

5.0 Google rating

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Thompson Financial & CO of Dallas website

Score breakdown

AI Visibility26
AI Ready-
SEO75
Freshness-
  • 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...

Category rank by BizScore: #14 of 19 Financial Planner listings in DallasScores updated Sep 20, 2026

#205EverSource Wealth Advisors Ft. Worth

5.0 Google rating

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EverSource Wealth Advisors Ft. Worth website

Score breakdown

AI Visibility30
AI Ready-
SEO71
Freshness-
  • 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...

Category rank by BizScore: #19 of 21 Financial Planner listings in Fort WorthScores updated Sep 21, 2026

#206Strittmatter Wealth Management Group, LLC

5.0 Google rating · 147 reviews

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Strittmatter Wealth Management Group, LLC website

Score breakdown

AI Visibility29
AI Ready-
SEO72
Freshness-
  • Financial Planner
  • Fort Worth, Texas
  • (817) 210-3444
  • strittmatterwealth.com
Category rank by BizScore: #8 of 9 Financial Planner listings in Fort WorthScores updated Jun 30, 2026
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B

Score breakdown

AI Visibility42
AI Ready42
SEO51
Freshness-
  • 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...

Category rank by BizScore: #22 of 33 Financial Planner listings in ArlingtonScores updated Oct 28, 2026

#208Ivy Wealth

5.0 Google rating

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Ivy Wealth website

Score breakdown

AI Visibility31
AI Ready-
SEO62
Freshness-
  • 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...

Category rank by BizScore: #17 of 19 Financial Planner listings in DallasScores updated Jun 7, 2026

#209LoneStar Wealth Management

5.0 Google rating

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LoneStar Wealth Management website

Score breakdown

AI Visibility35
AI Ready17
SEO60
Freshness15
  • Financial Planner
  • Lubbock, Texas
  • (806) 765-8444
  • lonestar.edu
Category rank by BizScore: #12 of 17 Financial Planner listings in LubbockScores updated Oct 24, 2026

#210Schooler Financial

5.0 Google rating

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S

Score breakdown

AI Visibility29
AI Ready-
SEO70
Freshness-
  • 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...

Category rank by BizScore: #2 of 2 Financial Planner listings in North Richland HillsScores updated Jul 8, 2026

#211Michael Rose, CPA PC

4.9 Google rating · 181 reviews

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Michael Rose, CPA PC website

Score breakdown

AI Visibility30
AI Ready-
SEO67
Freshness-
  • 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...

Category rank by BizScore: #2 of 2 Financial Planner listings in Missouri CityScores updated Jul 1, 2026

#212Wealth Planners of America

5.0 Google rating

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Wealth Planners of America website

Score breakdown

AI Visibility31
AI Ready-
SEO65
Freshness-
  • Financial Planner
  • San Antonio, Texas
  • (888) 619-0001
  • wplanners.com
Category rank by BizScore: #19 of 23 Financial Planner listings in San AntonioScores updated Sep 21, 2026

#213Noble Wealth Advisors

5.0 Google rating

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N

Score breakdown

AI Visibility27
AI Ready-
SEO63
Freshness-
  • 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...

Category rank by BizScore: #5 of 5 Financial Planner listings in MarshallScores updated Jul 19, 2026

#214Paragon Financial Advisors

4.8 Google rating

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Paragon Financial Advisors website

Score breakdown

AI Visibility27
AI Ready-
SEO71
Freshness-
  • Financial Planner
  • College Station, Texas
  • (979) 693-3907
  • paragon-adv.com
Scores updated Oct 5, 2026
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Fort Worth, TX Private Wealth Management website

Score breakdown

AI Visibility34
AI Ready16
SEO58
Freshness100
  • 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...

Category rank by BizScore: #6 of 9 Financial Planner listings in Fort WorthScores updated Oct 23, 2026
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O

Score breakdown

AI Visibility24
AI Ready-
SEO72
Freshness-
  • 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...

Category rank by BizScore: #2 of 3 Financial Planner listings in VictoriaScores updated Jun 20, 2026

#217Public Financial Management

5.0 Google rating

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Public Financial Management website

Score breakdown

AI Visibility32
AI Ready15
SEO55
Freshness-
  • 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...

Category rank by BizScore: #22 of 25 Financial Planner listings in AustinScores updated Oct 27, 2026

#218Winston Wealth Advisors

4.9 Google rating

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Winston Wealth Advisors website

Score breakdown

AI Visibility22
AI Ready55
SEO73
Freshness100
  • Financial Planner
  • Lubbock, Texas
  • (806) 745-9120
  • winstonwealthadvisors.com
Category rank by BizScore: #14 of 17 Financial Planner listings in LubbockScores updated Jun 7, 2026

#219Clarity Financial Group

4.9 Google rating

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Clarity Financial Group website

Score breakdown

AI Visibility25
AI Ready-
SEO67
Freshness-
  • 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.

Category rank by BizScore: #9 of 9 Financial Planner listings in Fort WorthScores updated Jun 30, 2026
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Lifestyle Financial Advisors of Pasadena website

Score breakdown

AI Visibility31
AI Ready-
SEO63
Freshness-
  • 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...

Category rank by BizScore: #6 of 8 Financial Planner listings in PasadenaScores updated Jun 7, 2026

#221Redwood Financial

4.5 Google rating · 8 reviews

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Redwood Financial website

Score breakdown

AI Visibility27
AI Ready-
SEO56
Freshness-
  • 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...

Category rank by BizScore: #20 of 21 Financial Planner listings in Fort WorthScores updated Sep 25, 2026

#222Ingenuity Financial Services

5.0 Google rating

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Ingenuity Financial Services website

Score breakdown

AI Visibility18
AI Ready-
SEO72
Freshness-
  • 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...

Category rank by BizScore: #20 of 23 Financial Planner listings in San AntonioScores updated Jun 7, 2026
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Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro website

Score breakdown

AI Visibility17
AI Ready-
SEO71
Freshness-
  • Financial Planner
  • Mesquite, Texas
  • (972) 613-2525
  • bradweddle.com
Scores updated Oct 2, 2026

#224Trilogy Financial Planning

5.0 Google rating

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Trilogy Financial Planning website

Score breakdown

AI Visibility28
AI Ready15
SEO55
Freshness100
  • Financial Planner
  • El Paso, Texas
  • (915) 303-8092
  • trilogyplus.com
Category rank by BizScore: #11 of 14 Financial Planner listings in El PasoScores updated Oct 24, 2026

#225Merrill Lynch Wealth Management of El Paso

5.0 Google rating

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Merrill Lynch Wealth Management of El Paso website

Score breakdown

AI Visibility30
AI Ready0
SEO52
Freshness-
  • 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.

Category rank by BizScore: #10 of 14 Financial Planner listings in El PasoScores updated Oct 23, 2026

#226Stephen Carter - Financial Advisor, Ameriprise Financial Services, LLC

5.0 Google rating · 1 review

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S

Score breakdown

AI Visibility33
AI Ready-
SEO47
Freshness-
  • Financial Planner
  • Round Rock, Texas
  • (512) 986-5569
  • americaprise.com
Scores updated Jun 15, 2026

#227Interlinc Financial Advisors, Inc.

5.0 Google rating

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Interlinc Financial Advisors, Inc. website

Score breakdown

AI Visibility21
AI Ready-
SEO61
Freshness-
  • Financial Planner
  • Plano, Texas
  • (214) 778-5645
  • interlincfinancial.com
Category rank by BizScore: #15 of 17 Financial Planner listings in PlanoScores updated Jun 23, 2026

#228Phoenix Financial

2.0 Google rating

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Phoenix Financial website

Score breakdown

AI Visibility22
AI Ready-
SEO58
Freshness-
  • Financial Planner
  • Odessa, Texas
  • (432) 580-7335
  • phoenixfinancial.com
Category rank by BizScore: #7 of 7 Financial Planner listings in OdessaScores updated Jun 7, 2026

#229Wallace Wealth Management

4.3 Google rating · 4 reviews

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Wallace Wealth Management website

Score breakdown

AI Visibility10
AI Ready-
SEO71
Freshness-
  • Financial Planner
  • Arlington, Texas
  • (817) 478-5553
  • wallace.edu
Category rank by BizScore: #31 of 33 Financial Planner listings in ArlingtonScores updated Sep 23, 2026

#230RFS Financial Services

5.0 Google rating

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RFS Financial Services website

Score breakdown

AI Visibility38
AI Ready-
SEO37
Freshness-
  • Financial Planner
  • Lubbock, Texas
  • (806) 798-0045
  • rfsfinancial.com
Category rank by BizScore: #15 of 17 Financial Planner listings in LubbockScores updated Oct 23, 2026

#231Seeds Financial Planning LLC

4.9 Google rating

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Seeds Financial Planning LLC website

Score breakdown

AI Visibility5
AI Ready12
SEO77
Freshness60
  • Financial Planner
  • Dallas, Texas
  • (469) 502-3704
  • seedsfinancialplanning.com
Category rank by BizScore: #19 of 19 Financial Planner listings in DallasScores updated Oct 24, 2026

#232Guy Rodgers Private Wealth Strategies

5.0 Google rating · 16 reviews

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Guy Rodgers Private Wealth Strategies website

Score breakdown

AI Visibility20
AI Ready-
SEO57
Freshness-
  • 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...

Category rank by BizScore: #3 of 5 Financial Planner listings in MansfieldScores updated Aug 20, 2026

#233Peaks Wealth Advisors

4.9 Google rating

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Peaks Wealth Advisors website

Score breakdown

AI Visibility32
AI Ready-
SEO39
Freshness-
  • 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...

Category rank by BizScore: #21 of 25 Financial Planner listings in AustinScores updated Oct 23, 2026

#234Western Finance of Pasadena

4.8 Google rating

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W

Score breakdown

AI Visibility15
AI Ready-
SEO64
Freshness-
  • Financial Planner
  • Pasadena, Texas
  • (713) 477-0912
  • westernfinance.com
Category rank by BizScore: #8 of 8 Financial Planner listings in PasadenaScores updated Jun 12, 2026
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Duy Le | Legends Financial Center - Financial Professional (San Antonio, Austin, Houston, Dallas, Corpus Christi) website

Score breakdown

AI Visibility9
AI Ready25
SEO68
Freshness80
  • 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...

Category rank by BizScore: #21 of 23 Financial Planner listings in San AntonioScores updated Oct 22, 2026

#236Perkins Financial

5.0 Google rating · 470 reviews

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P

Score breakdown

AI Visibility33
AI Ready-
SEO37
Freshness-
  • Financial Planner
  • Pasadena, Texas
  • (281) 481-0138
  • perkinsfinancial.com
Category rank by BizScore: #7 of 8 Financial Planner listings in PasadenaScores updated Oct 26, 2026

#237Abundo Wealth

5.0 Google rating

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Abundo Wealth website

Score breakdown

AI Visibility22
AI Ready-
SEO54
Freshness-
  • 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.

Category rank by BizScore: #18 of 21 Financial Planner listings in HoustonScores updated Oct 24, 2026

#238Centennial Advisors, LLC

4.8 Google rating

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Centennial Advisors, LLC website

Score breakdown

AI Visibility33
AI Ready-
SEO36
Freshness-
  • Financial Planner
  • Georgetown, Texas
  • (512) 265-5000
  • centennialadvisors.com
Category rank by BizScore: #11 of 13 Financial Planner listings in GeorgetownScores updated Oct 25, 2026

#239Transamerica Financial Advisors of Plano

1.0 Google rating · 248 reviews

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Transamerica Financial Advisors of Plano website

Score breakdown

AI Visibility33
AI Ready-
SEO33
Freshness-
  • Financial Planner
  • Plano, Texas
  • (469) 248-6786
  • transamerica.com
Category rank by BizScore: #14 of 17 Financial Planner listings in PlanoScores updated Oct 25, 2026

#240Rio Bank Wealth Management

3.0 Google rating · 6 reviews

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Rio Bank Wealth Management website

Score breakdown

AI Visibility33
AI Ready-
SEO33
Freshness-
  • Financial Planner
  • San Antonio, Texas
  • (210) 987-5508
  • riobank.com
Category rank by BizScore: #7 of 8 Financial Planner listings in San AntonioScores updated Oct 25, 2026
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Northwestern Mutual of College Station website

Score breakdown

AI Visibility14
AI Ready-
SEO58
Freshness-
  • Financial Planner
  • College Station, Texas
  • (979) 846-3100
  • northwesternmutual.com
Category rank by BizScore: #2 of 2 Financial Planner listings in College StationScores updated Jul 19, 2026

#242Western Finance of Harlingen

5.0 Google rating · 535 reviews

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Western Finance of Harlingen website

Score breakdown

AI Visibility15
AI Ready-
SEO47
Freshness-
  • Financial Planner
  • Harlingen, Texas
  • (956) 421-4505
  • westernfinance.com
Category rank by BizScore: #5 of 5 Financial Planner listings in HarlingenScores updated Jun 12, 2026

#243OneWay Financial

5.0 Google rating · 7 reviews

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OneWay Financial website

Score breakdown

AI Visibility21
AI Ready-
SEO37
Freshness-
  • Financial Planner
  • Dallas, Texas
  • (972) 551-9118
  • onewayfinancial.com
Category rank by BizScore: #9 of 10 Financial Planner listings in DallasScores updated Oct 23, 2026

#244Long Life Financial - San Antonio

5.0 Google rating

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Long Life Financial - San Antonio website

Score breakdown

AI Visibility6
AI Ready15
SEO52
Freshness40
  • Financial Planner
  • San Antonio, Texas
  • (210) 384-3400
  • longlifefinancial.com
Category rank by BizScore: #8 of 8 Financial Planner listings in San AntonioScores updated Jun 7, 2026

#245Tejas Financial Advisors

5.0 Google rating

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Tejas Financial Advisors website

Score breakdown

AI Visibility21
AI Ready-
SEO37
Freshness-
  • Financial Planner
  • Laredo, Texas
  • (956) 516-7775
  • tejasfinancialadvisors.com
Category rank by BizScore: #2 of 4 Financial Planner listings in LaredoScores updated Oct 26, 2026
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Sonterra Wealth Management website

Score breakdown

AI Visibility21
AI Ready-
SEO37
Freshness-
  • Financial Planner
  • Laredo, Texas
  • (956) 709-0045
  • sonterrawealth.com
Category rank by BizScore: #3 of 4 Financial Planner listings in LaredoScores updated Oct 27, 2026

#247Michael Evans, CFP, CSA | Legacy Group

5.0 Google rating · 3 reviews

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Michael Evans, CFP, CSA | Legacy Group website

Score breakdown

AI Visibility21
AI Ready-
SEO34
Freshness-
  • Financial Planner
  • Tyler, Texas
  • (903) 534-4900
  • legacygroupfinancial.com
Category rank by BizScore: #1 of 3 Financial Planner listings in TylerScores updated Oct 27, 2026

#248Rodger Johnson, Partner - Johnson Financial Group LLC

5.0 Google rating · 1 review

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Rodger Johnson, Partner - Johnson Financial Group LLC website

Score breakdown

AI Visibility3
AI Ready-
SEO59
Freshness-
  • 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...

Category rank by BizScore: #2 of 3 Financial Planner listings in TylerScores updated Jun 7, 2026

#249Lee Financial of Dallas

5.0 Google rating

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Lee Financial of Dallas website

Score breakdown

AI Visibility8
AI Ready15
SEO45
Freshness-
  • 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...

Category rank by BizScore: #18 of 19 Financial Planner listings in DallasScores updated Oct 23, 2026

#250Farmers Financial Services: Gloria Sanchez

5.0 Google rating

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Farmers Financial Services: Gloria Sanchez website

Score breakdown

AI Visibility12
AI Ready-
SEO46
Freshness-
  • 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.

Category rank by BizScore: #12 of 14 Financial Planner listings in El PasoScores updated Oct 28, 2026
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Recently Updated Financial Planner in Texas

Business profiles with freshly refreshed About sections.

Rio Bank

3.0 Google rating · 6 reviews

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Rio Bank website

Score breakdown

AI Visibility46
AI Ready22
SEO67
Freshness15
  • 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...

Category rank by BizScore: #6 of 8 Financial Planner listings in San AntonioScores updated Oct 23, 2026About refreshed Oct 12, 2026
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Faro Wealth website

Score breakdown

AI Visibility29
AI Ready60
SEO80
Freshness100
  • 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...

Category rank by BizScore: #1 of 4 Financial Planner listings in LaredoScores updated Oct 27, 2026About refreshed Oct 11, 2026
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Dallas Financial Advisors website

Score breakdown

AI Visibility35
AI Ready50
SEO69
Freshness100
  • 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...

Category rank by BizScore: #12 of 19 Financial Planner listings in DallasScores updated Oct 25, 2026About refreshed Oct 13, 2026

Trinity Enterprise & Financial Services

2.9 Google rating · 17 reviews

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Trinity Enterprise & Financial Services website

Score breakdown

AI Visibility38
AI Ready-
SEO68
Freshness-
  • 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...

Scores updated Jul 21, 2026About refreshed Oct 13, 2026

HG THOMAS WEALTH MANAGEMENT, LLC

5.0 Google rating

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HG THOMAS WEALTH MANAGEMENT, LLC website

Score breakdown

AI Visibility32
AI Ready-
SEO77
Freshness-
  • 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...

Category rank by BizScore: #2 of 2 Financial Planner listings in BrownsvilleScores updated Jul 6, 2026About refreshed Oct 13, 2026
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Crown Wealth Strategies, El Paso Wealth Management Dipp Metzger CFP Certified Financial Planner website

Score breakdown

AI Visibility36
AI Ready-
SEO69
Freshness-
  • 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...

Category rank by BizScore: #9 of 14 Financial Planner listings in El PasoScores updated Sep 28, 2026About refreshed Oct 14, 2026
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B

Score breakdown

AI Visibility42
AI Ready42
SEO51
Freshness-
  • 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...

Category rank by BizScore: #22 of 33 Financial Planner listings in ArlingtonScores updated Oct 28, 2026About refreshed Oct 13, 2026

WealthCreate

4.6 Google rating

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WealthCreate website

Score breakdown

AI Visibility5
AI Ready-
SEO37
Freshness-
  • 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...

Category rank by BizScore: #19 of 21 Financial Planner listings in HoustonScores updated Oct 24, 2026About refreshed Oct 11, 2026

What the Data Shows for Financial Planners in Texas

332financial planners scored in Texas
55Average BizScore
80Top BizScore
27%AI Visibility 50 or higher
68Average SEO score
4.7Average Google rating (281 rated)
0Claimed by the owner

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.