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Best Financial Planner in Texas

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Top Financial Planner Listings in Texas

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Showing 251-300 of 332 Financial Planner listings in Texas · page 6 of 7

#251Keller Wealth Advisors

5.0 Google rating

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Keller Wealth Advisors website

Score breakdown

AI Visibility21
AI Ready-
SEO34
Freshness-
  • Financial Planner
  • Victoria, Texas
  • (361) 573-4383
  • kwadvisors.com
Category rank by BizScore: #3 of 3 Financial Planner listings in VictoriaScores updated Oct 27, 2026

#252Stone Oak Wealth Management, LLC of San Antonio

5.0 Google rating

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Stone Oak Wealth Management, LLC of San Antonio website

Score breakdown

AI Visibility10
AI Ready-
SEO45
Freshness-
  • Financial Planner
  • San Antonio, Texas
  • (210) 339-2707
  • stoneoakwealth.com
Category rank by BizScore: #22 of 23 Financial Planner listings in San AntonioScores updated Jun 20, 2026
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M

Score breakdown

AI Visibility4
AI Ready-
SEO56
Freshness-
  • Financial Planner
  • Lubbock, Texas
  • (806) 698-6833
  • advisor.morganstanley.com
Category rank by BizScore: #16 of 17 Financial Planner listings in LubbockScores updated Jun 7, 2026

#254Safe Money with Scott Mann

4.9 Google rating

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Safe Money with Scott Mann website

Score breakdown

AI Visibility10
AI Ready-
SEO43
Freshness-
  • Financial Planner
  • Houston, Texas
  • (800) 636-0332
  • safemoneywithscottmann.com
Category rank by BizScore: #21 of 21 Financial Planner listings in HoustonScores updated Sep 21, 2026

#255WealthCreate

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, 2026
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Wyntrill Financial website

Score breakdown

AI Visibility10
AI Ready20
SEO43
Freshness-
  • Financial Planner
  • Austin, Texas
  • (512) 576-3757
  • wyntrill.com

Wyntrill Financial is a financial planner in Austin, TX. Specializing in services for aspiring expatriates globally, Wyntrill Financial provides tailored solutions that align with individual life goals. Their expertise spans residency options, financial...

Category rank by BizScore: #24 of 25 Financial Planner listings in AustinScores updated Oct 27, 2026

#257Morgan Stanley Financial Advisors of Plano

3.7 Google rating

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Morgan Stanley Financial Advisors of Plano website

Score breakdown

AI Visibility4
AI Ready-
SEO46
Freshness-
  • Financial Planner
  • Plano, Texas
  • (972) 943-7200
  • login.morganstanleyclientserv.com
Category rank by BizScore: #17 of 17 Financial Planner listings in PlanoScores updated Oct 25, 2026

#258Feliciano Financial Group

4.6 Google rating · 9 reviews

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Feliciano Financial Group website

Score breakdown

AI Visibility4
AI Ready-
SEO45
Freshness-
  • Financial Planner
  • Tyler, Texas
  • (903) 533-8585
  • felicianofinancialgroup.com
Category rank by BizScore: #3 of 3 Financial Planner listings in TylerScores updated Jul 18, 2026

#259Edward Jones

5.0 Google rating · 1 review

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Edward Jones website

Score breakdown

AI Visibility0
AI Ready-
SEO50
Freshness-
  • Financial Planner
  • Lewisville, Texas
  • (972) 459-3937
  • onlineaccess.edwardjones.com
Scores updated Jul 17, 2026

#260Edward Jones of Coppell

5.0 Google rating

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Edward Jones of Coppell website

Score breakdown

AI Visibility0
AI Ready-
SEO50
Freshness-
  • Financial Planner
  • Coppell, Texas
  • (972) 471-0385
  • onlineaccess.edwardjones.com
Scores updated Jul 17, 2026

#261Edward Jones

5.0 Google rating

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Edward Jones website

Score breakdown

AI Visibility0
AI Ready-
SEO50
Freshness-
  • Financial Planner
  • San Marcos, Texas
  • (512) 396-3442
  • onlineaccess.edwardjones.com
Category rank by BizScore: #2 of 2 Financial Planner listings in San MarcosScores updated Jul 17, 2026

#262Hoyl Financial, LLC.

4.7 Google rating

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H

Score breakdown

AI Visibility2
AI Ready-
SEO47
Freshness-
  • Financial Planner
  • Amarillo, Texas
  • (806) 371-9473
  • hoylfinancial.com
Scores updated Jul 18, 2026

#263GDS Wealth Management

5.0 Google rating · 2,910 reviews

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GDS Wealth Management website

Score breakdown

AI Visibility10
AI Ready-
SEO29
Freshness-
  • Financial Planner
  • Flower Mound, Texas
  • (469) 212-8072
  • gdswealth.com
Category rank by BizScore: #1 of 4 Financial Planner listings in Flower MoundScores updated Oct 26, 2026

#264Crown Financial

4.4 Google rating · 7 reviews

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Crown Financial website

Score breakdown

AI Visibility8
AI Ready-
SEO33
Freshness-
  • Financial Planner
  • Harlingen, Texas
  • (956) 230-0585
  • crownfinancial.com
Category rank by BizScore: #4 of 5 Financial Planner listings in HarlingenScores updated Oct 27, 2026

#265Morgan Stanley Financial Advisors of El Paso

5.0 Google rating

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Morgan Stanley Financial Advisors of El Paso website

Score breakdown

AI Visibility4
AI Ready-
SEO39
Freshness-
  • Financial Planner
  • El Paso, Texas
  • (915) 842-7900
  • login.morganstanleyclientserv.com
Category rank by BizScore: #14 of 14 Financial Planner listings in El PasoScores updated Oct 24, 2026

#266Reliance Financial Partners

5.0 Google rating

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Reliance Financial Partners website

Score breakdown

AI Visibility10
AI Ready-
SEO29
Freshness-
  • Financial Planner
  • San Antonio, Texas
  • (210) 255-3040
  • reliancefinancialpartners.com
Category rank by BizScore: #23 of 23 Financial Planner listings in San AntonioScores updated Oct 24, 2026

#267Strategic Capital - Wealth Management Austin

5.0 Google rating

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Strategic Capital - Wealth Management Austin website

Score breakdown

AI Visibility10
AI Ready-
SEO29
Freshness-
  • Financial Planner
  • Austin, Texas
  • (512) 900-0792
  • strat-capital.com
Category rank by BizScore: #25 of 25 Financial Planner listings in AustinScores updated Oct 25, 2026

#268Oath Planning - Fort Worth Wealth Management & Financial Advisors

5.0 Google rating · 1 review

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Oath Planning - Fort Worth Wealth Management & Financial Advisors website

Score breakdown

AI Visibility10
AI Ready-
SEO27
Freshness-
  • Financial Planner
  • Fort Worth, Texas
  • (888) 534-4330
  • oathplanning.com

Oath Planning - Fort Worth Wealth Management & Financial Advisors: OATH provides impartial administrative law services for NYC, specializing in special education due process, tuition reimbursement, and hospitality industry mediation through its MEND NYC program, while offering accessible support for self-represented...

Category rank by BizScore: #21 of 21 Financial Planner listings in Fort WorthScores updated Oct 27, 2026

#269Mayanah Financial - A Dave Ramsey ELP

5.0 Google rating

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Mayanah Financial - A Dave Ramsey ELP website

Score breakdown

AI Visibility10
AI Ready-
SEO25
Freshness-
  • Financial Planner
  • Houston, Texas
  • (855) 629-2624
  • themayanah.com
Category rank by BizScore: #20 of 21 Financial Planner listings in HoustonScores updated Oct 27, 2026
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Edward Jones - Financial Advisor: Laurelyn Pohlmeier, CFP®|CEPA® website

Score breakdown

AI Visibility0
AI Ready-
SEO39
Freshness-
  • Financial Planner
  • Corpus Christi, Texas
  • (361) 885-0622
  • onlineaccess.edwardjones.com
Category rank by BizScore: #13 of 13 Financial Planner listings in Corpus ChristiScores updated Oct 24, 2026

#271LPL Financial of Lubbock

5.0 Google rating · 90 reviews

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LPL Financial of Lubbock website
  • Financial Planner
  • Lubbock, Texas
  • (806) 771-1977
  • lpl.com

LPL Financial of Lubbock: LPL Financial provides comprehensive financial services including wealth management, investment research, and professional referral networks to support financial advisors and institutions.

#272Mercer Advisors - Rockwall

4.6 Google rating · 36 reviews

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Mercer Advisors - Rockwall website
  • Financial Planner
  • Rowlett, Texas
  • (214) 771-3363
  • merceradvisors.com

#273Rise Financial Planning of Tyler

5.0 Google rating · 8 reviews

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R
  • Financial Planner
  • Tyler, Texas
  • (903) 509-2289
  • risefinancialplanning.com

#274Anchored Strategic Advisors

5.0 Google rating · 8 reviews

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Anchored Strategic Advisors website
  • Financial Planner
  • Round Rock, Texas
  • (512) 200-9344
  • anchoredstrategicadvisors.com

#275Benzer Capital

4.2 Google rating · 5 reviews

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Benzer Capital website
  • Financial Planner
  • Missouri City, Texas
  • (713) 979-2300
  • benzercapital.com

#276Parikh Financial

5.0 Google rating · 2 reviews

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P
  • Financial Planner
  • Missouri City, Texas
  • (832) 649-8275
  • parikhfinancial.com

#277MERIT ADVISORY PARTNERS: Keith D. Sexton & Bobby Darwin of Beaumont

5.0 Google rating · 1 review

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M
  • Financial Planner
  • Beaumont, Texas
  • (409) 212-9696
  • meritadvisorypartners.com

#278Sherwood Wealth Partners - Ameriprise Financial Services, LLC

5.0 Google rating · 1 review

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S
  • Financial Planner
  • Longview, Texas
  • (903) 297-9800
  • sherwoodwealthpartners.com

#279Advisors Financial

5.0 Google rating

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Advisors Financial website
  • Financial Planner
  • Houston, Texas
  • (713) 659-1212
  • advfg.com

Advisors Financial Group offers a full spectrum of opportunities and platforms for financial services professionals to build their business, providing exceptional service in wealth protection, retirement planning, and more.

#280Texas Financial Advisors of Dallas

5.0 Google rating

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Texas Financial Advisors of Dallas website
  • Financial Planner
  • Dallas, Texas
  • (469) 252-5027
  • texasfa.com

Texas Financial Advisors of Dallas: Texas Financial Advisors offers comprehensive financial services tailored to unique needs, including retirement planning, investment advice, and wealth management solutions. Our experienced team in Dallas is dedicated to guiding clients towards financial...

#281Texas Financial Advisors of Austin

5.0 Google rating

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Texas Financial Advisors of Austin website
  • Financial Planner
  • Austin, Texas
  • (737) 220-1790
  • texasfa.com

Texas Financial Advisors of Austin: Texas Financial Advisors is dedicated to providing top-notch financial advisory services in Austin, Texas. Our team of experienced advisors offers personalized strategies for retirement planning, wealth management, and investment advice.

#282Goldstein Financial Future

5.0 Google rating

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Goldstein Financial Future website
  • Financial Planner
  • Dallas, Texas
  • (214) 695-9251
  • goldsteinfinancialfuture.com

Goldstein Financial Future We offer hands-on, personalized financial guidance to help clients plan for all of life’s stages. Always working in the client’s best interest, our Fee-Only recommendations are not influenced by commissions or specific financial...

#283Wealth Strategy Advisors

5.0 Google rating

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Wealth Strategy Advisors website
  • Financial Planner
  • Fort Worth, Texas
  • (817) 732-1004
  • wealthstrategyadvisors.net

Wealth Strategy Advisors offers comprehensive financial planning services, including investment strategies and income distribution planning. Our team is dedicated to helping clients achieve their unique financial goals through personalized advice.

#284Houston Financial Center

5.0 Google rating

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Houston Financial Center website
  • Financial Planner
  • Houston, Texas
  • (713) 212-7565
  • houstonfinancialcenter.com

Houston Financial Center offers world-class financial planning services, including insurance and retirement solutions. Led by a highly experienced Certified Financial Planner, they provide customized advice to help clients achieve their financial goals.

#285Jaime Rios Financial Services, Inc.

5.0 Google rating

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Jaime Rios Financial Services, Inc. website
  • Financial Planner
  • Corpus Christi, Texas
  • (361) 851-8675
  • feeds.thetimes.co.uk

#286Callaway Financial Services

5.0 Google rating

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Callaway Financial Services website
  • Financial Planner
  • Arlington, Texas
  • (817) 274-4877
  • callawaygolf.com

#287Joe Dowdall, CFP, RICP, CRPC, CCFC, MBA

5.0 Google rating

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Joe Dowdall, CFP, RICP, CRPC, CCFC, MBA website
  • Financial Planner
  • Dallas, Texas
  • (469) 423-1989
  • joemonster.org
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David Dick - Financial Advisor, Ameriprise Financial Services, LLC website
  • Financial Planner
  • Arlington, Texas
  • (817) 419-6001
  • ameriprise.com

David Dick - Financial Advisor, Ameriprise Financial Services, LLC: Get financial planning advice and retirement investment advice from Ameriprise financial advisors at ameriprise.com.

#289Merrill Lynch Financial Advisor Kyle Fulton

5.0 Google rating

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M
  • Financial Planner
  • Lubbock, Texas
  • (806) 741-4023
  • merrill.com

Merrill Lynch Financial Advisor Kyle Fulton: We apologize for the inconvenience. There are several possible reasons you're unable to reach the page you want:

#290Beene Wealth Management Group

5.0 Google rating

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B
  • Financial Planner
  • Waco, Texas
  • (254) 755-6575
  • beenewealth.com

#291Beyond Balanced Financial Planning

5.0 Google rating

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B
  • Financial Planner
  • Midland, Texas
  • (432) 219-8050
  • beyondbalancedfinancial.com

#292Bluestone Financial

5.0 Google rating

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B
  • Financial Planner
  • Brownsville, Texas
  • (956) 476-3795
  • bluestonefinancial.com

#293Chisholm Trail Financial Group

5.0 Google rating

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C
  • Financial Planner
  • Round Rock, Texas
  • (512) 671-7526
  • chisholmtrailfinancialgroup.com

#294Disciplined Investors LLC

5.0 Google rating

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D
  • Financial Planner
  • Waco, Texas
  • (254) 754-9102
  • disciplinedinvestorsllc.com

#295Edward Jones - Financial Advisor of Cedar Park

5.0 Google rating

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Edward Jones - Financial Advisor of Cedar Park website
  • Financial Planner
  • Cedar Park, Texas
  • (512) 259-2503
  • edwardjones.com
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Edward Jones - Financial Advisor: Bill Hart, CFP®|ChFC®|CEPA®|CAP®|AAMS® website
  • Financial Planner
  • Georgetown, Texas
  • (512) 869-6279
  • edwardjones.com

#297Edward Jones - Financial Advisor: Blane Heflin, CFP®

5.0 Google rating

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Edward Jones - Financial Advisor: Blane Heflin, CFP® website
  • Financial Planner
  • Odessa, Texas
  • (432) 278-2047
  • edwardjones.com

#298Edward Jones - Financial Advisor: Teresa L Floyd

5.0 Google rating

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Edward Jones - Financial Advisor: Teresa L Floyd website
  • Financial Planner
  • Odessa, Texas
  • (432) 362-5277
  • edwardjones.com

#299Edward Jones - Financial Advisor: Travis W Rehberg

5.0 Google rating

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Edward Jones - Financial Advisor: Travis W Rehberg website
  • Financial Planner
  • Georgetown, Texas
  • (512) 868-3878
  • edwardjones.com
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E
  • Financial Planner
  • Victoria, Texas
  • (361) 465-4762
  • edwardjones.com
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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
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B

Score breakdown

AI Visibility42
AI Ready-
SEO63
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 Jun 29, 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

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
54Average 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.