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Best Financial Planner in Texas

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Top Financial Planner Listings in Texas

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Showing 301-332 of 332 Financial Planner listings in Texas · page 7 of 7

#301Elizabeth Rose, Financial Professional

5.0 Google rating

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E
  • Financial Planner
  • Flower Mound, Texas
  • (972) 345-3268
  • elizabethrosefp.com

#302Empower Wealth and Tax, LLC - Georgetown

5.0 Google rating

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E
  • Financial Planner
  • Georgetown, Texas
  • (512) 833-6557
  • empowerwealthandsolutions.com

#303Fierce Financial Planning Services Inc

5.0 Google rating

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Fierce Financial Planning Services Inc website
  • Financial Planner
  • McKinney, Texas
  • (972) 945-7231
  • fiercefinancial.com

#304FM Financial Services LLC

5.0 Google rating

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F
  • Financial Planner
  • Sugar Land, Texas
  • (888) 448-6661
  • fmfinancial.com

#305Krishna Wealth Planning

5.0 Google rating

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K
  • Financial Planner
  • McKinney, Texas
  • (214) 901-7526
  • krishnawealth.com

#306Lovett & Associates

5.0 Google rating

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L
  • Financial Planner
  • Waco, Texas
  • (254) 751-1256
  • lovettsassociates.com

#307Merrill Lynch Wealth Management of McKinney

5.0 Google rating

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M
  • Financial Planner
  • McKinney, Texas
  • (972) 369-1900
  • mlwm.com

#308Northwestern Mutual - Las Colinas

5.0 Google rating

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Northwestern Mutual - Las Colinas website
  • Financial Planner
  • Irving, Texas
  • (972) 518-3032
  • northwesternmutual.com

#309Parsons Wealth Management LLC

5.0 Google rating

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Parsons Wealth Management LLC website
  • Financial Planner
  • Palestine, Texas
  • (903) 723-0152
  • parsonswealth.com

#310Preservation Financial, LLC

5.0 Google rating

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P
  • Financial Planner
  • Trophy Club, Texas
  • (817) 285-7333
  • preservationfinancial.com

#311Richardson Rodriguez Financial Group

5.0 Google rating

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R
  • Financial Planner
  • Brownsville, Texas
  • (956) 542-1775
  • richardsonrodriguez.com
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R
  • Financial Planner
  • Victoria, Texas
  • (361) 575-2600
  • rockyrohdefinancial.com

#313Sather Financial Group

5.0 Google rating

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Sather Financial Group website
  • Financial Planner
  • Victoria, Texas
  • (361) 570-1800
  • satherfinancial.com

#314Sheid Wealth Management

5.0 Google rating

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Sheid Wealth Management website
  • Financial Planner
  • El Paso, Texas
  • (915) 248-0022
  • sheidwealth.com

#315Sweetwater Financial Advisors of Sugar Land

5.0 Google rating

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S
  • Financial Planner
  • Sugar Land, Texas
  • (281) 491-3333
  • sweetwaterfinancialadvisors.com

#316William Madison Advisors

5.0 Google rating

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W
  • Financial Planner
  • Abilene, Texas
  • (325) 673-6171
  • williammadison.com

#317WJ Interests Financial Advisors - Wealth Management

5.0 Google rating

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W
  • Financial Planner
  • Sugar Land, Texas
  • (281) 634-9400
  • wjinterests.com

#318Yield Financial Advisors, Inc.

5.0 Google rating

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Yield Financial Advisors, Inc. website
  • Financial Planner
  • McKinney, Texas
  • (214) 937-9905
  • yieldfinancial.com

#319Oak Harvest Financial Group

4.9 Google rating

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Oak Harvest Financial Group website
  • Financial Planner
  • Houston, Texas
  • (281) 949-7404
  • oakharvestfg.com

Oak Harvest Financial Group specializes in providing comprehensive retirement income solutions and investment strategies to help clients enjoy their golden years with peace of mind.

#320RJG Retirement Services, LLC

4.9 Google rating

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R
  • Financial Planner
  • Edinburg, Texas
  • (956) 380-6475
  • rgretirement.com

#321Worthen Financial Advisors of Friendswood

4.8 Google rating

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Worthen Financial Advisors of Friendswood website
  • Financial Planner
  • Friendswood, Texas
  • (832) 895-1188
  • worthenfinancial.com

#322First Financial Center of Dallas

3.7 Google rating

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First Financial Center of Dallas website
  • Financial Planner
  • Dallas, Texas
  • (972) 248-1930
  • firstfinancialcenterofdallas.com

#323Ajanee Wealth Management

3.0 Google rating

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A
  • Financial Planner
  • Carrollton, Texas
  • (972) 484-0020
  • ajaneewealth.com

#324Fort Worth Financial LLC

2.5 Google rating

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Fort Worth Financial LLC website
  • Financial Planner
  • Fort Worth, Texas
  • (817) 922-0202
  • fortworthfinancial.com

#325Financial Advantage Consultants

1.0 Google rating

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F
  • Financial Planner
  • Edinburg, Texas
  • (956) 607-7606
  • financialadvantage.com
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S&A Financial Group website
  • Financial Planner
  • Dallas, Texas
  • (817) 829-9433
  • live.vcita.com
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C
  • Financial Planner
  • Victoria, Texas
  • (361) 575-0532
  • crossroadswealthmanagement.com
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D
  • Financial Planner
  • Waco, Texas
  • (254) 296-8888
  • dietzfs.com
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Edward Jones of Pampa website
  • Financial Planner
  • Pampa, Texas
  • (806) 665-6753
  • edwardjones.com
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Edward Jones - Financial Advisor: Bob Ernst, CFP®|ChFC®|CEPA®|SE-AWMA®|CKA® website
  • Financial Planner
  • Carrollton, Texas
  • (469) 689-0410
  • edwardjones.com
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Edward Jones - Financial Advisor: Carlos E Cuellar website
  • Financial Planner
  • Harlingen, Texas
  • (956) 423-5522
  • edwardjones.com
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My Own Money website
  • Financial Planner
  • Carrollton, Texas
  • (214) 550-7685
  • myownmoney.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

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
54Average BizScore
80Top BizScore
28%AI Visibility 50 or higher
68Average SEO score
4.7Average Google rating (281 rated)
0Claimed by the owner

28% 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 28, 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.