Best Financial Planners in Houston, Texas
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Houston
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-20 of 20 Financial Planners listings in Houston, TX · page 1 of 1
#1Avidian Wealth Solutions Top-Rated
Score breakdown
- Financial Planner
- Houston, Texas
- (281) 822-8800
- avidianwealth.com
Avidian Wealth Solutions is a financial planner in Houston, TX. The firm provides a boutique family office experience for executives, entrepreneurs, and families, as well as a fiduciary partnership for foundations and endowments. Their specialized services...
#2Edwards Financial Group Top-Rated
Score breakdown
- Financial Planner
- Houston, Texas
- (832) 930-8344
- efg365.com
Edwards Financial Group is a financial planner in Houston, TX. The firm offers Tax Planning, Insurance, Wealth Management, Business Services, and Credit Solutions. It serves clients seeking personalized guidance to build lasting wealth and achieve financial...
Score breakdown
- Financial Planner
- Houston, Texas
- (713) 623-6600
- finsyn.com
Financial Synergies Wealth Advisors of Houston: Financial Synergies Wealth Advisors is a financial planner in Houston, TX. They offer comprehensive services including total wealth management, financial planning, retirement planning, investment management, tax planning, estate and gift planning, insurance...
Score breakdown
- Financial Planner
- Houston, Texas
- (512) 241-7341
- 49financial.com
49 Financial - Houston Office is a financial planner in Houston, TX. The firm provides comprehensive financial planning services to individuals, families, and businesses, including business owners and executives. Their services include investment management...
Score breakdown
- Financial Planner
- Houston, Texas
- ywealthadvisors.com
Yellowstone Wealth Advisors is a financial planner in Houston, TX. They specialize in providing financial therapy and coaching aimed at eliminating financial anxiety and fostering lasting peace of mind for their clients. With a perfect rating of 5.00, they...
Score breakdown
- Financial Planner
- Houston, Texas
- (281) 580-2100
- postoakprivatewealth.com
Post Oak Private Wealth Advisors of Houston: Post Oak Private Wealth Advisors is a financial planner in Houston, TX, located at 1200 Smith St UNIT 610. The firm operates as a fee-based fiduciary wealth management practice serving individuals and families with complex financial planning needs in Houston...
Score breakdown
- Financial Planner
- Houston, Texas
- (832) 915-2700
- retirehouston.com
Retirement Planners of Texas is a financial planner in Houston, TX, specializing in retirement planning and long-term financial security for individuals nearing or already in retirement. The firm helps clients build sustainable retirement income strategies...
Score breakdown
- Financial Planner
- Houston, Texas
- (800) 572-7011
- fidelity.com
Score breakdown
- Financial Planner
- Houston, Texas
- (866) 273-2848
- creativephl.org
Score breakdown
- Financial Planner
- Houston, Texas
- (713) 355-9910
- intrua.com
Intrua Financial is a financial planner in Houston, TX. They offer services such as wealth management, estate and legacy planning, risk management, retirement planning, and tax strategy to help clients navigate life's moments with confidence. With locations...
Score breakdown
- Financial Planner
- Houston, Texas
- (713) 552-7000
- mysignaturefa.com
Signature Financial Advisors is a financial planner in Houston, TX. The firm provides customized investment and financial planning solutions for individuals and business owners, aiming to reduce client stress through diversified strategies. Services include...
Score breakdown
- Financial Planner
- Houston, Texas
- (832) 331-4714
- nxtgenfp.com
Score breakdown
- Financial Planner
- Houston, Texas
- (713) 667-4884
- parkplacefinancial.co
Park Place Financial is a financial planner in Houston, TX. The firm offers a full range of financial planning services, including wealth management, retirement planning, tax reduction planning, investment planning, estate planning, healthcare planning, and...
Score breakdown
- Financial Planner
- Houston, Texas
- (281) 422-6400
- gcfretirement.com
Goose Creek Financial is a financial planner in Houston, TX. The firm specializes in building retirement income plans for clients who are within five years of retirement or already retired, with a particular focus on employees from petrochemical companies...
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
- 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
- Houston, Texas
- (713) 336-6100
- northern.edu
Score breakdown
- 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.
Score breakdown
- Financial Planner
- Houston, Texas
- (800) 636-0332
- safemoneywithscottmann.com
#20WealthCreate
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 Houston
30% of the 20 financial planners we measured in Houston reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 41, compared with an average SEO score of 72.
The average Google rating across 20 rated financial planners is 4.8, and the median listing has 252 reviews.
None of the 20 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.
BizScoreAI compares 20 financial planners in Houston, Texas by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. 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. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Houston 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 measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Houston, Texas does BizScoreAI track?
20 financial planners in Houston currently meet the profile-quality bar for this page, with an average BizScore of 57 and a top score of 76.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 30% of measured financial planners in Houston score 50 or higher.
Is being listed free?
Yes. Every financial planner in Houston is listed and scored for free, and claiming a listing is free too.
