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Best Wealth Management in Texas

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Top Wealth Management Listings in Texas

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Showing 1-23 of 23 Wealth Management listings in Texas · page 1 of 1

#1The Goff Financial Group of Cloverleaf

5.0 Google rating

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The Goff Financial Group of Cloverleaf website

Score breakdown

AI Visibility63
AI Ready37
SEO78
Freshness100
  • Wealth Management
  • Cloverleaf, Texas
  • (713) 850-8900
  • gofffinancial.com

The Goff Financial Group of Cloverleaf: The Goff Financial Group of Houston is a financial planner in Houston, TX. Founded by Matthew Goff in 1994, the firm operates as a truly independent registered investment advisor registered with the U.S. Securities and Exchange Commission. It serves affluent...

Category rank by BizScore: #2 of 5 Wealth Management listings in CloverleafScores updated Oct 28, 2026

#2Wells Fargo Advisors of Bay City

1.0 Google rating

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Wells Fargo Advisors of Bay City website

Score breakdown

AI Visibility60
AI Ready-
SEO77
Freshness-
  • Wealth Management
  • Bay City, Texas
  • (979) 245-7331
  • wellsfargo.com
Category rank by BizScore: #1 of 4 Wealth Management listings in Bay CityScores updated Jul 21, 2026
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Wells Fargo Advisors of Groves website

Score breakdown

AI Visibility60
AI Ready-
SEO77
Freshness-
  • Wealth Management
  • Groves, Texas
  • (409) 365-1100
  • wellsfargo.com
Category rank by BizScore: #1 of 2 Wealth Management listings in GrovesScores updated Jul 21, 2026
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Wells Fargo Advisors of Nederland website

Score breakdown

AI Visibility60
AI Ready-
SEO75
Freshness-
  • Wealth Management
  • Nederland, Texas
  • (409) 721-5330
  • wellsfargo.com
Category rank by BizScore: #1 of 2 Wealth Management listings in NederlandScores updated Jul 21, 2026

#5OneMain Financial of Eagle Pass

5.0 Google rating

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OneMain Financial of Eagle Pass website

Score breakdown

AI Visibility48
AI Ready-
SEO83
Freshness-
  • Wealth Management
  • Eagle Pass, Texas
  • (830) 757-3389
  • onemainfinancial.com
Scores updated Jul 19, 2026

#6OneMain Financial of Uvalde

4.7 Google rating · 15 reviews

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OneMain Financial of Uvalde website

Score breakdown

AI Visibility48
AI Ready-
SEO82
Freshness-
  • Wealth Management
  • Uvalde, Texas
  • (830) 278-8006
  • onemainfinancial.com
Scores updated Jul 19, 2026
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HFG Wealth Management website

Score breakdown

AI Visibility51
AI Ready-
SEO78
Freshness-
  • Wealth Management
  • Nederland, Texas
  • (832) 585-0110
  • hfgwm.com

HFG Wealth Management is a wealth management firm in Nederland, TX, serving individuals and families who seek a holistic, values-driven approach to financial planning. The firm specializes in investment consulting, wealth transfer, wealth enhancement, wealth...

Category rank by BizScore: #2 of 2 Wealth Management listings in NederlandScores updated Jul 18, 2026

#8Haywood Wealth Management of Bay City

4.9 Google rating

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Haywood Wealth Management of Bay City website

Score breakdown

AI Visibility39
AI Ready-
SEO91
Freshness-
  • Wealth Management
  • Bay City, Texas
  • (281) 848-2566
  • haywoodwealth.com

Haywood Wealth Management of Bay City is a wealth management firm in Bay City, TX, located at 2625 Bay Area Blvd Suite 120. The firm specializes in retirement planning for individuals and families, focusing on personalized strategies that prioritize comfort...

Category rank by BizScore: #2 of 4 Wealth Management listings in Bay CityScores updated Jul 6, 2026

#9Tower View Wealth Mangement

5.0 Google rating

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Tower View Wealth Mangement website

Score breakdown

AI Visibility49
AI Ready-
SEO74
Freshness-
  • Wealth Management
  • Trophy Club, Texas
  • (817) 523-6494
  • towerviewwealth.com

Tower View Wealth Mangement: Tower View Wealth Management is a wealth management firm in Trophy Club, TX, located at 300 Morrison Park Dr ste 110. It holds a rating of 5.00 based on customer reviews. Founder and Wealth Manager Waren Waters, CFP®, CDFA, established the firm in 2023. He...

Scores updated Jun 25, 2026
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M

Score breakdown

AI Visibility47
AI Ready-
SEO75
Freshness-
  • Wealth Management
  • Cloverleaf, Texas
  • (281) 657-1920
  • morganstanley.com
Category rank by BizScore: #4 of 5 Wealth Management listings in CloverleafScores updated Jul 19, 2026

#11RBC Wealth Management Branch - Sugar Land

5.0 Google rating

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RBC Wealth Management Branch - Sugar Land website

Score breakdown

AI Visibility42
AI Ready-
SEO82
Freshness-
  • Wealth Management
  • Sugar Land, Texas
  • (281) 566-1400
  • rbcwealthmanagement.com

RBC Wealth Management Branch - Sugar Land is a wealth management firm in Sugar Land, TX, located at 2150 Town Square Pl Suite 310. The branch provides personalized wealth management, retirement planning, and estate planning for high net worth individuals...

Scores updated Oct 8, 2026
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Wells Fargo Advisors of Channelview website

Score breakdown

AI Visibility60
AI Ready-
SEO53
Freshness-
  • Wealth Management
  • Channelview, Texas
  • (713) 209-6200
  • wellsfargo.com
Scores updated Jul 21, 2026
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Wells Fargo Advisors of Midlothian website

Score breakdown

AI Visibility60
AI Ready-
SEO55
Freshness-
  • Wealth Management
  • Midlothian, Texas
  • (972) 775-2395
  • wellsfargo.com

Wells Fargo Advisors of Midlothian: Wells Fargo Advisors is a wealth management firm in Midlothian, TX. They offer a range of financial services including bank accounts, loans, mortgages, investing, credit cards, and banking services to help individuals and businesses manage their finances...

Category rank by BizScore: #2 of 4 Wealth Management listings in MidlothianScores updated Jul 21, 2026

#14Wells Fargo Bank of Groves

3.7 Google rating

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Wells Fargo Bank of Groves website

Score breakdown

AI Visibility60
AI Ready-
SEO53
Freshness-
  • Wealth Management
  • Groves, Texas
  • (409) 365-1100
  • wellsfargo.com
Category rank by BizScore: #2 of 2 Wealth Management listings in GrovesScores updated Jul 21, 2026

#15Decidedly Wealth Management

5.0 Google rating

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Decidedly Wealth Management website

Score breakdown

AI Visibility34
AI Ready-
SEO84
Freshness-
  • Wealth Management
  • Fort Worth, Texas
  • (817) 615-9711
  • decidedlywealth.com

Decidedly Wealth Management is a wealth management firm in Fort Worth, TX, located at 6100 Camp Bowie Blvd Suite 24. The firm serves family business owners, providing financial guidance focused on exit planning, succession, and aligning wealth with personal...

Category rank by BizScore: #1 of 2 Wealth Management listings in Fort WorthScores updated Sep 28, 2026

#16Jal Dennis Group

4.6 Google rating

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J

Score breakdown

AI Visibility44
AI Ready-
SEO68
Freshness-
  • Wealth Management
  • Wylie, Texas
  • (972) 429-0603
  • jaldennis.com

Jal Dennis Group is a wealth management firm in Wylie, TX, located at 601 Commerce St. It provides investment services, financial planning, retirement planning, estate planning, and trust services to clients throughout North Texas. The firm holds a 4.60...

Scores updated Jul 5, 2026

#17Texas Wealth Management LLC of Bay City

5.0 Google rating

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Texas Wealth Management LLC of Bay City website

Score breakdown

AI Visibility38
AI Ready-
SEO73
Freshness-
  • Wealth Management
  • Bay City, Texas
  • (281) 333-3800
  • texaswealthmanagement.com

Texas Wealth Management LLC of Bay City: Texas Wealth Management, LLC is a wealth management firm in Bay City, TX. The firm provides personalized financial planning, investment management, and retirement planning to a diverse range of clients, including individuals, families, and pension plans...

Category rank by BizScore: #3 of 4 Wealth Management listings in Bay CityScores updated Jun 26, 2026

#18Raymond James Financial Services of Uvalde

2.0 Google rating · 1 review

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R

Score breakdown

AI Visibility45
AI Ready-
SEO62
Freshness-
  • Wealth Management
  • Uvalde, Texas
  • (830) 278-4949
  • raymondjames.com
Scores updated Oct 8, 2026
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T

Score breakdown

AI Visibility40
AI Ready-
SEO67
Freshness-
  • Wealth Management
  • Cloverleaf, Texas
  • (832) 220-3602
  • totuswealthmanagement.com
Category rank by BizScore: #5 of 5 Wealth Management listings in CloverleafScores updated Jun 25, 2026

#20New Century Investments

5.0 Google rating

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New Century Investments website

Score breakdown

AI Visibility0
AI Ready-
SEO37
Freshness-
  • Wealth Management
  • Fort Worth, Texas
  • (817) 238-6300
  • newcenturyinvestments.com

New Century Investments is a wealth management firm in Fort Worth, TX, located at 5740 Boat Club Rd Suite 100. The firm specializes in investment management, financial planning, retirement planning, small business retirement plans, and wealth advisory...

Category rank by BizScore: #2 of 2 Wealth Management listings in Fort WorthScores updated Oct 28, 2026

#21Magnolia Wealth

5.0 Google rating

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M
  • Wealth Management
  • Spring, Texas
  • (281) 576-9531
  • magnolia-wealth.com

#22Veritas Legacy Wealth

5.0 Google rating

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V
  • Wealth Management
  • Amarillo, Texas
  • (806) 699-5250
  • veritaslegacywealth.com

#23Post Oak Private Wealth Advisors of Cloverleaf

4.9 Google rating

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Post Oak Private Wealth Advisors of Cloverleaf website
  • Wealth Management
  • Cloverleaf, Texas
  • (281) 580-2100
  • postoakprivatewealthadvisors.com
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Recently Updated Wealth Management in Texas

Business profiles with freshly refreshed About sections.

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HFG Wealth Management website

Score breakdown

AI Visibility51
AI Ready-
SEO78
Freshness-
  • Wealth Management
  • Nederland, Texas
  • (832) 585-0110
  • hfgwm.com

HFG Wealth Management is a wealth management firm in Nederland, TX, serving individuals and families who seek a holistic, values-driven approach to financial planning. The firm specializes in investment consulting, wealth transfer, wealth enhancement, wealth...

Category rank by BizScore: #2 of 2 Wealth Management listings in NederlandScores updated Jul 18, 2026About refreshed Sep 13, 2026

Haywood Wealth Management of Bay City

4.9 Google rating

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Haywood Wealth Management of Bay City website

Score breakdown

AI Visibility39
AI Ready-
SEO91
Freshness-
  • Wealth Management
  • Bay City, Texas
  • (281) 848-2566
  • haywoodwealth.com

Haywood Wealth Management of Bay City is a wealth management firm in Bay City, TX, located at 2625 Bay Area Blvd Suite 120. The firm specializes in retirement planning for individuals and families, focusing on personalized strategies that prioritize comfort...

Category rank by BizScore: #2 of 4 Wealth Management listings in Bay CityScores updated Jul 6, 2026About refreshed Sep 14, 2026

Tower View Wealth Mangement

5.0 Google rating

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Tower View Wealth Mangement website

Score breakdown

AI Visibility49
AI Ready-
SEO74
Freshness-
  • Wealth Management
  • Trophy Club, Texas
  • (817) 523-6494
  • towerviewwealth.com

Tower View Wealth Mangement: Tower View Wealth Management is a wealth management firm in Trophy Club, TX, located at 300 Morrison Park Dr ste 110. It holds a rating of 5.00 based on customer reviews. Founder and Wealth Manager Waren Waters, CFP®, CDFA, established the firm in 2023. He...

Scores updated Jun 25, 2026About refreshed Oct 8, 2026

RBC Wealth Management Branch - Sugar Land

5.0 Google rating

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RBC Wealth Management Branch - Sugar Land website

Score breakdown

AI Visibility42
AI Ready-
SEO82
Freshness-
  • Wealth Management
  • Sugar Land, Texas
  • (281) 566-1400
  • rbcwealthmanagement.com

RBC Wealth Management Branch - Sugar Land is a wealth management firm in Sugar Land, TX, located at 2150 Town Square Pl Suite 310. The branch provides personalized wealth management, retirement planning, and estate planning for high net worth individuals...

Scores updated Oct 8, 2026About refreshed Oct 8, 2026

Decidedly Wealth Management

5.0 Google rating

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Decidedly Wealth Management website

Score breakdown

AI Visibility34
AI Ready-
SEO84
Freshness-
  • Wealth Management
  • Fort Worth, Texas
  • (817) 615-9711
  • decidedlywealth.com

Decidedly Wealth Management is a wealth management firm in Fort Worth, TX, located at 6100 Camp Bowie Blvd Suite 24. The firm serves family business owners, providing financial guidance focused on exit planning, succession, and aligning wealth with personal...

Category rank by BizScore: #1 of 2 Wealth Management listings in Fort WorthScores updated Sep 28, 2026About refreshed Oct 12, 2026

Jal Dennis Group

4.6 Google rating

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J

Score breakdown

AI Visibility44
AI Ready-
SEO68
Freshness-
  • Wealth Management
  • Wylie, Texas
  • (972) 429-0603
  • jaldennis.com

Jal Dennis Group is a wealth management firm in Wylie, TX, located at 601 Commerce St. It provides investment services, financial planning, retirement planning, estate planning, and trust services to clients throughout North Texas. The firm holds a 4.60...

Scores updated Jul 5, 2026About refreshed Sep 28, 2026

Texas Wealth Management LLC of Bay City

5.0 Google rating

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Texas Wealth Management LLC of Bay City website

Score breakdown

AI Visibility38
AI Ready-
SEO73
Freshness-
  • Wealth Management
  • Bay City, Texas
  • (281) 333-3800
  • texaswealthmanagement.com

Texas Wealth Management LLC of Bay City: Texas Wealth Management, LLC is a wealth management firm in Bay City, TX. The firm provides personalized financial planning, investment management, and retirement planning to a diverse range of clients, including individuals, families, and pension plans...

Category rank by BizScore: #3 of 4 Wealth Management listings in Bay CityScores updated Jun 26, 2026About refreshed Jul 27, 2026

New Century Investments

5.0 Google rating

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New Century Investments website

Score breakdown

AI Visibility0
AI Ready-
SEO37
Freshness-
  • Wealth Management
  • Fort Worth, Texas
  • (817) 238-6300
  • newcenturyinvestments.com

New Century Investments is a wealth management firm in Fort Worth, TX, located at 5740 Boat Club Rd Suite 100. The firm specializes in investment management, financial planning, retirement planning, small business retirement plans, and wealth advisory...

Category rank by BizScore: #2 of 2 Wealth Management listings in Fort WorthScores updated Oct 28, 2026About refreshed Oct 2, 2026

What the Data Shows for Wealth Managements in Texas

23wealth managements scored in Texas
58Average BizScore
70Top BizScore
40%AI Visibility 50 or higher
71Average SEO score
4.4Average Google rating (16 rated)
0Claimed by the owner

40% of the 20 wealth managements we measured in Texas reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 47, compared with an average SEO score of 71.

The average Google rating across 16 rated wealth managements is 4.4, and the median listing has 8 reviews.

None of the 23 wealth managements 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 wealth management in Texas? BizScoreAI scores 23 Wealth Management 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 Wealth Management 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 wealth management 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 wealth management listing in Texas is listed and scored for free, and claiming is free too.