Licensed · Conroe
Licensed & Insured Financial Advisors in Conroe, TX
Every financial advisors listed here carries proper licensing and insurance in TX. Protect yourself — always verify credentials before work begins.
As of May 2026, RatingsNearMe ranks 18 financial advisors in Conroe, TX by verified customer ratings and review volume. The highest-rated is McLane Advisors Montgomery - Houston Financial Advisors with a 5.0-star rating from 59 verified reviews. Also in the top tier: Texas Financial Retirement Services, LLC and Edward Jones - Financial Advisor: Shawn M Pressley, CFP®. The average rating across all listed financial advisors in Conroe is 4.8 stars from 6 reviews per business on average.
Financial advisors in Conroe typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.8★
Avg rating
6
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
McLane Advisors Montgomery - Houston Financial Advisors
18001 Hwy 105 W Suite 108, Montgomery, TX 77356, USA
Texas Financial Retirement Services, LLC
2912 W Davis St Suite #328, Conroe, TX 77304, USA
Edward Jones - Financial Advisor: Shawn M Pressley, CFP®
1135 Grand Central Parkway suite 210, Conroe, TX 77304, USA
Financial Advisors Rankings in Conroe, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | McLane Advisors Montgomery - Houston Financial Advisors18001 Hwy 105 W Suite 108, Montgomery, TX 77356, USA | 5.0★ | 59 |
| #2 | Texas Financial Retirement Services, LLC2912 W Davis St Suite #328, Conroe, TX 77304, USA | 5.0★ | 6 |
| #3 | Edward Jones - Financial Advisor: Shawn M Pressley, CFP®1135 Grand Central Parkway suite 210, Conroe, TX 77304, USA | 5.0★ | 6 |
| #4 | Hebert Financial Services2751 S Loop 336 W, Conroe, TX 77304, USA | 4.1★ | 9 |
| #5 | Edward Jones - Financial Advisor: Derrick L McCarley, CFP®|AAMS®303 Longmire Rd Suite 101, Conroe, TX 77304, USA | 5.0★ | 3 |
| #6 | Edward Jones - Financial Advisor: Casey C Heathcott, CFP®|CEPA®|AAMS®2040 N Loop 336 W #121, Conroe, TX 77304, USA | 5.0★ | 3 |
| #7 | Wootton Financial Group2040 N Loop 336 W #125, Conroe, TX 77304, USA | 5.0★ | 3 |
| #8 | Edward Jones - Financial Advisor: Raymond Rogers, CFP®|ChFC®|RICP®|ABFP®200 River Pointe Dr #109, Conroe, TX 77304, USA | 4.4★ | 7 |
| #9 | Edward Jones - Financial Advisor: Cam Heathcott, CFP®|AAMS™2040 N Loop 336 W #121, Conroe, TX 77304, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Kip D Joseph1805 W White Oak Terrace Building 2 Suite B, Conroe, TX 77304, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Conroe
Hebert Financial Services
2751 S Loop 336 W, Conroe, TX 77304, USA
Edward Jones - Financial Advisor: Derrick L McCarley, CFP®|AAMS®
303 Longmire Rd Suite 101, Conroe, TX 77304, USA
Edward Jones - Financial Advisor: Casey C Heathcott, CFP®|CEPA®|AAMS®
2040 N Loop 336 W #121, Conroe, TX 77304, USA
Wootton Financial Group
2040 N Loop 336 W #125, Conroe, TX 77304, USA
Edward Jones - Financial Advisor: Raymond Rogers, CFP®|ChFC®|RICP®|ABFP®
200 River Pointe Dr #109, Conroe, TX 77304, USA
Edward Jones - Financial Advisor: Cam Heathcott, CFP®|AAMS™
2040 N Loop 336 W #121, Conroe, TX 77304, USA
Edward Jones - Financial Advisor: Kip D Joseph
1805 W White Oak Terrace Building 2 Suite B, Conroe, TX 77304, USA
Edward Jones - Financial Advisor: Brett Bean
2040 N Loop 336 W #121, Conroe, TX 77304, USA
Edward Jones - Financial Advisor: Ryan P Korenek
2040 N Loop 336 W # 306, Conroe, TX 77304, USA
Merrill Lynch Wealth Management
2900 W Davis St, Conroe, TX 77304, USA
Astoria Strategic Wealth, Inc.
3915 W Davis St Suite 130, #185, Conroe, TX 77304, USA
Edward Jones - Financial Advisor: Samuel S Scheler
4489 W Davis St Ste 240, Conroe, TX 77304, USA
Artesa Financial Group
2040 N Loop 336 W #227, Conroe, TX 77304, USA
Haber Wealth Management (Formerly Thornton Financial Services)
3619 W Davis St, Conroe, TX 77304, USA
Edward Jones - Financial Advisor: Britney Rascher
1904 Longmire Rd Suite 104, Conroe, TX 77304, USA
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Frequently Asked Questions — Financial Advisors in Conroe
What is a fiduciary financial advisor and why does it matter in Conroe?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Conroe, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Conroe?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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