Local Pros · Conroe
Local Financial Advisors in Conroe, TX
Locally owned and operated financial advisors serving Conroe and the surrounding area. Supporting local businesses means faster response and accountability.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Conroe, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is McLane Advisors Montgomery - Houston Financial Advisors with a 5.0-star rating from 59 Google reviews and an RNM Score of 81/100. Also in the top tier: Edward Jones - Financial Advisor: Shawn M Pressley, CFP® and Texas Financial Retirement Services, LLC. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Casey C Heathcott, CFP®|CEPA®|AAMS®
Casey C Heathcott stands out as the top-ranked advisor due to holding multiple advanced certifications (CFP, CEPA, AAMS) and being listed first among the top-ranked financial advisors in Conroe.
Most Reviewed
Edward Jones - Financial Advisor: Casey C Heathcott, CFP®|CEPA®|AAMS®
Having the most reviews indicates a broad base of client experiences, which can help consumers gauge reliability and service quality.
When choosing a financial advisor in Conroe, consider scheduling initial consultations with multiple advisors to compare their expertise and communication style, and verify their credentials through official certification bodies.
Local Market Snapshot
18
Businesses listed
4.8★
Avg rating
6
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from 59 reviews from Conroe clients.
18001 Hwy 105 W Suite 108, Montgomery, TX 77356, USAExceptional 5.0-star rating based on 6 Google reviews from local clients.
1135 Grand Central Parkway suite 210, Conroe, TX 77304, USAConsistently rated 5.0 stars from 6 Google reviews in Conroe.
2912 W Davis St Suite #328, Conroe, TX 77304, USAFinancial 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 | Edward Jones - Financial Advisor: Shawn M Pressley, CFP®1135 Grand Central Parkway suite 210, Conroe, TX 77304, USA | 5.0★ | 6 |
| #3 | Texas Financial Retirement Services, LLC2912 W Davis St Suite #328, Conroe, TX 77304, USA | 5.0★ | 6 |
| #4 | Hebert Financial Services2751 S Loop 336 W, Conroe, TX 77304, USA | 4.1★ | 9 |
| #5 | Wootton Financial Group2040 N Loop 336 W #125, Conroe, TX 77304, USA | 5.0★ | 3 |
| #6 | Edward Jones - Financial Advisor: Derrick L McCarley, CFP®|AAMS®303 Longmire Rd Suite 101, Conroe, TX 77304, USA | 5.0★ | 3 |
| #7 | Edward Jones - Financial Advisor: Raymond Rogers, CFP®|ChFC®|RICP®|ABFP®200 River Pointe Dr #109, Conroe, TX 77304, USA | 4.4★ | 7 |
| #8 | Edward Jones - Financial Advisor: Brett Bean2040 N Loop 336 W #121, Conroe, TX 77304, USA | 5.0★ | 5 |
| #9 | Edward Jones - Financial Advisor: Ryan P Korenek2040 N Loop 336 W # 306, Conroe, TX 77304, USA | 5.0★ | 4 |
| #10 | Edward Jones - Financial Advisor: Britney Rascher1904 Longmire Rd Suite 104, Conroe, TX 77304, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Conroe
Trusted by local clients with a solid 4.1-star rating from 9 reviews.
2751 S Loop 336 W, Conroe, TX 77304, USA
5.0 stars from 3 Google reviews for this Conroe financial advisor.
2040 N Loop 336 W #125, Conroe, TX 77304, USA
Exceptional 5.0-star rating from a handful of local Google reviews.
303 Longmire Rd Suite 101, Conroe, TX 77304, USA
Serving Conroe, with a solid 4.4-star rating from recent client reviews.
200 River Pointe Dr #109, Conroe, TX 77304, USA
Exceptional 5.0-star rating from five local Google reviews.
2040 N Loop 336 W #121, Conroe, TX 77304, USA
Earns a perfect 5.0-star rating from a handful of local Google reviews.
2040 N Loop 336 W # 306, Conroe, TX 77304, USA
Earns a perfect 5.0-star rating from a handful of local Google reviews.
1904 Longmire Rd Suite 104, Conroe, TX 77304, USA
5.0 stars from 2 reviews, reflecting exceptional client satisfaction in Conroe.
3619 W Davis St, Conroe, TX 77304, USA
5.0 stars from a handful of Google reviews in Conroe, TX.
2040 N Loop 336 W #227, Conroe, TX 77304, USA
5.0 stars from 1 Google review, reflecting exceptional client satisfaction.
2040 N Loop 336 W #121, Conroe, TX 77304, USA
5.0-star rating from initial Google reviews, reflecting strong client satisfaction.
3915 W Davis St Suite 130, #185, Conroe, TX 77304, USA
3.0 stars from one review suggests limited feedback on this Conroe financial advisor.
2900 W Davis St, Conroe, TX 77304, USA
5.0 stars from a handful of Google reviews highlights strong early client satisfaction.
1805 W White Oak Terrace Building 2 Suite B, Conroe, TX 77304, USA
Trusted Conroe financial advisor with a perfect 5.0 rating from 3 reviews.
2040 N Loop 336 W #121, Conroe, TX 77304, USA
Earns a perfect 5.0-star rating from its early Google reviews.
4489 W Davis St Ste 240, Conroe, TX 77304, USA
Get Free Quotes
We'll connect you with the top financial advisors in Conroe, TX.
Financial Advisors in Conroe, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | McLane Advisors Montgomery - Houston Financial Advisors | 81/100 | 5.0 ★ | 59 |
| 2 | Edward Jones - Financial Advisor: Shawn M Pressley, CFP® | 69/100 | 5.0 ★ | 6 |
| 3 | Texas Financial Retirement Services, LLC | 69/100 | 5.0 ★ | 6 |
| 4 | Hebert Financial Services | 56/100 | 4.1 ★ | 9 |
| 5 | Wootton Financial Group | 66/100 | 5.0 ★ | 3 |
| 6 | Edward Jones - Financial Advisor: Derrick L McCarley, CFP®|AAMS® | 66/100 | 5.0 ★ | 3 |
| 7 | Edward Jones - Financial Advisor: Raymond Rogers, CFP®|ChFC®|RICP®|ABFP® | 59/100 | 4.4 ★ | 7 |
| 8 | Edward Jones - Financial Advisor: Brett Bean | 68/100 | 5.0 ★ | 5 |
| 9 | Edward Jones - Financial Advisor: Ryan P Korenek | 67/100 | 5.0 ★ | 4 |
| 10 | Edward Jones - Financial Advisor: Britney Rascher | 66/100 | 5.0 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Conroe to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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: July 4, 2026.
More Home Services in Conroe
Related Searches
More ways to find financial advisors in Conroe
Financial Advisors in nearby cities