Highest Rated · Converse
Top-Rated Financial Advisors in Converse, TX
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of June 2026, RatingsNearMe ranks 12 financial advisors in Converse, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Regional Finance with a 4.9-star rating from 47 Google reviews and an RNM Score of 81/100. Also in the top tier: Fenix Finance and Kercheville Investment Advisors. The average rating across all listed financial advisors in Converse is 4.7 stars from 14 reviews per business on average.
Financial advisors in Converse typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Diane S Marcus
Diane S Marcus is a top-ranked advisor with a strong local reputation and the backing of a nationally recognized firm.
Most Reviewed
Edward Jones - Financial Advisor: Diane S Marcus
A high number of reviews indicates broad client experience and trust, which can help you gauge service consistency.
When choosing a financial advisor in Converse, consider scheduling initial consultations with at least two firms to compare their approach and fees. Verify credentials and check for any disciplinary history through the SEC or FINRA databases.
Local Market Snapshot
12
Businesses listed
4.7★
Avg rating
14
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Holds a stellar 4.9-star rating from nearly 50 Google reviews in Converse.
1645 Pat Booker Rd Suite 115, Universal City, TX 78148, USAShoppers praise this Converse financial advisor, earning a strong 4.7-star rating from 23 reviews.
1017 Pat Booker Rd B, Universal City, TX 78148, USATrusted by clients with a solid 4.0-star rating from 27 reviews.
15750 Frontage Rd, San Antonio, TX 78249, USAFinancial Advisors Rankings in Converse, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Regional Finance1645 Pat Booker Rd Suite 115, Universal City, TX 78148, USA | 4.9★ | 47 |
| #2 | Fenix Finance1017 Pat Booker Rd B, Universal City, TX 78148, USA | 4.7★ | 23 |
| #3 | Kercheville Investment Advisors15750 Frontage Rd, San Antonio, TX 78249, USA | 4.0★ | 27 |
| #4 | Morgan Stanley Financial Advisors7600 Broadway Suite 100, San Antonio, TX 78209, USA | 4.3★ | 6 |
| #5 | Financial Lifestyle Management3101 Joe Ramsey Blvd E # 107, Greenville, TX 75401, USA | 5.0★ | 1 |
| #6 | Mundorf Wealth Management1067 FM306 #301, New Braunfels, TX 78130, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Douglas F Ternan433 Kitty Hawk Rd Suite 110, Universal City, TX 78148, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Steve D Rocha II433 Kitty Hawk Rd Suite 110, Universal City, TX 78148, USA | 5.0★ | 1 |
| #9 | Converse Team Financial Services2121 N Webb Rd, Wichita, KS 67206, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Diane S Marcus11901 Toepperwein Rd Ste 1100, Live Oak, TX 78233, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Converse
Trusted by clients with a solid 4.3-star rating from 6 reviews.
7600 Broadway Suite 100, San Antonio, TX 78209, USA
Trusted financial advisor with a perfect 5.0 rating from local clients.
3101 Joe Ramsey Blvd E # 107, Greenville, TX 75401, USA
This financial advisor has no Google reviews yet to help guide your choice.
1067 FM306 #301, New Braunfels, TX 78130, USA
This financial advisor has no customer reviews yet to help inform your choice.
433 Kitty Hawk Rd Suite 110, Universal City, TX 78148, USA
Trusted financial advisor in Converse, TX with a perfect 5.0-star rating from clients.
433 Kitty Hawk Rd Suite 110, Universal City, TX 78148, USA
Exceptional 5.0-star rating from a small number of Google reviews.
2121 N Webb Rd, Wichita, KS 67206, USA
Rated 5.0 stars from one Google review for financial guidance in Converse.
11901 Toepperwein Rd Ste 1100, Live Oak, TX 78233, USA
This financial advisor has no ratings yet from 0 Google reviews.
7600 Broadway Suite 100, San Antonio, TX 78209, USA
This financial advisor has no Google reviews yet to share for rating.
227 N Loop 1604 E Suite, 150, San Antonio, TX 78232, USA
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Financial Advisors in Converse, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Regional Finance | 81/100 | 4.9 ★ | 47 |
| 2 | Fenix Finance | 82/100 | 4.7 ★ | 23 |
| 3 | Kercheville Investment Advisors | 71/100 | 4.0 ★ | 27 |
| 4 | Morgan Stanley Financial Advisors | 60/100 | 4.3 ★ | 6 |
| 5 | Financial Lifestyle Management | 74/100 | 5.0 ★ | 1 |
| 6 | Mundorf Wealth Management | 15/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: Douglas F Ternan | 7/100 | — | 0 |
| 8 | Edward Jones - Financial Advisor: Steve D Rocha II | 62/100 | 5.0 ★ | 1 |
| 9 | Converse Team Financial Services | 64/100 | 5.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Diane S Marcus | 65/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Converse
What is a fiduciary financial advisor and why does it matter in Converse?
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 Converse, 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 Converse?
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: June 10, 2026.
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