Local Pros · Galveston
Local Financial Advisors in Galveston, TX
Locally owned and operated financial advisors serving Galveston and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 13 financial advisors in Galveston, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Samuel Malchar, CRPC™ with a 5.0-star rating from 4 verified reviews. Also in the top tier: Merrill Lynch Wealth Management and Edward Jones - Financial Advisor: David P Rogers, AAMS®. The average rating across all listed financial advisors in Galveston is 5 stars from 2 reviews per business on average.
Financial advisors in Galveston 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
13
Businesses listed
5★
Avg rating
2
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Samuel Malchar, CRPC™
305 21st St #100, Galveston, TX 77550, USA
Merrill Lynch Wealth Management
306 22nd St, Galveston, TX 77550, USA
Edward Jones - Financial Advisor: David P Rogers, AAMS®
6710 Stewart Rd Ste 201, Galveston, TX 77551, USA
Financial Advisors Rankings in Galveston, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Samuel Malchar, CRPC™305 21st St #100, Galveston, TX 77550, USA | 5.0★ | 4 |
| #2 | Merrill Lynch Wealth Management306 22nd St, Galveston, TX 77550, USA | 5.0★ | 2 |
| #3 | Edward Jones - Financial Advisor: David P Rogers, AAMS®6710 Stewart Rd Ste 201, Galveston, TX 77551, USA | 5.0★ | 3 |
| #4 | Edward Jones - Financial Advisor: John P McAuliff2200 Market St #850, Galveston, TX 77550, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Matthew S Thompson, CFP®305 21st St Suite 120, Galveston, TX 77550, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Kelley Delesandri, CFP®6710 Stewart Rd Ste 201, Galveston, TX 77551, USA | — | — |
| #7 | G Squared Private Wealth, The Hardcastle Group2415 Market St, Galveston, TX 77550, USA | 5.0★ | 1 |
| #8 | Merrill Lynch Financial Advisor Patrick McDonald306 22nd St, Galveston, TX 77550, USA | — | — |
| #9 | Kempner Capital Management Inc2201 Market St #12, Galveston, TX 77550, USA | 5.0★ | 1 |
| #10 | Merrill Lynch Financial Advisor Sean Flanagan306 22nd St, Galveston, TX 77550, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Galveston
Edward Jones - Financial Advisor: John P McAuliff
2200 Market St #850, Galveston, TX 77550, USA
Edward Jones - Financial Advisor: Matthew S Thompson, CFP®
305 21st St Suite 120, Galveston, TX 77550, USA
Edward Jones - Financial Advisor: Kelley Delesandri, CFP®
6710 Stewart Rd Ste 201, Galveston, TX 77551, USA
G Squared Private Wealth, The Hardcastle Group
2415 Market St, Galveston, TX 77550, USA
Merrill Lynch Financial Advisor Patrick McDonald
306 22nd St, Galveston, TX 77550, USA
Merrill Lynch Financial Advisor Sean Flanagan
306 22nd St, Galveston, TX 77550, USA
Glaser Financial Services
621 University Blvd, Galveston, TX 77550, USA
Edward Jones - Financial Advisor: Hank Harrity
1310 34th St N B, Texas City, TX 77590, USA
Merrill Lynch Financial Advisor Gary Davis
306 22nd St, Galveston, TX 77550, USA
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Frequently Asked Questions — Financial Advisors in Galveston
What is a fiduciary financial advisor and why does it matter in Galveston?
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 Galveston, 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 Galveston?
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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