Licensed · Houston
Licensed & Insured Financial Advisors in Houston, TX
Every financial advisors listed here carries proper licensing and insurance in TX. Protect yourself — always verify credentials before work begins.
As of July 2026, RatingsNearMe ranks 19 financial advisors in Houston, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Mayanah Financial - A Dave Ramsey ELP with a 5.0-star rating from 204 Google reviews and an RNM Score of 87/100. Also in the top tier: Edwards Financial Group and Abundo Wealth. The average rating across all listed financial advisors in Houston is 5 stars from 43 reviews per business on average.
Financial advisors in Houston 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: Danyel T Ramelow, CFP®
This advisor stands out due to their CFP® certification and the backing of a nationally recognized firm, offering comprehensive fiduciary guidance.
Most Reviewed
49 Financial - Houston Office
A high number of reviews suggests broad client experience and a track record of service that can help prospective clients gauge reliability.
When choosing a financial advisor in Houston, verify credentials like CFP® or fee-only status, and compare client reviews to ensure the advisor's approach aligns with your goals.
Local Market Snapshot
19
Businesses listed
5★
Avg rating
43
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Consistently rated 5.0 stars from over 200 Google reviews in Houston.
10190 Katy Fwy # 370, Houston, TX 77043, USATrusted by hundreds of Houston clients with a near-perfect 4.9-star rating.
1177 W Loop S # 1670, Houston, TX 77027, USARated 5.0 stars from 79 Google reviews, this Houston financial advisor is highly trusted.
3217 Montrose Blvd Suite 228, #5, Houston, TX 77006, USAFinancial Advisors Rankings in Houston, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Mayanah Financial - A Dave Ramsey ELP10190 Katy Fwy # 370, Houston, TX 77043, USA | 5.0★ | 204 |
| #2 | Edwards Financial Group1177 W Loop S # 1670, Houston, TX 77027, USA | 4.9★ | 127 |
| #3 | Abundo Wealth3217 Montrose Blvd Suite 228, #5, Houston, TX 77006, USA | 5.0★ | 79 |
| #4 | 49 Financial - Houston Office820 Gessner Rd Suite 316, Houston, TX 77024, USA | 5.0★ | 74 |
| #5 | Oak Harvest Financial Group920 Memorial City Way Suite 150, Houston, TX 77024, USA | 4.9★ | 49 |
| #6 | Hawkins Laakso Wealth Management3200 Southwest Fwy #1800, Houston, TX 77027, USA | 5.0★ | 20 |
| #7 | Financial Synergies Wealth Advisors4400 Post Oak Pkwy STE 200, Houston, TX 77027, USA | 5.0★ | 22 |
| #8 | Robare & Jones Wealth Management20405 TX-249 #350, Houston, TX 77070, USA | 4.7★ | 12 |
| #9 | Intrua Financial3737 Buffalo Speedway Suite 400, Houston, TX 77098, USA | 5.0★ | 1 |
| #10 | LKJ Financial550 Post Oak Blvd #350, Houston, TX 77027, USA | 5.0★ | 43 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Houston
Boasting a flawless 5.0-star rating from over 70 reviews, this Houston advisor is highly trusted.
820 Gessner Rd Suite 316, Houston, TX 77024, USA
Trusted by dozens of clients with a stellar 4.9-star average rating.
920 Memorial City Way Suite 150, Houston, TX 77024, USA
Praised by clients with a perfect 5.0-star rating across 20 reviews.
3200 Southwest Fwy #1800, Houston, TX 77027, USA
Praised for exceptional 5.0-star service based on dozens of local reviews.
4400 Post Oak Pkwy STE 200, Houston, TX 77027, USA
Trusted Houston financial advisor with a strong 4.7-star rating from 12 reviews.
20405 TX-249 #350, Houston, TX 77070, USA
Earned a perfect 5.0-star rating from a handful of Google reviews.
3737 Buffalo Speedway Suite 400, Houston, TX 77098, USA
5.0 stars from 43 reviews, reflecting exceptional client satisfaction in Houston.
550 Post Oak Blvd #350, Houston, TX 77027, USA
5.0 stars from 27 reviews, reflecting exceptional client satisfaction in Houston.
510 Bering Dr Suite 540, Houston, TX 77057, USA
5.0★ from 24 reviews, earning exceptional trust from Houston clients.
10603 W Sam Houston Pkwy N Ste. 450, Houston, TX 77064, USA
Trusted Houston financial advisor with a perfect 5.0 rating from 3 reviews.
7500 San Felipe St #400, Houston, TX 77063, USA
Earns a perfect 5.0-star rating from its handful of local reviews.
440 Louisiana St # 650, Houston, TX 77002, USA
Trusted Houston financial advisor with a 4.9-star rating from 38 reviews.
2625 Bay Area Blvd Suite 120, Houston, TX 77058, USA
4.9-star rating from 33 Google reviews reflects consistently high client satisfaction.
1200 Smith St UNIT 610, Houston, TX 77002, USA
Rated 4.8 stars from 42 Google reviews, this Houston financial advisor is highly trusted.
1415 N Loop W Suite 610, Houston, TX 77008, USA
Exceptional 5.0-star rating based on 14 verified Google reviews.
800 Town and Country Blvd #220, Houston, TX 77024, USA
Earns a perfect 5.0-star rating from 7 Google reviews in Houston.
8588 Katy Fwy # 320, Houston, TX 77024, USA
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Financial Advisors in Houston, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Mayanah Financial - A Dave Ramsey ELP | 87/100 | 5.0 ★ | 204 |
| 2 | Edwards Financial Group | 83/100 | 4.9 ★ | 127 |
| 3 | Abundo Wealth | 82/100 | 5.0 ★ | 79 |
| 4 | 49 Financial - Houston Office | 82/100 | 5.0 ★ | 74 |
| 5 | Oak Harvest Financial Group | 78/100 | 4.9 ★ | 49 |
| 6 | Hawkins Laakso Wealth Management | 75/100 | 5.0 ★ | 20 |
| 7 | Financial Synergies Wealth Advisors | 75/100 | 5.0 ★ | 22 |
| 8 | Robare & Jones Wealth Management | 67/100 | 4.7 ★ | 12 |
| 9 | Intrua Financial | 62/100 | 5.0 ★ | 1 |
| 10 | LKJ Financial | 79/100 | 5.0 ★ | 43 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Houston
What is a fiduciary financial advisor and why does it matter in Houston?
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 Houston, 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 Houston?
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: July 4, 2026.
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