Local Pros · Missouri City
Local Financial Advisors in Missouri City, TX
Locally owned and operated financial advisors serving Missouri City and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 14 financial advisors in Missouri City, TX by verified customer ratings and review volume. The highest-rated is Advanced Financial Concepts with a 5.0-star rating from 8 verified reviews. Also in the top tier: Increase Financial and Benzer Capital. The average rating across all listed financial advisors in Missouri City is 4.7 stars from 4 reviews per business on average.
Financial advisors in Missouri City 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
14
Businesses listed
4.7★
Avg rating
4
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Advanced Financial Concepts
3 Sugar Creek Center Blvd #100, Sugar Land, TX 77478, USA
Increase Financial
7335 Hwy 6 #250, Missouri City, TX 77459, USA
Benzer Capital
5320 Hwy 6 Suite 200, Missouri City, TX 77459, USA
Financial Advisors Rankings in Missouri City, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Advanced Financial Concepts3 Sugar Creek Center Blvd #100, Sugar Land, TX 77478, USA | 5.0★ | 8 |
| #2 | Increase Financial7335 Hwy 6 #250, Missouri City, TX 77459, USA | 5.0★ | 7 |
| #3 | Benzer Capital5320 Hwy 6 Suite 200, Missouri City, TX 77459, USA | 4.2★ | 5 |
| #4 | Edward Jones - Financial Advisor: Richard J Patton II, AAMS®|CRPC™9029 Hwy 6 Suite 130, Missouri City, TX 77459, USA | — | — |
| #5 | Fogarty Wealth Management, Inc.4501 Cartwright Rd STE 101, Missouri City, TX 77459, USA | 4.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Jeffrey D Gilcrease4501 Cartwright Rd STE 501, Missouri City, TX 77459, USA | — | — |
| #7 | Sienna Wealth Management3106 London Ln, Missouri City, TX 77459, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Laurie A Peterson, CFP®|CRPC™4502 Riverstone Blvd Ste 904, Missouri City, TX 77459, USA | — | — |
| #9 | Edward Jones - Financial Advisor: Sandra T Harrell4501 Cartwright Rd STE 501, Missouri City, TX 77459, USA | — | — |
| #10 | LTC Financial Partners810 Star Lake Dr, Missouri City, TX 77459, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Missouri City
Edward Jones - Financial Advisor: Richard J Patton II, AAMS®|CRPC™
9029 Hwy 6 Suite 130, Missouri City, TX 77459, USA
Fogarty Wealth Management, Inc.
4501 Cartwright Rd STE 101, Missouri City, TX 77459, USA
Edward Jones - Financial Advisor: Jeffrey D Gilcrease
4501 Cartwright Rd STE 501, Missouri City, TX 77459, USA
Sienna Wealth Management
3106 London Ln, Missouri City, TX 77459, USA
Edward Jones - Financial Advisor: Laurie A Peterson, CFP®|CRPC™
4502 Riverstone Blvd Ste 904, Missouri City, TX 77459, USA
Edward Jones - Financial Advisor: Sandra T Harrell
4501 Cartwright Rd STE 501, Missouri City, TX 77459, USA
LTC Financial Partners
810 Star Lake Dr, Missouri City, TX 77459, USA
Edward Jones - Financial Advisor: Kevin Benson
4220 Cartwright Rd #804, Missouri City, TX 77459, USA
Edward Jones - Financial Advisor: Carlos M Regueiro, AAMS®|CRPC™
5501 Cabrera Dr Ste 701, Sugar Land, TX 77479, USA
Edward Jones - Financial Advisor: Jonathan Davila
4855 Riverstone Blvd Ste 106, Missouri City, TX 77459, USA
Edward Jones - Financial Advisor: Bradford D Goon
4220 Cartwright Rd #804, Missouri City, TX 77459, USA
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Frequently Asked Questions — Financial Advisors in Missouri City
What is a fiduciary financial advisor and why does it matter in Missouri City?
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 Missouri City, 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 Missouri City?
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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