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Same-Day Financial Advisors in Tomball, TX

Can't wait a week? These financial advisors in Tomball offer same-day or next-day appointments. Call now to check availability.

As of June 2026, RatingsNearMe ranks 16 financial advisors in Tomball, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is The Wehrly Group with a 4.9-star rating from 15 Google reviews and an RNM Score of 72/100. Also in the top tier: Magnolia Wealth and McLane Advisors. The average rating across all listed financial advisors in Tomball is 4.7 stars from 5 reviews per business on average.

Financial advisors in Tomball typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated June 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Best Overall

Kevin Talley - Financial Advisor, Ameriprise Financial Services, LLC

Kevin Talley is top-ranked for combining personalized retirement planning with the extensive resources and trust of a national firm like Ameriprise.

Most Reviewed

Edward Jones - Financial Advisor: Glynn A Tolleson

A high number of reviews often indicates a strong local presence and a track record of client trust and satisfaction.

When choosing a financial advisor in Tomball, consider whether you prefer a large firm's resources or a more personalized local touch, and always verify credentials and fee structures before committing.

Filter:

Local Market Snapshot

16

Businesses listed

4.7★

Avg rating

5

Avg reviews

Jun 13, 2026

Last updated

Top Rated Financial Advisors

4.9(15 reviews)

Trusted by local clients with a stellar 4.9-star rating from dozens of reviews.

17015 Seven Pines Dr, Spring, TX 77379, USA
5.0(10 reviews)

Proudly serving Tomball with a flawless 5.0-star rating from local clients.

8900 Eastloch Dr Unit #105, Spring, TX 77379, USA
4.6(10 reviews)

4.6 stars from 10 Google reviews, reflecting strong local client satisfaction.

14015 Park Dr Suites 104, 111, Tomball, TX 77377, USA

Financial Advisors Rankings in Tomball, TX

#BusinessRatingReviews
#1The Wehrly Group17015 Seven Pines Dr, Spring, TX 77379, USA4.915
#2Magnolia Wealth8900 Eastloch Dr Unit #105, Spring, TX 77379, USA5.010
#3McLane Advisors14015 Park Dr Suites 104, 111, Tomball, TX 77377, USA4.610
#4Merrill Edge22617 Tomball Pkwy, Tomball, TX 77375, USA4.01
#5Petra Benefits Financial Services14015 Park Dr #107, Tomball, TX 77377, USA5.01
#6Martin Wealth Management Team26830 Kuykendahl Rd Suite 102, Tomball, TX 77375, USA
#7Edward Jones - Financial Advisor: Todd Carlile425 Holderrieth Blvd Ste 214, Tomball, TX 77375, USA
#8CORE Integrated Wealth994 Village Square Dr Bldg 2 Suite C, Tomball, TX 77375, USA5.01
#9SOS - Securing, Optimizing, & Satisfying Your Retirement Goals14011 Park Dr Suite 115, Tomball, TX 77377, USA4.19
#10Edward Jones - Financial Advisor: David L Crawford, CFP®26400 Kuykendahl Rd STE 250, Tomball, TX 77375, USA5.03

Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026

All Financial Advisors in Tomball

4
4.0· 1 reviews

Trusted by clients, this Tomball advisor holds a solid 4.0-star rating from early reviews.

22617 Tomball Pkwy, Tomball, TX 77375, USA

5
5.0· 1 reviews

Tomball financial advisor with a perfect 5.0-star rating from a single review.

14015 Park Dr #107, Tomball, TX 77377, USA

6
· 0 reviews

No ratings yet; this Tomball financial advisor has no Google reviews to reference.

26830 Kuykendahl Rd Suite 102, Tomball, TX 77375, USA

7
· 0 reviews

This financial advisor in Tomball has not yet received any Google reviews.

425 Holderrieth Blvd Ste 214, Tomball, TX 77375, USA

8
5.0· 1 reviews

5.0 stars from multiple Google reviews highlights exceptional client satisfaction.

994 Village Square Dr Bldg 2 Suite C, Tomball, TX 77375, USA

9
4.1· 9 reviews

4.1 stars from 9 Google reviews, reflecting solid local client satisfaction.

14011 Park Dr Suite 115, Tomball, TX 77377, USA

10
5.0· 3 reviews

Exceptional 5.0-star rating from three Google reviews for financial advising in Tomball.

26400 Kuykendahl Rd STE 250, Tomball, TX 77375, USA

11
5.0· 2 reviews

Exceptional 5.0-star rating from 2 Google reviews for a Tomball financial advisor.

26400 Kuykendahl Rd STE 250, Tomball, TX 77375, USA

12
5.0· 1 reviews

5.0 stars from 1 review, reflecting exceptional client satisfaction.

16522 Avenplace Rd, Tomball, TX 77377, USA

13
4.0· 1 reviews

4.0 stars from 1 Google review, offering financial guidance in Tomball.

425 Holderrieth Blvd Ste 214, Tomball, TX 77375, USA

14
· 0 reviews

A local financial advisor in Tomball with no online reviews yet.

26830 Kuykendahl Rd Suite 102, Tomball, TX 77375, USA

15
· 0 reviews

This financial advisor in Tomball has no Google reviews yet.

11023 Northpointe Blvd Ste A, Tomball, TX 77375, USA

16
5.0· 1 reviews

Boasts a perfect 5.0-star rating from its initial Google reviews.

8900 Eastloch Dr Bldg 135, Spring, TX 77379, USA

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Financial Advisors in Tomball, TX — Compared

#BusinessRNM ScoreRatingReviews
1The Wehrly Group72/1004.9 ★15
2Magnolia Wealth71/1005.0 ★10
3McLane Advisors65/1004.6 ★10
4Merrill Edge57/1004.0 ★1
5Petra Benefits Financial Services62/1005.0 ★1
6Martin Wealth Management Team15/1000
7Edward Jones - Financial Advisor: Todd Carlile7/1000
8CORE Integrated Wealth62/1005.0 ★1
9SOS - Securing, Optimizing, & Satisfying Your Retirement Goals56/1004.1 ★9
10Edward Jones - Financial Advisor: David L Crawford, CFP®66/1005.0 ★3

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 Tomball

What is a fiduciary financial advisor and why does it matter in Tomball?

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 Tomball, 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 Tomball?

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 13, 2026.

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About This Financial Advisors Directory — Tomball, TX

This page lists and ranks 16 financial advisors serving Tomball, TX as of June 2026. The average verified rating across all listings is 4.7 stars, with an average of 5 customer reviews per business. The top-ranked financial advisors in Tomball by our algorithm is The Wehrly Group (4.9 stars, 15 reviews). Financial advisors in Tomball typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Tomball: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TX licensing board before hiring.

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