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Real Reviews · Wilmington
Top-Reviewed Financial Advisors in Wilmington, TX
What are customers actually saying? Read verified reviews for financial advisors in Wilmington — every rating is from a real customer.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Wilmington, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Richard D Lambert with a 5.0-star rating from 2 verified reviews. Also in the top tier: Abundo Wealth and Hawkins Laakso Wealth Management. The average rating across all listed financial advisors in Wilmington is 4.8 stars from 25 reviews per business on average.
Financial advisors in Wilmington typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
25
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Richard D Lambert
12234 Shadow Creek Pkwy Building 4 Suite 100, Pearland, TX 77584, USA
Abundo Wealth
3217 Montrose Blvd Suite 228, #5, Houston, TX 77006, USA
Hawkins Laakso Wealth Management
3200 Southwest Fwy #1800, Houston, TX 77027, USA
Financial Advisors Rankings in Wilmington, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Richard D Lambert12234 Shadow Creek Pkwy Building 4 Suite 100, Pearland, TX 77584, USA | 5.0★ | 2 |
| #2 | Abundo Wealth3217 Montrose Blvd Suite 228, #5, Houston, TX 77006, USA | 5.0★ | 79 |
| #3 | Hawkins Laakso Wealth Management3200 Southwest Fwy #1800, Houston, TX 77027, USA | 5.0★ | 20 |
| #4 | Jamal Uddin - Financial Advisor, Ameriprise Financial Services, LLC9307 W Broadway St Ste A317, Pearland, TX 77584, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Samuel S Granberry, AAMS®9307 W Broadway St Suite 103, Pearland, TX 77584, USA | — | — |
| #6 | Intrua Financial3737 Buffalo Speedway Suite 400, Houston, TX 77098, USA | 5.0★ | 1 |
| #7 | Post Oak Private Wealth Advisors1200 Smith St UNIT 610, Houston, TX 77002, USA | 4.9★ | 33 |
| #8 | Wealth Standard Financial440 Louisiana St # 650, Houston, TX 77002, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Mark T Bailey, CFP®|AAMS®|CRPC™5103 W Broadway St Suite 105, Pearland, TX 77581, USA | 5.0★ | 2 |
| #10 | Petrochem Retirement Advisors5208 W Broadway St, Pearland, TX 77581, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Wilmington
Jamal Uddin - Financial Advisor, Ameriprise Financial Services, LLC
9307 W Broadway St Ste A317, Pearland, TX 77584, USA
Edward Jones - Financial Advisor: Samuel S Granberry, AAMS®
9307 W Broadway St Suite 103, Pearland, TX 77584, USA
Intrua Financial
3737 Buffalo Speedway Suite 400, Houston, TX 77098, USA
Post Oak Private Wealth Advisors
1200 Smith St UNIT 610, Houston, TX 77002, USA
Wealth Standard Financial
440 Louisiana St # 650, Houston, TX 77002, USA
Edward Jones - Financial Advisor: Mark T Bailey, CFP®|AAMS®|CRPC™
5103 W Broadway St Suite 105, Pearland, TX 77581, USA
Petrochem Retirement Advisors
5208 W Broadway St, Pearland, TX 77581, USA
McGuff Financial - Pearland Financial Planner
5208 W Broadway St #204, Pearland, TX 77581, USA
EZ Financial Group Inc.
2103 Woodland Ct, Pearland, TX 77581, USA
Bullogic Wealth Management
3571 Mustang Ridge Ln, Pearland, TX 77584, USA
Goodman Financial Corporation - Houston Wealth Management and Financial Advisors
5177 Richmond Ave # 700, Houston, TX 77056, USA
Financial Synergies Wealth Advisors
4400 Post Oak Pkwy STE 200, Houston, TX 77027, USA
LKJ Financial
550 Post Oak Blvd #350, Houston, TX 77027, USA
Edwards Financial Group
1177 W Loop S # 1670, Houston, TX 77027, USA
Edward Jones - Financial Advisor: Charlie Rizzo, AAMS®
2651 Pearland Pkwy #103, Pearland, TX 77581, USA
Retirement Planners of Texas
12600 N Featherwood Dr Suite 120, Houston, TX 77034, USA
Wells Fargo Advisors
103 W Southmore Ave, Pasadena, TX 77502, USA
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Frequently Asked Questions — Financial Advisors in Wilmington
What is a fiduciary financial advisor and why does it matter in Wilmington?
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 Wilmington, 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 Wilmington?
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 1, 2026.
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