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Financial Advisors in Texas

AFAM Capital Management
12117 FM 2244 Bldg 3 - #170,
Austin, TX   78738
Call : (512) 600-1818

Mission:To be the top U.S. asset management boutique providing specialty investment solutions to financial advisors and private clients.Vision:To create a company comprised of positive, driven, sophisticated, and ethical people who are committed... read more>>

Jerry McIlhon, Financial Advisor from Texas,
(1042 views)
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Jerry
Beck Capital Management LLC
2009 South Capital of TX Hwy #200,
Austin, TX   78746
Call : (512) 345-6789

Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry.Fee-based RIA, provides wealth consultant and investment advisory services. Click on our website to view our investment philosophy and personnel.

Brad Cantrill, Financial Advisor from Texas,
(467 views)
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Brad
Cantrill Financial Group LLC
6170 Research Road Suite 104,
Frisco, TX   75034
Call : (469) 522-4053

Cantrill Financial Group LLC is a holistic planning firm serving families and small business owners in the North Texas area. The firm's mission is to deliver a a coordinated strategic plan that links the unique passions and purpose of client's lives... read more>>

Zach Allen, Financial Advisor from Texas,
(412 views)
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Zach
Disciplined Advisor Group
5005 LBJ Freeway,
Dallas, TX   75244
Call : (214) 545-3305

We’re here to help you achieve your financial goals, manage your money and ultimately, better your life. Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset... read more>>

Financial Synergies Asset Management, Inc.
4265 San Felipe St,
Houston, TX   77027
Call : (713) 623-6600

Financial Synergies is a fee-only Financial Advisor located in Houston, Texas. We provide comprehensive financial planning and investment management services. For more than thirty years we've been serving the financial needs of individuals,... read more>>

Eric Willer CFA, Financial Advisor from Texas,
(605 views)
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Eric
Fusion Analytics Investment Partners LLC
100 Crescent Court Suite 700,
Dallas, TX   75201
Call : (214) 270-2172

Fusion Analytics Investment Partners LLC is a cutting edge asset management firm that fuses the two widely followed investment disciplines of fundamental and technical analysis to deliver custom tailored asset management vehicles to institutions,... read more>>

John Kvale, CFA®, CFP®, Financial Advisor from Texas,
(935 views)
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John
J.K. Financial, Inc.
8222 Douglas Avenue,
Dallas, TX   75225
Call : (214) 706-4300

J.K. Financial, Inc. is a Fee Only, Financial Planning and Wealth Management firm that acts as a fiduciary for clients. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP® designee, with 18 years of experience. Incorporated in 1995,... read more>>

Kilby Wealth Strategies
8813 Arbor Creek Lane,
McKinney, TX   75070
Call : (800) 810-0068

Our investment strategies emphasize our belief in the necessity of risk management, that they key to long-term investment success is placing greater emphasis on aiming to minimize losses in declining markets than on trying to maximize return in... read more>>

Larson Financial Advisors
1 Chisholm Trail Suite Suite 450,
Round Rock, TX   78681
Call : (512) 910-2722

We are a fee-only investment advisor and use an 'advance and protect' strategy to minimize market losses during negative markets and rank and compare sectors and options to find the best trending holdings in positive markets.We are registered with... read more>>

Greg Gulick, CFP®, Financial Advisor from Texas,
(175 views)
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Greg
Nations Advisors
5050 Quorum Dr Ste 700,
Dallas, TX   75254
Call : (972) 708-1070

Recognized by Investment Advisor Magazine's 7-Time Broker-Dealer of the Year, The Investment Center has been named Broker-Dealer of the Year in 2006, 2008, 2009, 2011, 2014, 2015, and 2016. Nations Advisors uses The Investment Center as our... read more>>

Peak Financial, Inc.
1011 Surry Lane,
Flower Mound, TX   75022
Call : (469) 322-1210

I have been an Independent Financial Service Representative since 2000, and have been involved in business management and finances for over 20 years. As any independent advisor, I specialize in working with individuals and small businesses to... read more>>

Sweetwater Financial Advisors, LLC
4665 Sweetwater Blvd., Ste. 105,
Sugar Land, TX   77479
Call : (281) 491-3333

Sweetwater Financial Advisors, LLC, provides personalized wealth management and financial planning services to individuals and their families. Sweetwater Financial Advisors employs a broadly diversified investment approach, capitalizing on the... read more>>

The Goff Financial Group
11 Greenway Plaza, Suite 1425,
Houston, TX   77046
Call : (713) 850-8900

Your financial goals are our highest priority. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first. Unlike many other firms, all of our services are... read more>>

Armstrong Purselley Wealth Management Group
5005 LBJ Freeway,
Dallas, TX   75244
Call : (214) 545-3310

Clipper Wealth Management, LLC
16170 Jones Maltsberger Rd. #102,
San Antonio, TX   78247
Call : (210) 491-2319

Scott Cash Thompson, CFP is the owner of Clipper Wealth Management, LLC.In addition to earning a Bachelor's degree from the University of Texas -- San Antonio, Scott holds one of the financial services top credentials, CERTIFIED FINANICAL PLANNER,... read more>>

SMITH & Wyatt
1716 Briarcrest Dr, Suite 300,
Bryan, TX   77802
Call : (979) 431-5440

You're looking for answers... clear and simple answers WITHOUT someone trying to sell you something. Is that too much to ask? Nope, it's actually a smart way to approach anything as important as your hard-earned money. If that's you, then that's... read more>>

Soly Kor, Financial Advisor from Texas,
(236 views)
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Soly
Cox & Kor Wealth Management
3103 Bee Cave Road,
Austin, TX   78746
Call : (512) 777-4314

Cox & Kor is a financial services firm in Austin, Texas, founded by independent advisors Brandon Cox and Soly Kor. We offer customized financial planning with comprehensive asset management, focused on preserving your lifestyle and protecting what... read more>>

Lake Point Advisory Group LLC
1 Horizon Court,
Rockwall, TX   75032
Call : (214) 771-3363

As financial professionals and fiduciaries, the advisors at Lake Point Advisory Group provide clients with the professional and individual attention necessary to help them achieve their financial goals. With 16+ years’ in the financial services... read more>>

Morgan Stanley
301 Congress Avenue,
Austin, TX   78701
Call : (512) 370-0406

At Morgan Stanley, our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward... read more>>

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Are You A Financial Advisor in Texas?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only