WiserAdvisor has qualified Financial Advisors serving in Texas.

Our Recommendations:

  • Talk to at least 2 to 3 Financial Advisors.
  • Hire an advisor who meets your screening criteria.

Special Offer!

FREE 1-on-1 initial consultation with qualified Financial Advisors

  • Complete the form to the right and click "Find My Advisor".
  • We will match up to 3 Financial Advisors who can best help with your specific needs.
  • This match is from an impressive list of credentialed and pre-screened Financial Advisors.

seven reasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-762-7630

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 to providing the highest quality wealth management solutions and service in the industry, and delivering superior risk-adjusted returns for clients, shareholders and subscribers.Company Profile:AFAM Capital, Inc. is a rapidly growing asset manager... read more>>

Jerry McIlhon, Financial Advisor from Texas,
Inquire with
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,
Inquire with
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 with their financial resources and goals.

Zach Allen, Financial Advisor from Texas,
Inquire with
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 Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process. We believe that markets are efficient and investment returns... read more>>

Duke Financial & Insurance Strategies
1521 N Cooper St.,
Arlington, TX   76011
Call : (682) 503-6565

We believe our reputation precedes us and it is of upmost importance to us to protect it. We promise to be the best that we can be which in return, will help you to succeed. When you work with us, we promise to uphold our core values of:Integrity ? We will honor our word and follow through with whatever actions become part of your plan. Whatever the situation or challenge may be, we promise to provide sound solutions. We will do the very best job that we can for you and your family to ensure... read more>>

Financial Synergies Wealth Advisors, 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, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we've developed multi-generational relationships with many of them.We are formally structured as an independent... read more>>

Eric Willer CFA, Financial Advisor from Texas,
Inquire with
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, family offices and high net worth private investors. Harnessing the power of proprietary technology, key investment data points, and advanced mathematics Fusion Analytics Investment Partners delivers unbiased (and unemotional) custom money management... read more>>

John Kvale, CFA®, CFP®, Financial Advisor from Texas,
Inquire with
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, with the sole purpose of financial advisory services, J.K. Financial, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities,... 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 the state - rather than with a firm - so that our one loyalty and commitment is to you - our client - and not to 'wall street' or special interests.Typical accounts we can manage: IRA, Roth, 401(k), individual, joint, trusts.

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 provide solutions that help his clients to reach their financial goals.While some financial advisors focus on selling products, I focus on solutions, specifically customizing plans to suit my clients' individual needs. I educate clients to lessen their... 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 strengths and performance of the world's foremost money managers. Sweetwater's investment program creates stability and growth opportunity, while minimizing downside risk. The principals of Sweetwater Financial Advisors invite you to consider our firm as... 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 provided on a fee-only basis, we have a FIDUCIARY DUTY to put your interests first, and you always have direct access to the investment manager for your accounts as opposed to a sales agent.We have the knowledge, experience and integrity to help you... read more>>

Waits Financial Group
7110 Pecan Street,
Frisco, TX   75034
Call : (972) 581-3077

We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our clients trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.Waits Financial Group does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.We are dedicated to professionally supporting, educating and... 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, which greatly improves his ability to serve his client's financial needs. CFP practitioners have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process that includes testing,... 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 me.

Soly Kor, Financial Advisor from Texas,
Inquire with
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 matters to you.

First Financial Equity Corporation
5005 LBJ Freeway,
Dallas, TX   75244
Call : (214) 545-3310

It's our goal to help you reach your goals. Our experienced team of investment advisors works together with their clients to pursue their most important financial goals. Founded in 1985, FFEC is a privately owned full-service brokerage firm. As our firm grows, we retain our belief in a conservative, well-diversified, long-term approach to investing. We know that investing can be complex, so we are here to help guide you every step of the way.

Reid Johnson, Financial Advisor from Texas,
Inquire with
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 industry, we work closely with clients to help identify their financial needs and determine the best strategies to help meet their goals.Our mission is to help people achieve financial security in order to enjoy retirement comfortably. We accomplish this... read more>>

Please provide the information we need to match you with 2 to 3 pre-screened financial advisors in Texas, based on your specific needs and receive FREE INITIAL CONSULTATION.

What advisory services do you need?

What is the size of your investment portfolio?

Your Zipcode

First Name:

Last Name:


Phone No:

Additional information (optional)

Privacy Policy | Terms & Conditions

Featured Financial Articles

Social Security Retirement Income Planning - The Critical Path You Can't Afford To Miss

Like a critical life-saving operation where every move must be perfect and every minute counts, crafting and maintaining a retirement plan entails some of the most important decisions you will ever... more

Facing and Managing Investment Danger

The dangers facing today's investor have never been more deeply felt. The bloody lessons of the Great Crash of 2008 left no investor untouched, but some weathered the storm far better than others,... more

Are Your Retirement Growth Assumptions Reasonable

Making the right assumptions about future rates of return is critical. Investment returns assumptions can be an Achilles' heel in retirement analysis, and standardization is yet to emerge, even in... more

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