The best financial advisors in Texas, ranked
6 vetted advisors across Austin, Dallas, Houston— compared by fees, minimums, credentials, and specialty. Skip the guesswork: tell us your goals and we'll rank them for your situation.
Top advisors in Texas for 2026
Ranked by rating & fit signalsCFP® · ChFC® · Calloway Wealth Planning · Austin
Pre-retirees within 10 years of the finish line
★ 4.9 (87+)0.85% AUM$250k minFee-only
CFP® · CPA · Meridian Line Advisors · Dallas
High-net-worth families coordinating tax and estate
★ 4.9 (112+)0.65% AUM$1M minFee-only
CFA · Hill Country Capital · Austin
Tech professionals with equity compensation
★ 4.8 (64+)0.75% AUM$500k minFee-only
CFP® · Bayou City Financial Life · Houston
High earners building their first real plan
★ 4.8 (71+)$3,600/yr flatNo minimum minFee-only
CFP® · RICP® · North Star Retirement Group · Dallas
First-generation retirees who want a steady hand
★ 4.7 (93+)1.00% AUM$100k min
CFA · CFP® · Gulf Coast Wealth Partners · Houston
Energy-industry executives and business owners
★ 4.6 (58+)0.90% AUM$500k min
Rankings reflect network ratings and profile completeness, not investment performance. AdvisoryReviews is compensated by participating advisors, which may influence placement. Demo listings shown for template purposes.
What Texas advisors on the network specialize in
Choosing an advisor in Texas
How much does a financial advisor cost in Texas?
Among vetted Texas advisors in the AdvisoryReviews network, ongoing management runs roughly 0.65%–1.10% of assets per year, and flat-fee planning engagements run about $2,400–$6,000 per year. The industry all-in average is closer to 1.25%, which is why comparing before you commit matters.
How do I verify a financial advisor in Texas?
Look the advisor up on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov) or FINRA BrokerCheck. Every profile on AdvisoryReviews links to the public record — check registration status, disclosures, and complaint history before engaging anyone.
Should I choose a local Texas advisor or work virtually?
Both work well. Local advisors offer in-person meetings and familiarity with state specifics; virtual advisors widen the pool to specialists who fit your exact situation. The matcher lets you require local, virtual, or best-fit-either.
What's a fee-only fiduciary, and does it matter?
A fee-only fiduciary is paid solely by you — never commissions — and is legally required to act in your best interest. Most people comparing advisors in Texas filter for fee-only first; the matcher makes that one tap.
Done browsing? Let the advisors compete.
Two minutes of questions, and every Texas advisor above — plus the national network — is screened against your goals.