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Davis & Associates CPA Firm
“Very nice ppl”
Best Financial Advisors near Baytown, TX
We have 3 firms in Baytown on file. Only the highest-rated make our list: 2 of them made it, along with 22 from towns including Houston (13, 25 mi), Webster (3, 18 mi) and Pasadena (2, 13 mi).
15 rated 4.5+ · 3 show a license
Data verified October 15, 2026
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Bay Area Asset Management
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Rivera & Co. Tax & Business Services
- Income Tax
- Happy
“Even when I was outside of Texas for work reasons, Rivera & Co was my choice when making my Taxes and boy, the process was very easy and uncomplicated.”
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Haywood Wealth Management
- Questions
- Advisor
- Team
“Working with Haywood Wealth Management has made me feel confident I've made the right decision trusting them to help me financially and prepare me for retirement.”
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Stender Financial
“Cycling is so fun on amazing bike”
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Retirement Planners of Texas
“If you are looking for a financial advisor that treats you like his own family, we highly recommend you attend one of their free dinner, a no pressure sell presentation.”
The 24 firms listed for Baytown, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Baytown, TX
18 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 125 reviews; 1 has 50 or more reviews and 15 are rated 4.5 or higher. The services the firms on this page list most often on their websites are tax planning (3), financial planning (2) and life insurance (2). 3 show a license on their websites. 15 have ten or more years of experience, the longest 56 years. 4 offer a free initial consultation. 1 has Spanish-speaking staff. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 17 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Baytown listed here?
2 of the 24 firms are located in Baytown. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Provident Oak Financial
“Therefore, if you are passionate about green energy, or social values, or even Biblical Responsible investments they can customize your investing to mirror your values in everyday life.”
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Perkins Financial
“They are the best factor company around you won't find another company better”
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Keith D Huff CPA
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Rockwell Wealth Management
“Very pogchamp”
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Schamerhorn Financial Group
“David Schamerhorn and his staff are consummate professionals and work hard to help keep and create wealth for my family and I.”
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Royal Star Financial Services
“Great service, very helpful...”
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Scott Stillman, Cfp, CLU | LPL Financial
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Diane Halloway, Cpa/Pfs, CFP
- Information
- Tax
“I had planned to do my own federal income tax returns this year (individual and business), but when Tax Day arrived, I realized that I needed more than Turbo Tax.”
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Mary Jane Dixon Cpa Cfp Csa
“Totally awesome finance planning.”
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Impact! Partners Financial
- Team
“They have an excellent ability to answer questions and provide education so you can understand your future goals and navigate retirement planning in a seamless process.”
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Blum and White Wealth Management
“We are extremely pleased with how they have managed our money.”
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MDT Financial Advisors
“If you are looking for a solid financial advisor that cares about you and your future, give MDT Financial Advisors a call.”
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Starburst Financial Group
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Gaston Financial Consulting
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Goose Creek Financial
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Raska Wealth Management-Stephan T. Raska
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RHP Wealth Management
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Burrows Capital Advisors
Why these companies made our list
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