Davis & Associates CPA Firm
“We will continue using the especially Cindy Harris a tax provider and she has been there for several years also!”
Best Financial Advisors near Baytown, TX
We have 3 firms in Baytown on file, and all of them are on this list, along with 7 from towns including Houston (3, 25 mi), Pasadena (2, 13 mi) and Deer Park (1, 11 mi).
1 open weekends · 8 rated 4.5+
Data verified October 15, 2026
Texas Capital Management
“Juanita is great at what she does and has been tremendously helpful!!”
Bay Area Asset Management
Rivera & Co. Tax & Business Services
“The first time I went, everyone treated me very kindly and since then I have been with them, they do a very good job, very respectful, I recommend them...”
Haywood Wealth Management
“Justin helped my wife and I understand options and opportunities to diversify our family's financial plan and strategy.”
Starburst Financial Group
The 10 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
9 of the 10 firms on this page have a rating, from 4.0 to 5.0 across 132 reviews; 1 has 50 or more reviews and 8 are rated 4.5 or higher. 1 is open on Saturdays. 8 have ten or more years of experience, the longest 49 years. 1 offers a free initial consultation. 1 has Spanish-speaking staff. We have a website on file for all 10 of the firms on this page; 8 publish a contact page; 9 list a public email and 2 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?
3 of the 10 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.
Perkins Financial
“They are the best factor company around you won't find another company better”
Rockwell Wealth Management
“We are very pleased of the way he has handled every situation and has kept us in his best interest.”
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Scott Stillman, Cfp, CLU | LPL Financial
Sucre Vail Wealth Advisors
Why these companies made our list
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