Kay Perrone & Associates
“Great Experience, Friendly Staff and EXTREMELY Professional!”
Best Financial Advisors in Bryan, TX
15 firms listed · 11 in Bryan · 8 rated 4.5+
Data verified October 18, 2026
Charis Legacy Partners
“My wife and I needed someone to help us plan for a retirement 3 years out and Scott was a huge help.”
Ingram, Wallis & Co.
“Very professional and very strong in customer service.”
Fries Financial Services
“The best decision I ever made was to sit down and listen to them - then DO what they said.”
Lea Financial Management
The Dunlap Group
“I like this group and would highly recommend them.”
The 15 firms listed for Bryan, 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: Bryan, TX
Of the 15 firms we list here, 11 are in Bryan itself and 4 come from College Station (7 mi). 8 of the firms on this page have a rating, and all of them are rated 5.0, across 29 reviews. The services the firms on this page list most often on their websites are our firm (2), our location (2) and tax services (2). 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers a free initial consultation. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 9 list a public email and 1 takes 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 Bryan listed here?
11 of the 15 firms are located in Bryan. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Leatherneck Financial Services
“We feel confident that Jason from Leatherneck Financial has our best interests at hand, Jason guided us through our taxes as we started up our farm.”
Smith & Wyatt
Dwight Arnold - Raymond James
Evidence Wealth
The Rhodes Financial Group
Melder Financial Services
“Tracy is a hard working and honest man and has done a great job with our investments.”
Lone Star Trust & Investments
“Used for years, great people, honest gains.”
Hart Veronica
Rollo Wealth Management
Why these companies made our list
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