Best Financial Advisors in College Station, TX

24 firms listed · 8 in College Station · 12 rated 4.5+ · 1 shows a license

Data verified October 15, 2026

Paragon Financial Advisors

Paragon Financial Advisors

(5)
  • Market
“Robert gave me the honest truth about what I needed to fix, how to improve investment returns, reduce taxes and told me what I was doing wrong.”
In Business Since 2010
215 Rock Prairie Rd, College Station, TX
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Briaud Financial Advisors

Briaud Financial Advisors

(1)
“They were kind and thorough during our initial consultation and provided so many recommendations for us to think through to plan for a healthy financial future.”
In Business Since 1989
Transparent Fees & Pricing
1611 Crescent Pointe Pkwy, College Station, TX
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Traditions Wealth Advisors

Traditions Wealth Advisors

In Business Since 1991
BBB Rating: A+
2700 Earl Rudder Fwy S #2600, College Station, TX
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Melder Financial Services

Melder Financial Services

(1)
“Tracy is a hard working and honest man and has done a great job with our investments.”
In Business Since 2014
110 Lincoln Ave #106, College Station, TX
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Lone Star Trust & Investments

Lone Star Trust & Investments

(3)
“Used for years, great people, honest gains.”
3030 University Dr E, College Station, TX
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Voya Financial Advisors

Voya Financial Advisors

In Business Since 2021
Licensed
2423 Earl Rudder Fwy S Suite 100, College Station, TX
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The 24 firms listed for College Station, 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: College Station, TX

Of the 24 firms we list here, 8 are in College Station itself and 16 come from towns including Bryan (11, 7 mi), Cypress (2, 56 mi) and Newton (1, 26 mi). 14 of the firms on this page have a rating, from 4.1 to 5.0 across 206 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (89%) and value (70%). 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 shows a license on its website; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 40 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 16 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 College Station listed here?

8 of the 24 firms are located in College Station. The others come from other towns within 60 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Hart Veronica

Hart Veronica

In Business Since 2003
CFP Certified
1700 George Bush Dr E # 230, College Station, TX
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Rollo Wealth Management

Rollo Wealth Management

In Business Since 2020
1500 Earl Rudder Fwy S, College Station, TX
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Kay Perrone & Associates

Kay Perrone & Associates

(2)
“Always go to Kay Perrone for my taxes every year along with my parents who've done taxes with them way longer than me.”
In Business Since 1986
Accepts All Major Credit Cards
BBB Rating: A+
Free Initial Consultation
Bryan, TX · 7 mi from College Station
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Charis Legacy Partners

Charis Legacy Partners

(10)
  • Retirement
  • Honest
  • Patience
“His patience in answering all of our questions, and clearly explaining the various scenarios to consider, truly gives us confidence with how we want to move forward.”
In Business Since 2020
Transparent Fees & Pricing
Bryan, TX · 7 mi from College Station
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Ingram, Wallis & Co.

Ingram, Wallis & Co.

(2)
“Very professional and very strong in customer service.”
In Business Since 1998
Bryan, TX · 7 mi from College Station
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Fries Financial Services

Fries Financial Services

(1)
“The best decision I ever made was to sit down and listen to them - then DO what they said.”
In Business Since 1987
Bryan, TX · 7 mi from College Station
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Lea Financial Management

Lea Financial Management

In Business Since 2017
BBB Rating: A+
Bryan, TX · 7 mi from College Station
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The Dunlap Group

The Dunlap Group

(2)
“I like this group and would highly recommend them.”
In Business Since 2016
Bryan, TX · 7 mi from College Station
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Dwight Arnold - Raymond James

Dwight Arnold - Raymond James

In Business Since 1998
Bryan, TX · 7 mi from College Station
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Smith & Wyatt

Smith & Wyatt

In Business Since 2017
Bryan, TX · 7 mi from College Station
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The Rhodes Financial Group

The Rhodes Financial Group

In Business Since 2013
Bryan, TX · 7 mi from College Station
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Evidence Wealth

Evidence Wealth

In Business Since 2021
Bryan, TX · 7 mi from College Station
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Leatherneck Financial Services

Leatherneck Financial Services

(6)
  • Knowledge
“Leatherneck Financials and Jason have been helping us with preparing our taxes for over 5 years and we have been nothing but happy with the services we have received.”
In Business Since 2022
Bryan, TX · 7 mi from College Station
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Bev Lindsey Financial Services

Bev Lindsey Financial Services

In Business Since 2004
Offers Financing Options
Newton, TX · 26 mi from College Station
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C&G Tax Service

C&G Tax Service

(49)
  • Questions
  • Responsive
  • Pay
“I have been driving past this business for at least 20 years now and something told me I need to stop in and see if they can help me with my taxes and small business affairs.”
In Business Since 1999
Cypress, TX · 56 mi from College Station
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Cypress Tax Solutions

Cypress Tax Solutions

(20)
  • Financial
  • Educational
  • Questions
“I've been a working citizen since 16 years old & have filed my taxes ever since but never has a tax preparer taken the time to explain to me the intricacies of a tax return until this last year when I visited Cypress Tax Solutions.”
In Business Since 2019
Transparent Fees & Pricing
Cypress, TX · 56 mi from College Station
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Viaggio Wealth Partners

Viaggio Wealth Partners

(7)
  • Financial Advisor
“In our opinion, there is no other Financial Management organization that goes that extra mile to ensure client satisfaction, enables clients to feel secure in our financial future and always provides honest, wise and prudent advice.”
In Business Since 2019
Magnolia, TX · 42 mi from College Station
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Petra Benefits Financial Services

Petra Benefits Financial Services

(1)
“Always make educated decisions and have great respect for their clients.”
In Business Since 2008
Tomball, TX · 53 mi from College Station
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HomeWealth Management AdvisorsTexasCollege Station, TX

Retirement Planning and Investment Management Services in College Station, TX Cost Estimates

Minimum cost
$1184
Maximum cost
$10060
National Average
$3551
Avg Per Hour Rates
$356
$2367
$6509
Fair price range is based on 344 cost profiles
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Average Cost $3551
Minimum cost $1184
Maximum cost $10060
Avg Per Hour Rates $356

Fair range $2367 to $6509 is based on 344 cost profiles.

Why these companies made our list

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