Best Financial Advisors in College Station, TX

15 firms listed · 9 in College Station · 9 rated 4.5+ · 1 shows a license

Data verified October 15, 2026

Traditions Wealth Advisors

Traditions Wealth Advisors

5.0 2 reviews
“We are very appreciative of their great communication, hard work, and positive recommendations.”
Free consultation35+ yearsBBB A+
2700 Earl Rudder Fwy S #2600
i
Paragon Financial Advisors

Paragon Financial Advisors

4.8 18 reviews
“They conduct themselves with integrity, respect, and grace as they provide direction and support for our family.”
Serves nationwideSince 2010
215 Rock Prairie Rd
i
Briaud Financial Advisors

Briaud Financial Advisors

5.0 2 reviews
“She took the time to explain everything clearly, answered all of my questions, and made me feel confident in every decision.”
Serves United StatesSince 1986Prices online
1611 Crescent Pointe Pkwy
i
Melder Financial Services

Melder Financial Services

5.0 1 review
“Tracy is a hard working and honest man and has done a great job with our investments.”
Serves TexasSince 2014
110 Lincoln Ave #106
i
Lone Star Trust & Investments

Lone Star Trust & Investments

5.0 3 reviews
“Used for years, great people, honest gains.”
3030 University Dr E
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Smith + Wyatt

Smith + Wyatt

Since 2017
511 University Dr E
i

The 15 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 15 firms we list here, 9 are in College Station itself and 6 come from Bryan (7 mi). 10 of the firms on this page have a rating, from 4.0 to 5.0 across 63 reviews; 9 are rated 4.5 or higher. 1 shows a license on its website; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 8 have ten or more years of experience, the longest 40 years. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 10 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?

9 of the 15 firms are located in College Station. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Voya Financial Advisors

Voya Financial Advisors

LicensedSince 2021
2423 Earl Rudder Fwy Ste 100
i
Book onlineBook
Rollo Wealth Management

Rollo Wealth Management

Free consultationSince 2020
1500 Earl Rudder Fwy
i
Hart Veronica

Hart Veronica

CFP certifiedSince 2003
1700 George Bush Dr E # 230
i
Kay Perrone & Associates

Kay Perrone & Associates

4.0 2 reviews
“Always go to Kay Perrone for my taxes every year along with my parents who've done taxes with them way longer than me.”
Free consultationBBB A+Since 1986Prices online
Bryan, TX · 7 mi from College Station
i
Charis Legacy Partners

Charis Legacy Partners

5.0 24 reviews
“He understands the sensitive nature of the details he handles, and approached every conversation through the lens of deep thought and consideration for our family priorities.”
Virtual consultationsServes United StatesSince 2020Prices online
Bryan, TX · 7 mi from College Station
i
Fries Financial Services

Fries Financial Services

5.0 1 review
“The best decision I ever made was to sit down and listen to them - then DO what they said.”
Since 1987
Bryan, TX · 7 mi from College Station
i
Lea Financial Management

Lea Financial Management

Since 1992BBB A+
Bryan, TX · 7 mi from College Station
i
Evidence Wealth

Evidence Wealth

5.0 1 review
“John breaks things down in a way that's easy to follow and actually applicable.”
Since 2021
Bryan, TX · 7 mi from College Station
i
The Dunlap Group

The Dunlap Group

5.0 2 reviews
“I like this group and would highly recommend them.”
Since 2016
Bryan, TX · 7 mi from College Station
i
HomeWealth Management AdvisorsTexasCollege Station, TX

Why these companies made our list

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