Sarah Jones CPA
“Sarah Jones CPA are an efficient and amazing team who have helped guide me through the accounting side of my business and have supported me with great response time and outstanding professionalism.”
Best Financial Advisors in Conroe, TX
15 firms listed · 8 in Conroe · 9 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Clayborn Ronald W CPA
Hebert Financial Services
“They ensure you understand your financial options and guide you every step of the way to your goal!!”
Wootton Financial Group
“He keeps me informed of financial matters and tells me why plans work and how it relates to my account.”
Cook Financial Group
Bartlett Financial
The 15 firms listed for Conroe, 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: Conroe, TX
Of the 15 firms we list here, 8 are in Conroe itself and 7 come from The Woodlands (5, 11 mi), Magnolia (1, 17 mi) and Houston (1, 38 mi). 11 of the firms on this page have a rating, from 4.3 to 5.0 across 178 reviews; 1 has 50 or more reviews and 9 are rated 4.5 or higher. 1 shows a license on its website; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. 10 have ten or more years of experience, the longest 35 years. 1 offers payment plans; 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 13 list a public email and 5 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 Conroe listed here?
8 of the 15 firms are located in Conroe. The others come from other towns within 40 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Artesa Financial Group
Crowl Wealth Management
Rhame & Gorrell Wealth Management
“They give me more help than I ever expected with taxes and estate planning on top of the investment work they do for me.”
HFG Wealth Management
“They truly understand how relationships build successful positions and overall stability across the markets.”
Divorce Strategies Group
“The team at Divorce Strategies Group walks the fine line between having compassion for the great emotional toll that divorce takes while also keeping everyone moving forward so that a resolution can be achieved with as much peace as possible.”
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Catalano Financial
“He also goes above and beyond on making it personal and keeping you informed on all the steps and processes.”
The Sum
“He knew that I only had simple and basic questions yet he still took quality time out of his day to understand who I was and to help me on my path.”
Viaggio Wealth Partners
“I consolidated my accounts over ten years ago and Barry has kept me informed each step of the way.”
Brownlee Wealth Management
“Their advice and actions resulting in investment income and tax savings make it well worth the fee.”
Why these companies made our list
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