Best Financial Advisors in Corpus Christi, TX
23 firms listed · all 23 in Corpus Christi · 4 open weekends · 15 rated 4.5+ · 2 show a license
Data verified October 15, 2026
Legamaro Financial Services
“Fantastic financial services firm that clearly cares about their clients.”
Davidson Capital Management
Raul Torres, CPA
“I'm a small business owner and Raul and his team took the time to thoroughly explain all of the ins and outs of the tax process.”
Juarez Financial & Tax
“I highly recommend Tony and his expertise to IRS away, and save you $$$!”
Adamson & Company
“Adamson has assembled a talented team that works well together to deliver high quality, personalized accounting.”
The 23 firms listed for Corpus Christi, 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: Corpus Christi, TX
All 23 firms we list here are in Corpus Christi itself. 15 of the firms on this page have a rating, from 4.7 to 5.0 across 103 reviews; 1 has 50 or more reviews. 4 are open on Saturdays and 2 on Sundays. 2 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 22 of the firms on this page; 19 publish a contact page; 18 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Corpus Christi take financial planning bookings online?
2 of the 23 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Cruger Financial Services
“Would definitely recommend to anyone who wants a financial person to feel like a friend.”
Equitable Advisors | Private Wealth Group
“He is very good at simplifying complex financial topics in a way that i can digested very easily.”
Corpus Christi Financial Group
“The advisors at Corpus Christi Financial Group definitely helped to make sure I had financial security ahead of time and this allowed me to have confidence in purchasing my 3rd investment home, as well as securing my retirement needs.”
Coastal Financial on the Island
“He is diligent in his research and is constructive in making recommendations that might differ from those of a lesser informed client.”
Laguna Wealth Services
“He strives to tailor our financial plan to fit our lifestyle while still planning for the future.”
Elite Bookkeeping & Accounting Services
“They did not make me feel bad or dumb for bringing everything in at the last minute.”
BWR CPA & Investments
“He did a wonderful job advising me on some great companies to consider Investing in.”
Sean P. Brannen, CPA
Arrow of Performance
Jennings, Hawley & Co.
Bergstrom Financial
Aspire Wealth Strategies
Stonewater Wealth Management
Oak Tree Wealth Management
Cornerstone Financial Services
Oxbow Advisors
Kemp Financial Services
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
