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Fancher & Company
“Great firm, family environment and friendly staff!”
Best Financial Advisors in Corpus Christi, TX
24 firms listed · 23 in Corpus Christi · 4 open weekends · 16 rated 4.5+ · 2 show a license
Data verified October 15, 2026
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Legamaro Financial Services
“Fantastic financial services firm that clearly cares about their clients.”
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Davidson Capital Management
“Enjoy the Saturday radio show weekly!”
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Raul Torres, CPA
- Money
“Whatever financial questions I have, even if not tax related, he is always quick to answer and gives you examples for you to make the right choice for you.”
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Juarez Financial & Tax
“Extremely knowledgeable and friendly staff.”
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Adamson & Company
- Tax Returns
“Jeremy walked me through the whole process from start to finish and got right to work and delivered a final product was very impressive and the quality of which Would be hard to match if not impossible!”
The 24 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
Of the 24 firms we list here, 23 are in Corpus Christi itself and 1 comes from Rockport (30 mi). 16 of the firms on this page have a rating, from 4.7 to 5.0 across 105 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 23 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; 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 Corpus Christi listed here?
23 of the 24 firms are located in Corpus Christi. The others come from other towns within 35 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Cruger Financial Services
- Team
“I have been working with Travis on several matters professionally, and he and his team are at the very pinnacle of professionalism when it comes to getting it done.”
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Equitable Advisors | Private Wealth Group
“He is great at managing money and is extremely knowledgeable.”
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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.”
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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.”
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Laguna Wealth Services
“I met with John Holloway to discuss my family's financial plan and current accounts/allocations with the intent to continue our journey on the Dave Ramsey plan.”
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Elite Bookkeeping & Accounting Services
“They did not make me feel bad or dumb for bringing everything in at the last minute.”
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BWR CPA & Investments
“Bert is so nice and explains everything so it makes sense to me.”
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Sean P. Brannen, CPA
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Arrow of Performance
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Jennings, Hawley & Co.
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Bergstrom Financial
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Aspire Wealth Strategies
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Stonewater Wealth Management
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Oak Tree Wealth Management
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Cornerstone Financial Services
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Oxbow Advisors
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Kemp Financial Services
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Changing Tides Financial
“If you're looking for a hard working, honest, friendly, financial planner try Nanci Koski at Changing Tides Financial LLC.”
Why these companies made our list
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