Edward M Gardner
“Without hesitation, I wholeheartedly endorse Ed to my entire circle of family and friends.”
Best Financial Advisors in Houston, TX
23 firms listed · all 23 in Houston · 3 open weekends · 20 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Retirement Planners of America
“I am still working, but I am so happy i joined this organization and plan to stay through my retirement years.”
Kingdom Group Financial
“I was getting tired of doing my taxes on my own and doing them wrong, she helped me to understand them better while also teaching me how to do them right in the future.”
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MWG Financial Solutions & Tax Services
“This is a great place been in business for over 15 years and I've been coming ever since!!”
Petrus Retirement Planning
“For first time in my career, after sitting with Jonathan, we finally feel secure about our retirement!”
THE Allen CPA Firm
“Very knowledgeable and accommodating, he completely put my mind at ease on tax prep and filing, super diligent, processional, and very accessible to communicate with.”
The 23 firms listed for Houston, 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: Houston, TX
All 23 firms we list here are in Houston itself. We have 184 firms in Houston on file; this page shows the highest-rated 23. The firms on this page are rated from 4.3 to 5.0 across 620 reviews; 5 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (88%) and quality (67%). The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 3 are open on Saturdays. The services the firms on this page list most often on their websites are retirement planning (3), tax planning (3), back taxes owed (2), bank financing (2) and bankruptcy (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 4 offer payment plans; 7 offer a free initial consultation and 1 lists coupons or special offers. 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 Houston take financial planning bookings online?
6 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.
Thrivent Financial: Bruno Interlandi -
“He searched for a product according to our family needs and have been in top during all the process.”
Granite Harbor Advisors
“We have seen them grow and continue to add talented people in order to provide consistency, continuity, and diverse options for our family's planning through the various stages of our work careers, retirement, and now into our estate planning.”
LKJ Financial
“Lindsay and staff know us, know our family, know our goals and expertly guide and advise in a friendly understandable way.”
Linscomb Wealth
“Excellent personalized investment strategies with performance e that routinely beats market plus fees.”
Haywood Wealth Management
“Working with Haywood Wealth Management has made me feel confident I've made the right decision trusting them to help me financially and prepare me for retirement.”
James Difrancesco & Associates
“The service they have provided for my personal accounting needs , my family partnership and my trustee account for my son have all been exemplary.”
10-4 Tax
“Their office works with the latest technologies that allows for a very customer interactive experience in a very expeditious manner.”
Houston Financial Center
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Wealthcreate
“I highly recommend Wealth Create, my wife and I both have an investment-life insurance policy that we are very happy with.”
Patrick A. Falcon
“My books were a mess and I knew I needed help, hiring Patrick was the best decision I ever made for my business.”
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Baker Wealth Strategies
“And more importantly, will break things down without making me feel like a child if I don't understand intricate financial things right away.”
Afte Financial Services
“They been helping me for many years and always have some time for me”
Safe Money With Scott Mann
“Scott has a balanced approach, to protect our assets and to assure best outcomes for us in a very difficult period for investors.”
The Goff Financial Group
“Through the many up's and down's of the market over the past few years, I've found the long term approach to investment management to be reassuring and yields great results.”
Sotiriades C CPA
“He is knowledgeable, very thorough, prompt at answering questions, and straight to the point with a no nonsense approach.”
M&A Wealth
“So far my investments have made excellent returns thanks to Adil staying on top of the market changes.”
Saxon Financial Group
“He takes time to get to know every client and makes sure that he shares knowledge freely.”
Why these companies made our list
What clients say about firms in Houston
- “They’ve helped me develop a financial plan that makes sense, and I feel much more confident about my future since working with them.” — client of Haywood Wealth Management
- “Ed Gardner has the rare combination of competence, experience, integrity and character one looks for in a tax and financial planner.” — client of Edward M Gardner
- “We appreciate the personal approach they offer while maintaining the highest professional service and level of fiduciary responsibility.” — client of Granite Harbor Advisors
Excerpts from public reviews of the firms listed on this page.
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