Future Financial Solutions
“We love Leon Brand, he shares his knowledge with his clients in a way that is understandable and with integrity and honesty.”
Best Financial Advisors in Katy, TX
21 firms listed · all 21 in Katy · 5 open weekends · 12 rated 4.5+
Data verified October 21, 2026
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Arma Invests
“They are professional, and they have the required knowledge to help others with their cases.”
Clearwater Financial Group - Houston's Annuity Experts
“Everyone has a different situation and goals and Mike took the time to understand those needs.”
MVM Advisors
“Was always kept well informed of my investments and response time to any questions or inquiries were always very timely.”
Szb Cpas
“The staffs are really nice, knowledgeable and willing to answer all of my questions or concerns for my business and personal tax filing.”
McGee Wealth Management
“His knowledge and investment skills are 2nd to none, proving himself during covid by protecting our investments from the loses we saw many of our friends take.”
The 21 firms listed for Katy, 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: Katy, TX
All 21 firms we list here are in Katy itself. We have 25 firms in Katy on file; this page shows the highest-rated 21. 13 of the firms on this page have a rating, from 3.9 to 5.0 across 71 reviews; 12 are rated 4.5 or higher. 5 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are retirement planning (3), annuities (2), estate planning (2), life insurance (2) and tax planning (2). 2 list staff certifications (CFP). 13 have ten or more years of experience, the longest 25 years. 2 offer a free initial consultation. We have a website on file for all 21 of the firms on this page; 18 publish a contact page; 18 list a public email and 10 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 any financial advisers listed for Katy offer a free first meeting?
2 of the 21 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
McCaffrey Wealth Management
The DRL Group
“David and Darrin and the whole team at The DRL Group have the utmost integrity, professionalism, and knowledge of the bond market.”
Flodder Financial Group
Cris Financial
Encompass Advisory Services
“Encompass Advisory Services help us with setting up a foundation endowment they did an incredible job”
Gavrel Financial Services
“I came to Gavrel Financial to straighten out lingering issues I had with my previous CPA and Pete got me straightened out.”
Trisperity Advisors
Cox Global Associates - Geneos Wealth Mgmt
Stewardship Wealth
Davis Capital Corp - Houston Annuities
North Star Wealth Management
“She offers many free seminars that are very informative and at the end of her presentation she answers 1 on 1 questions.”
Texas Retirement Planners
MNM Vested
Jeff Wylie & Associates
Financial & Insurance Consultants
Why these companies made our list
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