Viaggio Wealth Partners
“Barry is not just a financial advisor, he's a great person and friend.”
Best Financial Advisors near Magnolia, TX
We have 2 firms in Magnolia on file, and both are on this list, along with 11 from towns including Spring (4, 24 mi), The Woodlands (3, 14 mi) and Tomball (2, 11 mi).
1 open weekends · 7 rated 4.5+
Data verified October 15, 2026
RO & Associates
McLane Advisors
“McLane Advisors has your financial and future security needs set as their priority when advising how to manage your investments, without having you feel like they are wanting to control you.”
Peirce Capital Management
“We are very happy with the level of service we have received - great expertise, great attention to our personal situations and goals.”
Old Glory Financial
“Robert is one of those rare individuals that exemplifies the combination of a genuine care for others and a compassionate serving heart… one that truly desires what's best for his clients, not what's best for his pocketbook.”
Core Integrated Wealth
“They do an excellent job of financial growth and development for your account.”
The 13 firms listed for Magnolia, 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: Magnolia, TX
7 of the 13 firms on this page have a rating, and all of them are rated 5.0, across 121 reviews; 1 has 50 or more reviews. 1 is open on Saturdays. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 2004. We have a website on file for all 13 of the firms on this page; 12 publish a contact page; 11 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 Magnolia listed here?
2 of the 13 firms are located in Magnolia. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Brownlee Wealth Management
“Their advice and actions resulting in investment income and tax savings make it well worth the fee.”
Petra Benefits Financial Services
“Always make educated decisions and have great respect for their clients.”
Erling Brakke, CPA
Wilson Fiduciary Services
Patten Training & Review,llc
Legacy Financial Designs
Brown Financial Services Group of Texas
Why these companies made our list
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