Best Financial Advisors in Midland, TX

The highest-rated Financial Planning & Wealth Management companies out of 180 vetted & reviewed in the Midland area.

Carter Financial

Carter Financial

(2)
Investment Services, Investing For Income Strategies, Financial Planning
“Very informative, knowledgeable and personable.”
Free Initial Consultation
Family Business
In Business Since 2023
1509 W Wall St #114, Midland, TX 79701
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Sproles Woodard

Sproles Woodard

Audit, Consulting, Tax
“The mission of our firm is to provide responsive, quality accounting and business services to clients; to develop new business opportunities by projecting our expertise and business knowledge; and to engender a workplace that enriches the professiona...”
In Business Since 1998
6 Desta Dr suite 5800 suite 5800, Midland, TX
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Van Pearcy - Raymond James

Van Pearcy - Raymond James

“Helping you pursue the big things in life is our business. Guided by our experience, we help you build, manage, and preserve your assets in a way that reflects your values and goals. Whether you want to provide for your family, support your community...”
In Business Since 1998
2020 W Cuthbert Ave, Midland, TX 79701
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Permian Wealth Management

Permian Wealth Management

(4)
Services, Services
“I have used them exclusively for my money management for the past 20 years - they have handled my 401K, financial planning, investment, life insurance, retirement planning, and now college planning.”
In Business Since 1998
708 W Scharbauer Dr suite a-4, Midland, TX
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Aimee Valenzuela

Aimee Valenzuela

(2)
“I've done business with many people in many aspects of my career and my business and I can say without hesitation that I find Aimee to be one of the most competent, dedicated and ethical business persons I have encountered and on a personal level, I ...”
In Business Since 2022
1401 N Garfield St, Midland, TX 79701
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Syntal Capital Partners

Syntal Capital Partners

“We help our clients distill the issues they are up against – and make sure they are asking the right questions. Many of our clients face transitions, often involving a liquidity event. We do more than help them monetize the opportunity, we help them ...”
In Business Since 2004
1901 Heritage Blvd, Midland, TX 79707
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Inwest Retirement Solutions

Inwest Retirement Solutions

Partners
“InWest partners with employers and financial advisors to design, communicate and administer retirement savings plans. We pursue innovative solutions that help our clients promote corporate objectives, control costs and give employees needed retiremen...”
In Business Since 1999
4305 N Garfield St #202, Midland, TX 79705
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Cosner Financial Group

Cosner Financial Group

Businesses, Families and Individuals
“You deserve independent financial advice focused on your unique financial future. At Cosner Financial Group, we're not just planners, we're partners. We get to know you and your goals, so that we can guide you to the lifestyle you desire.”
Accepts Cash
Free Initial Consultation
In Business Since 2008
Family Business
1030 Andrews Hwy # 112, Midland, TX 79701
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Mesa Pointe Wealth

Mesa Pointe Wealth

“With over 30 years of experience in the industry, our team at Mesa Pointe Wealth is a blend of seasoned expertise and modern insight. We're not just financial advisors; we're your partners in ambition. Our professionals have been at the forefront of ...”
In Business Since 2022
1004 N Big Spring St Suite 107, Midland, TX
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Rydar Equities

Rydar Equities

“Cameron Rompal has an unapologetic passion for finance that started early in his teens! Going back to 1st grade, he presented his interests in Warren Buffet to his young classmates for "career day."He regards himself as having been fortunate to find ...”
In Business Since 2010
24 Smith Rd #302, Midland, TX
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Basin Wealth Management

Basin Wealth Management

““When the market goes down, you lose money. But, when the market goes back up, you make it back. But, if you lose money to taxes, you're never getting that money back. That's a one-way street. That's why it's critical to have an advisor that has inve...”
In Business Since 2017
3300 N A St Bldg. One, Ste. 108, Midland, TX
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Donald Ruppanner CPA

Donald Ruppanner CPA

“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.”
In Business Since 2020
800 W Wall St D, Midland, TX
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Private Wealth Asset Management

Private Wealth Asset Management

“Private Wealth provides some of these services directly. In cases where it does not, Private Wealth will collaborate with outside service providers to create solutions for the client. Services provided by PW are described in Form ADV Part 2A and the ...”
In Business Since 1999
901 Tradewinds Blvd Suite B, Midland, TX
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Cargile Investment Management

Cargile Investment Management

Investment Management, Other Services, Financial Planning
“Our firm is led by Mickey Cargile, a nationally recognized expert on financial and economic issues. We use our deep knowledge of financial markets and investment management to help you achieve your long-term goals. By providing independent, trustwort...”
In Business Since 2011
415 W Wall St # 2200, Midland, TX
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Kevin Foreman - Raymond James

Kevin Foreman - Raymond James

Services, Services
“Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Foreman Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.”
In Business Since 1998
1201 W Illinois Ave, Midland, TX 79701
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R C A Financial-Investment Services

R C A Financial-Investment Services

In Business Since 2012
1031 Andrews Hwy, Midland, TX
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Campbell Private Wealth Management

Campbell Private Wealth Management

“Forty-six years of experience created our proprietary algorithm to guide our investment approach. Our objective is to protect and grow wealth, reducing the impact of human emotions with a systematic approach.”
In Business Since 2024
415 W Wall St # 2120, Midland, TX
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Marc Garcia & Associates

Marc Garcia & Associates

(24)
Strategic Business Planning, Bank Financing, Services For Individuals
“Very nice ,very professional, got in and out without any problems very helpful made me feel comfortable I highly recommend Marc Garcia and Associates”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2008
1951 E 37th St A, Odessa, TX
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Beseril Accounting

Beseril Accounting

(5)
Sole Proprietorships (Sched C)
“He helped us figure out what went wrong and went even further by providing us with information we needed.”
Emergency Services
In Business Since 2018
Serving Midland Area
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Titan Finance

Titan Finance

“The growth potential and success of your company is limitless. And as a business owner, you know all too well that cash flow is king. When your cash flow suffers due to unpaid invoices, so do your employees, your vendors, and your business.”
Offers Financing Options
Free Initial Consultation
In Business Since 2019
4800 E 42nd St #300, Odessa, TX
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Retire West Texas

Retire West Texas

“There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits...”
Transparent Fees & Pricing
In Business Since 2005
1520 N Grandview Ave, Odessa, TX
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Hughes Heath

Hughes Heath

(2)
“Always there when you need help”
Serving Midland Area
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Harlow & Harlow

Harlow & Harlow

(2)
Business Services, Tax Services, Services For Individuals
“Can't thank David Harlow enough.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1943
Transparent Fees & Pricing
107 W Twohig Ave, San Angelo, TX
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Sands Finance

Sands Finance

(12)
  • Loan
“Great place to get a loan!”
In Business Since 2017
9 W Concho Ave, San Angelo, TX
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Retirement Planning and Investment Management Services in Midland, TX Cost Estimates

Minimum cost
$1201
Maximum cost
$10206
National Average
$3603
Avg Per Hour Rates
$361
$2402
$6604
Average price range is based on 371 cost profiles
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Average Cost $3603
Minimum cost $1201
Maximum cost $10206
Avg Per Hour Rates $361

Average range $2402 to $6604 is based on 371 cost profiles.

Why these companies made our list

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