Rivera & Co. Tax & Business Services
“The service they offer is very good, I always come to do my taxes with them because they are very professional and I really recommend them to anyone who wants to do taxes.”
Best Financial Advisors near Pasadena, TX
We have 2 firms in Pasadena on file, and both are on this list, along with 22 from towns including Houston (15, 17 mi), Friendswood (3, 9 mi) and Pearland (2, 12 mi).
1 open 24/7 · 4 open weekends · 23 rated 4.5+ · 2 show a license
Data verified October 15, 2026
Perkins Financial
“They are the best factor company around you won't find another company better”
Petrus Retirement Planning
“We were still debating on what we should do about our retirement planning, and after attending the presentation we both knew at the end of Johnathan's meeting without a shadow of a doubt we were ready to join.”
Haywood Wealth Management
“Working with Justin has been a great experience as he makes handling my finances an easy and effortless experience with his comprehensive financial management tools and expertise.”
Wealthcreate
“We also looked into switching our auto insurance and after getting quotes and reviewing coverages, they advised that the best option was to stay with my current insurance company.”
Worthen Financial Advisors
“Angela reviewed our finances and made some slight changes to our investments, which significantly improved our rate of return.”
The 24 firms listed for Pasadena, 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: Pasadena, TX
The 24 firms on this page are rated from 4.0 to 5.0 across 334 reviews; 2 have 50 or more reviews and 23 are rated 4.5 or higher. 1 is open around the clock; 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (5), tax planning (4), investment management (3), bookkeeping (2) and business tax returns (2). 2 show a license on their websites. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 1 offers urgent consultations and 3 offer a free initial consultation. 1 has Spanish-speaking staff. We have a website on file for all 24 of the firms on this page; 17 publish a contact page; 18 list a public email and 3 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 Pasadena listed here?
2 of the 24 firms are located in Pasadena. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Charles Wilson
“Our tax returns are a little more complicated than normal with my wife being self employed and Charlie has been most helpful in giving quick and accurate direction.”
Davis & Associates CPA Firm
“Professional, and individualized service for several years to present date.”
Nxt:gen Financial Planning
“Nxt Gen did an excellent job evaluating my personal finances, helping me establish financial goals for the coming years, and providing me with options the best fit my needs.”
Parikh Financial
“Thank you for helping our small company and helping us grow!!”
Stender Financial
“Cycling is so fun on amazing bike”
Fohlin Financial Coaching
“After we accomplish our financial goals we will continue to see him twice a year from now on just to touch base on our financials and to help achieve new goals.”
Retirement Planners of Texas
“If you are looking for a financial advisor that treats you like his own family, we highly recommend you attend one of their free dinner, a no pressure sell presentation.”
Baldridge Financial
“We also recently did a cost segregation study with their firm and the process was smooth and worthwhile!”
Robertson Wealth Management
Wealth Development Strategies
“Very pleased.”
EZ Financial Group
“I highly recommend Brianna Miller if you need your taxes done.”
Composedpro
“Due to the allocation, my accounts held value well and within three months had fully recovered.”
Credit Coalition
“I love taking this course, because it's very informative and each session you learn more about money management as well as how to calculate your front and back end ratio.”
Manske Wealth Management
“He is a consummate professional who is intellectually honest, a straight-shooter, and an excellent communicator.”
Provident Oak Financial
“Therefore, if you are passionate about green energy, or social values, or even Biblical Responsible investments they can customize your investing to mirror your values in everyday life.”
Keith D Huff CPA
Cisco & Associates Group
“Explained to us about Harvey credits and other credits we would have missed.”
Steven Shirley Company
“Steve is an excellent communicator and really gets the job done.”
Why these companies made our list
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