Rock Business Solutions
“They assisted with getting our books up to date and were very knowledgeable.”
Best Financial Advisors in Round Rock, TX
15 firms listed · 10 in Round Rock · 1 open weekends · 10 rated 4.5+
Data verified October 15, 2026
Ankerstar Wealth
“What sets them apart is their prompt and insightful responses to any queries I have, assuring me that my financial objectives are perfectly in sync with my advisor's strategies.”
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Raymond James
Financial Integrated Solutions
“Bill & Jessica at Financial Integrated Solutions have been a great resource in helping my family with our financial plans.”
Argent Wealth Management
“It is simple to highlight the benefits of working with them but it is summed up as “true confidence” in my financial plan.”
Guardian Financial Wealth Management
The 15 firms listed for Round Rock, 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: Round Rock, TX
Of the 15 firms we list here, 10 are in Round Rock itself and 5 come from Austin (4, 16 mi) and Georgetown (1, 10 mi). 11 of the firms on this page have a rating, from 4.0 to 5.0 across 217 reviews; 1 has 50 or more reviews and 10 are rated 4.5 or higher. 1 is open on Saturdays. 3 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 86 years. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 10 list a public email and 2 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.
Do firms listed for Round Rock take financial planning bookings online?
2 of the 15 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.
Doyle Pendelton Financial Plnr
Eagle Harbor Financial
Jstephens Wealth Management
Symphony Retirement Partners
Leap Wealth Management
Reap Financial
“I recently needed some assistance and Stacy Cooley was able to help me in a very efficient, and timely manner.”
Retirement Planners of America
“They are so down to earth and always have our interests as priority.”
Austin Divorce Planners
“Keith Powell was easy to talk to and he explained things for me to understand easily.”
Strategic Investment Management
Why these companies made our list
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