Best Financial Advisors in San Angelo, TX
9 firms listed · 8 in San Angelo · 6 rated 4.5+
Data verified October 15, 2026
We are still growing
There are too few quality options within 15 miles, so we have expanded area of coverage to up to 60 miles from you. This includes San Angelo and several other cities.
Concho Investment Advisors
Plagens & Taylor Wealth Management
“I have enjoyed the personal experience that Dick and the team provide for my account.”
Fanatico Scott
“Their thoughtful guidance has gone beyond my portfolio, including helping me think through important financial and planning decisions.”
Doug Massey Financial Services
Thieman Investments
The 9 firms listed for San Angelo, 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: San Angelo, TX
Of the 9 firms we list here, 8 are in San Angelo itself; the other one does not publish an address. 6 of the firms on this page have a rating, and all of them are rated 5.0, across 23 reviews. The services the firms on this page list most often on their websites are our firm (2), our location (2), our qualifications (2) and tell a friend (2). Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans. We have a website on file for 8 of the firms on this page; 6 publish a contact page; 8 list a public email and 1 takes 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 San Angelo listed here?
8 of the 9 firms are located in San Angelo. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
The Peacock Group
BNB Ventures
Boundless Wealth
“Josh's knowledge and experience has guided me to make wise investments that will help me achieve my financial goals”
Why these companies made our list
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