Best Financial Advisors in Temple, TX

24 firms listed · 5 in Temple · 1 open 24/7 · 3 open weekends · 19 rated 4.5+

Data verified October 18, 2026

John R Holmes, Sr. Raymond James

John R Holmes, Sr. Raymond James

(1)
“I appreciate their attentiveness to detail, prompt responses to my questions & concerns, & their communication about things related to my account or the ever changing market.”
In Business Since 1998
2010 Birdcreek Dr, Temple, TX
i
Cedarwood Financial Partners

Cedarwood Financial Partners

In Business Since 2022
10156 Windy Pointe Dr, Temple, TX
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W. Marcus Henn, Certified Financial Planner

W. Marcus Henn, Certified Financial Planner

“Compared to other financial and investment advisors I've spoken to, Mark knows what he's doing, but is very down-to-earth.”
Accepts All Major Credit Cards
In Business Since 2007
4102 S 31st St #350, Temple, TX
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Bulls Financial Group

Bulls Financial Group

In Business Since 2015
803 S 33rd St, Temple, TX
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Morris & Pursley Financial Plans

Morris & Pursley Financial Plans

In Business Since 2021
100 W Adams Ave # 310, Temple, TX
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Everest Financial Solutions

Everest Financial Solutions

(2)
“The best in this process!”
Free Initial Consultation
In Business Since 2021
4 mi from Temple
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The 24 firms listed for Temple, 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: Temple, TX

Of the 24 firms we list here, 5 are in Temple itself and 19 come from towns including Waco (7, 33 mi), Georgetown (4, 35 mi) and Salado (2, 14 mi). 19 of the firms on this page have a rating, from 4.7 to 5.0 across 107 reviews; 1 has 50 or more reviews. 1 is open around the clock; 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are investment management (3), retirement planning (3) and financial planning (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations and 1 offers a free initial consultation. We have a website on file for all 24 of the firms on this page; 17 publish a contact page; 19 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 Temple listed here?

5 of the 24 firms are located in Temple. The others come from other towns within 40 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Matt Gunter - Raymond James

Matt Gunter - Raymond James

(2)
“Excellent customer service.”
CFP Certified
In Business Since 1998
Belton, TX · 6 mi from Temple
i
Bar G Financial

Bar G Financial

(1)
“Nice place”
In Business Since 2014
Rogers, TX · 15 mi from Temple
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Troy L. Smith Financial

Troy L. Smith Financial

In Business Since 2013
Salado, TX · 14 mi from Temple
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The Personal Wealth Coach

The Personal Wealth Coach

In Business Since 2002
Salado, TX · 14 mi from Temple
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Connie J. Green, CPA

Connie J. Green, CPA

(8)
“Green has done our tax return for many years with impeccable professionalism and response.”
BBB Accredited
Killeen, TX · 20 mi from Temple
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Beronio Wealth Planning

Beronio Wealth Planning

In Business Since 2004
Killeen, TX · 20 mi from Temple
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Be Your Blessing

Be Your Blessing

Emergency Services
In Business Since 2021
21 mi from Temple
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Pattillo Brown & Hill

Pattillo Brown & Hill

(42)
  • Job
  • Team
  • PB
“Always respond quickly to any questions I have had, very thorough in their answers, extremely patient and helpful their responses and my follow up questions.”
In Business Since 1997
Waco, TX · 33 mi from Temple
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Mattson Financial Services

Mattson Financial Services

(3)
“The Mattson brothers handle your money better than anyone I have ever used before.”
BBB Rating: A+
In Business Since 1989
Waco, TX · 33 mi from Temple
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Raymond James

Raymond James

(1)
“Great location and staff.”
BBB Accredited
In Business Since 2016
Georgetown, TX · 35 mi from Temple
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Lovett & Associates

Lovett & Associates

(1)
“I have been working with the Lovett's since 2018 and they have been fabulous in accessing my needs and accommodating me!”
Licensed
In Business Since 2003
Waco, TX · 33 mi from Temple
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My Federal Retirement Help | Tom Hofferber

My Federal Retirement Help | Tom Hofferber

(9)
  • Questions
“Tom Hofferber,"not only that he returned every phone calls,he also had or got answers to my questions,I received all my documents in a timely minor,awsome exper”
In Business Since 2017
Waco, TX · 33 mi from Temple
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Growth Horizons Wealth Management

Growth Horizons Wealth Management

(3)
  • Financial Advisor
“Zach's transparency, communication, and dedication have empowered us to make informed decisions and achieve significant progress towards our financial goals.”
In Business Since 2023
Georgetown, TX · 35 mi from Temple
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Disciplined Investors

Disciplined Investors

(1)
“(Registered Investment Advisors) Their client service is unmatched.”
In Business Since 2007
Waco, TX · 33 mi from Temple
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Wise Counsel Wealth Management

Wise Counsel Wealth Management

In Business Since 2017
Georgetown, TX · 35 mi from Temple
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Brazos Banc Service

Brazos Banc Service

(1)
“Great place for all your security needs!”
Licensed
In Business Since 2003
Waco, TX · 33 mi from Temple
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Maslon

Maslon

(1)
“Lovely, yet straight forward communicationas about bookkeeping processes.”
In Business Since 2009
Georgetown, TX · 35 mi from Temple
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Beene Wealth Management Group

Beene Wealth Management Group

Accepts All Major Credit Cards
In Business Since 1984
Waco, TX · 33 mi from Temple
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Why these companies made our list

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