Jacob George, CPA
“A good place to learn about the taxation of stock transactions, inventory costing, and other subjects of related matter.”
Best Financial Advisors in Tyler, TX
24 firms listed · all 24 in Tyler · 1 open weekends · 9 rated 4.5+ · 2 show a license
Data verified October 21, 2026
Tarango Financial Group
“She took the time to answer every single question I had, explained things in a way that actually made sense, and even caught and corrected issues that had been handled incorrectly by my previous tax professional.”
Income Solutions Wealth Management
“They took time with me to explain EVERYTHING so I could understand what was best for my family.”
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Texas Financial and Retirement
“Our years of association with James and his associates has been nothing other than positive.”
Sound Harbor Financial
“Yes, I have premiums but I won't be bankrupted by something catastrophic or a chronic illness.”
Michael Evans, Cfp, CSA | Legacy Group
“Genuine, trustworthy, and truly focused on your best interests.”
The 24 firms listed for Tyler, 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: Tyler, TX
All 24 firms we list here are in Tyler itself. We have 26 firms in Tyler on file; this page shows the highest-rated 24. 9 of the firms on this page have a rating, from 4.9 to 5.0 across 253 reviews; 3 have 50 or more reviews. 1 is open on Saturdays. The services the firms on this page list most often on their websites are our firm (2), retirement planning (2) and tax planning (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. 15 have ten or more years of experience, the longest 44 years. 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 17 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Tyler take financial planning bookings online?
3 of the 24 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.
Henry Dennard Personal Financial Planning
“Trustworthy and honest with your best interest at heart.”
Rodger Johnson, Partner - Capital 5 Family Wealth
“His interest is building a relationship with you and offering his advice.”
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Roseman Wealth Advisors
Freedom Financial Group
Rose Point Capital Advisors
Gentry Financial Group
Lange Wealth Management
Hodges Financial Services
“I have used Taylor Hodges for investing for several years and appreciate his knowledge & advice in the markets.”
Bisonwood Financial Management
7 Waters Financial Advisors
Arrowhead Royalty
Clifford-Lewis Private Wealth
Magnolia Financial Strategies
Morton Financial Strategies
Financial Synergies Wealth Advisors
Azalea Wealth Partners / LPL Financial
Wealth Planning Advisors
Power Funding
Why these companies made our list
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