Pattillo Brown & Hill
“The business is organized as a Qualified Opportunity Zone Fund, so there are some nuances and complexities but the team has done a good job figuring out how best to handle the reporting.”
Best Financial Advisors in Waco, TX
17 firms listed · all 17 in Waco · 11 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Mattson Financial Services
“The Mattson brothers handle your money better than anyone I have ever used before.”
Lovett & Associates
“I have been working with the Lovett's since 2018 and they have been fabulous in accessing my needs and accommodating me!”
My Federal Retirement Help | Tom Hofferber
“I have had him managing my retirement for 5 years + now and would not hesitate referring him as a retirement consultant and now friend.”
Disciplined Investors
“(Registered Investment Advisors) Their client service is unmatched.”
Brazos Banc Service
The 17 firms listed for Waco, 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: Waco, TX
All 17 firms we list here are in Waco itself. 11 of the firms on this page have a rating, from 4.7 to 5.0 across 85 reviews; 1 has 50 or more reviews. 2 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 16 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; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Waco take financial planning bookings online?
2 of the 17 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.
Winnow Wealth
Beene Wealth Management Group
Community Bank & Trust - Wealth Management & Trust
Dietz Financial Services
Academy Capital Management
“Jeremy Mocek at Academy Capital Management has helped several of my clients and multiple family members prepare for retirement.”
EJL Financial Group
“I have had the pleasure of knowing Elgin and Christina for several years now, and with every interaction they never fail to impress me.”
Stiba Wealth Management
“They are independent, so they have access to hundreds of carriers for their clients which means they aren't in the pocket of one company and only allowed to write that product.”
Investors Brokerage of Texas
Lifebridge Financial Group
Resource Benefits Adms
Stifel
Why these companies made our list
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