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Pattillo Brown & Hill
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“My husband and I appreciate the excellent tax services offered by Pattillo Brown & Hill, LLP these past several years with a particular shoutout to our CPA Sharon Herwald.”
Best Financial Advisors in Waco, TX
24 firms listed · 17 in Waco · 1 open weekends · 16 rated 4.5+ · 2 show a license
Data verified October 18, 2026
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Mattson Financial Services
“They get it done.”
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Lovett & Associates
“I have been working with the Lovett's since 2018 and they have been fabulous in accessing my needs and accommodating me!”
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My Federal Retirement Help | Tom Hofferber
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“I started by trying to get some help from our HR department of course that didn't go well so as I started searching around I found Tom Hofferber and reached out to him.”
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Disciplined Investors
“(Registered Investment Advisors) Their client service is unmatched.”
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Brazos Banc Service
“Great place for all your security needs!”
The 24 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
Of the 24 firms we list here, 17 are in Waco itself and 7 come from towns including Woodway (2, 3 mi), Killeen (2, 46 mi) and Hewitt (1, 6 mi). 17 of the firms on this page have a rating, from 4.0 to 5.0 across 98 reviews; 1 has 50 or more reviews and 16 are rated 4.5 or higher. 1 is open on Saturdays. 2 show a license on their websites and 3 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 22 of the firms on this page; 17 publish a contact page; 13 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.
Why are financial advisers outside Waco listed here?
17 of the 24 firms are located in Waco. The others come from other towns within 50 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Winnow Wealth
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Beene Wealth Management Group
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Community Bank & Trust - Wealth Management & Trust
“Their customer service is impeccable.”
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Dietz Financial Services
“I had questions about stocks and Mr.”
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Academy Capital Management
“Jeremy Mocek at Academy Capital Management has helped several of my clients and multiple family members prepare for retirement.”
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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.”
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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.”
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Investors Brokerage of Texas
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Lifebridge Financial Group
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Resource Benefits Adms
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Stifel
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Advanced Financial Strategies
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Curtiss Wealth Management
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Cen-Tex Financial Solutions
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Investa Asset Management
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Connie J. Green, CPA
“Honest, polite and great customer skills.”
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Beronio Wealth Planning
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John R Holmes, Sr. Raymond James
“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.”
Retirement Planning and Investment Management Services in Waco, TX Cost Estimates
Minimum cost
$1196
Maximum cost
$10166
National Average
$3588
Avg Per Hour Rates
$359
$2392
$6578
Typical price range is based on 398 cost profiles
Why these companies made our list
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