Home
Financial Advisor
Texas
Compare 3 financial advisors near you matched to your specific needs

Personalized Advice For Portfolio Size of 100k And Above

Tell Us Your Financial Goals
Compare Advisors
Select the Advisor That is Right For You
FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Find Top Financial Advisors in Texas

Texas is a thriving state with a dynamic financial industry. It has a population of over 29 million people and a cost of living that is below the national average. From the diverse culture to the growing tech hubs in this state, residents have many opportunities for financial growth. To make the most of their finances, it would be beneficial for individuals, families, and businesses in Texas to work with trusted financial advisors. Fortunately, WiserAdvisor evaluates professionals for their years of experience, compensation methods (Fee-only and Fee-Based), and clean records with FINRA and the SEC. By using WiserAdvisor's financial advisor and advisory firm directory, individuals in Texas can find a financial advisor who can provide tailored solutions for various financial matters, such as retirement planning, investment planning, wealth management, financial planning, estate planning, and more, to meet their financial needs.

How To Find Trusted Financial Advisors in Texas

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Texas

VETTED
Financial Advisor
Edelman Financial Engines, LLC
1600 Highway 6Sugar Land, TX 77478
13727 Noel Road Tower 2Dallas, TX 75240
ExperienceN/A
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Kay Russell1111 West 6th Street, Building BAustin, TX 78703
ExperienceN/A
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
Are you a Financial Advisor in Texas?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Information on Qualified Financial Advisors in Texas

Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee
Fee-Only, Based on Assets
Office Locations
1600 Highway 6,Suite 450,Sugar Land,TX 77478Phone Number877-208-7414
13727 Noel Road Tower 2,Suite 1075,Dallas,TX 75240Phone Number877-208-7414
Kay Russell
VETTED
Kay Russell
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee
Fee-Only, Based on Assets
Office Location
1111 West 6th Street, Building B,Suite 310,Austin,TX 78703
Phone Number
877-208-7414

WiserAdvisor Reviews

Trustpilot

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure
Firm Name
DIMENSIONAL FUND ADVISORS LPAustin, TX
No. of Advisors1166
AUM$749,622,475,396
No. of Clients1153
Fee StructureA percentage of AUM, Performance Based
Firm Name
FISHER INVESTMENTSPlano, TX
No. of Advisors4065
AUM$298,729,428,900
No. of Clients360116
Fee StructureA percentage of AUM, Performance Based
Firm Name
VICTORY CAPITAL MANAGEMENT INC.San Antonio, TX
No. of Advisors481
AUM$151,257,095,924
No. of Clients2923
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
TPG GLOBAL ADVISORS, LLCFort Worth, TX
No. of Advisors1036
AUM$141,927,200,000
No. of Clients158
Fee StructureA percentage of AUM, Other (CARRIED INTEREST)
Firm Name
NB ALTERNATIVES ADVISERS LLCDallas, TX
No. of Advisors319
AUM$118,041,119,970
No. of Clients827
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
TPG CAPITAL ADVISORS, LLCFort Worth, TX
No. of Advisors361
AUM$112,362,200,000
No. of Clients102
Fee StructureA percentage of AUM, Other (CARRIED INTEREST)
Firm Name
SIXTH STREET ADVISERS, LLCDallas, TX
No. of Advisors633
AUM$70,981,471,684
No. of Clients133
Fee StructureA percentage of AUM, Performance Based, Other (CARRIED INTEREST)
Firm Name
ALM FIRST FINANCIAL ADVISORS LLCDallas, TX
No. of Advisors21
AUM$68,653,923,262
No. of Clients217
Fee StructureA percentage of AUM, Fixed fees
Firm Name
AMERICAN BEACON ADVISORS, INC.Irving, TX
No. of Advisors27
AUM$57,375,695,433
No. of Clients61
Fee StructureA percentage of AUM
Firm Name
BARROW HANLEY GLOBAL INVESTORSDallas, TX
No. of Advisors100
AUM$49,869,329,873
No. of Clients268
Fee StructureA percentage of AUM, Performance Based
Firm Name
KESTRA ADVISORY SERVICES, LLCAustin, TX
No. of Advisors1266
AUM$48,324,319,629
No. of Clients140425
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
CATALYST STRATEGIC SOLUTIONSPlano, TX
No. of Advisors7
AUM$44,680,083,373
No. of Clients78
Fee StructureA percentage of AUM, Fixed fees
Firm Name
AVANTAX ADVISORY SERVICESDallas, TX
No. of Advisors2478
AUM$41,695,726,722
No. of Clients131534
Fee StructureA percentage of AUM, Fixed fees, Other (SOLICITOR FEES)
Firm Name
HUDSON ADVISORSDallas, TX
No. of Advisors302
AUM$36,791,155,843
No. of Clients113
Fee StructureOther (SEE ADV 2A, SECTION 5: FEES & COMPENSATION)
Firm Name
LONE STAR FUNDSDallas, TX
No. of Advisors25
AUM$36,159,474,957
No. of Clients37
Fee StructureOther (SEE ADV 2A, SECTION 5A: FEES & COMPENSATION)

Frequently Asked Questions

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.