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Best Financial Advisors in Corpus Christi, TX

Our Recommended Top 6

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Corpus Christi Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.



6Top Picks

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featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by

Corpus Christi, TX
Free Consultation Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Corpus Christi, TX Rating

Why choose this provider?

Need help contacting a Financial Advisor in Corpus Christi? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

800 North Shoreline Boulevard Suite 2200 South, Corpus Christi, TX 78401
WebsiteLicense: 156393 Rating

Why choose this provider?

Oxbow Advisors caters to clients in Corpus Christi. The team of financial advisors helps wealthy families and counsels them on financial matters such as the sale and investment of businesses and asset inheritance. It guides investors through the market's highs and lows, helping them assess their own financial mindsets. Managing partner Ted Oakley has over 40 years of experience and has written books that serve as client guides for over 3,000 businesses. He is also the president and founder of the Advocates for Foster Children Foundation.

  • Certified Financial Planner (CFP)

101 North Shoreline Boulevard, Corpus Christi, TX 78401 Rating

Review Sources

5.0 (1)

Why choose this provider?

Edward Jones Financial Advisor provides clients with assistance in meeting financial goals. The company offers a wide range of financial solutions including wealth management, estate planning, and investment services. Also included in the firm's areas of expertise are annuities, insurance, bonds, stocks, mutual funds, and retirement. Edward Jones Financial Advisor also specializes in creating retirement plans for self-employed clients and small business owners. The professionals also offer services to investors that aim to provide assistance in managing cash and credit.

800 N. Shoreline Blvd. Suite 2200 South, Corpus Christi, TX 78401
WebsiteLicense: 44971 Rating

Review Sources

5.0 (1)

Why choose this provider?

Herndon Plant Oakley Ltd is a financial advisory firm that aims to help individuals and families in Corpus Christi attain their long-term financial goals through its broad range of planning services. It has been serving the local community since 1985, offering personal, customized money management and investment services such as investment analysis and management, net worth building, stock and bond research, retirement plans establishment and management, and account protection. Each partner at the company has experience in the industry that spans more than 40 years.

  • Private Wealth Advisor

2315 Civitan Drive, Corpus Christi, TX 78417 Rating

Review Sources

5.0 (7)

Why choose this provider?

Juarez Financial & Tax is an advisory firm that provides services to families and businesses in Corpus Christi and the surrounding areas. One of its services is financial planning, which serves as guidance for those who plan to invest in businesses or buy houses. It also offers retirement plans and estate plans. The firm has been operating for more than 40 years, and its leader, Anthony Juarez, has more than 35 years of experience. Juarez is a certified public accountant and a Master Registered Financial Consultant.

  • Estate Planning
  • Tax Preparation
  • Tax Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Corpus Christi, TXFree Consultation
Oxbow Advisors
800 North Shoreline Boulevard Suite 2200 South, Corpus Christi, TX 78401
Edward Jones Financial Advisor
101 North Shoreline Boulevard, Corpus Christi, TX 78401
Herndon Plant Oakley Ltd
800 N. Shoreline Blvd. Suite 2200 South, Corpus Christi, TX 78401
Juarez Financial & Tax
2315 Civitan Drive, Corpus Christi, TX 78417


  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Why is it important to acquire insurance products in Corpus Christi?

    Insurance products help secure your future goals and allow you to protect your assets and loved ones. There are different types of insurance products you can choose from, including life, long-term care, and disability. To understand the most suitable insurance plans for you, you are advised to consult a trusted financial advisor in Corpus Christi.

  • How can a financial advisor help you plan your investments in Corpus Christi?

    Planning your investments requires a comprehensive wealth-building strategy that aligns with your financial goals and needs. Getting a financial advisor will help you plan, including designing a diversified portfolio, reviewing your financial objectives, assessing your goals and conditions, and finding investment opportunities. They also provide information and guidance on your investment in Corpus Christi.

  • What are the types of annuities in Corpus Christi for military personnel and veterans?

    In Corpus Christi, military personnel and veterans have access to diverse annuity options for retirement planning. Immediate annuities ensure reliable monthly income, while fixed index annuities combine growth potential with market protection. Structured annuities cater to risk-averse investors, offering growth with limited losses. Variable annuities allow investors to choose subaccounts, varying returns based on performance and carrying higher potential returns but increased risk. Each annuity type serves distinct financial goals and risk preferences.

  • How can financial advisors in Corpus Christi help you manage your educational expenses?

    Financial advisors in Corpus Christi can help you deal with educational costs by allocating and diversifying your investments. They can inform you about how these investments can impact the financial aids that are accessible to you. They also assist with exploring available loans, grants, and scholarships that would help you save educational funds.

  • What is the SEP IRA retirement plan in Corpus Christi?

    SEP IRA, or Simplified Employee Pension IRA, is a retirement plan for businesses that allows employers to contribute to their employee's retirement accounts. The employer determines these contributions based on a fixed percentage of the employee's individual compensation, which can vary annually. Business owners or employers in Corpus Christi can further ask financial advisors to help determine the process of obtaining a SEP IRA.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.