Best Financial Advisors in Houston

Why These Financial Advisors?

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

Reviewed Curated Top Picks 535 329 22

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Gapinski Huggins Group of Raymond James

Based in Houston, Texas, Gapinski Huggins Group of Raymond James is a financial advisory firm working with a range of clients, including corporate executives, retirees, health care professionals, and individuals who have acquired sudden wealth such as lottery winners. It offers a breadth of financial and investment planning services to help clients reach their goals, including portfolio management, banking and lending solutions, longevity planning, risk management, retirement planning, and estate, charitable giving, and trust.

500 Dallas St STE 3400
Houston, TX 77002


Houston Wealth Management

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Houston Wealth Management is an independent financial advising firm that serves the city and the surrounding metro areas. It offers a wide range of financial solutions, including wealth management, financial planning and consulting, and investment management. Houston Wealth Management focuses on helping clients preserve their capital and steadily grow assets through diversified investment portfolios, personalized according to their risk appetite. Principal advisor Craig A. Parks is a certified financial planner. He has been in the industry for more than 15 years.

1035 Dairy Ashford Road
Houston, TX 77077


Messier Financial Advisors

  • Retirement Planning

Messier Financial Advisors has been a trusted name for more than 50 years. The company's customer-first philosophy provides individuals and families with the assurance that they will receive the most timely and reliable advice at every stage. The company's advisors help with an extensive range of financial areas, including retirement planning, employee compensation plans, education funding, personal investing, and long-term care planning. No matter the customer's needs or goals the knowledgeable planners provide up-to-date advice and support from beginning to end, always at competitive rates.

Houston, TX 77056