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Best Financial Planners in Houston, Texas

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Rankings use the published BizScore formulas. How we score

14Financial Planners scored in Houston
61Average BizScore
78Top BizScore
50%AI Visibility 50 or higher
73Average SEO score
4.9Average Google rating (14 rated)

Top Financial Planners in Houston

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Showing 1-14 of 14 Financial Planners listings in Houston, TX · page 1 of 1

#1WiserAdvisor of Houston Top-Rated

4.3 Google rating · 16 reviews

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WiserAdvisor of Houston website

Score breakdown

AI Visibility73
SEO81
  • Financial Planner
  • Houston, Texas
  • (703) 651-2060
  • wiseradvisor.com

WiserAdvisor of Houston is a financial planner in Houston, TX. The organization specializes in helping consumers connect with FINRA/SEC-registered financial advisors for needs involving retirement planning, investing, and wealth management. They serve...

Ranked #1 of 21 Financial Planner listings in HoustonScores updated Jun 20, 2026

#2Avidian Wealth Solutions Top-Rated

5.0 Google rating

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Avidian Wealth Solutions website

Score breakdown

AI Visibility66
SEO78
  • Financial Planner
  • Houston, Texas
  • (281) 822-8800
  • avidianwealth.com

Avidian Wealth Solutions is a financial planner in Houston, TX. The firm provides a boutique family office experience for executives, entrepreneurs, and families, as well as a fiduciary partnership for foundations and endowments. Their specialized services...

Ranked #2 of 21 Financial Planner listings in HoustonScores updated Jun 7, 2026

#3Edwards Financial Group

5.0 Google rating

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Edwards Financial Group website

Score breakdown

AI Visibility59
SEO89
  • Financial Planner
  • Houston, Texas
  • (832) 930-8344
  • efg365.com

Edwards Financial Group is a financial planner in Houston, TX. The firm offers Tax Planning, Insurance, Wealth Management, Business Services, and Credit Solutions. It serves clients seeking personalized guidance to build lasting wealth and achieve financial...

Ranked #3 of 21 Financial Planner listings in HoustonScores updated Jun 11, 2026

#449 Financial - Houston Office

5.0 Google rating

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49 Financial - Houston Office website

Score breakdown

AI Visibility51
SEO79
  • Financial Planner
  • Houston, Texas
  • (512) 241-7341
  • 49financial.com

49 Financial - Houston Office is a financial planner in Houston, TX. The firm provides comprehensive financial planning services to individuals, families, and businesses, including business owners and executives. Their services include investment management...

Ranked #6 of 21 Financial Planner listings in HoustonScores updated Jun 20, 2026

#5The Goff Financial Group of Houston

5.0 Google rating

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The Goff Financial Group of Houston website

Score breakdown

AI Visibility59
SEO64
  • Financial Planner
  • Houston, Texas
  • (713) 850-8900
  • gofffinancial.com

The Goff Financial Group of Houston is a financial planner in Houston, TX. Founded by Matthew Goff in 1994, the firm operates as a truly independent registered investment advisor registered with the U.S. Securities and Exchange Commission. It serves affluent...

Ranked #7 of 21 Financial Planner listings in HoustonScores updated Jun 7, 2026

#6Post Oak Private Wealth Advisors

4.9 Google rating

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Post Oak Private Wealth Advisors website

Score breakdown

AI Visibility52
SEO77
  • Financial Planner
  • Houston, Texas
  • (281) 580-2100
  • postoakprivatewealth.com

Post Oak Private Wealth Advisors is a financial planner in Houston, TX, located at 1200 Smith St UNIT 610. The firm operates as a fee-based fiduciary wealth management practice serving individuals and families with complex financial planning needs in Houston...

Ranked #8 of 21 Financial Planner listings in HoustonScores updated Jun 20, 2026

#7Edelman Financial Engines of Houston

4.9 Google rating · 123 reviews

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Edelman Financial Engines of Houston website

Score breakdown

AI Visibility55
SEO64
  • Financial Planner
  • Houston, Texas
  • (833) 752-6333
  • edelman.com

Edelman Financial Engines of Houston: Edelman Financial Engines is a financial planner in Houston, TX. They provide comprehensive financial planning services tailored to individual needs and serve clients with expertise in retirement planning, investment management, and wealth management. With an...

Ranked #3 of 8 Financial Planner listings in HoustonScores updated Sep 23, 2026

#8Retirement Planners of Texas

4.9 Google rating

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Retirement Planners of Texas website

Score breakdown

AI Visibility39
SEO76
  • Financial Planner
  • Houston, Texas
  • (832) 915-2700
  • retirehouston.com

Retirement Planners of Texas is a financial planner in Houston, TX, specializing in retirement planning and long-term financial security for individuals nearing or already in retirement. The firm helps clients build sustainable retirement income strategies...

Ranked #9 of 21 Financial Planner listings in HoustonScores updated Jun 20, 2026

#9Signature Financial Advisors

5.0 Google rating

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Signature Financial Advisors website

Score breakdown

AI Visibility39
SEO72
  • Financial Planner
  • Houston, Texas
  • (713) 552-7000
  • mysignaturefa.com

Signature Financial Advisors is a financial planner in Houston, TX. The firm provides customized investment and financial planning solutions for individuals and business owners, aiming to reduce client stress through diversified strategies. Services include...

Ranked #12 of 21 Financial Planner listings in HoustonScores updated Sep 21, 2026

#10Goose Creek Financial

5.0 Google rating

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Goose Creek Financial website

Score breakdown

AI Visibility40
SEO71
  • Financial Planner
  • Houston, Texas
  • (281) 422-6400
  • gcfretirement.com

Goose Creek Financial is a financial planner in Houston, TX. The firm specializes in building retirement income plans for clients who are within five years of retirement or already retired, with a particular focus on employees from petrochemical companies...

Ranked #13 of 21 Financial Planner listings in HoustonScores updated Jun 7, 2026

#11Park Place Financial

4.7 Google rating

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Park Place Financial website

Score breakdown

AI Visibility38
SEO77
  • Financial Planner
  • Houston, Texas
  • (713) 667-4884
  • parkplacefinancial.co

Park Place Financial is a financial planner in Houston, TX. The firm offers a full range of financial planning services, including wealth management, retirement planning, tax reduction planning, investment planning, estate planning, healthcare planning, and...

Ranked #14 of 21 Financial Planner listings in HoustonScores updated Jun 10, 2026

#12Financial Advisor Houston

5.0 Google rating

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F

Score breakdown

AI Visibility40
SEO71
  • Financial Planner
  • Houston, Texas
  • (713) 661-1040
  • financialadvisorhouston.com

Financial Advisor Houston is a financial planner in Houston, Texas. The firm provides investment management, retirement planning, financial planning, and family office solutions. Serving a select group of clients, including senior corporate executives and...

Ranked #16 of 21 Financial Planner listings in HoustonScores updated Sep 20, 2026

#13Infinity Financial Advisors

4.8 Google rating

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Infinity Financial Advisors website

Score breakdown

AI Visibility35
SEO73
  • Financial Planner
  • Houston, Texas
  • (713) 766-6500
  • thinkinfinity.us

Infinity Financial Advisors is a financial planner in Houston, TX. The firm provides a wide range of financial, business, and life planning services for individuals, families, and businesses. Their service offerings include tax services for business, estate...

Ranked #17 of 21 Financial Planner listings in HoustonScores updated Sep 20, 2026

#14WealthCreate

4.6 Google rating

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WealthCreate website

Score breakdown

AI Visibility5
SEO55
  • Financial Planner
  • Houston, Texas
  • (800) 700-0095
  • wealthcr8.com

WealthCreate is a financial planner in Houston, TX, located at 440 Louisiana St #900. The firm provides financial planning and investment advisory services, guiding clients through wealth management with a focus on integrity and expertise. Their principals...

Ranked #19 of 21 Financial Planner listings in HoustonScores updated Jun 7, 2026
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BizScoreAI ranks 14 financial planners in Houston, Texas by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Houston ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Houston, Texas does BizScoreAI track?

14 financial planners in Houston currently meet the profile-quality bar for this page, with an average BizScore of 61 and a top score of 78.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 50% of measured financial planners in Houston score 50 or higher.

Is being listed free?

Yes. Every financial planner in Houston is listed and scored for free, and claiming a listing is free too.