Best Financial Planners in Houston, Texas
Rankings use the published BizScore formulas. How we score
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

Score breakdown
- 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...
#2Avidian Wealth Solutions Top-Rated

Score breakdown
- 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...

Score breakdown
- 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...

Score breakdown
- 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...

Score breakdown
- 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...

Score breakdown
- 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...

Score breakdown
- 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...

Score breakdown
- 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...

Score breakdown
- 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...

Score breakdown
- 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...

Score breakdown
- 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...
Score breakdown
- 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...

Score breakdown
- 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...
#14WealthCreate

Score breakdown
- 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...
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.