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Financial Advisors in Boerne, TX: 2026 rankings

99 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Boerne: GFS Home Loans Corporate, RFA Score 74/100; 4.8★ from 922 Google reviews.

  2. 47

    Most-reviewed: Marshall Reddick Real Estate, 224 Google reviews at 3.7★, the most of 99 ranked after GFS Home Loans Corporate; ranked #47.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

99 Boerne financial advisors are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 99 rated firms.

Top 10 financial advisors in Boerne at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Boerne at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1GFS Home Loans Corporate744.8★ (922)San Antonio, 18 mi awayTop score
2ESTATE RESOURCE CENTER OF TX - Strategic Financial Group714.9★ (33)Boerne—
3Bergin Financial Group715.0★ (23)Boerne—
4Funding Edge704.8★ (25)Boerne—
5Valcor Commercial Real Estate704.9★ (142)San Antonio, 20 mi away—
6Avid Wealth Partners695.0★ (43)San Antonio, 11 mi away—
7Edward Jones - Financial Advisor: Caleb K Clark, CIMA®695.0★ (12)Boerne—
8Reliance Financial Partners694.9★ (61)San Antonio, 14 mi away—
99M Investments694.8★ (11)Boerne—
10Secure Financial Management694.9★ (78)San Antonio, 18 mi away—

All 99 financial advisors in Boerne, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Boerne

    #1 GFS Home Loans Corporate

    Based in San Antonio, 18 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 922 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 922 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    2822 N Loop 1604 W Ste. 101, San Antonio, TX 78248
    View profile for GFS Home Loans Corporate(210) 366-1070

  4. #4 Funding Edge

    Based in Boerne

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.8★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 25 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    26254 I-10, Boerne, TX 78015
    View profile for Funding Edge(210) 249-2111

  6. #6 Avid Wealth Partners

    Based in San Antonio, 11 mi away

    69/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 43 Google reviews
    Hours
    Mon–Fri 7:45 AM–5 PM · Sat–Sun closed
    Address
    23119 I-10 Bldg 20, San Antonio, TX 78257
    View profile for Avid Wealth Partners(210) 864-3333

  9. #9 9M Investments

    Based in Boerne

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    405 Verdad Wy, Boerne, TX 78006
    View profile for 9M Investments(817) 680-7942

  14. #14 Wildlife Partners

    Based in Boerne

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Sun 7 AM–7 PM
    Address
    103 Scenic Loop Rd, Boerne, TX 78006
    View profile for Wildlife Partners(866) 377-3000

  16. #16 Edward Jones - Financial Advisor: Kristin Blow, CEPA®|AAMS®|CRPC™|CRPS™

    Based in Boerne

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    138 Old San Antonio Rd Ste 203, Boerne, TX 78006
    View profile for Edward Jones - Financial Advisor: Kristin Blow, CEPA®|AAMS®|CRPC™|CRPS™(830) 428-0162

  20. #20 Financial Life Advisors

    Based in San Antonio, 18 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 25 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    2338 N Loop 1604 W Ste 311, San Antonio, TX 78248
    View profile for Financial Life Advisors(210) 918-8998

  21. #21 The Fox Alliance

    Based in San Antonio, 22 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    13750 San Pedro Ave Ste 710, San Antonio, TX 78232
    View profile for The Fox Alliance(210) 490-8587

  22. #22 Teamwork Financial Group

    Based in San Antonio, 12 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.4★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 20 Google reviews
    Hours
    Mon–Fri 9 AM–12 PM · Sat–Sun closed
    Address
    8 Dominion Dr Building 100, Suite 103, San Antonio, TX 78257
    View profile for Teamwork Financial Group(210) 687-1333

  24. #24 The Triumph Agency

    Based in San Antonio, 18 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 21 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 21 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1846 N Loop 1604 W Ste 205, San Antonio, TX 78248
    View profile for The Triumph Agency(210) 796-4702

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 99 ranked financial advisors here; the rest are on their profiles.

financial advisors in Boerne, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Western Finance655.0★ (26)23 mi
27Baxter Retirement & Insurance Services LLC655.0★ (18)20 mi
28First Command Financial Advisor - Mark Swindell655.0★ (26)24 mi
29The Lewis Group655.0★ (24)23 mi
30Angie Guerra: Primerica - Financial Services645.0★ (21)23 mi
31Bank of America (with Drive-thru ATM)642.8★ (42)In Boerne
32Freedom Wealth - Rene P Soliz III, Wealth Advisor644.8★ (19)21 mi
33PAX Financial Group, LLC644.8★ (16)19 mi
34Chance Vogel - Edelman Financial Engines645.0★ (14)21 mi
35Stone Oak Wealth Management, LLC645.0★ (13)21 mi
36Centennial Advisors, LLC645.0★ (11)19 mi
37Best Invest644.4★ (12)17 mi
38Kercheville Investment Advisors643.9★ (31)16 mi
39Trajan Wealth644.7★ (13)19 mi
40ComposedPro Wealth645.0★ (14)22 mi
41Edward Jones - Financial Advisor: Christian E Pliego644.6★ (10)17 mi
42Monica Vargas: Primerica - Financial Services645.0★ (16)23 mi
43Wilson Wealth Advisors - Ameriprise Financial Services, LLC635.0★ (12)22 mi
44Genesis Wealth Management635.0★ (5)15 mi
45Greenwing Wealth Management635.0★ (5)15 mi
46Spencer Crow - Edelman Financial Engines635.0★ (10)21 mi
47Marshall Reddick Real Estate633.7★ (224)19 mi
48James Miguel Quintana, Owner - Catalyst Insurance and Financial Strategies LLC635.0★ (11)22 mi
49Duy Le | Legends Financial Center - Financial Professional (San Antonio, Austin, Houston, Dallas, Corpus Christi)634.9★ (9)20 mi
50Trajan Wealth635.0★ (9)21 mi

Also serving Boerne

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Boerne
BusinessGoogle ratingDistance
1900 WealthIn Boerne
BERIT WEALTH MANAGEMENT of Raymond JamesIn Boerne
CAPTRUST5.0★ (1)In Boerne
Crestmont Private WealthIn Boerne
Edward Jones - Financial Advisor: Alfred Fuentes Jr, AAMS®|CRPC™5.0★ (1)In Boerne
Edward Jones - Financial Advisor: Blake McAnelly5.0★ (2)In Boerne
Edward Jones - Financial Advisor: Jason M Null, CEPA®5.0★ (2)In Boerne
Edward Jones INVESTMENTSIn Boerne
Flying Forward Wealth ManagementIn Boerne
Hicks Wealth Management of Raymond JamesIn Boerne
Hill Country Group5.0★ (1)In Boerne
Kraus Capital Management LLCIn Boerne
Mortgage Capital Trading (MCT)In Boerne
Palmer Financial Consulting GroupIn Boerne
Prime Capital Financial5.0★ (2)In Boerne
Raymond JamesIn Boerne
Raymond James & Associates5.0★ (1)In Boerne
Retirement VisionsIn Boerne
The Sachs Group of Raymond JamesIn Boerne
Wells Fargo AdvisorsIn Boerne

How we ranked Boerne financial advisors

We scored 99 Boerne financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Boerne data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Boerne: frequently asked questions

Which financial advisor has the highest RFA Score in Boerne?

By RFA Score, the highest-ranked financial advisor in Boerne, TX is GFS Home Loans Corporate with an RFA Score of 74/100. It has 4.8★ from 922 Google reviews. ESTATE RESOURCE CENTER OF TX - Strategic Financial Group (#2) and Bergin Financial Group (#3) follow. We ranked 99 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Boerne?

RankedFinancialAdvisors ranks 99 financial advisors serving Boerne, TX. 13 of them are based in Boerne; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Boerne work on weekends?

7 of 99 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are River City Federal Credit Union (#11) and Wildlife Partners (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Boerne financial advisors have?

The median Google rating among 99 rated financial advisors in Boerne is 5.0★, with a median of 9 reviews. GFS Home Loans Corporate has the most, 922 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Boerne count in this ranking?

Yes, if they are within 25 mi of the Boerne city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Boerne ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Boerne a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Boerne

  1. November 2026: RFA Scores recalculated for 99 financial advisors serving Boerne.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Boerne pages