Skip to content

Financial Advisors in Cloverleaf, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Cloverleaf: Western Finance, RFA Score 73/100; 4.9★ from 186 Google reviews; open Saturdays until 1 PM.

  2. 2

    Most-reviewed: Wilson Wealth Advisors - Ameriprise Financial Services, LLC, 309 Google reviews at 5.0★, the most of 307 ranked; ranked #2.

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

307 Cloverleaf financial advisors are ranked here by RFA Score, from eight published factors. 75 open Saturdays and 14 open Sundays, based on posted hours. The median Google rating is 4.9★ across 307 rated firms.

Top 10 financial advisors in Cloverleaf 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 Cloverleaf at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Western Finance734.9★ (186)Pasadena, 7 mi awaySatTop score
2Wilson Wealth Advisors - Ameriprise Financial Services, LLC725.0★ (309)Webster, 16 mi away—Most reviews
3Solis Income Tax Preparation714.8★ (179)Houston, 8 mi away——
4Western Finance704.9★ (170)Humble, 15 mi awaySat—
5Petrus Retirement Planning704.9★ (117)Houston, 12 mi away——
6Western Finance704.7★ (172)Baytown, 13 mi awaySat—
7Winstone Wealth Partners695.0★ (134)Houston, 18 mi away——
8Mayanah Financial - A Dave Ramsey ELP695.0★ (206)Houston, 23 mi awaySat · Evenings—
9Iglesias Loans, LLC695.0★ (105)Houston, 16 mi away——
10Abundo Wealth695.0★ (78)Houston, 13 mi awaySat · Sun · Evenings—

All 307 financial advisors in Cloverleaf, 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 Cloverleaf

    #1 Western Finance

    Based in Pasadena, 7 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 186 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 186 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1717 Shaver St, Pasadena, TX 77502
    View profile for Western Finance(713) 477-0912

  4. #4 Western Finance

    Based in Humble, 15 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 170 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 170 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    8840 Will Clayton Pkwy Ste C, Humble, TX 77338
    View profile for Western Finance(281) 319-5365

  6. #6 Western Finance

    Based in Baytown, 13 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.7★ from 172 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 172 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    3402 N Main St, Baytown, TX 77521
    View profile for Western Finance(281) 422-8719

  7. #7 Winstone Wealth Partners

    Based in Houston, 18 mi away

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 134 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 134 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1400 Post Oak Blvd #150, Houston, TX 77056
    View profile for Winstone Wealth Partners(713) 244-3030

  9. #9 Iglesias Loans, LLC

    Based in Houston, 16 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 105 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 105 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    8245 N Fwy Service Rd Bldg A, Houston, TX 77037
    View profile for Iglesias Loans, LLC(713) 714-6004

  10. #10 Abundo Wealth

    Based in Houston, 13 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 78 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 78 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    3217 Montrose Blvd Ste 228, #5, Houston, TX 77006
    View profile for Abundo Wealth

  11. #11 Community Resource Credit Union

    Based in Baytown, 14 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.6★ from 161 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 161 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    2700 N Alexander Dr, Baytown, TX 77520
    View profile for Community Resource Credit Union(281) 422-3611

  12. #12 Edwards Financial Group

    Based in Houston, 17 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.8★ from 130 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 130 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1177 W Loop S #1670, Houston, TX 77027
    View profile for Edwards Financial Group(832) 930-8344

  16. #16 Ascend Integrated Wealth

    Based in Houston, 18 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 54 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Suite 1600, 5444 Westheimer Rd, Houston, TX 77056
    View profile for Ascend Integrated Wealth(281) 674-8868

  19. #19 LKJ Financial

    Based in Houston, 17 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    550 Post Oak Blvd #350, Houston, TX 77027
    View profile for LKJ Financial(713) 840-0534

  20. #20 4 Star Financial Group

    Based in Houston, 17 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 50 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 50 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2950 N Loop W #500, Houston, TX 77092
    View profile for 4 Star Financial Group(832) 221-3218

  21. #21 Haywood Wealth Management

    Based in Houston, 14 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 38 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat 7 AM–12 PM · Sun closed
    Address
    2625 Bay Area Blvd Ste 120, Houston, TX 77058
    View profile for Haywood Wealth Management(281) 848-2566

  22. #22 HPG Brokerage

    Based in Houston, 17 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 46 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 46 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1322 Space Park Dr c243, Houston, TX 77058
    View profile for HPG Brokerage(832) 915-0915

  23. #23 Community Resource Credit Union

    Based in Atascocita, 15 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.2★ from 159 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 159 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    6903 Atascocita Road, Atascocita, TX 77346
    View profile for Community Resource Credit Union(281) 422-3611

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 307 ranked financial advisors here; the rest are on their profiles.

financial advisors in Cloverleaf, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Waleska Esquivel: Primerica - Financial Services655.0★ (12)4 mi
27Thrivent Financial: Bruno Interlandi -655.0★ (63)24 mi
28Safe Money with Scott Mann654.9★ (45)18 mi
29ANG Credit Solutions654.6★ (61)17 mi
30Frost Bank654.3★ (12)1 mi
31Frost Bank654.3★ (31)8 mi
32MHenderson Taxes, Insurance & Multi Services LLC655.0★ (35)18 mi
33Financial Synergies Wealth Advisors655.0★ (32)17 mi
34Impact! Partners Financial654.6★ (35)13 mi
35Community Resource Credit Union644.5★ (51)16 mi
36Willis Johnson Wealth645.0★ (33)19 mi
37Park Place Financial644.9★ (33)18 mi
38Worthen Financial Advisors644.9★ (29)17 mi
39TDECU Baytown643.9★ (94)12 mi
40Bank of America Financial Center644.1★ (31)9 mi
41DEARMAS MULTISERVICES LLC645.0★ (27)18 mi
42Thomas Wilson: Primerica - Financial Services644.4★ (50)17 mi
43Edward A Mireles, Financial Advisor, Edward Jones Investments645.0★ (16)12 mi
44Fortitude Strategic Solutions644.9★ (30)18 mi
45WealthCreate644.6★ (21)12 mi
46K&K Financial Solutions644.8★ (20)13 mi
47Precedent Wealth Partners645.0★ (24)17 mi
48Seren Wealth Advisors645.0★ (27)19 mi
49Frost Bank644.9★ (15)11 mi
50Bridges Wealth & Planning645.0★ (24)17 mi

Also serving Cloverleaf

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 Cloverleaf
BusinessGoogle ratingDistance
4 Corners CFO, LLC5.0★ (2)13 mi
Ameriprise Financial Services, Inc. Financial Advisor: Markos J Pappas3.0★ (2)14 mi
Bay Area Asset Management5.0★ (2)12 mi
Edward Jones - Financial Advisor: Aaron T Barnes5.0★ (2)13 mi
Edward Jones - Financial Advisor: Clint Bussey, AAMS®5.0★ (2)14 mi
Edward Jones - Financial Advisor: Holly R McCreight, CFP®|CRPC™5.0★ (2)13 mi
Edward Jones - Financial Advisor: John Kaleh, AAMS®|CRPC™5.0★ (2)13 mi
Edward Jones - Financial Advisor: Matthew D Spradley, AAMS®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Michael A Cevallos5.0★ (2)10 mi
Edward Jones - Financial Advisor: Michael V Williams, RICP®5.0★ (2)9 mi
Edward Jones - Financial Advisor: Nico E Ditges, CFA®5.0★ (2)14 mi
Edward Jones - Financial Advisor: Zachary Hodge, AAMS®5.0★ (2)12 mi
Higher Dimension ServicesIn Cloverleaf
Myrna Agris - Morgan Stanley4.0★ (2)12 mi
Robertson Wealth Management3.0★ (2)12 mi
Rockwell Wealth Management5.0★ (2)7 mi
Star Forward Solutions5.0★ (2)13 mi
Wells Fargo Advisors5.0★ (2)1 mi
Wells Fargo Advisors3.5★ (2)12 mi
Wells Fargo Advisors Financial Network3.0★ (2)11 mi

How we ranked Cloverleaf financial advisors

We scored 307 Cloverleaf 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 Cloverleaf 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 Cloverleaf: frequently asked questions

Which financial advisor has the highest RFA Score in Cloverleaf?

By RFA Score, the highest-ranked financial advisor in Cloverleaf, TX is Western Finance with an RFA Score of 73/100. It has 4.9★ from 186 Google reviews. It is open Saturdays until 1 PM. Wilson Wealth Advisors - Ameriprise Financial Services, LLC (#2) and Solis Income Tax Preparation (#3) follow. We ranked 307 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Cloverleaf?

RankedFinancialAdvisors ranks 307 financial advisors serving Cloverleaf, TX. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Cloverleaf work on weekends?

75 of 307 ranked financial advisors post Saturday hours and 14 post Sunday hours. The highest-ranked open Saturdays are Western Finance (#1), Western Finance (#4) and Western Finance (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Cloverleaf financial advisors have?

The median Google rating among 307 rated financial advisors in Cloverleaf is 4.9★, with a median of 10 reviews. Wilson Wealth Advisors - Ameriprise Financial Services, LLC has the most, 309 reviews, and ranks #2. 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 Cloverleaf count in this ranking?

Yes, if they are within 25 mi of the Cloverleaf 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 Cloverleaf 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 Cloverleaf 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 Cloverleaf

  1. November 2026: RFA Scores recalculated for 307 financial advisors serving Cloverleaf.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Cloverleaf pages