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Financial Advisors in Conroe, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Conroe: Sarah Jones CPA, RFA Score 79/100; 5.0★ from 369 Google reviews.

  2. 2

    Most-reviewed: The Kink Team, 382 Google reviews at 5.0★, the most of 140 ranked; ranked #2.

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

140 Conroe financial advisors are ranked here by RFA Score, from eight published factors. 20 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 140 rated firms.

Most of this list also appears on the Financial advisors in The Woodlands ranking. See Financial advisors in The Woodlands

Top 10 financial advisors in Conroe 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 Conroe at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Sarah Jones CPA795.0★ (369)Conroe—Top score
2The Kink Team775.0★ (382)The Woodlands, 11 mi awaySat · Sun · EveningsMost reviews
3Western Finance764.8★ (209)ConroeSat—
4McLane Advisors Montgomery - Houston Financial Advisors745.0★ (64)Conroe——
5Magnificents Financial Services, LLC735.0★ (111)The Woodlands, 11 mi away——
6Kelsey Majstorovic - Mortgage Loans735.0★ (137)Spring, 14 mi awaySat—
7Avion Wealth725.0★ (91)The Woodlands, 10 mi away——
8Allied Wealth724.9★ (100)The Woodlands, 10 mi away——
9Retirement Planners of America, The Woodlands, Texas714.9★ (69)The Woodlands, 11 mi away——
10Vision Based Planning705.0★ (49)The Woodlands, 11 mi away——

All 140 financial advisors in Conroe, 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 Conroe

    #1 Sarah Jones CPA

    Based in Conroe

    79/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 369 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 369 Google reviews
    Hours
    Mon–Fri 9 AM–3 PM · Sat–Sun closed
    Address
    1336 League Line Rd Ste 300, Conroe, TX 77304
    View profile for Sarah Jones CPA(936) 228-2231

  2. #2 The Kink Team

    Based in The Woodlands, 11 mi away

    77/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 382 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 382 Google reviews
    Hours
    Mon–Sun 8 AM–8 PM
    Address
    10055 Grogans Mill Rd Ste 410, The Woodlands, TX 77380
    View profile for The Kink Team(281) 364-4828

  3. #3 Western Finance

    Based in Conroe

    76/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 209 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 209 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    2017 N Frazier St Ste G8B, Conroe, TX 77301
    View profile for Western Finance(936) 756-5177

  7. #7 Avion Wealth

    Based in The Woodlands, 10 mi away

    72/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 91 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 91 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2829 Technology Forest Blvd #300, The Woodlands, TX 77381
    View profile for Avion Wealth(281) 528-1200

  8. #8 Allied Wealth

    Based in The Woodlands, 10 mi away

    72/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 100 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 100 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    East Commons, 9595 Six Pines Dr Bldg 4 Suite 4230, The Woodlands, TX 77380
    View profile for Allied Wealth(281) 444-7555

  10. #10 Vision Based Planning

    Based in The Woodlands, 11 mi away

    70/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    8111 Ashlane Way #219, The Woodlands, TX 77382
    View profile for Vision Based Planning(713) 338-0401

  11. #11 CW Advisors

    Based in Spring, 12 mi away

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 48 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    2170 Buckthorne Pl Ste 260, Spring, TX 77380
    View profile for CW Advisors(713) 893-5635

  12. #12 Peirce Capital Management

    Based in The Woodlands, 11 mi away

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4840 W Panther Creek Dr #210, The Woodlands, TX 77381
    View profile for Peirce Capital Management(281) 858-3524

  14. #14 Centric

    Based in Cypress, 24 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 121 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 121 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    12549 Louetta Rd, Cypress, TX 77429
    View profile for Centric(832) 810-7000

  16. #16 Haynie

    Based in The Woodlands, 11 mi away

    69/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.8★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 40 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri–Sun closed
    Address
    10055 Grogans Mill Rd Ste 300, The Woodlands, TX 77380
    View profile for Haynie(281) 918-4962

  19. #19 Frost Bank

    Based in Conroe

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.8★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 27 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    2200 N Frazier St Suite 100, Conroe, TX 77303
    View profile for Frost Bank(800) 513-7678

  22. #22 TDECU Spring Gosling

    Based in Spring, 17 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.4★ from 75 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 75 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    5250 Farm to Market 2920 Ste E, Spring, TX 77388
    View profile for TDECU Spring Gosling(800) 839-1154

How we ranked Conroe financial advisors

We scored 140 Conroe 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 Conroe 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 Conroe: frequently asked questions

Which financial advisor has the highest RFA Score in Conroe?

By RFA Score, the highest-ranked financial advisor in Conroe, TX is Sarah Jones CPA with an RFA Score of 79/100. It has 5.0★ from 369 Google reviews. The Kink Team (#2) and Western Finance (#3) follow. We ranked 140 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Conroe?

RankedFinancialAdvisors ranks 140 financial advisors serving Conroe, TX. 9 of them are based in Conroe; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial advisors in Conroe work on weekends?

20 of 140 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are The Kink Team (#2), Western Finance (#3) and Kelsey Majstorovic - Mortgage Loans (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Conroe financial advisors have?

The median Google rating among 140 rated financial advisors in Conroe is 5.0★, with a median of 9 reviews. The Kink Team has the most, 382 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 Conroe count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 140 financial advisors serving Conroe.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Conroe pages