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Financial Advisors in Kyle, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Kyle: Shamrock Finance, RFA Score 77/100; 4.9★ from 376 Google reviews; open Saturdays until 1 PM.

  2. 3

    Most-reviewed: 49 Financial, 268 Google reviews at 5.0★, the most of 118 ranked after Shamrock Finance; ranked #3.

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

118 Kyle financial advisors are ranked here by RFA Score, from eight published factors. 20 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 5.0★ across 118 rated firms.

Top 10 financial advisors in Kyle 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 Kyle at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Shamrock Finance774.9★ (376)San Marcos, 8 mi awaySatTop score
2Western Finance745.0★ (194)Lockhart, 14 mi awaySat—
349 Financial745.0★ (268)Austin, 18 mi away—Most reviews
4Strategic Capital - Wealth Management Austin715.0★ (109)Austin, 19 mi away——
5The Fox Alliance715.0★ (104)Austin, 18 mi away——
6Paramount Tax & Bookkeeping San Marcos704.9★ (45)San Marcos, 8 mi away——
7Barton Financial Group, LLC704.8★ (20)Kyle——
8Capital Budget Strategies, LLC695.0★ (81)Austin, 21 mi awaySat · Sun · Evenings—
9Larry Bradford, CPA694.9★ (116)Austin, 24 mi away——
10Broadway Bank - Kyle Financial Center694.4★ (21)KyleSat—

All 118 financial advisors in Kyle, 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 Kyle

    #1 Shamrock Finance

    Based in San Marcos, 8 mi away

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 376 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 376 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    101 W San Antonio St Ste D, San Marcos, TX 78666
    View profile for Shamrock Finance(512) 396-8833

  2. #2 Western Finance

    Based in Lockhart, 14 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 194 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 194 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    120 E Prairie Lea St, Lockhart, TX 78644
    View profile for Western Finance(512) 398-9082

  3. #3 49 Financial

    Based in Austin, 18 mi away

    74/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 268 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 268 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3711 S MoPac Expy Bldg 1 Suite 150, Austin, TX 78746
    View profile for 49 Financial(512) 241-7341

  5. #5 The Fox Alliance

    Based in Austin, 18 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 104 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 104 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7500 Rialto Blvd Bldg. 1, Suite 230, Austin, TX 78735
    View profile for The Fox Alliance(512) 327-1000

  9. #9 Larry Bradford, CPA

    Based in Austin, 24 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 116 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 116 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    4201 Hookbilled Kite Dr, Austin, TX 78738
    View profile for Larry Bradford, CPA(512) 402-0049

  11. #11 Wyntrill Financial

    Based in Austin, 25 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 82 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 82 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 9 AM–8 PM · Sun 8 AM–8 PM
    Address
    2802 Flintrock Trace Ste 251, Austin, TX 78738
    View profile for Wyntrill Financial(512) 576-3757

  16. #16 Collective Advisors

    Based in Austin, 18 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3755 S Capital of Texas Hwy #100, Austin, TX 78704
    View profile for Collective Advisors(512) 467-1923

  18. #18 Echelon Financial

    Based in Austin, 21 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    4201 Bee Caves Rd suite a-200, Austin, TX 78746
    View profile for Echelon Financial(512) 381-4500

  21. #21 Edward Jones - Financial Advisor: Matthew A Mintz, CFP®|CPWA®|AAMS®|CRPC™|CRPS™

    Based in Buda, 8 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    251 N Farm to Market 1626 Bldg 1 Ste D, Buda, TX 78610
    View profile for Edward Jones - Financial Advisor: Matthew A Mintz, CFP®|CPWA®|AAMS®|CRPC™|CRPS™(512) 717-5893

  22. #22 Frost Bank

    Based in San Marcos, 10 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.9★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 28 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
    221 Wonder World Dr, San Marcos, TX 78666
    View profile for Frost Bank(800) 513-7678

  25. #25 BirdRock Wealth

    Based in Austin, 23 mi away

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    Building II, 9433 Bee Caves Rd Ste 203, Austin, TX 78733
    View profile for BirdRock Wealth(512) 236-0071

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

financial advisors in Kyle, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Huntington Bank653.8★ (12)7 mi
27Maslow Wealth Advisors654.8★ (21)19 mi
28e3 Wealth655.0★ (5)7 mi
29LRT Capital Management, LLC644.8★ (25)22 mi
30Ryan Nolan, CFP® ChFC® - Austin Financial Advisor645.0★ (9)15 mi
31Thaddeus L Watkins - Morgan Stanley Financial Advisor645.0★ (16)21 mi
32Frost Bank643.6★ (8)8 mi
33TruSpan Financial |645.0★ (4)8 mi
34Kay Russell - Edelman Financial Engines644.9★ (16)21 mi
35Edward Jones - Financial Advisor: Kevin M Spotts, CFP®|CEPA®645.0★ (3)7 mi
36Edward Jones - Financial Advisor: Adam D Jolliff, AAMS®644.0★ (4)7 mi
37Griffin Financial Group635.0★ (14)21 mi
38Bank of America (with Drive-thru ATM)632.7★ (87)In Kyle
39Century Management Financial Advisors634.4★ (21)21 mi
40Edward Jones - Financial Advisor: Sheila Pringle-Perez634.5★ (17)20 mi
41Orchard Financial Group635.0★ (12)21 mi
42Signal Wealth Advisors635.0★ (12)20 mi
43Peaks Wealth Advisors634.9★ (13)21 mi
44Benchmark Insurance Group Inc634.0★ (4)8 mi
45Maia Wealth635.0★ (7)16 mi
46Edward Jones - Financial Advisor: Jason L Dixon, CFP®635.0★ (3)10 mi
47Edward Jones - Financial Advisor: EJ Rathburn II, CFP®635.0★ (12)22 mi
48Charles Schwab634.5★ (8)16 mi
49Spring Line Wealth Partners635.0★ (15)25 mi
50NEST Financial635.0★ (10)21 mi

Also serving Kyle

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 Kyle
BusinessGoogle ratingDistance
Blueprint Business Finance, LLC5.0★ (2)10 mi
Conviction Wealth Management LLC.5.0★ (2)21 mi
Dahse Financial Group- Financial Advisor: Rob Dahse4.5★ (2)8 mi
Edward Jones - Financial Advisor: Adam T Hughes, CFP®5.0★ (2)16 mi
Edward Jones - Financial Advisor: Corey Wheeler5.0★ (2)12 mi
Edward Jones - Financial Advisor: Julio Campos, AAMS®5.0★ (1)In Kyle
Edward Jones - Financial Advisor: Lisa Deterding, AAMS®5.0★ (2)13 mi
Edward Jones - Financial Advisor: Matthew L Zito5.0★ (2)10 mi
ENZI Wealth5.0★ (2)21 mi
Exponential Wealth Management LLC5.0★ (2)21 mi
Flashpoint Financial ServicesIn Kyle
Graystone Financial Services5.0★ (2)21 mi
Monicque Yvonne Maciel: Primerica - Financial Services5.0★ (2)14 mi
Morgan Stanley Financial Advisors1.0★ (2)21 mi
Precise Protection GroupIn Kyle
Quartz Financial5.0★ (2)21 mi
SeedSafe Financial LLC5.0★ (2)20 mi
TML Planning5.0★ (2)19 mi
Tru Financial IncIn Kyle
Wells Fargo Advisors4.0★ (1)In Kyle

How we ranked Kyle financial advisors

We scored 118 Kyle 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 Kyle 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 Kyle: frequently asked questions

Which financial advisor has the highest RFA Score in Kyle?

By RFA Score, the highest-ranked financial advisor in Kyle, TX is Shamrock Finance with an RFA Score of 77/100. It has 4.9★ from 376 Google reviews. It is open Saturdays until 1 PM. Western Finance (#2) and 49 Financial (#3) follow. We ranked 118 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Kyle?

RankedFinancialAdvisors ranks 118 financial advisors serving Kyle, TX. 5 of them are based in Kyle; 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 Kyle work on weekends?

20 of 118 ranked financial advisors post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are Shamrock Finance (#1), Western Finance (#2) and Capital Budget Strategies, LLC (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Kyle financial advisors have?

The median Google rating among 118 rated financial advisors in Kyle is 5.0★, with a median of 10 reviews. Shamrock Finance has the most, 376 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 Kyle count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 118 financial advisors serving Kyle.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Kyle pages