Skip to content

Financial Advisors in Leander, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Leander: Roy Snarr Snarr Financial & Insurance Services, Inc., RFA Score 74/100; 5.0★ from 213 Google reviews.

  2. 4

    Most-reviewed: Tresl, 2,434 Google reviews at 4.4★, the most of 217 ranked; ranked #4.

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

217 Leander financial advisors are ranked here by RFA Score, from eight published factors. 37 open Saturdays and 12 open Sundays, based on posted hours. The median Google rating is 5.0★ across 217 rated firms.

Top 10 financial advisors in Leander 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 Leander at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Roy Snarr Snarr Financial & Insurance Services, Inc.745.0★ (213)Cedar Park, 4 mi away—Top score
2Oath - Round Rock Estate Planning & Investment Attorneys725.0★ (204)Round Rock, 11 mi away——
3REAP Financial714.9★ (166)Austin, 10 mi away——
4Tresl714.4★ (2,434)Austin, 16 mi awaySat · EveningsMost reviews
5Western Finance714.7★ (323)Round Rock, 11 mi awaySat—
6Oakwell Private Wealth Management705.0★ (31)Leander——
749 Financial695.0★ (268)Austin, 23 mi away——
8Ankerstar Wealth695.0★ (22)Leander——
9The Retirement Studio685.0★ (52)Georgetown, 11 mi away——
10Retirement Planners of America684.9★ (72)Austin, 14 mi away——

All 217 financial advisors in Leander, 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.

  3. #3 REAP Financial

    Based in Austin, 10 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 166 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 166 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    9414 Anderson Mill Rd #100, Austin, TX 78729
    View profile for REAP Financial(512) 249-7300

  4. #4 Tresl

    Based in Austin, 16 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.4★ from 2,434 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 2,434 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 9 AM–5 PM · Sun closed
    Address
    9300 United Dr #180, Austin, TX 78758
    View profile for Tresl(866) 504-3748

  5. #5 Western Finance

    Based in Round Rock, 11 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.7★ from 323 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 323 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1205 Round Rock Ave STE 127, Round Rock, TX 78681
    View profile for Western Finance(512) 238-1006

  7. #7 49 Financial

    Based in Austin, 23 mi away

    69/100RFA Score

    Ranked #7 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

  8. #8 Ankerstar Wealth

    Based in Leander

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 10 AM–4 PM · Sat–Sun closed
    Address
    3835 Co Rd 175 #840, Leander, TX 78641
    View profile for Ankerstar Wealth(512) 614-0085

  9. #9 The Retirement Studio

    Based in Georgetown, 11 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    501 S Austin Ave #1220, Georgetown, TX 78626
    View profile for The Retirement Studio(512) 591-0757

  13. #13 Larry Bradford, CPA

    Based in Austin, 19 mi away

    68/100RFA Score

    Ranked #13 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

  14. #14 Wyntrill Financial

    Based in Austin, 18 mi away

    68/100RFA Score

    Ranked #14 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 The Fox Alliance

    Based in Austin, 23 mi away

    67/100RFA Score

    Ranked #16 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

  22. #22 Centennial Advisors, LLC

    Based in Austin, 13 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 43 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    10815 Ranch to Market Rd 2222 Bldg 3C, Suite 200, Austin, TX 78730
    View profile for Centennial Advisors, LLC(512) 265-5000

  24. #24 TwoTen Planning

    Based in Austin, 13 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    View profile for TwoTen Planning(616) 389-4612

  25. #25 Centennial Advisors, LLC

    Based in Georgetown, 11 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.9★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 28 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    1008 S Main St, Georgetown, TX 78626
    View profile for Centennial Advisors, LLC(512) 265-5000

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

financial advisors in Leander, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Sparks Strategic Wealth665.0★ (24)11 mi
27Austin Divorce Planners664.9★ (28)12 mi
28Frost Bank664.1★ (36)4 mi
29Koida Tax & Accounting LLC665.0★ (13)6 mi
30Capstar Financial Services, LLC665.0★ (25)13 mi
31Ale Resendiz: Primerica - Financial Services665.0★ (10)4 mi
32Empower Wealth and Tax, LLC664.3★ (19)5 mi
33Archer Investment Management655.0★ (42)19 mi
34Beck Capital Management LLC655.0★ (53)22 mi
35Real International Realty654.2★ (99)12 mi
36Solstice Wealth (Formerly Art of Finance)654.9★ (27)13 mi
37Transamerica Financial Advisors655.0★ (5)In Leander
38Wise Counsel Wealth Management655.0★ (19)11 mi
39Edward Jones - Financial Advisor: Seth Herbeck, CFP®|AAMS®655.0★ (5)In Leander
40Frost Bank654.4★ (26)8 mi
41First Command Financial Advisor - Tom Mitchell655.0★ (18)11 mi
42Edward Jones - Financial Advisor: Hailey M Whitt, AAMS®654.5★ (17)7 mi
43Vital Wealth & Retirement655.0★ (8)4 mi
44Cedarwood Financial Partners - Financial Planner: Jeremy Self655.0★ (33)17 mi
45Wholesale Coins Direct653.7★ (9)In Leander
46Charles Schwab654.8★ (16)10 mi
47Trajan Wealth645.0★ (10)9 mi
48Ark Financial Group645.0★ (9)9 mi
49Reserve Advisors645.0★ (13)11 mi
50Echelon Financial645.0★ (33)21 mi

Also serving Leander

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 Leander
BusinessGoogle ratingDistance
Bloom Financial5.0★ (2)5 mi
Breakline Wealth + Tax5.0★ (2)In Leander
City Girl Savings, LLC.5.0★ (2)4 mi
Edward Jones - Financial Advisor: Dale Vannoy5.0★ (2)6 mi
Edward Jones - Financial Advisor: Danny E Morgan, CFP®5.0★ (2)10 mi
Edward Jones - Financial Advisor: Greg Rollo, CFP®|CEPA®In Leander
Edward Jones - Financial Advisor: Jason P Dickerson5.0★ (2)10 mi
Edward Jones - Financial Advisor: Joe Brown5.0★ (2)4 mi
Edward Jones - Financial Advisor: Leslie O Die, CFP®|ChFC®In Leander
Edward Jones - Financial Advisor: Nathaniel J Funk, CFP®|CEPA®|AAMS®In Leander
Edward Jones - Financial Advisor: Robert Allen, CFP®5.0★ (2)9 mi
Edward Jones - Financial Advisor: Sean Mathis, CFP®|AAMS®In Leander
Edward Jones - Financial Advisor: Travis W Rehberg5.0★ (2)10 mi
Espira Wealth Management, LLC5.0★ (2)5 mi
F & L Financial ServicesIn Leander
Jason Stanley - Raymond James5.0★ (1)In Leander
Johnathan R Baumann: Primerica - Financial Services5.0★ (2)11 mi
Oak Crest AdvisorsIn Leander
Pacifica Capital Investments5.0★ (2)In Leander
Sapphire Wealth Management5.0★ (2)4 mi

How we ranked Leander financial advisors

We scored 217 Leander 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 Leander 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 Leander: frequently asked questions

Which financial advisor has the highest RFA Score in Leander?

By RFA Score, the highest-ranked financial advisor in Leander, TX is Roy Snarr Snarr Financial & Insurance Services, Inc. with an RFA Score of 74/100. It has 5.0★ from 213 Google reviews. Oath - Round Rock Estate Planning & Investment Attorneys (#2) and REAP Financial (#3) follow. We ranked 217 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Leander?

RankedFinancialAdvisors ranks 217 financial advisors serving Leander, TX. 7 of them are based in Leander; 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 Leander work on weekends?

37 of 217 ranked financial advisors post Saturday hours and 12 post Sunday hours. The highest-ranked open Saturdays are Tresl (#4), Western Finance (#5) and Wyntrill Financial (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Leander financial advisors have?

The median Google rating among 217 rated financial advisors in Leander is 5.0★, with a median of 12 reviews. Tresl has the most, 2,434 reviews, and ranks #4. 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 Leander count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 217 financial advisors serving Leander.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Leander pages