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Financial Advisors in Spring, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Spring: The Kink Team, RFA Score 78/100; 5.0★ from 382 Google reviews; open 7 days a week.

  2. 3

    Most-reviewed: Sarah Jones CPA, 369 Google reviews at 5.0★, the most of 314 ranked after The Kink Team; ranked #3.

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

314 Spring financial advisors are ranked here by RFA Score, from eight published factors. 57 open Saturdays and 13 open Sundays, based on posted hours. The median Google rating is 5.0★ across 314 rated firms.

Top 10 financial advisors in Spring 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 Spring at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1The Kink Team785.0★ (382)The Woodlands, 6 mi awaySat · Sun · EveningsTop score
2Kelsey Majstorovic - Mortgage Loans765.0★ (137)SpringSat—
3Sarah Jones CPA745.0★ (369)Conroe, 20 mi away—Most reviews
4Magnificents Financial Services, LLC745.0★ (111)The Woodlands, 6 mi away——
5Western Finance734.9★ (170)Humble, 12 mi awaySat—
6Allied Wealth734.9★ (100)The Woodlands, 6 mi away——
7Avion Wealth735.0★ (91)The Woodlands, 8 mi away——
8Stenger Family Office | Houston Financial Advisor735.0★ (52)Spring——
9CW Advisors725.0★ (48)Spring——
10Thrivent Financial: Bruno Interlandi -725.0★ (63)Houston, 5 mi awaySat · Sun—

All 314 financial advisors in Spring, 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 Spring

    #1 The Kink Team

    Based in The Woodlands, 6 mi away

    78/100RFA Score

    Ranked #1 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 Sarah Jones CPA

    Based in Conroe, 20 mi away

    74/100RFA Score

    Ranked #3 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

  5. #5 Western Finance

    Based in Humble, 12 mi away

    73/100RFA Score

    Ranked #5 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 Allied Wealth

    Based in The Woodlands, 6 mi away

    73/100RFA Score

    Ranked #6 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

  7. #7 Avion Wealth

    Based in The Woodlands, 8 mi away

    73/100RFA 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

  9. #9 CW Advisors

    Based in Spring

    72/100RFA Score

    Ranked #9 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

  13. #13 Centric

    Based in Cypress, 13 mi away

    72/100RFA Score

    Ranked #13 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

  14. #14 Western Finance

    Based in Conroe, 18 mi away

    72/100RFA Score

    Ranked #14 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

  15. #15 Iglesias Loans, LLC

    Based in Houston, 14 mi away

    72/100RFA Score

    Ranked #15 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

  16. #16 TDECU Spring Gosling

    Based in Spring

    71/100RFA Score

    Ranked #16 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

  19. #19 Winstone Wealth Partners

    Based in Houston, 23 mi away

    70/100RFA Score

    Ranked #19 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

  21. #21 Peirce Capital Management

    Based in The Woodlands, 8 mi away

    69/100RFA Score

    Ranked #21 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

  22. #22 Vision Based Planning

    Based in The Woodlands, 11 mi away

    69/100RFA Score

    Ranked #22 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

  24. #24 Haynie

    Based in The Woodlands, 6 mi away

    69/100RFA Score

    Ranked #24 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

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

financial advisors in Spring, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26ANG Credit Solutions694.6★ (61)10 mi
27Edwards Financial Group694.8★ (130)22 mi
28MHenderson Taxes, Insurance & Multi Services LLC695.0★ (35)10 mi
29Retirement Planners of America694.9★ (115)24 mi
30The Wehrly Group684.9★ (15)In Spring
3149 Financial - Houston Office685.0★ (73)22 mi
32Abundo Wealth685.0★ (78)23 mi
331 Percent Partnerships685.0★ (13)In Spring
34Magnolia Wealth685.0★ (12)In Spring
35White Wing Wealth Management685.0★ (19)6 mi
36Community Resource Credit Union684.2★ (159)16 mi
37Hugo Sanchez: Primerica - Financial Services685.0★ (16)3 mi
38Oak Harvest Financial Group674.9★ (65)22 mi
39JAF CPA675.0★ (10)In Spring
404 Star Financial Group674.9★ (50)19 mi
41Frost Bank674.0★ (21)In Spring
42McLane Advisors Montgomery - Houston Financial Advisors675.0★ (64)24 mi
43Andrews Financial Services674.8★ (18)6 mi
44JCS Financial & Consulting Services LLC675.0★ (19)9 mi
45JP Advising675.0★ (17)8 mi
46Serae Wealth – Independent wealth management offering personalized fiduciary services & long-term planning in The Woodlands.675.0★ (16)7 mi
47Bankers Life674.6★ (10)In Spring
48TaxAssist Advisors674.6★ (22)8 mi
49Ascend Integrated Wealth665.0★ (54)24 mi
50Edward Jones - Financial Advisor: Danyel T Ramelow, CFP®664.8★ (46)19 mi

Also serving Spring

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 Spring
BusinessGoogle ratingDistance
Altus Consulting Group1.0★ (1)In Spring
Arroyo Investors5.0★ (1)In Spring
Ascending Assets LLC5.0★ (1)In Spring
Azteca Envios5.0★ (1)In Spring
Bellwether Advisory Group5.0★ (1)In Spring
Ebele Gunn - Thrivent5.0★ (2)In Spring
Edward Jones - Financial Advisor: Amy Ryba, AAMS®|CRPS™3.0★ (2)In Spring
Edward Jones - Financial Advisor: D.Keaton McDaniel5.0★ (1)In Spring
Edward Jones - Financial Advisor: Lucas P Sealy, CEPA®|AAMS®5.0★ (2)In Spring
Edward Jones - Financial Advisor: Nick Muhlbauer, AAMS®5.0★ (1)In Spring
Edward Jones - Financial Advisor: Paul J Dimiceli II, AAMS®5.0★ (1)In Spring
Edward Jones - Financial Advisor: Richard G Davis5.0★ (1)In Spring
Edward Jones - Financial Advisor: Ryan K Massey, WMCP®|CMFA®5.0★ (2)In Spring
Insurance & Financial Services of Texas5.0★ (2)In Spring
John Luke Financial LLC5.0★ (1)In Spring
Leader's Financial Group3.0★ (2)In Spring
Lincoln Financial Securities5.0★ (1)In Spring
Wealth Management Advisors4.0★ (1)In Spring
Wells Fargo Advisors1.0★ (1)In Spring
Wells Fargo Advisors1.0★ (1)In Spring

How we ranked Spring financial advisors

We scored 314 Spring 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 Spring 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 Spring: frequently asked questions

Which financial advisor has the highest RFA Score in Spring?

By RFA Score, the highest-ranked financial advisor in Spring, TX is The Kink Team with an RFA Score of 78/100. It has 5.0★ from 382 Google reviews. It is open 7 days a week. Kelsey Majstorovic - Mortgage Loans (#2) and Sarah Jones CPA (#3) follow. We ranked 314 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Spring?

RankedFinancialAdvisors ranks 314 financial advisors serving Spring, TX. 12 of them are based in Spring; 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 Spring work on weekends?

57 of 314 ranked financial advisors post Saturday hours and 13 post Sunday hours. The highest-ranked open Saturdays are The Kink Team (#1), Kelsey Majstorovic - Mortgage Loans (#2) and Western Finance (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Spring financial advisors have?

The median Google rating among 314 rated financial advisors in Spring is 5.0★, with a median of 10 reviews. The Kink Team has the most, 382 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 Spring count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 314 financial advisors serving Spring.
  2. November 2026: 5 duplicate listings merged.

More financial advisors and Spring pages