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Financial Planners in Aldine, TX: 2026 rankings

214 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Aldine: Western Finance, RFA Score 74/100; 4.9★ from 170 Google reviews; open Saturdays until 1 PM.

  2. 4

    Most-reviewed: Western Finance, 186 Google reviews at 4.9★, the most of 214 ranked; ranked #4.

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

214 Aldine financial planners are ranked here by RFA Score, from eight published factors. 51 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.8★ across 214 rated firms.

Top 10 financial planners in Aldine 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 planners in Aldine at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Western Finance744.9★ (170)Humble, 8 mi awaySatTop score
2Solis Income Tax Preparation724.8★ (179)Houston, 14 mi away——
3Petrus Retirement Planning724.9★ (117)Houston, 12 mi away——
4Western Finance714.9★ (186)Pasadena, 20 mi awaySatMost reviews
5Centric714.9★ (121)Cypress, 15 mi away——
6Thrivent Financial: Bruno Interlandi -715.0★ (63)Houston, 7 mi awaySat · Sun—
7ANG Credit Solutions704.6★ (61)Houston, 1 mi awaySat · Sun · Evenings—
8Abundo Wealth705.0★ (78)Houston, 13 mi awaySat · Sun · Evenings—
9Retirement Planners of America704.9★ (115)Houston, 18 mi away——
10Avion Wealth705.0★ (91)The Woodlands, 18 mi away——

All 214 financial planners in Aldine, 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 Aldine

    #1 Western Finance

    Based in Humble, 8 mi away

    74/100RFA Score

    Ranked #1 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

  4. #4 Western Finance

    Based in Pasadena, 20 mi away

    71/100RFA Score

    Ranked #4 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

  5. #5 Centric

    Based in Cypress, 15 mi away

    71/100RFA Score

    Ranked #5 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

  7. #7 ANG Credit Solutions

    Based in Houston, 1 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.6★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 61 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    505 N Sam Houston Pkwy E #442, Houston, TX 77060
    View profile for ANG Credit Solutions(281) 843-1776

  8. #8 Abundo Wealth

    Based in Houston, 13 mi away

    70/100RFA Score

    Ranked #8 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

  10. #10 Avion Wealth

    Based in The Woodlands, 18 mi away

    70/100RFA Score

    Ranked #10 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

  15. #15 Community Resource Credit Union

    Based in Atascocita, 13 mi away

    68/100RFA Score

    Ranked #15 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

  17. #17 LKJ Financial

    Based in Houston, 13 mi away

    68/100RFA Score

    Ranked #17 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

  18. #18 TDECU Spring Gosling

    Based in Spring, 12 mi away

    67/100RFA Score

    Ranked #18 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 CW Advisors

    Based in Spring, 16 mi away

    67/100RFA Score

    Ranked #19 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

  23. #23 Vision Based Planning

    Based in The Woodlands, 20 mi away

    66/100RFA Score

    Ranked #23 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

Financial planners 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 214 ranked financial planners here; the rest are on their profiles.

financial planners in Aldine, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Willis Johnson Wealth665.0★ (33)14 mi
27Priority Trust Credit Union663.9★ (64)8 mi
28Peirce Capital Management655.0★ (38)18 mi
29Haynie654.8★ (40)17 mi
30Seren Wealth Advisors655.0★ (27)13 mi
31Park Place Financial654.9★ (33)16 mi
32Mike Garofalo - Private Wealth Advisor, Ameriprise Financial Services, LLC645.0★ (24)14 mi
33Frost Bank644.5★ (23)8 mi
34Allworth Financial645.0★ (22)14 mi
35TDECU Houston Greenway643.6★ (129)14 mi
36Matthew D Landry - Financial Advisor, Ameriprise Financial Services, LLC645.0★ (20)14 mi
37WealthCreate634.6★ (21)12 mi
38TDECU Cypress Miramesa634.0★ (81)21 mi
39Edward A Mireles, Financial Advisor, Edward Jones Investments635.0★ (16)12 mi
40TDECU Houston Westheimer633.5★ (175)18 mi
41The Wehrly Group634.9★ (15)11 mi
42M&A Wealth635.0★ (16)13 mi
43Bank of America Financial Center633.0★ (96)5 mi
44Endurance Financial Planning, LLC - Timothy Fleming, MBA635.0★ (15)12 mi
45Bank of America Financial Center634.1★ (31)14 mi
46TaxAssist Advisors634.6★ (22)15 mi
47Future Financial Solutions634.8★ (31)23 mi
48First Horizon Bank - Deer Park, TX - Center St634.4★ (43)22 mi
49Bank of America (with Drive-thru ATM)623.5★ (73)14 mi
50Frost Bank624.0★ (21)11 mi

Also serving Aldine

20 more financial planners 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 planners serving Aldine
BusinessGoogle ratingDistance
Ahlers Financial Group5.0★ (2)1 mi
Ameriprise Financial Services, Inc. Financial Advisor: Markos J Pappas3.0★ (2)11 mi
Citywide Multiservices5.0★ (9)In Aldine
CPISIn Aldine
Crawford Mickey McGill - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)14 mi
Delux L Avello LLC5.0★ (25)In Aldine
Eagle Global Advisors5.0★ (2)13 mi
Going Financial4.0★ (2)14 mi
Haith Financial Group, Inc.5.0★ (2)14 mi
Halbert Hargrove Houston5.0★ (2)1 mi
Hightower Texas3.0★ (2)14 mi
Innovative Premier Financial Services5.0★ (2)10 mi
Invest4theBestIn Aldine
Mint Wealth Management4.5★ (2)9 mi
Northwestern Mutual Investment Services, LLC : S Mark Haywood II, MSF5.0★ (2)13 mi
PHP Agency2.6★ (5)In Aldine
Professional Finance Consultant LLCIn Aldine
Senior Partners LLC5.0★ (2)9 mi
Southwestern Financials5.0★ (3)In Aldine
Talbot Financial3.0★ (2)8 mi

How we ranked Aldine financial planners

We scored 214 Aldine financial planners 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 Aldine 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Aldine: frequently asked questions

Which financial planner has the highest RFA Score in Aldine?

By RFA Score, the highest-ranked financial planner in Aldine, TX is Western Finance with an RFA Score of 74/100. It has 4.9★ from 170 Google reviews. It is open Saturdays until 1 PM. Solis Income Tax Preparation (#2) and Petrus Retirement Planning (#3) follow. We ranked 214 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Aldine?

RankedFinancialAdvisors ranks 214 financial planners serving Aldine, TX. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Aldine work on weekends?

51 of 214 ranked financial planners post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are Western Finance (#1), Western Finance (#4) and Thrivent Financial: Bruno Interlandi - (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Aldine financial planners have?

The median Google rating among 214 rated financial planners in Aldine is 4.8★, with a median of 14 reviews. Western Finance has the most, 186 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 planners?

Each financial planner 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 planners outside Aldine count in this ranking?

Yes, if they are within 25 mi of the Aldine city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Aldine ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Aldine 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 planners 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 Aldine

  1. November 2026: RFA Scores recalculated for 214 financial planners serving Aldine.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Aldine pages