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Financial Planners in Alief, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Alief: Western Finance, RFA Score 74/100; 4.9★ from 253 Google reviews; open Saturdays until 1 PM.

  2. 7

    Most-reviewed: Western Finance, 186 Google reviews at 4.9★, the most of 196 ranked after Western Finance; ranked #7.

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

196 Alief financial planners are ranked here by RFA Score, from eight published factors. 52 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 4.8★ across 196 rated firms.

Top 10 financial planners in Alief 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 Alief at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Western Finance744.9★ (253)Rosenberg, 16 mi awaySatTop score
2Retirement Planners of America734.9★ (115)Houston, 5 mi away——
349 Financial - Houston Office715.0★ (73)Houston, 6 mi away——
4Solis Income Tax Preparation714.8★ (179)Houston, 18 mi away——
5Petrus Retirement Planning714.9★ (117)Houston, 14 mi away——
6Paramount Tax & Bookkeeping Sugar Land / Richmond North704.9★ (66)Sugar Land, 6 mi away——
7Western Finance704.9★ (186)Pasadena, 23 mi awaySatMost reviews
8Oak Harvest Financial Group704.9★ (65)Houston, 6 mi away——
9Abundo Wealth705.0★ (78)Houston, 13 mi awaySat · Sun · Evenings—
10Paramount Tax & Bookkeeping Sugar Land South705.0★ (53)Sugar Land, 6 mi away——

All 196 financial planners in Alief, 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 Alief

    #1 Western Finance

    Based in Rosenberg, 16 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 253 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 253 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    4116 Avenue I, Rosenberg, TX 77471
    View profile for Western Finance(281) 232-6030

  7. #7 Western Finance

    Based in Pasadena, 23 mi away

    70/100RFA Score

    Ranked #7 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

  9. #9 Abundo Wealth

    Based in Houston, 13 mi away

    70/100RFA Score

    Ranked #9 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

  11. #11 Centric

    Based in Cypress, 20 mi away

    70/100RFA Score

    Ranked #11 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

  12. #12 LKJ Financial

    Based in Houston, 9 mi away

    68/100RFA Score

    Ranked #12 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

  16. #16 Devine Consulting, LLC

    Based in Sugar Land, 6 mi away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    245 Commerce Green Blvd #260, Sugar Land, TX 77478
    View profile for Devine Consulting, LLC(281) 545-4000

  17. #17 TDECU Missouri City

    Based in Missouri City, 13 mi away

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.2★ from 136 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 136 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
    9109 Sienna Crossing Dr, Missouri City, TX 77459
    View profile for TDECU Missouri City(800) 839-1154

  18. #18 Willis Johnson Wealth

    Based in Houston, 7 mi away

    67/100RFA 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–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5847 San Felipe St #1500, Houston, TX 77057
    View profile for Willis Johnson Wealth(713) 439-1200

  19. #19 TDECU Katy Cinco Ranch

    Based in Katy, 11 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.0★ from 140 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 140 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
    24250 Cinco Ranch Blvd, Katy, TX 77494
    View profile for TDECU Katy Cinco Ranch(800) 839-1154

  20. #20 TDECU Houston Westheimer

    Based in Houston, 2 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.5★ from 175 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 175 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
    10952 Westheimer Rd, Houston, TX 77042
    View profile for TDECU Houston Westheimer(800) 839-1154

  22. #22 Park Place Financial

    Based in Bellaire, 8 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 33 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6750 W Loop S Suite 825, Bellaire, TX 77401
    View profile for Park Place Financial(713) 667-4884

  24. #24 Sony Joseph CPA, P.C.

    Based in Stafford, 5 mi away

    66/100RFA Score

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

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    11104 W Airport Blvd Ste 213, Stafford, TX 77477
    View profile for Sony Joseph CPA, P.C.(832) 284-8899

  25. #25 Seren Wealth Advisors

    Based in Houston, 8 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    510 Bering Dr Ste 540, Houston, TX 77057
    View profile for Seren Wealth Advisors

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

financial planners in Alief, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Future Financial Solutions664.8★ (31)10 mi
27TDECU Sugar Land663.8★ (89)8 mi
28Mike Garofalo - Private Wealth Advisor, Ameriprise Financial Services, LLC665.0★ (24)8 mi
29Retirement Planners of Texas664.9★ (65)24 mi
30Frost Bank664.5★ (31)6 mi
31Post Oak Private Wealth Advisors655.0★ (31)14 mi
32ANG Credit Solutions654.6★ (61)20 mi
33WJ Interests Financial Advisors - Wealth Management655.0★ (21)8 mi
34TDECU Houston Greenway653.6★ (129)10 mi
35Allworth Financial655.0★ (22)9 mi
36Matthew D Landry - Financial Advisor, Ameriprise Financial Services, LLC655.0★ (20)8 mi
37McGee Wealth Management644.9★ (21)9 mi
38Quantum Financial Solutions643.6★ (37)3 mi
39Avidian Wealth Solutions645.0★ (15)5 mi
40TDECU Cypress Miramesa644.0★ (81)16 mi
41MHenderson Taxes, Insurance & Multi Services LLC645.0★ (35)20 mi
42Creative Planning644.9★ (23)12 mi
43Edelman Financial Engines645.0★ (14)5 mi
44TN CPA645.0★ (15)6 mi
45Bailes Bates & Associates LLP644.7★ (20)8 mi
46Bank of America (with Drive-thru ATM)643.1★ (152)4 mi
47Dickey Financial Services & Wealth Management Firm644.9★ (11)2 mi
48Bullogic Wealth Management635.0★ (25)16 mi
49M&A Wealth635.0★ (16)9 mi
50Trajan Wealth634.9★ (15)8 mi

Also serving Alief

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 Alief
BusinessGoogle ratingDistance
A J Financial Services3.0★ (2)4 mi
ActionCOACH5.0★ (2)8 mi
Baird Private Wealth Management5.0★ (2)6 mi
Beacon Financial Advisors Ltd3.0★ (2)8 mi
Concurrent Wealth Management5.0★ (2)5 mi
Doan Financial Group, LLC5.0★ (2)2 mi
Financial Horizons5.0★ (17)In Alief
First Command Financial Advisor - Eder Bracamontes Helguera5.0★ (2)2 mi
Fruth Investment Management5.0★ (2)6 mi
Going Financial4.0★ (2)7 mi
Haith Financial Group, Inc.5.0★ (2)7 mi
John Williams Financial Services5.0★ (2)6 mi
Joyce Wealth Management5.0★ (2)6 mi
Merrill Lynch Financial Advisor John Rigdon5.0★ (2)6 mi
Merrill Lynch Wealth Management4.0★ (2)5 mi
Momentum Financial Group3.0★ (2)5 mi
Rax Financial & Tax Solutions LLC5.0★ (2)6 mi
SNA Financial3.0★ (2)3 mi
Tri-Star Financial5.0★ (2)7 mi
Wealth Enhancement Group5.0★ (2)8 mi

How we ranked Alief financial planners

We scored 196 Alief 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 Alief 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 Alief: frequently asked questions

Which financial planner has the highest RFA Score in Alief?

By RFA Score, the highest-ranked financial planner in Alief, TX is Western Finance with an RFA Score of 74/100. It has 4.9★ from 253 Google reviews. It is open Saturdays until 1 PM. Retirement Planners of America (#2) and 49 Financial - Houston Office (#3) follow. We ranked 196 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Alief?

RankedFinancialAdvisors ranks 196 financial planners serving Alief, TX. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Alief work on weekends?

52 of 196 ranked financial planners post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays are Western Finance (#1), Western Finance (#7) and Abundo Wealth (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Alief financial planners have?

The median Google rating among 196 rated financial planners in Alief is 4.8★, with a median of 15 reviews. Western Finance has the most, 253 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 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 Alief count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 196 financial planners serving Alief.

More financial planners and Alief pages