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Investment Advisors in Alvin, TX: 2026 rankings

52 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Alvin: Wilson Wealth Advisors - Ameriprise Financial Services, LLC, RFA Score 66/100; 5.0★ from 309 Google reviews.

  2. 13

    Most-reviewed: TDECU Pearland, 169 Google reviews at 3.5★, the most of 52 ranked after Wilson Wealth Advisors - Ameriprise Financial Services, LLC; ranked #13.

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

52 Alvin investment advisors are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 52 rated firms.

Top 10 investment advisors in Alvin 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 investment advisors in Alvin at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Wilson Wealth Advisors - Ameriprise Financial Services, LLC665.0★ (309)Webster, 11 mi away—Top score
2Retirement Planners of Texas604.9★ (65)Houston, 14 mi away——
3Grayson Financial LLC585.0★ (13)Alvin——
4Wells Fargo Advisors581.0★ (5)Pasadena, 17 mi away——
5KKR & Co573.7★ (3)Houston, 24 mi away——
6Wells Fargo Private Bank573.7★ (3)Houston, 24 mi away——
7Bullogic Wealth Management575.0★ (25)Pearland, 13 mi awayEvenings—
8TDECU Missouri City574.2★ (136)Missouri City, 19 mi awaySat—
9TDECU Angleton564.1★ (151)Angleton, 20 mi awaySat—
10New Capital Management565.0★ (15)Houston, 24 mi away——

All 52 investment advisors in Alvin, 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.

  5. #5 KKR & Co

    Based in Houston, 24 mi away

    57/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Investment company”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    600 Travis St #7200, Houston, TX 77002
    View profile for KKR & Co(713) 343-5142

  8. #8 TDECU Missouri City

    Based in Missouri City, 19 mi away

    57/100RFA Score

    Ranked #8 because of its Google rating and review volume: 4.2★ from 136 Google reviews.

    • 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

  9. #9 TDECU Angleton

    Based in Angleton, 20 mi away

    56/100RFA Score

    Ranked #9 because of its Google rating and review volume: 4.1★ from 151 Google reviews.

    • 4.1★ from 151 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
    2900 N Velasco St, Angleton, TX 77515
    View profile for TDECU Angleton(800) 839-1154

  10. #10 New Capital Management

    Based in Houston, 24 mi away

    56/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3355 W Alabama St Ste 275, Houston, TX 77098
    View profile for New Capital Management(713) 874-1444

  11. #11 Summit Capital

    Based in Houston, 25 mi away

    56/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 1.0★ from 3 Google reviews, listed on Google as “Investment company”.

    • 1.0★ from 3 Google reviews
    Hours
    Mon–Fri 10 AM–4 PM · Sat–Sun closed
    Address
    10101 Southwest Fwy #650, Houston, TX 77074
    View profile for Summit Capital(713) 750-9977

  12. #12 Republic Finance

    Based in League City, 10 mi away

    55/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.7★ from 14 Google reviews, listed on Google as “Loan agency”.

    • 4.7★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    194 Gulf Fwy S Ste D2, League City, TX 77573
    View profile for Republic Finance(281) 316-3853

  13. #13 TDECU Pearland

    Based in Pearland, 12 mi away

    55/100RFA Score

    Ranked #13 because of its Google rating and review volume: 3.5★ from 169 Google reviews.

    • 3.5★ from 169 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
    9915 W Broadway St, Pearland, TX 77584
    View profile for TDECU Pearland(800) 839-1154

  14. #14 Park Place Financial

    Based in Bellaire, 24 mi away

    55/100RFA Score

    Ranked #14 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

  17. #17 JJB CPA GROUP PLLC - TAX, WEALTH & INSURANCE

    Based in Stafford, 23 mi away

    54/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.8★ from 32 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 32 Google reviews
    Hours
    Mon–Tue 9 AM–6:30 PM · Wed 9 AM–4 PM · Thu–Fri 9 AM–6:30 PM · Sat 9 AM–5 PM · Sun closed
    Address
    JJB CPA GROUP, 810 Murphy Rd Ste G, Stafford, TX 77477
    View profile for JJB CPA GROUP PLLC - TAX, WEALTH & INSURANCE(832) 520-9500

  19. #19 Charles Schwab

    Based in Webster, 10 mi away

    53/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.5★ from 22 Google reviews, listed on Google as “Financial consultant”.

    • 3.5★ from 22 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    19205 Gulf Fwy, Webster, TX 77598
    View profile for Charles Schwab(281) 486-2525

  20. #20 Fidelity Investments

    Based in Friendswood, 10 mi away

    53/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.3★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 51 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    18710 Gulf Fwy, Friendswood, TX 77546
    View profile for Fidelity Investments(800) 544-6497

  23. #23 Huntington Bank

    Based in Friendswood, 8 mi away

    53/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Bank”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    699 S Friendswood Dr Suite 101, Friendswood, TX 77546
    View profile for Huntington Bank(281) 993-3690

Investment 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 52 ranked investment advisors here; the rest are on their profiles.

investment advisors in Alvin, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Republic Finance524.9★ (15)23 mi
27Edelman Financial Engines524.1★ (7)12 mi
28WealthCreate524.6★ (21)25 mi
29Edward Jones - Financial Advisor: Jase T Evans, CFP®|CEPA®|CRPC™525.0★ (3)8 mi
30Edward Jones - Financial Advisor: Keith Raney, CFP®|ChFC®525.0★ (3)9 mi
31Diane Halloway, CPA/PFS, CFP523.7★ (7)12 mi
32TDECU Houston Greenway523.6★ (129)24 mi
33TDECU Pasadena Preston523.4★ (136)20 mi
34Cimalie Zoy - Edelman Financial Engines525.0★ (4)12 mi
35Edward Jones - Financial Advisor: Travis M Magliolo, CFP®525.0★ (3)10 mi
36Edward Jones - Financial Advisor: Karen Hollingsworth514.2★ (5)13 mi
37David Hergert - Financial Advisor, Ameriprise Financial Services, LLC515.0★ (3)12 mi
38Provident Oak Financial LLC515.0★ (3)12 mi
39Edward Jones - Financial Advisor: Roy Salas, ChFC®|CRPC™515.0★ (4)15 mi
40Robert McDonald - Private Wealth Advisor, Ameriprise Financial Services, LLC514.3★ (3)12 mi
41PESINA AND ASSOCIATES - Primerica Financial Services514.8★ (10)24 mi
42TDECU La Porte504.4★ (8)22 mi
43Benzer Capital494.2★ (5)23 mi
44Edward Jones - Financial Advisor: Jeff Gulitus, CFP®|ChFC®|CEPA®495.0★ (4)24 mi
45The Goff Financial Group495.0★ (4)24 mi
46Edward Jones - Financial Advisor: Kelly Gandre, CRPC™495.0★ (4)24 mi
47Wealth Development Strategies, LLC495.0★ (4)24 mi
48J.P. Morgan Private Bank493.7★ (7)24 mi
49Edward Jones - Financial Advisor: Adam Heghinian473.7★ (3)24 mi
50Ceera Investments LLC473.0★ (4)24 mi

Also serving Alvin

20 more investment 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 investment advisors serving Alvin
BusinessGoogle ratingDistance
AnCap Financial5.0★ (39)In Alvin
Arthur W Spiller - Private Wealth Advisor, Ameriprise Financial Services, LLC4.5★ (2)11 mi
Atm Financial ServicesIn Alvin
Edward Jones - Financial Advisor: Benjamin Coffman, CFP®5.0★ (2)9 mi
Edward Jones - Financial Advisor: Charlie Rizzo, AAMS®3.0★ (2)9 mi
Edward Jones - Financial Advisor: Corrigan T GarciaIn Alvin
Edward Jones - Financial Advisor: David B Coney, AAMS®5.0★ (2)6 mi
Edward Jones - Financial Advisor: Eric Andreas, CFP®|AAMS®5.0★ (1)In Alvin
Edward Jones - Financial Advisor: Mark T Bailey, CFP®|AAMS®|CRPC™5.0★ (2)10 mi
Edward Jones - Financial Advisor: Mike FerrellIn Alvin
Edward Jones - Financial Advisor: Rob Bouvier, CFP®|ChFC®In Alvin
Edward Jones - Financial Advisor: Sasha K ThompsonIn Alvin
Edward Jones - Financial Advisor: Sebastian A Rodriguez, AAMS®|CRPC™5.0★ (2)9 mi
Edward Jones - Financial Advisor: Shane P Klemcke, CRPC™In Alvin
Edward Jones - Financial Advisor: Veronica EstradaIn Alvin
Kale Hanson - Open Range Financial GroupIn Alvin
Momentum Trading5.0★ (1)In Alvin
Thalia Christy Savvidis - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)11 mi
Wells Fargo AdvisorsIn Alvin
Wells Fargo Advisors3.0★ (2)9 mi

How we ranked Alvin investment advisors

We scored 52 Alvin investment 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 Alvin 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Alvin: frequently asked questions

Which investment advisor has the highest RFA Score in Alvin?

By RFA Score, the highest-ranked investment advisor in Alvin, TX is Wilson Wealth Advisors - Ameriprise Financial Services, LLC with an RFA Score of 66/100. It has 5.0★ from 309 Google reviews. Retirement Planners of Texas (#2) and Grayson Financial LLC (#3) follow. We ranked 52 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Alvin?

RankedFinancialAdvisors ranks 52 investment advisors serving Alvin, TX. 2 of them are based in Alvin; 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 investment advisors in Alvin work on weekends?

7 of 52 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are TDECU Missouri City (#8), TDECU Angleton (#9) and TDECU Pearland (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Alvin investment advisors have?

The median Google rating among 52 rated investment advisors in Alvin is 4.8★, with a median of 6 reviews. Wilson Wealth Advisors - Ameriprise Financial Services, LLC has the most, 309 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Alvin count in this ranking?

Yes, if they are within 25 mi of the Alvin city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Alvin ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment 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 investment advisor in Alvin 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 investment 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 Alvin

  1. November 2026: RFA Scores recalculated for 52 investment advisors serving Alvin.

More investment advisors and Alvin pages