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Investment Advisors in Spring, TX: 2026 rankings

125 investment 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. 11

    Most-reviewed: Trading Academy Houston, 316 Google reviews at 4.8★, the most of 125 ranked after The Kink Team; ranked #11.

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

125 Spring investment advisors are ranked here by RFA Score, from eight published factors. 12 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 5.0★ across 125 rated firms.

Top 10 investment 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 investment advisors in Spring at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1The Kink Team785.0★ (382)The Woodlands, 6 mi awaySat · Sun · EveningsTop score
21 Percent Partnerships705.0★ (13)SpringSat · Sun · Evenings—
3Texas Notes705.0★ (80)Houston, 21 mi awaySat · Sun · Evenings—
4McLane Advisors Montgomery - Houston Financial Advisors685.0★ (64)Conroe, 24 mi away——
5TradersArmy685.0★ (21)Houston, 12 mi awaySat · Sun · Evenings—
6White Hat Capital Group685.0★ (6)Spring——
7Glenn A Walker III: Rocket Mortgage Pro Originator674.9★ (16)Houston, 10 mi awaySat—
8Texas Cash Investor665.0★ (3)Spring——
9GL&L Holdings, LLC665.0★ (33)Houston, 24 mi away——
10McLane Advisors654.6★ (11)Tomball, 13 mi away——

All 125 investment 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

    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
  2. Based in Houston, 21 mi away

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 80 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 80 Google reviews
    Hours
    Mon–Sun 8 AM–8 PM
    Address
    615 Heights Blvd Ste 200, Houston, TX 77007
  3. Based in Houston, 12 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Sun 7 AM–7 PM
    Address
    2261 Northpark Dr, Houston, TX 77339
  4. Based in Houston, 24 mi away

    66/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    14780 Memorial Dr #220, Houston, TX 77079
  5. Based in Tomball, 13 mi away

    65/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.6★ from 11 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 11 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–2 PM · Sat–Sun closed
    Address
    14015 Park Dr Suites 104, 111, Tomball, TX 77377
  6. Based in The Woodlands, 8 mi away

    65/100RFA Score

    Ranked #12 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
  7. Based in Houston, 23 mi away

    64/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.2★ from 44 Google reviews, listed on Google as “Investment service”.

    • 4.2★ from 44 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    12532 Memorial Dr, Houston, TX 77024
  8. Based in The Woodlands, 6 mi away

    64/100RFA Score

    Ranked #15 because of its Google rating and review volume: 4.9★ from 100 Google reviews.

    • 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
  9. Based in Spring

    63/100RFA Score

    Ranked #16 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
  10. Based in The Woodlands, 8 mi away

    63/100RFA Score

    Ranked #17 because of its Google rating and review volume: 5.0★ from 91 Google reviews.

    • 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
  11. Based in Houston, 23 mi away

    63/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.7★ from 12 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 12 Google reviews
    Hours
    Mon–Fri 7 AM–5 PM · Sat–Sun closed
    Address
    800 Bering Dr Ste 225, Houston, TX 77057
  12. Based in Houston, 23 mi away

    62/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.3★ from 13 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 13 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1360 Post Oak Blvd Unit 2200, Houston, TX 77056
  13. Based in Cypress, 13 mi away

    62/100RFA Score

    Ranked #21 because of its Google rating and review volume: 4.9★ from 121 Google reviews.

    • 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
  14. Based in Spring

    62/100RFA Score

    Ranked #22 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
  15. Based in Houston, 23 mi away

    60/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.7★ from 6 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11767 Katy Fwy #813, Houston, TX 77079

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

investment advisors in Spring, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Platform Partners604.0★ (4)23 mi
27The Wehrly Group604.9★ (15)In Spring
28KKR & Co603.7★ (3)22 mi
29Wells Fargo Private Bank603.7★ (3)22 mi
30Wells Fargo Advisors593.0★ (4)24 mi
31Fidelity Investments592.9★ (58)23 mi
32Serae Wealth – Independent wealth management offering personalized fiduciary services & long-term planning in The Woodlands.585.0★ (16)7 mi
33Oak Harvest Financial Group584.9★ (65)22 mi
34New Capital Management585.0★ (15)24 mi
35Brian Mueller - Edelman Financial Engines584.9★ (12)6 mi
36Edward Jones - Financial Advisor: Danyel T Ramelow, CFP®584.8★ (46)19 mi
37Edward Jones - Financial Advisor: Jack McGill, CFP®575.0★ (13)8 mi
38Mark DiGiovanni - Edelman Financial Engines575.0★ (9)6 mi
39Wealth Enhancement Group575.0★ (9)6 mi
40Edward Jones - Financial Advisor: Carter J Scott575.0★ (4)In Spring
41Creative Planning575.0★ (8)6 mi
42Catalano Financial575.0★ (8)7 mi
43CORDA Investment Management, LLC565.0★ (7)21 mi
44Edward Jones - Financial Advisor: Eric J La Manna, AAMS®565.0★ (6)5 mi
45Trajan Wealth564.6★ (9)7 mi
46Edward Jones - Financial Advisor: Chris Kohnhorst, CFP®564.0★ (4)In Spring
47Edward Jones - Financial Advisor: Rachael Hunt, AAMS®565.0★ (3)In Spring
48Edward Jones - Financial Advisor: Chadwick O Lee, CEPA®565.0★ (3)In Spring
49Edward Jones - Financial Advisor: Dustin Creager565.0★ (3)In Spring
50Financial Synergies Wealth Advisors565.0★ (32)23 mi

Also serving Spring

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 Spring
BusinessGoogle ratingDistance
Bank of America (with Drive-thru ATM)2.5★ (125)In Spring
Bank of America (with Drive-thru ATM)2.7★ (60)In Spring
Bank of America (with Drive-thru ATM)3.3★ (43)In Spring
Bankers Life4.6★ (10)In Spring
Blue Aris Systems LLC5.0★ (3)In Spring
Ebele Gunn - Thrivent5.0★ (2)In Spring
Edward Jones - Financial Advisor: Amy Ryba, AAMS®|CRPS™3.0★ (2)In Spring
Flashpoint Advisors5.0★ (8)In Spring
Flood, Kallus, Yen & Gupta, PLLC5.0★ (5)In Spring
Frost Bank4.0★ (21)In Spring
Hess Financial Coaching5.0★ (4)In Spring
Insurance & Financial Services of Texas5.0★ (2)In Spring
JAF CPA5.0★ (10)In Spring
Kimes Stephens & Webb CPA5.0★ (4)In Spring
Leader's Financial Group3.0★ (2)In Spring
Magnolia Wealth5.0★ (12)In Spring
Provident Wealth Advisors LLC4.0★ (6)In Spring
Stability Partners Financial4.8★ (39)In Spring
Strategic Financial Advisors5.0★ (34)In Spring
Sunbelt Business Brokers4.8★ (4)In Spring

How we ranked Spring investment advisors

We scored 125 Spring 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 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 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 Spring: frequently asked questions

Which investment advisor has the highest RFA Score in Spring?

By RFA Score, the highest-ranked investment 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. 1 Percent Partnerships (#2) and Texas Notes (#3) follow. We ranked 125 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Spring?

RankedFinancialAdvisors ranks 125 investment advisors serving Spring, TX. 13 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 investment advisors in Spring work on weekends?

12 of 125 ranked investment advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are The Kink Team (#1), 1 Percent Partnerships (#2) and Texas Notes (#3). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Spring investment advisors have?

The median Google rating among 125 rated investment advisors in Spring is 5.0★, with a median of 8 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 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 Spring count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 125 investment advisors serving Spring.