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Wealth Managers in Greatwood, TX: 2026 rankings

59 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Greatwood: Winstone Wealth Partners, RFA Score 69/100; 5.0★ from 134 Google reviews.

  2. 2

    Most-reviewed: Wilson Wealth Advisors - Ameriprise Financial Services, LLC, 309 Google reviews at 5.0★, the most of 59 ranked; ranked #2.

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

59 Greatwood wealth managers are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 59 rated firms.

Top 10 wealth managers in Greatwood 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 wealth managers in Greatwood at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Winstone Wealth Partners695.0★ (134)Houston, 19 mi away—Top score
2Wilson Wealth Advisors - Ameriprise Financial Services, LLC695.0★ (309)Webster, 33 mi away—Most reviews
3Abundo Wealth675.0★ (78)Houston, 22 mi awaySat · Sun · Evenings—
4Ascend Integrated Wealth675.0★ (54)Houston, 18 mi away——
5WJ Interests Financial Advisors - Wealth Management665.0★ (21)Sugar Land, 5 mi away——
6Trajan Wealth654.9★ (15)Sugar Land, 5 mi away——
7Willis Johnson Wealth655.0★ (33)Houston, 18 mi away——
8Concenture Wealth Management655.0★ (26)Houston, 16 mi away——
9Financial Synergies Wealth Advisors655.0★ (32)Houston, 19 mi away——
10Bullogic Wealth Management655.0★ (25)Pearland, 16 mi awayEvenings—

All 59 wealth managers in Greatwood, 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 Greatwood

    #1 Winstone Wealth Partners

    Based in Houston, 19 mi away

    69/100RFA Score

    Ranked #1 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

  3. #3 Abundo Wealth

    Based in Houston, 22 mi away

    67/100RFA Score

    Ranked #3 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

  6. #6 Trajan Wealth

    Based in Sugar Land, 5 mi away

    65/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 15 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2245 Texas Dr #300, Sugar Land, TX 77478
    View profile for Trajan Wealth(346) 371-3330

  7. #7 Willis Johnson Wealth

    Based in Houston, 18 mi away

    65/100RFA Score

    Ranked #7 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

  11. #11 Seren Wealth Advisors

    Based in Houston, 19 mi away

    65/100RFA Score

    Ranked #11 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

  15. #15 McGee Wealth Management

    Based in Katy, 16 mi away

    64/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 21 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    848 Dominion Dr #100, Katy, TX 77450
    View profile for McGee Wealth Management(281) 578-9293

  21. #21 Avidian Wealth Solutions

    Based in Houston, 17 mi away

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    800 Town and Country Blvd #220, Houston, TX 77024
    View profile for Avidian Wealth Solutions(281) 822-8800

  22. #22 M&A Wealth

    Based in Houston, 19 mi away

    63/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    4545 Post Oak Pl Dr Ste 205D, Houston, TX 77027
    View profile for M&A Wealth(713) 540-7247

  24. #24 Heritage Wealth Management

    Based in Houston, 19 mi away

    63/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    4400 Post Oak Pkwy #2510, Houston, TX 77027
    View profile for Heritage Wealth Management(713) 871-9800

Wealth managers 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 59 ranked wealth managers here; the rest are on their profiles.

wealth managers in Greatwood, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Kings Path Wealth Advisors635.0★ (4)5 mi
27Sovereign Wealth Advisors, LLC634.7★ (15)19 mi
28Haywood Wealth Management634.9★ (38)34 mi
29Goodman Financial Corporation - Houston Wealth Management and Financial Advisors634.9★ (11)18 mi
30Roberts Wealth Management634.0★ (5)4 mi
31WealthCreate624.6★ (21)24 mi
32Reveal Wealth Strategies - Ameriprise Financial Services, LLC624.4★ (14)19 mi
33Merrill Lynch Wealth Management625.0★ (3)7 mi
34Insight Wealth Strategies625.0★ (8)19 mi
35Marshall Wealth Management623.7★ (3)5 mi
36Baker Wealth Strategies624.9★ (13)26 mi
37Roberts Wealth Management625.0★ (6)17 mi
38Bur Oak Wealth Management - Alexandre Murphy615.0★ (9)23 mi
39Capitalwise Wealth Management615.0★ (9)23 mi
40North Star Wealth Management Inc.613.9★ (7)14 mi
41Mission Wealth615.0★ (5)17 mi
42Skybound Wealth USA614.0★ (8)18 mi
43Executive Wealth Management614.6★ (5)18 mi
44Quan Nguyen, Wealth Advisor - Eagle Strategies615.0★ (3)15 mi
45Wealth Development Strategies, LLC605.0★ (4)19 mi
46Robare & Jones Wealth Management604.7★ (12)31 mi
47Magnolia Wealth605.0★ (12)34 mi
48Banorte Wealth Management604.0★ (4)18 mi
49Linscomb Wealth604.0★ (4)19 mi
50Haven Wealth Group605.0★ (4)24 mi

Also serving Greatwood

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Greatwood
BusinessGoogle ratingDistance
Arthur W Spiller - Private Wealth Advisor, Ameriprise Financial Services, LLC4.5★ (2)33 mi
Baird Private Wealth Management5.0★ (2)18 mi
Centre Wealth Management5.0★ (2)19 mi
CIBC Private Wealth3.0★ (2)19 mi
Concurrent Wealth Management5.0★ (2)17 mi
Crawford Mickey McGill - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)19 mi
Fogarty Wealth Management, Inc.4.0★ (2)6 mi
Joyce Wealth Management5.0★ (2)17 mi
Lancaster Wealth Management5.0★ (2)30 mi
Merrill Lynch Wealth Management4.0★ (2)16 mi
Mint Wealth Management4.5★ (2)30 mi
QuantWealth Advisors LLCIn Greatwood
Rethink Wealth5.0★ (2)18 mi
Robertson Wealth Management3.0★ (2)23 mi
ROYAL CROWN WEALTH MANAGEMENT5.0★ (2)19 mi
Scott Tiras - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)19 mi
SilverStar Wealth Management Inc.5.0★ (2)29 mi
TRITIS Wealth Management, LLC.5.0★ (2)1 mi
Wealth Enhancement Group5.0★ (2)16 mi
Wealth Enhancement Group5.0★ (2)18 mi

How we ranked Greatwood wealth managers

We scored 59 Greatwood wealth managers 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 Greatwood 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Greatwood: frequently asked questions

Which wealth manager has the highest RFA Score in Greatwood?

By RFA Score, the highest-ranked wealth manager in Greatwood, TX is Winstone Wealth Partners with an RFA Score of 69/100. It has 5.0★ from 134 Google reviews. Wilson Wealth Advisors - Ameriprise Financial Services, LLC (#2) and Abundo Wealth (#3) follow. We ranked 59 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Greatwood?

RankedFinancialAdvisors ranks 59 wealth managers serving Greatwood, TX. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Greatwood work on weekends?

6 of 59 ranked wealth managers post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Abundo Wealth (#3), McCaffrey Wealth Management (#20) and M&A Wealth (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Greatwood wealth managers have?

The median Google rating among 59 rated wealth managers in Greatwood is 5.0★, with a median of 11 reviews. Wilson Wealth Advisors - Ameriprise Financial Services, LLC has the most, 309 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Greatwood count in this ranking?

Yes, if they are within 40 mi of the Greatwood city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Greatwood ranked?

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

How do I check a wealth manager’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 wealth manager in Greatwood 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 wealth managers 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 Greatwood

  1. November 2026: RFA Scores recalculated for 59 wealth managers serving Greatwood.

More wealth managers and Greatwood pages