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Feb 7, 2024 · Find a reputable financial advisor in Texas with investor.com's list of top firms based on assets, clients, advisors and balance. Compare and contact the best financial advisors near you with our search bar or map.
- Ben Geier
- Fisher Investments. Fisher Investments is a global money management firm headquartered in Plano, Texas. It was previously headquarted in Washington State, but recently moved.
- Tolleson Private Wealth Management. Tolleson Private Wealth Management is a fee-only firm that does business in Dallas. Certifications earned at the firm include certified financial planner (CFP), certified public accountant (CPA), certified private wealth advisor (CPWA), chartered financial analyst (CFA), personal financial specialist (PFS) and certified investment management analyst (CIMA).
- Retirement Planners of America. Retirement Planners of America is a fee-based firm located in the Dallas suburb of Plano and the No. 1 firm in Texas.
- Bowie Capital Management. Bowie Capital Management is a fee-only firm based in Richardson, a suburb of Dallas. The firm has a $5 million minimum investment and the only individuals it works with are less than a dozen high-net-worth clients.
Learn how to become a financial planner with the CFP® certification at Texas A&M. The program offers courses, real world materials, and values of excellence, integrity, leadership, and entrepreneurship.
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Learn about the Bachelor of Science and Minor in Financial Planning offered by Texas A&M University. These programs prepare students to develop comprehensive, tailored financial strategies for clients and utilize industry-standard technology applications.
May 20, 2024 · Learn from the nation's best faculty and earn a degree in Personal Financial Planning from Texas Tech. Prepare for a career in financial services, graduate school, or CFP® certification with hands-on courses and internships.
Prepare for your CFP® certification and build your career as a financial planner with UT Austin's comprehensive certificate program. Learn from experienced instructors in Austin or online and master the subjects you need to advise clients on retirement, investments, estate planning and more.
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Texas Financial Advisors is a top-rated comprehensive financial planning and wealth management firm serving the Dallas and Austin communities and Texas residents’ needs.
