Financial Advisors · Houston, United States

4 Best Financial Advisors in Houston, TX (Updated 2026)

4 financial advisors with reviews, ranked by rating and number of reviews.

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  1. #1
    Puentes Insurance & Financial Services

    Insurance Agency · Houston, United States

    4.3 28 reviews

    Puentes Insurance Agency is an award winning, full service independent insurance agency in Houston, TX. We service individuals and commercial customers with a full line of insurance products.

    Services
    • Auto Auto
    • Auto Home Insurance
    • Bodily Injury Liability Coverage
    • Business Auto Coverage
    • Business Auto Insurance
    • +31 more
    Highlights
    • Wheelchair accessible entrance
    • Wheelchair accessible parking
  2. #2
    Iscential Memorial

    Insurance Agency · Houston, United States

    5.0 2 reviews

    Iscential Memorial with Drew Stewart, Iscential Agent since 2002 and Kari Walker, Iscential Agent since 2016 is an independent insurance, risk management, and financial services firm located in Houston, TX.

    Highlights
    • Wheelchair accessible entrance
    • Wheelchair accessible parking
  3. #3
    Peak Legacy

    Financial Advisor · Houston, United States

    No reviews yet
    Highlights
    • Wheelchair accessible entrance
    • Wheelchair accessible parking
    • Wheelchair accessible restroom
    • Restroom
    • Recommends appointment
  4. #4
    ABC Bonding of Texas

    Insurance Agency · Houston, United States

    3.7 15 reviews

    Texas Surety Bonds, we issue in house surety bonds at affordable and low cost rates without a middle man. All type of surety bonds, Auto dealer bonds, auto title bonds, court bonds, probate bonds, sales tax, mixed beverage tax bonds, freigh…

    Services
    • All-risk insurance coverage
    • Auto insurance
    • Commercial insurance
    • General liability insurance
    • Workers' compensation insurance
    • +48 more
    Highlights
    • Wheelchair accessible entrance
    • Wheelchair accessible parking

About financial advisors in Houston, TX

Which financial advisors in Houston, TX have the best ratings?

Ranked by rating and number of reviews: Puentes Insurance & Financial Services (4.3★, 28 reviews), Iscential Memorial (5.0★, 2 reviews), Peak Legacy (0.0★, 0 reviews).

Which financial advisors in Houston, TX have the most reviews?

By number of reviews: Puentes Insurance & Financial Services (4.3★, 28 reviews), ABC Bonding of Texas (3.7★, 15 reviews), Iscential Memorial (5.0★, 2 reviews).

How is this ranking made?

Each business is ranked by its rating across all its reviews, weighted by how many reviews it has, so a handful of five-star reviews cannot outrank thousands. It is recalculated as reviews come in — last checked October 2026.