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Financial advisors in Waco, TX

Looking for a financial advisor in Waco, TX? We list 139 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

139Advisors with offices here
17Median years of experience
13%At fee-only firms
45Firms represented

Largest firms here: Edward Jones (22), Stifel, Nicolaus & Company (9), Merrill (9).

Nearby: Woodway, Hewitt, Lorena, Crawford.

Filter and map these advisors

Wells Fargo Advisors
46yrs
Jerry Sims
Financial advisor
1105 Wooded Acres Dr Suite 600
Waco, TX 76710
Top advisor by experience in Waco
Fiduciary
Call Directions
Stifel, Nicolaus & Company
45yrs
James Myatt
Financial advisor
1200 West Highway 6 Suite 3
Waco, TX 76712
Top 1% by experience nationwide
Fiduciary
Call Directions
Capital Square
45yrs
Samuel Simpson
Financial advisor
5006 Lakeland Circle Suite 101
Waco, TX 76710
Top advisor by experience at Capital Square
CFP®Fiduciary
Call Directions
Morgan Stanley
44yrs
James Holley
Financial advisor
510 Austin Avenue Suite. 314
Waco, TX 76701
Top 1% by experience in Texas
PlanningInvesting
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Investors Brokerage of Texas
43yrs
Timothy Kohn
Financial advisor
225 South 5th St.
Waco, TX 76701
Top 1% by experience in Texas
Fiduciary
Call Directions
Raymond James Financial Services Advisors
43yrs
Craven Green
Financial advisor
1000 West Hwy 6 Suite 110
Waco, TX 76712
Top 1% by experience in Texas
PlanningInvesting
Call Directions
Academy Capital Management
41yrs
Scott Granowski
Financial advisor
500 N Valley Mills Suite 200
Waco, TX 76710
Top advisor by experience at Academy Capital Management
CFA
Call Directions
Stifel, Nicolaus & Company
41yrs
Joe Bozarth
Financial advisor
1200 West Highway 6 Suite 3
Waco, TX 76712
Top 3% by experience in Texas
PlanningInvesting
Call Directions
LPL Financial
40yrs
Richard Abbe
Financial advisor
4800 Lakewood Drive, Suite 7,
Waco, TX 76710
Top 3% by experience in Texas
Fiduciary
Call Directions
Wells Fargo Advisors
40yrs
Randy Sage
Financial advisor
1105 Wooded Acres Dr Suite 600
Waco, TX 76710
Top 3% by experience in Texas
PlanningInvesting
Call Directions
Merrill
40yrs
Terry Hayes
Financial advisor
510 N Valley Mills Dr
Waco, TX 76710
Top 4% by experience in Texas
Fiduciary
Call Directions
Osaic Wealth
39yrs
Chana Beene
Financial advisor
400 Austin Avenue Suite 200
Waco, TX 76701
Top 4% by experience in Texas
PlanningInvesting
Call Directions
The Aspen Equity Group
39yrs
Robert Cluck
Financial advisor
510 N. Valley Mills Suite 404
Waco, TX 76710
Top 5% by experience in Texas
CFP®
Call Directions
LPL Financial
37yrs
Richard High
Financial advisor
105 Old Hewitt Rd, Suite 400
Waco, TX 76712
Top 6% by experience in Texas
Fiduciary
Call Directions
Simplicity Wealth
37yrs
Gary Vogel
Financial advisor
Waco, TX
Top 4% by experience at Simplicity Wealth
Fiduciary
Call Directions
Academy Capital Management
36yrs
Terry Adam
Financial advisor
500 N Valleymills Suite 200
Waco, TX 76710
Top 7% by experience in Texas
CFAFiduciaryFee-only firm
Call Directions
Edward Jones
35yrs
Ronald Freeman
Financial advisor
15190 Badger Ranch Blvd Unit 101
Waco, TX 76712
Top 2% by experience at Edward Jones
Fiduciary
Call Directions
Merrill
35yrs
Carter Harris
Financial advisor
510 N Valley Mills Dr
Waco, TX 76710
Top 7% by experience in Texas
Fiduciary
Call Directions
LPL Financial
34yrs
Stephen Holze
Financial advisor
7535 Bosque Blvd, Suite B
Waco, TX 76712
Top 8% by experience in Texas
Fiduciary
Call Directions
Investors Brokerage of Texas
33yrs
Randall Chenot
Financial advisor
225 South 5th St.
Waco, TX 76701
Top 9% by experience in Texas
Fiduciary
Call Directions
Morgan Stanley
33yrs
Loren Schwartz
Financial advisor
510 Austin Avenue Suite. 314
Waco, TX 76701
Top 10% by experience in Texas
CFP®ChFCFiduciary
Call Directions
Merrill
33yrs
Rose Garcia
Financial advisor
510 N Valley Mills Dr
Waco, TX 76710
Top 10% by experience in Texas
Fiduciary
Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read