SETX Directory

Best-Rated Financial Advisors in Beaumont, TX

Top 10 of 48 listings, ranked by rating and review count

We compared 48 Financial Advisor businesses in Beaumont, TX; 20 have a rating and review count to rank. The top 3 are Retirement Financial Group | Beaumont (5.0 stars, 15 reviews), Stifel – Beaumont (5.0 stars, 9 reviews) and Phelan Investments (4.5 stars, 11 reviews).

How we rank listings

Compare the latest stored directory ratings. Each business shows its latest rating check when available, or its source import date. Confirm current hours and availability with the business.

Explore every best-rated business type in Beaumont

At a glance

Score = (rating × reviews + 40) ÷ (reviews + 10). A dash marks a detail the listing has yet to post.

1
1090 Longfellow Dr+1 409-908-4160
Comparison score 4.60Online bookingWebsite

Source import: 2026-04-07. View listing details.

2
Stifel – BeaumontFinancial Services
5(9)
6310 Delaware St+1 409-757-8580
Comparison score 4.47Website

Source import: 2026-04-06. View listing details.

3
Phelan InvestmentsFinancial Services
4.5(11)
1277 Calder Ave+1 409-832-0211
Comparison score 4.26Website

Source import: 2026-04-06. View listing details.

4
AF RE VenturesFinancial Services
5(3)
5480 Washington Blvd+1 409-363-4892
Comparison score 4.23Open SundaysOpen until 9 PM or laterWebsite

Source import: 2026-04-07. View listing details.

5
1391 Calder Ave+1 409-840-6900
Comparison score 4.17Online bookingWebsite

Source import: 2026-04-06. View listing details.

6
8121 Gladys Ave+1 409-860-0098
Comparison score 4.17Online bookingWebsite

Source import: 2026-04-07. View listing details.

7
10445 Eastex Fwy Suite C+1 409-767-9260
Comparison score 4.17Online bookingWebsite

Source import: 2026-04-07. View listing details.

8
6755 Phelan Blvd Ste 16+1 409-861-4682
Comparison score 4.17Online bookingWebsite

Source import: 2026-04-07. View listing details.

9
5(2)
2539 Liberty Ave+1 409-832-2222
Comparison score 4.17

Source import: 2026-04-06. View listing details.

10
4180 Delaware St Suite 201+1 409-813-1204
Comparison score 4.09Online bookingWebsite

Source import: 2026-04-07. View listing details.

How we rank listings

We sort listings with a recorded rating and review count by a comparison score: (rating × review count + 4 × 10) ÷ (review count + 10). The fixed 4-star baseline and weight of 10 reduce the influence of very small review samples; they are directory settings, not additional customer reviews. Ties use review count, then business name and ID. Listings without both a rating and a positive review count appear afterward. Featured purchases do not affect this order. Ratings are the latest stored directory data; check the business listing and review source for current details.

Best-rated Financial Advisors in nearby cities

Frequently Asked Questions

What are the best-rated financial advisors in Beaumont, TX?

Ranked by our comparison score, the top 3 are Retirement Financial Group | Beaumont (5.0 stars, 15 reviews), Stifel – Beaumont (5.0 stars, 9 reviews) and Phelan Investments (4.5 stars, 11 reviews).

How many financial advisors in Beaumont, TX were compared?

All 48 active listings in Beaumont, TX. 20 have a rating and review count, which the score uses, and this page shows the top 10.

How is the ranking calculated?

We sort listings with a recorded rating and review count by a comparison score: (rating × review count + 4 × 10) ÷ (review count + 10). The fixed 4-star baseline and weight of 10 reduce the influence of very small review samples; they are directory settings, not additional customer reviews. Ties use review count, then business name and ID. Listings without both a rating and a positive review count appear afterward. Featured purchases do not affect this order. Ratings are the latest stored directory data; check the business listing and review source for current details.

Which of the top-rated financial advisors are open on Sunday?

Of the 10 shown, AF RE Ventures lists Sunday hours.

Which of the top-rated financial advisors offer online booking?

Of the 10 shown, Retirement Financial Group | Beaumont, Asset Growth Associates - Beaumont, Edward Jones - Financial Advisor: Kathryn W Fuller, CFP®|CEPA®, Edward Jones - Financial Advisor: Steven L McCabe, CEPA®, Edward Jones - Financial Advisor: Willie C Brown, AAMS®|CRPS™ and Edward Jones - Financial Advisor: Joel Istre offer online booking.

How can my business appear in this comparison?

Every active listing in Beaumont, TX with a rating and review count is ranked automatically. Add your business with a free listing, or claim your existing listing for free, to keep your hours, photos and details current. List your business in Beaumont

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