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| Rank | Business | Score | |
|---|---|---|---|
| #1 | Raymond James | 88 | |
| #2 | KPMG | 75 | |
| #3 | Baird | 72 | |
| #4 | Fidelity Investments | 69 | |
| #5 | Wealth Management Group | 59 | |
| #6 | Harris Financial Advisors | 50 | |
| #7 | Wealth Management Strategies | 47 | |
| #8 | Fisher Investments | 47 | |
| #9 | Foster & Motley | 45 | |
| #10 | WealthPlan Advisors | 45 | |
| #11 | Vanguard Personal Advisor Services | 43 | |
| #12 | Wealth Strategies Group | 42 | |
| #13 | RBC Wealth Management | 42 | |
| #14 | The Financial Planning Center | 40 | |
| #15 | The Financial Planning Association of Houston | 40 | |
| #16 | Wells Fargo Advisors | 38 | |
| #17 | The Advisory Group | 38 | |
| #18 | Brightworth | 38 | |
| #19 | Wealth Advisory Group | 38 | |
| #20 | Eagle Strategies | 38 | |
| #21 | BrightPlan | 36 | |
| #22 | Apex Financial Services | 35 | |
| #23 | M Financial Group | 35 | |
| #24 | Merrill Lynch Wealth Management | 35 | |
| #25 | Creative Financial Planning, Inc. | 33 |
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