texas Date: 09-25-2025

Top 15 Financial Advisors in Midland, TX

	Financial Advisor	Address
1	♠ Van Pearcys Wealth Services Team	2020 W Cuthbert Ave, Midland, TX 79701
2	♠ American Financial & Retire	3105 N Big Spring St, Midland, TX 79705
3	♠ Velocity Financial	400 W Illinois Ave # 1120, Midland, TX 79701
4	♠ Permian Wealth Management	708 W Scharbauer Dr suite a-4, Midland, TX 79705
5	♠ Members Financial FCU	3100 Sunburst Dr, Midland, TX 79707
6	♠ Beyond Balanced Financial Planning	223 W Wall St Suite 215, Midland, TX 79701
7	♠ Carter Financial	1509 W Wall St #114, Midland, TX 79701
8	♠ OneMain Financial	4400 Midland Dr #202, Midland, TX 79707
9	♠ Cardinal Financial - Kimberly Hughes, Loan Officer	415 W Wall St STE 1507, Midland, TX 79701
10	♠ Edward Jones - Financial Advisor: Cheryl E Werner, AAMS®	5115 W Wadley Ave b, Midland, TX 79707
11	♠ Consolidated Wealth Management	214 W Texas Ave #203, Midland, TX 79701
12	♠ Morgan Stanley Financial Advisors	6 Desta Dr Ste 1900, Midland, TX 79705
13	♠ Edward Jones - Financial Advisor: Marcus P Lopez, AAMS®	2200 W Wadley Ave Suite 19, Midland, TX 79705
14	♠ Merrill Lynch Financial Advisor Timothy Bryson	300 N Marienfeld St Suite 800, Midland, TX 79701
15	♠ Edward Jones - Financial Advisor: Michael Deller, CFP®	1602 Tarleton St Unit B, Midland, TX 79703

1.Van Pearcys Wealth Services Team

Address: 2020 W Cuthbert Ave, Midland, TX 79701

(6) user ratings total:

Runell Seale I have been using Van Pearcy Wealth Services Team since 1994 and am very pleased to say that they have consistently been a 5 star performer for all of my needs.

5 /5

2.American Financial & Retire

Address: 3105 N Big Spring St, Midland, TX 79705

(6) user ratings total:

Bob Crites Last 3 policys I bought into have gone 1 or more years over the maturity time. This means every 3 months Im having to pay to keep the policy alive. If this keeps up I will be losing money on 2 them in near future. Seems that they dont research the medical conditions very well. Life expectancy they give you is not thought out or researched very well.

1 /5

3.Velocity Financial

Address: 400 W Illinois Ave # 1120, Midland, TX 79701

(5) user ratings total:

jaime rodriguez Great service. Great financial help with your small business needs helps us with credit checks on new business. We wouldn’t be where we are today without Velocity financial thank you to Randy, Irene and Justin and all the staff at Velocity six star. Rating

5 /5

4.Permian Wealth Management

Address: 708 W Scharbauer Dr suite a-4, Midland, TX 79705

(4) user ratings total:

Misty Borland Phiffer Wonderful company. Hard working, very knowledgeable and customer service oriented. I have used them exclusively for my money management for the past 20 years - they have handled my 401K, financial planning, investment, life insurance, retirement planning, and now college planning. They know how to make your money work for you.

5 /5

5.Members Financial FCU

Address: 3100 Sunburst Dr, Midland, TX 79707

(30) user ratings total:

Valarie Reyna Staff is great! I highly recommend this bank. We have had great experiences with them for our banking needs!

5 /5

6.Beyond Balanced Financial Planning

Address: 223 W Wall St Suite 215, Midland, TX 79701

(3) user ratings total:

Jeremy McCalla Crystal is an excellent advisor. We came to her needing advice on everything from college planning to retirement accounts. Answered our questions and gave us all of the steps needed to move forward with a plan.

5 /5

7.Carter Financial

Address: 1509 W Wall St #114, Midland, TX 79701

(3) user ratings total:

Jamie Meek Carter Financial Group is amazing. It was a little tough getting some of my stuff moved over but Mandee worked diligently and persistently until it was done. Client service is impeccable! I highly recommend them!

5 /5

8.OneMain Financial

Address: 4400 Midland Dr #202, Midland, TX 79707

(27) user ratings total:

Letty DeLeon The entire staff at the Midland, Texas branch location are amazing! Sonya is the original one who helped me but she was out to lunch when I went in so Diane/Diana took care of me. She was extremely helpful and showed me exactly how to pay off loan faster and pay less interest. It always nice being able to save money. I highly recommend the Midland location, they are all very professional and friendly! The branch manager Yvette has a great team!!!

5 /5

9.Cardinal Financial - Kimberly Hughes, Loan Officer

Address: 415 W Wall St STE 1507, Midland, TX 79701

(21) user ratings total:

david legarretta Kimberly & Erica, were a huge help in the process of the purchasing of my family home. They were always in contact with us in what the next steps were, and what was going to happen next. Kim and Erica always told us what we needed to complete the process. Kim was always in contact with me and my realtor on where we were in the process. I would recommend Kim and Erica on you home buying needs. I give them 5 Stars. Great team work.

5 /5

10.Edward Jones - Financial Advisor: Cheryl E Werner, AAMS®

Address: 5115 W Wadley Ave b, Midland, TX 79707

(2) user ratings total:

Margaret Williams Cheryl Werner is honest, truthful, and knowledgeable

5 /5

11.Consolidated Wealth Management

Address: 214 W Texas Ave #203, Midland, TX 79701

12.Morgan Stanley Financial Advisors

Address: 6 Desta Dr Ste 1900, Midland, TX 79705

(1) user ratings total:

John Shefchik Do your research on total fees not just advisory fees. There are many other alternatives performing at or above the market average that are at 1/10th of the fees.

1 /5