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Highest Rated · Addison
Top-Rated Financial Advisors in Addison, TX
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Addison, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is DeWitt & Dunn, LLC with a 4.8-star rating from 49 Google reviews and an RNM Score of 76/100. Also in the top tier: Creative Planning and Allworth Financial. The average rating across all listed financial advisors in Addison is 4.9 stars from 15 reviews per business on average.
Financial advisors in Addison typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
15
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 4.8 stars from nearly 50 local client reviews.
15455 Dallas Pkwy Suite 240, Addison, TX 75001, USARated 5.0 stars from 53 Google reviews, this advisor is highly trusted.
15303 Dallas Pkwy Suite 460, Addison, TX 75001, USATrusted Carrollton financial advisor with a perfect 5.0 rating from 7 reviews.
15725 Dallas Pkwy #600, Addison, TX 75001, USAFinancial Advisors Rankings in Addison, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | DeWitt & Dunn, LLC15455 Dallas Pkwy Suite 240, Addison, TX 75001, USA | 4.8★ | 49 |
| #2 | Creative Planning15303 Dallas Pkwy Suite 460, Addison, TX 75001, USA | 5.0★ | 53 |
| #3 | Allworth Financial15725 Dallas Pkwy #600, Addison, TX 75001, USA | 5.0★ | 7 |
| #4 | Edward Jones - Financial Advisor: Tyler E Brownlee, CFP®|ChFC®|CRPC™|AFFP®15851 Dallas Pkwy Suite 404, Addison, TX 75001, USA | 5.0★ | 2 |
| #5 | 360 Wealth Planners15110 Dallas Pkwy #500, Dallas, TX 75248, USA | 5.0★ | 3 |
| #6 | Munn Gray & Associates - Certified Financial Planner14951 Dallas Pkwy Suite 820, Dallas, TX 75254, USA | 5.0★ | 3 |
| #7 | First Command Financial Advisor - Suzanne Winkelmann, RICP®5057 Keller Springs Rd Suite 110, Addison, TX 75001, USA | 5.0★ | 11 |
| #8 | Affordable Life Plans, LLC3410 Midcourt Rd #105, Carrollton, TX 75006, USA | 3.0★ | 2 |
| #9 | Fluent Financial14800 Landmark Blvd # 848, Dallas, TX 75254, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: David P Smith Jr5000 Quorum Dr Suite 175, Dallas, TX 75254, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Addison
Rated 5.0 stars from 2 reviews, this Grand Prairie financial advisor is highly regarded.
15851 Dallas Pkwy Suite 404, Addison, TX 75001, USA
Exceptional 5.0-star rating from three Google reviews in Dallas.
15110 Dallas Pkwy #500, Dallas, TX 75248, USA
Rated 5.0 stars from 3 Google reviews for financial guidance in Dallas.
14951 Dallas Pkwy Suite 820, Dallas, TX 75254, USA
Exceptional 5.0-star rating from 11 reviews in Carrollton, TX.
5057 Keller Springs Rd Suite 110, Addison, TX 75001, USA
Averaging 3.0 stars from 2 Google reviews, this advisor offers mixed feedback.
3410 Midcourt Rd #105, Carrollton, TX 75006, USA
5.0-star rating from 2 Google reviews for a Dallas financial advisor.
14800 Landmark Blvd # 848, Dallas, TX 75254, USA
5.0 stars from 1 review, reflecting exceptional client satisfaction.
5000 Quorum Dr Suite 175, Dallas, TX 75254, USA
Exceptional 5.0-star rating from recent Google reviews in DeSoto.
16475 Dallas Pkwy #840, Addison, TX 75001, USA
Trusted by clients, this Dallas financial advisor holds a perfect 5.0-star rating from 61 reviews.
14555 Dallas Pkwy ste 100 212, Dallas, TX 75254, USA
Earns a perfect 5.0-star rating from 8 local Google reviews.
14241 Dallas Pkwy Suite 840, Dallas, TX 75254, USA
Rated 5.0 stars from Google reviews, this local advisor offers trusted financial guidance.
14241 Dallas Pkwy, Dallas, TX 75254, USA
5.0 stars from 17 reviews, reflecting exceptional client satisfaction in Dallas.
1, 14241 Dallas Pkwy Suite 1200, Dallas, TX 75254, USA
A 5.0-star rating from 26 Google reviews reflects exceptional client satisfaction.
14241 Dallas Pkwy Suite 1200, Dallas, TX 75254, USA
5.0 stars from a few Google reviews, reflecting exceptional client satisfaction.
2245 Keller Way, Carrollton, TX 75006, USA
5.0-star rating from 3 Google reviews for Carrollton financial advising.
14135 Midway Rd Suite G110, Addison, TX 75001, USA
4.4 stars from 9 Google reviews, indicating solid local client satisfaction.
14160 Dallas Pkwy Ste 410, Dallas, TX 75254, USA
5.0 stars from 31 Google reviews, reflecting exceptional client satisfaction.
17000 Dallas Pkwy Ste. 102, Dallas, TX 75248, USA
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Financial Advisors in Addison, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | DeWitt & Dunn, LLC | 76/100 | 4.8 ★ | 49 |
| 2 | Creative Planning | 80/100 | 5.0 ★ | 53 |
| 3 | Allworth Financial | 70/100 | 5.0 ★ | 7 |
| 4 | Edward Jones - Financial Advisor: Tyler E Brownlee, CFP®|ChFC®|CRPC™|AFFP® | 64/100 | 5.0 ★ | 2 |
| 5 | 360 Wealth Planners | 78/100 | 5.0 ★ | 3 |
| 6 | Munn Gray & Associates - Certified Financial Planner | 69/100 | 5.0 ★ | 3 |
| 7 | First Command Financial Advisor - Suzanne Winkelmann, RICP® | 72/100 | 5.0 ★ | 11 |
| 8 | Affordable Life Plans, LLC | 30/100 | 3.0 ★ | 2 |
| 9 | Fluent Financial | 64/100 | 5.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: David P Smith Jr | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Addison
What is a fiduciary financial advisor and why does it matter in Addison?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Addison, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Addison?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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