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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 May 2026, RatingsNearMe ranks 20 financial advisors in Addison, TX by verified customer ratings and review volume. The highest-rated is DeWitt & Dunn, LLC with a 4.8-star rating from 49 verified reviews. 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 May 17, 2026 · Scored by 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
May 17, 2026
Last updated
Top Rated Financial Advisors
DeWitt & Dunn, LLC
15455 Dallas Pkwy Suite 240, Addison, TX 75001, USA
Creative Planning
15303 Dallas Pkwy Suite 460, Addison, TX 75001, USA
Allworth Financial
15725 Dallas Pkwy #600, Addison, TX 75001, USA
Financial 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 May 2026
All Financial Advisors in Addison
Edward Jones - Financial Advisor: Tyler E Brownlee, CFP®|ChFC®|CRPC™|AFFP®
15851 Dallas Pkwy Suite 404, Addison, TX 75001, USA
Munn Gray & Associates - Certified Financial Planner
14951 Dallas Pkwy Suite 820, Dallas, TX 75254, USA
First Command Financial Advisor - Suzanne Winkelmann, RICP®
5057 Keller Springs Rd Suite 110, Addison, TX 75001, USA
Affordable Life Plans, LLC
3410 Midcourt Rd #105, Carrollton, TX 75006, USA
Fluent Financial
14800 Landmark Blvd # 848, Dallas, TX 75254, USA
Edward Jones - Financial Advisor: David P Smith Jr
5000 Quorum Dr Suite 175, Dallas, TX 75254, USA
WealthMetrix
16475 Dallas Pkwy #840, Addison, TX 75001, USA
49 Financial - Dallas Office
14555 Dallas Pkwy ste 100 212, Dallas, TX 75254, USA
Edward Jones - Financial Advisor: Olia Bosovik, CFP®
14241 Dallas Pkwy Suite 840, Dallas, TX 75254, USA
Universal Financial Group
14241 Dallas Pkwy, Dallas, TX 75254, USA
Stonewater Financial Group
1, 14241 Dallas Pkwy Suite 1200, Dallas, TX 75254, USA
Brinkman Financial
2245 Keller Way, Carrollton, TX 75006, USA
Gardner Wallace Financial Solutions
14135 Midway Rd Suite G110, Addison, TX 75001, USA
Edward Jones - Financial Advisor: Cristina Montenegro, CFP®|AAMS®|CRPC™
14160 Dallas Pkwy Ste 410, Dallas, TX 75254, USA
OpenAir Advisers
17000 Dallas Pkwy Ste. 102, Dallas, TX 75248, USA
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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: May 17, 2026.
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