Top Picks · Allen
Best Financial Advisors in Allen, TX
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As of July 2026, RatingsNearMe ranks 17 financial advisors in Allen, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Rothrock Financial Group with a 5.0-star rating from 26 Google reviews and an RNM Score of 76/100. Also in the top tier: Edward Jones - Financial Advisor: Torsten W Holmes, CEPA®|AAMS® and Foundation Wealth Partners. The average rating across all listed financial advisors in Allen is 4.8 stars from 7 reviews per business on average.
Financial advisors in Allen 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.
Best Overall
Edward Jones - Financial Advisor: Ryan L Seibert
Consistently rated among the top in Allen, Ryan Seibert offers a personalized approach backed by a nationally trusted firm.
Most Reviewed
Edward Jones - Financial Advisor: Ryan L Seibert
A high number of reviews signals broad client engagement and provides a reliable sample of real customer experiences.
When choosing a financial advisor in Allen, consider both the firm's credentials and the advisor's local reputation; reading recent reviews can help gauge responsiveness and service quality.
Local Market Snapshot
17
Businesses listed
4.8★
Avg rating
7
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Earned a perfect 5.0-star rating from 26 Google reviews in Allen, TX.
550 S Watters Rd Suite 240, Allen, TX 75013, USA5.0 stars from 21 Google reviews, reflecting consistent client satisfaction.
1420 W Exchange Pkwy Bldg A Suite 160, Allen, TX 75013, USA5.0-star rated financial advisor in Allen, trusted across dozens of Google reviews.
1373 N Greenville Ave, Allen, TX 75002, USAFinancial Advisors Rankings in Allen, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Rothrock Financial Group550 S Watters Rd Suite 240, Allen, TX 75013, USA | 5.0★ | 26 |
| #2 | Edward Jones - Financial Advisor: Torsten W Holmes, CEPA®|AAMS®1420 W Exchange Pkwy Bldg A Suite 160, Allen, TX 75013, USA | 5.0★ | 21 |
| #3 | Foundation Wealth Partners1373 N Greenville Ave, Allen, TX 75002, USA | 5.0★ | 18 |
| #4 | Abiding Wealth Partners1101 Central Expy S Ste 175, Allen, TX 75013, USA | 5.0★ | 11 |
| #5 | Watters Creek Wealth Management - Ameriprise Financial Services, LLC700 Central Expy S #380, Allen, TX 75013, USA | 4.5★ | 2 |
| #6 | Ascend Financial Group LLC700 Central Expy S Suit 400, Allen, TX 75013, USA | 5.0★ | 10 |
| #7 | ACT Wealth Management, LLC900 W Bethany Dr STE 150, Allen, TX 75013, USA | 4.5★ | 8 |
| #8 | Cadence Financial Advisors550 S Watters Rd #232, Allen, TX 75013, USA | 5.0★ | 1 |
| #9 | New Dimensions Wealth Management, LLC550 S Watters Rd #242, Allen, TX 75013, USA | — | — |
| #10 | Atrium Financial Services720 E Main St suite b, Allen, TX 75002, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Allen
Boasting a perfect 5.0-star rating from 11 Google reviews.
1101 Central Expy S Ste 175, Allen, TX 75013, USA
Trusted local advisor with a strong 4.5-star rating from client reviews.
700 Central Expy S #380, Allen, TX 75013, USA
Exceptional 5.0-star rating from 10 Google reviews for an Allen financial advisor.
700 Central Expy S Suit 400, Allen, TX 75013, USA
Serving Allen, TX, this advisor maintains a strong 4.5-star rating from 8 reviews.
900 W Bethany Dr STE 150, Allen, TX 75013, USA
Earned a perfect 5.0-star rating from a small number of client reviews.
550 S Watters Rd #232, Allen, TX 75013, USA
No ratings yet; this Allen, TX financial advisor has no Google reviews to reference.
550 S Watters Rd #242, Allen, TX 75013, USA
Holds a perfect 5.0-star rating from initial Google reviews in Allen, TX.
720 E Main St suite b, Allen, TX 75002, USA
A trusted choice with a solid 4.0-star rating from local client reviews.
700 Central Expy S #385, Allen, TX 75013, USA
Serving Allen with a solid 4.0-star rating based on a few client reviews.
700 Central Expy S #380, Allen, TX 75013, USA
Earned a flawless 5.0-star rating from early client reviews.
800 North Watters Road #170, Allen, TX 75013, USA
Earns a perfect 5.0-star rating from its first few Google reviews in Allen.
301 N Allen Dr B, Allen, TX 75013, USA
This business has not yet been rated, based on zero Google reviews.
935 W Exchange Pkwy Building B Suite 170, Allen, TX 75013, USA
Earns a perfect 5.0-star rating from its first four Google reviews.
333 E Bethany Dr Ste A 130, Allen, TX 75002, USA
5.0 stars from early clients in Allen, TX.
945 Stockton Dr Unit 2100, Allen, TX 75013, USA
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Financial Advisors in Allen, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Rothrock Financial Group | 76/100 | 5.0 ★ | 26 |
| 2 | Edward Jones - Financial Advisor: Torsten W Holmes, CEPA®|AAMS® | 75/100 | 5.0 ★ | 21 |
| 3 | Foundation Wealth Partners | 74/100 | 5.0 ★ | 18 |
| 4 | Abiding Wealth Partners | 72/100 | 5.0 ★ | 11 |
| 5 | Watters Creek Wealth Management - Ameriprise Financial Services, LLC | 56/100 | 4.5 ★ | 2 |
| 6 | Ascend Financial Group LLC | 71/100 | 5.0 ★ | 10 |
| 7 | ACT Wealth Management, LLC | 62/100 | 4.5 ★ | 8 |
| 8 | Cadence Financial Advisors | 62/100 | 5.0 ★ | 1 |
| 9 | New Dimensions Wealth Management, LLC | 3/100 | — | 0 |
| 10 | Atrium Financial Services | 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 Allen
What is a fiduciary financial advisor and why does it matter in Allen?
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 Allen, 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 Allen?
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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