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Same-Day Financial Advisors in Arlington, TX
Can't wait a week? These financial advisors in Arlington offer same-day or next-day appointments. Call now to check availability.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Arlington, TX by verified customer ratings and review volume. The highest-rated is Trajan Wealth with a 5.0-star rating from 17 verified reviews. Also in the top tier: Khadia Michel - Financial Advisor, Ameriprise Financial Services, LLC and Ivy League Wealth Management, LLC. The average rating across all listed financial advisors in Arlington is 4.6 stars from 4 reviews per business on average.
Financial advisors in Arlington 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
19
Businesses listed
4.6★
Avg rating
4
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Trajan Wealth
2000 E Lamar Blvd #600, Arlington, TX 76006, USA
Khadia Michel - Financial Advisor, Ameriprise Financial Services, LLC
2221 E Lamar Blvd Ste 220, Arlington, TX 76006, USA
Ivy League Wealth Management, LLC
721 UTA Blvd, Arlington, TX 76013, USA
Financial Advisors Rankings in Arlington, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Trajan Wealth2000 E Lamar Blvd #600, Arlington, TX 76006, USA | 5.0★ | 17 |
| #2 | Khadia Michel - Financial Advisor, Ameriprise Financial Services, LLC2221 E Lamar Blvd Ste 220, Arlington, TX 76006, USA | 5.0★ | 4 |
| #3 | Ivy League Wealth Management, LLC721 UTA Blvd, Arlington, TX 76013, USA | 5.0★ | 6 |
| #4 | Family Wealth Life1241 W Green Oaks Blvd, Arlington, TX 76013, USA | 5.0★ | 3 |
| #5 | Phoenix Wealth Partners4606 Park Springs Blvd Suite 140, Arlington, TX 76017, USA | 5.0★ | 2 |
| #6 | Actum Wealth Advisors, L.L.C.4120 W Interstate 20, Arlington, TX 76017, USA | 5.0★ | 2 |
| #7 | Callaway Financial Services301 S Center St # 420, Arlington, TX 76010, USA | 5.0★ | 5 |
| #8 | Edward Jones - Financial Advisor: Jack D Webb, CRPC™1521 N Cooper St Suite 130, Arlington, TX 76011, USA | 5.0★ | 5 |
| #9 | JDG Wealth Management Group, LLC1701 E Lamar Blvd, Arlington, TX 76006, USA | 4.5★ | 6 |
| #10 | David Dick - Financial Advisor, Ameriprise Financial Services, LLC700 Highlander Blvd Ste 335, Arlington, TX 76015, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Arlington
Family Wealth Life
1241 W Green Oaks Blvd, Arlington, TX 76013, USA
Phoenix Wealth Partners
4606 Park Springs Blvd Suite 140, Arlington, TX 76017, USA
Actum Wealth Advisors, L.L.C.
4120 W Interstate 20, Arlington, TX 76017, USA
Callaway Financial Services
301 S Center St # 420, Arlington, TX 76010, USA
Edward Jones - Financial Advisor: Jack D Webb, CRPC™
1521 N Cooper St Suite 130, Arlington, TX 76011, USA
JDG Wealth Management Group, LLC
1701 E Lamar Blvd, Arlington, TX 76006, USA
David Dick - Financial Advisor, Ameriprise Financial Services, LLC
700 Highlander Blvd Ste 335, Arlington, TX 76015, USA
Ross Wealth Group
1325 W Randol Mill Rd #100, Arlington, TX 76012, USA
Legacy Stone Family Wealth - Ameriprise Financial Services, LLC
2340 W Interstate 20 Ste 214, Arlington, TX 76017, USA
Edward Jones - Financial Advisor: Jamil Ahmed, CFP®|CIMA®|CEPA®|CAP®|AAMS®|CRPC™|CRPS™
2907 Medlin Dr Suite 102, Arlington, TX 76015, USA
Tre Carruthers - Private Wealth Advisor, Ameriprise Financial Services, LLC
2221 E Lamar Blvd Ste 220, Arlington, TX 76006, USA
Jsa Financial Consultants Inc.
3602 S Cooper St, Arlington, TX 76015, USA
Inclusive Wealth Management - Ameriprise Financial Services, LLC
2221 E Lamar Blvd Ste 220, Arlington, TX 76006, USA
Edward Jones - Financial Advisor: Mike Allen
1811 W Park Row Dr Suite C, Arlington, TX 76013, USA
Kuttin Wealth Management - Ameriprise Financial Services, LLC
700 Highlander Blvd Ste 335, Arlington, TX 76015, USA
Baker Financial Services
1415 W Randol Mill Rd, Arlington, TX 76012, USA
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Frequently Asked Questions — Financial Advisors in Arlington
What is a fiduciary financial advisor and why does it matter in Arlington?
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 Arlington, 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 Arlington?
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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