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4.5+ Stars · Arvada
Highly Rated Financial Advisors in Arvada, TX
Only the best make this list. These financial advisors in Arvada have earned 4.5+ star ratings from real customers — consistently.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Arvada, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Jason W Habern, CFP® with a 5.0-star rating from 1 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Tyler R Burns, CFP®|CEPA®|AAMS® and DHL Wealth Management. The average rating across all listed financial advisors in Arvada is 4.9 stars from 22 reviews per business on average.
Financial advisors in Arvada typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 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
22
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Jason W Habern, CFP®
801 E Campbell Rd # 200, Richardson, TX 75081, USA
Edward Jones - Financial Advisor: Tyler R Burns, CFP®|CEPA®|AAMS®
800 E Campbell Rd Suite 231, Richardson, TX 75081, USA
DHL Wealth Management
2435 N Central Expy Suite 775, Richardson, TX 75080, USA
Financial Advisors Rankings in Arvada, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Jason W Habern, CFP®801 E Campbell Rd # 200, Richardson, TX 75081, USA | 5.0★ | 1 |
| #2 | Edward Jones - Financial Advisor: Tyler R Burns, CFP®|CEPA®|AAMS®800 E Campbell Rd Suite 231, Richardson, TX 75081, USA | 5.0★ | 4 |
| #3 | DHL Wealth Management2435 N Central Expy Suite 775, Richardson, TX 75080, USA | 5.0★ | 75 |
| #4 | Verus Wealth Advisors - Ameriprise Financial Services, LLC2435 N Central Expy Ste 870, Richardson, TX 75080, USA | 5.0★ | 1 |
| #5 | Shea Wealth Management2435 N Central Expy #1020, Richardson, TX 75080, USA | 5.0★ | 3 |
| #6 | Guiding Wealth2007 N Collins Blvd Suite 503, Richardson, TX 75080, USA | 4.3★ | 4 |
| #7 | Maven Financial Partners3400 N Central Expy Suite 110, Richardson, TX 75080, USA | 5.0★ | 57 |
| #8 | Shannon Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC3610 Shire Blvd Ste 212, Richardson, TX 75082, USA | 5.0★ | 4 |
| #9 | Inspire Financial Group3513 Spectrum Blvd #200, Richardson, TX 75082, USA | 4.9★ | 61 |
| #10 | Five Star Advisor Partners, LLC100 N Central Expy # 1205, Richardson, TX 75080, USA | 4.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Arvada
Verus Wealth Advisors - Ameriprise Financial Services, LLC
2435 N Central Expy Ste 870, Richardson, TX 75080, USA
Shea Wealth Management
2435 N Central Expy #1020, Richardson, TX 75080, USA
Guiding Wealth
2007 N Collins Blvd Suite 503, Richardson, TX 75080, USA
Maven Financial Partners
3400 N Central Expy Suite 110, Richardson, TX 75080, USA
Shannon Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC
3610 Shire Blvd Ste 212, Richardson, TX 75082, USA
Inspire Financial Group
3513 Spectrum Blvd #200, Richardson, TX 75082, USA
Five Star Advisor Partners, LLC
100 N Central Expy # 1205, Richardson, TX 75080, USA
Thompson Financial & CO
445 Walnut St Ste 113, Richardson, TX 75081, USA
Planning by Design Financial
101 E Park Blvd #202, Plano, TX 75074, USA
Glazer Financial Network
300 N Coit Rd Suite 1300, Richardson, TX 75080, USA
Libertas Financial Partners LLC
245 Cedar Sage Dr Suite 250, Garland, TX 75040, USA
Gigi Lavergne, Financial Advisor, CEP, RICP
675 Town Square Blvd #200, Garland, TX 75040, USA
T.R.I. Planning - Taxes, Retirement, Insurance
675 Town Square Blvd #200, Garland, TX 75040, USA
Edward Jones - Financial Advisor: Antonio Caufield, AAMS®
375 Cedar Sage Dr Ste 260, Garland, TX 75040, USA
Edward Jones - Financial Advisor: CasSandra Harris
375 Cedar Sage Dr Ste 260, Garland, TX 75040, USA
Edward Jones - Financial Advisor: Melissa Carlisle, CFP®
318 W Farm To Market 544 Suite D2, Murphy, TX 75094, USA
Edward Jones - Financial Advisor: Shafen K Crawford, CFP®|AAMS®
625 Main St, Garland, TX 75040, USA
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Frequently Asked Questions — Financial Advisors in Arvada
What is a fiduciary financial advisor and why does it matter in Arvada?
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 Arvada, 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 Arvada?
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: June 1, 2026.
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