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Financial Advisors in Bridgeport, TX — Free Estimates

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As of June 2026, RatingsNearMe ranks 20 financial advisors in Bridgeport, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Carolyn Rocha, CFP®|CEPA®|AAMS® with a 5.0-star rating from 2 verified reviews. Also in the top tier: Security Finance and Edward Jones - Financial Advisor: Adam A Driggers. The average rating across all listed financial advisors in Bridgeport is 4.8 stars from 12 reviews per business on average.

Financial advisors in Bridgeport 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

4.8★

Avg rating

12

Avg reviews

Jun 1, 2026

Last updated

Top Rated Financial Advisors

🥇

Edward Jones - Financial Advisor: Carolyn Rocha, CFP®|CEPA®|AAMS®

5.0(2 reviews)

825 E Hwy 199 Ste 101, Springtown, TX 76082, USA

🥈

Security Finance

4.6(53 reviews)

129 W Main St, Azle, TX 76020, USA

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Edward Jones - Financial Advisor: Adam A Driggers

5.0(1 reviews)

105 W Main St, Azle, TX 76020, USA

Financial Advisors Rankings in Bridgeport, TX

#BusinessRatingReviews
#1Edward Jones - Financial Advisor: Carolyn Rocha, CFP®|CEPA®|AAMS®825 E Hwy 199 Ste 101, Springtown, TX 76082, USA5.02
#2Security Finance129 W Main St, Azle, TX 76020, USA4.653
#3Edward Jones - Financial Advisor: Adam A Driggers105 W Main St, Azle, TX 76020, USA5.01
#4Edward Jones - Financial Advisor: Stonie Hamilton1341 Southeast Pkwy #101, Azle, TX 76020, USA5.02
#5Edward Jones - Financial Advisor: Leon Williams, CEPA®|CRPC™1341 Southeast Pkwy #104, Azle, TX 76020, USA5.02
#6Edward Jones - Financial Advisor: Shelby M Jennings1341 Southeast Pkwy #104, Azle, TX 76020, USA
#7Edward Jones - Financial Advisor: Robert S Anderson, AAMS®713 W Bailey Boswell Rd Suite 200, Fort Worth, TX 76179, USA5.03
#8Wells Fargo Advisors1329 N Saginaw Blvd, Saginaw, TX 76179, USA1.01
#9Nathan C. Employee Benefits Specialist.1209 N Saginaw Blvd G, Saginaw, TX 76179, USA5.047
#10Edward Jones - Financial Advisor: Jake Crawford, CFP®|AAMS®|CRPC™|CRPS™8401 Jacksboro Hwy # 150, Lakeside, TX 76135, USA5.01

Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026

All Financial Advisors in Bridgeport

4

Edward Jones - Financial Advisor: Stonie Hamilton

5.0· 2 reviews

1341 Southeast Pkwy #101, Azle, TX 76020, USA

5

Edward Jones - Financial Advisor: Leon Williams, CEPA®|CRPC™

5.0· 2 reviews

1341 Southeast Pkwy #104, Azle, TX 76020, USA

6

Edward Jones - Financial Advisor: Shelby M Jennings

· 0 reviews

1341 Southeast Pkwy #104, Azle, TX 76020, USA

7

Edward Jones - Financial Advisor: Robert S Anderson, AAMS®

5.0· 3 reviews

713 W Bailey Boswell Rd Suite 200, Fort Worth, TX 76179, USA

8

Wells Fargo Advisors

1.0· 1 reviews

1329 N Saginaw Blvd, Saginaw, TX 76179, USA

9

Nathan C. Employee Benefits Specialist.

5.0· 47 reviews

1209 N Saginaw Blvd G, Saginaw, TX 76179, USA

10

Edward Jones - Financial Advisor: Jake Crawford, CFP®|AAMS®|CRPC™|CRPS™

5.0· 1 reviews

8401 Jacksboro Hwy # 150, Lakeside, TX 76135, USA

11

Integrity Financial Group

· 0 reviews

5748 Boat Club Rd, Fort Worth, TX 76179, USA

12

Aligned Wealth Advisors

5.0· 2 reviews

5740 Boat Club Rd Suite 101, Fort Worth, TX 76179, USA

13

New Century Investments

5.0· 23 reviews

5740 Boat Club Rd Suite 100, Fort Worth, TX 76179, USA

14

Edward Jones - Financial Advisor: Kathy R Bauer, CEPA®|AAMS®

5.0· 1 reviews

2925 Country Club Rd #101a, Denton, TX 76210, USA

15

RFG Wealth Advisory

5.0· 51 reviews

130 Old Town Blvd S # 100, Argyle, TX 76226, USA

16

Pride Financial Advisors

5.0· 3 reviews

420 Charles St, Keller, TX 76248, USA

17

Bluegrass Legacy Group

5.0· 26 reviews

118 Olive St, Keller, TX 76248, USA

18

Edward Jones - Financial Advisor: Will Killgo

5.0· 1 reviews

420 Johnson Rd Ste 202, Keller, TX 76248, USA

19

DeVore Wealth Management

5.0· 1 reviews

440 Johnson Rd suite b, Keller, TX 76248, USA

20

Bluecrest North Texas

5.0· 4 reviews

1801 Hinkle Dr #150, Denton, TX 76201, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Bridgeport

What is a fiduciary financial advisor and why does it matter in Bridgeport?

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 Bridgeport, 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 Bridgeport?

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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About This Financial Advisors Directory — Bridgeport, TX

This page lists and ranks 20 financial advisors serving Bridgeport, TX as of June 2026. The average verified rating across all listings is 4.8 stars, with an average of 12 customer reviews per business. The top-ranked financial advisors in Bridgeport by our algorithm is Edward Jones - Financial Advisor: Carolyn Rocha, CFP®|CEPA®|AAMS® (5.0 stars, 2 reviews). Financial advisors in Bridgeport typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Bridgeport: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TX licensing board before hiring.

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