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Best Financial Advisors in Carrollton, TX
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As of May 2026, RatingsNearMe ranks 14 financial advisors in Carrollton, TX by verified customer ratings and review volume. The highest-rated is Empowered Finances with a 4.8-star rating from 584 verified reviews. Also in the top tier: Creative Planning and Block Advisors. The average rating across all listed financial advisors in Carrollton is 4.6 stars from 58 reviews per business on average.
Financial advisors in Carrollton 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
14
Businesses listed
4.6★
Avg rating
58
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Empowered Finances
14114 Dallas Pkwy #150, Dallas, TX 75254, USA
Creative Planning
15303 Dallas Pkwy Suite 460, Addison, TX 75001, USA
Block Advisors
2810 E Trinity Mls Rd #148, Carrollton, TX 75006, USA
Financial Advisors Rankings in Carrollton, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Empowered Finances14114 Dallas Pkwy #150, Dallas, TX 75254, USA | 4.8★ | 584 |
| #2 | Creative Planning15303 Dallas Pkwy Suite 460, Addison, TX 75001, USA | 5.0★ | 53 |
| #3 | Block Advisors2810 E Trinity Mls Rd #148, Carrollton, TX 75006, USA | 4.6★ | 74 |
| #4 | Felicia Erwin-Sanders CERTIFIED FINANCIAL PLANNER2734 Wagonwheel Dr, Carrollton, TX 75006, USA | 5.0★ | 2 |
| #5 | Edward Jones - Financial Advisor: Brittany R Thompson4100 Spring Valley Rd # 103, Farmers Branch, TX 75244, USA | 5.0★ | 3 |
| #6 | GA Bishop & Associates, LLC1101 S Broadway St #200, Carrollton, TX 75006, USA | 4.8★ | 5 |
| #7 | Brinkman Financial2245 Keller Way, Carrollton, TX 75006, USA | 5.0★ | 1 |
| #8 | Ajanee Wealth Management1220 W Trinity Mills Rd Bldg 1, Carrollton, TX 75006, USA | 3.0★ | 2 |
| #9 | Gardner Wallace Financial Solutions14135 Midway Rd Suite G110, Addison, TX 75001, USA | 5.0★ | 3 |
| #10 | Matthews Financial Services2625 N Josey Ln, Carrollton, TX 75007, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Carrollton
Felicia Erwin-Sanders CERTIFIED FINANCIAL PLANNER
2734 Wagonwheel Dr, Carrollton, TX 75006, USA
Edward Jones - Financial Advisor: Brittany R Thompson
4100 Spring Valley Rd # 103, Farmers Branch, TX 75244, USA
GA Bishop & Associates, LLC
1101 S Broadway St #200, Carrollton, TX 75006, USA
Brinkman Financial
2245 Keller Way, Carrollton, TX 75006, USA
Ajanee Wealth Management
1220 W Trinity Mills Rd Bldg 1, Carrollton, TX 75006, USA
Gardner Wallace Financial Solutions
14135 Midway Rd Suite G110, Addison, TX 75001, USA
Matthews Financial Services
2625 N Josey Ln, Carrollton, TX 75007, USA
Affordable Life Plans, LLC
3410 Midcourt Rd #105, Carrollton, TX 75006, USA
Allworth Financial
15725 Dallas Pkwy #600, Addison, TX 75001, USA
Edward Jones - Financial Advisor: David P Smith Jr
5000 Quorum Dr Suite 175, Dallas, TX 75254, USA
First Command Financial Advisor - Suzanne Winkelmann, RICP®
5057 Keller Springs Rd Suite 110, Addison, TX 75001, USA
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Frequently Asked Questions — Financial Advisors in Carrollton
What is a fiduciary financial advisor and why does it matter in Carrollton?
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 Carrollton, 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 Carrollton?
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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