4.5+ Stars · Colleyville
Highly Rated Financial Advisors in Colleyville, TX
Only the best make this list. These financial advisors in Colleyville have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 11 financial advisors in Colleyville, TX by verified customer ratings and review volume. The highest-rated is Retire Guides with a 5.0-star rating from 8 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Frank S Aswad, CEPA®|AAMS®|CRPC™|AWMA® and Little & Associates Wealth Management. The average rating across all listed financial advisors in Colleyville is 5 stars from 3 reviews per business on average.
Financial advisors in Colleyville 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
11
Businesses listed
5★
Avg rating
3
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Retire Guides
6513 Colleyville Blvd suite 100, Colleyville, TX 76034, USA
Edward Jones - Financial Advisor: Frank S Aswad, CEPA®|AAMS®|CRPC™|AWMA®
714 Centerpark Dr Suite 120, Colleyville, TX 76034, USA
Little & Associates Wealth Management
5209 Heritage Ave #500, Colleyville, TX 76034, USA
Financial Advisors Rankings in Colleyville, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Retire Guides6513 Colleyville Blvd suite 100, Colleyville, TX 76034, USA | 5.0★ | 8 |
| #2 | Edward Jones - Financial Advisor: Frank S Aswad, CEPA®|AAMS®|CRPC™|AWMA®714 Centerpark Dr Suite 120, Colleyville, TX 76034, USA | 5.0★ | 4 |
| #3 | Little & Associates Wealth Management5209 Heritage Ave #500, Colleyville, TX 76034, USA | 5.0★ | 3 |
| #4 | Wakeley Financial Services609 Cheek-Sparger Rd Ste 104, Colleyville, TX 76034, USA | 5.0★ | 1 |
| #5 | Rick Solt - Financial Advisor, Ameriprise Financial Services, LLC97 Village Ln Ste 300, Colleyville, TX 76034, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Danny Holifield, ChFC®|CLU®6409 Colleyville Blvd Suite 6, Colleyville, TX 76034, USA | 5.0★ | 1 |
| #7 | Pinnacle Wealth Partners905 OLD GLADE RD, Colleyville, TX 76034, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: J Chad Pritchett, CFP®|AAMS®1117 Glade Rd Suite 120, Colleyville, TX 76034, USA | 5.0★ | 1 |
| #9 | ClearPoint Wealth Management, Colleyville TX6110 Colleyville Blvd Suite 106, Colleyville, TX 76034, USA | — | — |
| #10 | Edward Jones - Financial Advisor: Ryan Sanders, CEPA®4109 Brown Trail Suite 100, Colleyville, TX 76034, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Colleyville
Wakeley Financial Services
609 Cheek-Sparger Rd Ste 104, Colleyville, TX 76034, USA
Rick Solt - Financial Advisor, Ameriprise Financial Services, LLC
97 Village Ln Ste 300, Colleyville, TX 76034, USA
Edward Jones - Financial Advisor: Danny Holifield, ChFC®|CLU®
6409 Colleyville Blvd Suite 6, Colleyville, TX 76034, USA
Pinnacle Wealth Partners
905 OLD GLADE RD, Colleyville, TX 76034, USA
Edward Jones - Financial Advisor: J Chad Pritchett, CFP®|AAMS®
1117 Glade Rd Suite 120, Colleyville, TX 76034, USA
ClearPoint Wealth Management, Colleyville TX
6110 Colleyville Blvd Suite 106, Colleyville, TX 76034, USA
Edward Jones - Financial Advisor: Ryan Sanders, CEPA®
4109 Brown Trail Suite 100, Colleyville, TX 76034, USA
Denali Wealth Management
62 Main St Suite 110, Colleyville, TX 76034, USA
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Frequently Asked Questions — Financial Advisors in Colleyville
What is a fiduciary financial advisor and why does it matter in Colleyville?
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 Colleyville, 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 Colleyville?
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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