Verified · Colleyville
Trusted Financial Advisors in Colleyville, TX
Trust matters when you're inviting a pro into your home or business. These financial advisors in Colleyville have earned it through hundreds of verified reviews.
As of July 2026, RatingsNearMe ranks 11 financial advisors in Colleyville, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Retire Guides with a 5.0-star rating from 8 Google reviews and an RNM Score of 70/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Frank S Aswad, CEPA®|AAMS®|CRPC™|AWMA®
Frank S Aswad holds multiple prestigious designations and leads the list of top-ranked advisors in Colleyville.
Most Reviewed
Edward Jones - Financial Advisor: Frank S Aswad, CEPA®|AAMS®|CRPC™|AWMA®
Being top-ranked often correlates with a high volume of client reviews, reflecting strong trust and reputation.
When choosing a financial advisor in Colleyville, consider reviewing each advisor's credentials and client feedback, and schedule initial consultations to ensure their investment philosophy aligns with your goals.
Local Market Snapshot
11
Businesses listed
5★
Avg rating
3
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 8 Google reviews, this Colleyville advisor is highly trusted.
6513 Colleyville Blvd suite 100, Colleyville, TX 76034, USAProudly serving Colleyville with a perfect 5.0-star rating from clients.
714 Centerpark Dr Suite 120, Colleyville, TX 76034, USA5.0 stars from 3 Google reviews for a Colleyville financial advisor.
5209 Heritage Ave #500, Colleyville, TX 76034, USAFinancial 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 | Rick Solt - Financial Advisor, Ameriprise Financial Services, LLC97 Village Ln Ste 300, Colleyville, TX 76034, USA | 5.0★ | 2 |
| #5 | Edward Jones - Financial Advisor: Ryan Sanders, CEPA®4109 Brown Trail Suite 100, Colleyville, TX 76034, USA | 5.0★ | 2 |
| #6 | Pinnacle Wealth Partners905 OLD GLADE RD, Colleyville, TX 76034, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Danny Holifield, ChFC®|CLU®6409 Colleyville Blvd Suite 6, Colleyville, TX 76034, USA | 5.0★ | 1 |
| #8 | Denali Wealth Management62 Main St Suite 110, Colleyville, TX 76034, USA | — | — |
| #9 | ClearPoint Wealth Management, Colleyville TX6110 Colleyville Blvd Suite 106, Colleyville, TX 76034, USA | — | — |
| #10 | Edward Jones - Financial Advisor: J Chad Pritchett, CFP®|AAMS®1117 Glade Rd Suite 120, Colleyville, TX 76034, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Colleyville
Exceptional 5.0-star rating from 2 Google reviews for financial advising in Colleyville.
97 Village Ln Ste 300, Colleyville, TX 76034, USA
Exceptional 5.0-star rating from 2 Google reviews for financial advising in Colleyville.
4109 Brown Trail Suite 100, Colleyville, TX 76034, USA
Exceptional 5.0-star rating from a small number of Google reviews.
905 OLD GLADE RD, Colleyville, TX 76034, USA
5.0★ rating from a handful of Google reviews.
6409 Colleyville Blvd Suite 6, Colleyville, TX 76034, USA
This financial advisor in Colleyville has no customer reviews yet.
62 Main St Suite 110, Colleyville, TX 76034, USA
A local financial advisor in Colleyville with no online reviews yet.
6110 Colleyville Blvd Suite 106, Colleyville, TX 76034, USA
5.0 stars from one review, perfect rating in Colleyville.
1117 Glade Rd Suite 120, Colleyville, TX 76034, USA
5.0 star rating from 1 review for financial advising in Colleyville.
609 Cheek-Sparger Rd Ste 104, Colleyville, TX 76034, USA
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Financial Advisors in Colleyville, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Retire Guides | 70/100 | 5.0 ★ | 8 |
| 2 | Edward Jones - Financial Advisor: Frank S Aswad, CEPA®|AAMS®|CRPC™|AWMA® | 67/100 | 5.0 ★ | 4 |
| 3 | Little & Associates Wealth Management | 66/100 | 5.0 ★ | 3 |
| 4 | Rick Solt - Financial Advisor, Ameriprise Financial Services, LLC | 64/100 | 5.0 ★ | 2 |
| 5 | Edward Jones - Financial Advisor: Ryan Sanders, CEPA® | 64/100 | 5.0 ★ | 2 |
| 6 | Pinnacle Wealth Partners | 62/100 | 5.0 ★ | 1 |
| 7 | Edward Jones - Financial Advisor: Danny Holifield, ChFC®|CLU® | 62/100 | 5.0 ★ | 1 |
| 8 | Denali Wealth Management | 3/100 | — | 0 |
| 9 | ClearPoint Wealth Management, Colleyville TX | 3/100 | — | 0 |
| 10 | Edward Jones - Financial Advisor: J Chad Pritchett, CFP®|AAMS® | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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