Licensed · Euless
Licensed & Insured Financial Advisors in Euless, TX
Every financial advisors listed here carries proper licensing and insurance in TX. Protect yourself — always verify credentials before work begins.
As of May 2026, RatingsNearMe ranks 14 financial advisors in Euless, TX by verified customer ratings and review volume. The highest-rated is Dhruba Raj Giri: Primerica - Financial Services with a 5.0-star rating from 81 verified reviews. Also in the top tier: Sullivan Financial Partners and KPC Financial Solutions. The average rating across all listed financial advisors in Euless is 4.8 stars from 17 reviews per business on average.
Financial advisors in Euless 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
4.8★
Avg rating
17
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Dhruba Raj Giri: Primerica - Financial Services
1001 W Euless Blvd STE 206, Euless, TX 76040, USA
Sullivan Financial Partners
141 Countryside Ct Suite 100, Southlake, TX 76092, USA
KPC Financial Solutions
300 Morrison Park Dr Suite 130, Southlake, TX 76092, USA
Financial Advisors Rankings in Euless, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Dhruba Raj Giri: Primerica - Financial Services1001 W Euless Blvd STE 206, Euless, TX 76040, USA | 5.0★ | 81 |
| #2 | Sullivan Financial Partners141 Countryside Ct Suite 100, Southlake, TX 76092, USA | 5.0★ | 46 |
| #3 | KPC Financial Solutions300 Morrison Park Dr Suite 130, Southlake, TX 76092, USA | 4.5★ | 15 |
| #4 | Strategic Wealth Management LLC2812 Bedford Rd #200, Bedford, TX 76021, USA | — | — |
| #5 | Rick Solt CFP®, AWMA®, AAMS, ChFC-Financial Advisor-Edward Jones414 N Main St #121, Euless, TX 76039, USA | 5.0★ | 2 |
| #6 | WorthPointe Financial Planners1600 Airport Fwy #372, Bedford, TX 76022, USA | — | — |
| #7 | Kyle Appling - Financial Advisor, Ameriprise Financial Services, LLC2120 Central Dr, Bedford, TX 76021, USA | — | — |
| #8 | Yam Bahadur Routh: Primerica - Financial Services1001 W Euless Blvd STE 206, Euless, TX 76040, USA | 5.0★ | 2 |
| #9 | Mercer Advisors - Fort Worth - Colleyville26 Main St, Colleyville, TX 76034, USA | — | — |
| #10 | Heritage Retirement Advisors607 Cheek-Sparger Rd #150, Colleyville, TX 76034, USA | 5.0★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Euless
Strategic Wealth Management LLC
2812 Bedford Rd #200, Bedford, TX 76021, USA
Rick Solt CFP®, AWMA®, AAMS, ChFC-Financial Advisor-Edward Jones
414 N Main St #121, Euless, TX 76039, USA
WorthPointe Financial Planners
1600 Airport Fwy #372, Bedford, TX 76022, USA
Kyle Appling - Financial Advisor, Ameriprise Financial Services, LLC
2120 Central Dr, Bedford, TX 76021, USA
Yam Bahadur Routh: Primerica - Financial Services
1001 W Euless Blvd STE 206, Euless, TX 76040, USA
Mercer Advisors - Fort Worth - Colleyville
26 Main St, Colleyville, TX 76034, USA
Heritage Retirement Advisors
607 Cheek-Sparger Rd #150, Colleyville, TX 76034, USA
Summit Private Wealth Management
4008 Gateway Dr Ste 120, Colleyville, TX 76034, USA
Financial 360
7167 Colleyville Blvd #102, Colleyville, TX 76034, USA
MomentUs Wealth Management - Ameriprise Financial Services, LLC
1608 Airport Fwy, Bedford, TX 76022, USA
ALL GOOD FINANCIAL SERVICES LLC
230 Vine St, Euless, TX 76040, USA
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Frequently Asked Questions — Financial Advisors in Euless
What is a fiduciary financial advisor and why does it matter in Euless?
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 Euless, 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 Euless?
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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