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Highest Rated · Garland

Top-Rated Financial Advisors in Garland, TX

Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.

As of May 2026, RatingsNearMe ranks 16 financial advisors in Garland, TX by verified customer ratings and review volume. The highest-rated is Vida Finance with a 5.0-star rating from 342 verified reviews. Also in the top tier: Inspire Financial Group and Thomas Financial LLC. The average rating across all listed financial advisors in Garland is 5 stars from 40 reviews per business on average.

Financial advisors in Garland 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

16

Businesses listed

5★

Avg rating

40

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Vida Finance

5.0(342 reviews)

Inside Harmony Bank, 1919 S Shiloh Rd Ste 311, Garland, TX 75042, USA

🥈

Inspire Financial Group

4.9(61 reviews)

3513 Spectrum Blvd #200, Richardson, TX 75082, USA

🥉

Thomas Financial LLC

5.0(36 reviews)

3960 Broadway Blvd STE 232, Garland, TX 75043, USA

Financial Advisors Rankings in Garland, TX

#BusinessRatingReviews
#1Vida FinanceInside Harmony Bank, 1919 S Shiloh Rd Ste 311, Garland, TX 75042, USA5.0342
#2Inspire Financial Group3513 Spectrum Blvd #200, Richardson, TX 75082, USA4.961
#3Thomas Financial LLC3960 Broadway Blvd STE 232, Garland, TX 75043, USA5.036
#4Edward Jones - Financial Advisor: CasSandra Harris375 Cedar Sage Dr Ste 260, Garland, TX 75040, USA5.01
#5Community Wealth Advisors109 N Ballard Ave, Wylie, TX 75098, USA5.04
#6Gmac Family Financial4702 Rowlett Rd Suite #102, Rowlett, TX 75088, USA5.05
#7Edward Jones - Financial Advisor: Terry S Peterman1919 S Shiloh Rd Ste 102, Garland, TX 75042, USA
#8Edward Jones - Financial Advisor: Shafen K Crawford, CFP®|AAMS®625 Main St, Garland, TX 75040, USA5.04
#9Edward Jones - Financial Advisor: Zack Thomas, AAMS®|CKA®3200 Broadway Blvd Suite 140, Garland, TX 75043, USA5.01
#10Edward Jones - Financial Advisor: Antonio Caufield, AAMS®375 Cedar Sage Dr Ste 260, Garland, TX 75040, USA5.03

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

All Financial Advisors in Garland

4

Edward Jones - Financial Advisor: CasSandra Harris

5.0· 1 reviews

375 Cedar Sage Dr Ste 260, Garland, TX 75040, USA

5

Community Wealth Advisors

5.0· 4 reviews

109 N Ballard Ave, Wylie, TX 75098, USA

6

Gmac Family Financial

5.0· 5 reviews

4702 Rowlett Rd Suite #102, Rowlett, TX 75088, USA

7

Edward Jones - Financial Advisor: Terry S Peterman

· 0 reviews

1919 S Shiloh Rd Ste 102, Garland, TX 75042, USA

8

Edward Jones - Financial Advisor: Shafen K Crawford, CFP®|AAMS®

5.0· 4 reviews

625 Main St, Garland, TX 75040, USA

9

Edward Jones - Financial Advisor: Zack Thomas, AAMS®|CKA®

5.0· 1 reviews

3200 Broadway Blvd Suite 140, Garland, TX 75043, USA

10

Edward Jones - Financial Advisor: Antonio Caufield, AAMS®

5.0· 3 reviews

375 Cedar Sage Dr Ste 260, Garland, TX 75040, USA

11

T.R.I. Planning - Taxes, Retirement, Insurance

5.0· 8 reviews

675 Town Square Blvd #200, Garland, TX 75040, USA

12

Edward Jones - Financial Advisor: Brian D Shepherd, CFP®|CEPA®|AAMS®

· 0 reviews

401 W Centerville Rd Suite 4, Garland, TX 75041, USA

13

Gigi Lavergne, Financial Advisor, CEP, RICP

5.0· 1 reviews

675 Town Square Blvd #200, Garland, TX 75040, USA

14

Edward Jones - Financial Advisor: Michael D Grant

· 0 reviews

625 Main St, Garland, TX 75040, USA

15

Financial Performance

5.0· 3 reviews

1008 Stonewall St # C, Garland, TX 75043, USA

16

Libertas Financial Partners LLC

5.0· 48 reviews

245 Cedar Sage Dr Suite 250, Garland, TX 75040, USA

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

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

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 Garland, 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 Garland?

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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About This Financial Advisors Directory — Garland, TX

This page lists and ranks 16 financial advisors serving Garland, TX as of May 2026. The average verified rating across all listings is 5 stars, with an average of 40 customer reviews per business. The top-ranked financial advisors in Garland by our algorithm is Vida Finance (5.0 stars, 342 reviews). Financial advisors in Garland 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 Garland: 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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