Verified · Garland

Trusted Financial Advisors in Garland, TX

Trust matters when you're inviting a pro into your home or business. These financial advisors in Garland have earned it through hundreds of verified reviews.

As of July 2026, RatingsNearMe ranks 16 financial advisors in Garland, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Vida Finance with a 5.0-star rating from 342 Google reviews and an RNM Score of 88/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Best Overall

Gmac Family Financial

Gmac Family Financial stands out as the top-ranked advisor due to its comprehensive, client-centered approach and strong local reputation.

Most Reviewed

Community Wealth Advisors

A high number of reviews indicates broad client experience and can help you gauge the advisor's reliability and service quality.

When choosing a financial advisor in Garland, verify their fiduciary status and fee structure, and ask for references to ensure they align with your retirement and tax planning goals.

Filter:

Local Market Snapshot

16

Businesses listed

5★

Avg rating

40

Avg reviews

Jul 4, 2026

Last updated

Top Rated Financial Advisors

5.0(342 reviews)

Earning a perfect 5.0-star rating from over 340 reviews in Garland.

Inside Harmony Bank, 1919 S Shiloh Rd Ste 311, Garland, TX 75042, USA
4.9(61 reviews)

Earned a stellar 4.9-star rating from over 60 local client reviews.

3513 Spectrum Blvd #200, Richardson, TX 75082, USA
5.0(36 reviews)

Garland's trusted 5.0-star financial advisor with 36 glowing Google 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
#4Community Wealth Advisors109 N Ballard Ave, Wylie, TX 75098, USA5.04
#5Edward Jones - Financial Advisor: Brian D Shepherd, CFP®|CEPA®|AAMS®401 W Centerville Rd Suite 4, Garland, TX 75041, USA
#6T.R.I. Planning - Taxes, Retirement, Insurance675 Town Square Blvd #200, Garland, TX 75040, USA5.08
#7Edward Jones - Financial Advisor: Antonio Caufield, AAMS®375 Cedar Sage Dr Ste 260, Garland, TX 75040, USA5.03
#8Edward Jones - Financial Advisor: CasSandra Harris375 Cedar Sage Dr Ste 260, Garland, TX 75040, USA5.01
#9Gigi Lavergne, Financial Advisor, CEP, RICP675 Town Square Blvd #200, Garland, TX 75040, USA5.01
#10Financial Performance1008 Stonewall St # C, Garland, TX 75043, USA5.03

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

All Financial Advisors in Garland

4
5.0· 4 reviews

A 5.0-star rating from 4 Google reviews reflects strong local client satisfaction.

109 N Ballard Ave, Wylie, TX 75098, USA

5
· 0 reviews

No Google reviews yet for this Garland financial advisor.

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

6
5.0· 8 reviews

Exceptional 5.0-star rating from 8 Google reviews in Garland, TX.

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

7
5.0· 3 reviews

Earns a perfect 5.0-star rating from a small number of Google reviews.

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

8
5.0· 1 reviews

Exceptional 5.0-star rating based on a few Google reviews.

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

9
5.0· 1 reviews

Trusted Garland financial advisor with a perfect 5.0★ rating from 1 review.

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

10
5.0· 3 reviews

5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.

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

11
5.0· 48 reviews

Garland's top-rated financial advisor with a perfect 5.0 stars from 48 reviews.

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

12
· 0 reviews

This financial advisor in Garland has not yet received any Google reviews.

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

13
5.0· 5 reviews

5.0 stars from 5 reviews, showcasing top-tier client satisfaction.

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

14
· 0 reviews

Financial advisor in Garland, TX with no customer reviews yet to reference.

625 Main St, Garland, TX 75040, USA

15
5.0· 4 reviews

Earned a perfect 5.0-star rating from a handful of local clients in Garland.

625 Main St, Garland, TX 75040, USA

16
5.0· 1 reviews

Exceptional 5.0 rating from a small number of client reviews.

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

Data from Google Business listings
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Financial Advisors in Garland, TX — Compared

#BusinessRNM ScoreRatingReviews
1Vida Finance88/1005.0 ★342
2Inspire Financial Group91/1004.9 ★61
3Thomas Financial LLC90/1005.0 ★36
4Community Wealth Advisors70/1005.0 ★4
5Edward Jones - Financial Advisor: Brian D Shepherd, CFP®|CEPA®|AAMS®7/1000
6T.R.I. Planning - Taxes, Retirement, Insurance82/1005.0 ★8
7Edward Jones - Financial Advisor: Antonio Caufield, AAMS®66/1005.0 ★3
8Edward Jones - Financial Advisor: CasSandra Harris62/1005.0 ★1
9Gigi Lavergne, Financial Advisor, CEP, RICP74/1005.0 ★1
10Financial Performance66/1005.0 ★3

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 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: July 4, 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 July 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.

Request Free Quotes — Top-Rated Financial Advisors in Garland