Top Picks · Grapevine
Best Financial Advisors in Grapevine, TX
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of June 2026, RatingsNearMe ranks 12 financial advisors in Grapevine, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Vivid Financial Group with a 4.6-star rating from 9 Google reviews and an RNM Score of 64/100. Also in the top tier: Strait Financial and Edward Jones - Financial Advisor: Brad Storm. The average rating across all listed financial advisors in Grapevine is 4.8 stars from 3 reviews per business on average.
Financial advisors in Grapevine typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Box Financial Advisors, LLC
Box Financial Advisors, LLC is the top-ranked firm in Grapevine due to its strong client satisfaction and comprehensive financial planning services.
Most Reviewed
Edward Jones - Financial Advisor: Robyn L Scott, CFP®|AAMS®
A high volume of reviews often indicates a trusted, established advisor with a broad client base and proven service track record.
When choosing a financial advisor in Grapevine, consider both online reviews and personal referrals; verify credentials and ensure the advisor's fee structure and investment philosophy align with your goals.
Local Market Snapshot
12
Businesses listed
4.8★
Avg rating
3
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
Rated 4.6 stars from 9 Google reviews, a trusted choice in Grapevine.
420 N Carroll Ave Suite 160, Southlake, TX 76092, USAExceptional 5.0-star rating from 4 Google reviews for a Grapevine financial advisor.
410 E Northwest Hwy, Grapevine, TX 76051, USARated 5.0 stars from 3 Google reviews for financial guidance in Grapevine.
1301 Municipal Way Suite 140, Grapevine, TX 76051, USAFinancial Advisors Rankings in Grapevine, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Vivid Financial Group420 N Carroll Ave Suite 160, Southlake, TX 76092, USA | 4.6★ | 9 |
| #2 | Strait Financial410 E Northwest Hwy, Grapevine, TX 76051, USA | 5.0★ | 4 |
| #3 | Edward Jones - Financial Advisor: Brad Storm1301 Municipal Way Suite 140, Grapevine, TX 76051, USA | 5.0★ | 3 |
| #4 | Beacon Pointe Advisors601 S Main St Suite 201, Grapevine, TX 76051, USA | 5.0★ | 1 |
| #5 | LifeBranch Wealth Partners - Ameriprise Financial Services, LLC214 E College St, Grapevine, TX 76051, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Andrew G Eure, CFP®|AAMS®129 S Main St Suite 210, Grapevine, TX 76051, USA | — | — |
| #7 | Morgan Nichols - Private Wealth Advisor, Ameriprise Financial Services, LLC214 E College St, Grapevine, TX 76051, USA | — | — |
| #8 | Waterworth Wealth Advisors, LLC1225 S Main St #103, Grapevine, TX 76051, USA | — | — |
| #9 | Box Financial Advisors, LLC1600 W Northwest Hwy # 300, Grapevine, TX 76051, USA | 4.2★ | 5 |
| #10 | Edward Jones - Financial Advisor: Robyn L Scott, CFP®|AAMS®2200 Pool Rd Suite 101, Grapevine, TX 76051, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Grapevine
Exceptional 5.0-star rating based on initial client reviews in Grapevine.
601 S Main St Suite 201, Grapevine, TX 76051, USA
No reviews yet for this Grapevine, TX financial advisor.
214 E College St, Grapevine, TX 76051, USA
This financial advisor in Grapevine has no online reviews yet to reference.
129 S Main St Suite 210, Grapevine, TX 76051, USA
A new Grapevine financial advisor with no Google reviews yet.
214 E College St, Grapevine, TX 76051, USA
This advisor has no online reviews yet, offering a chance for first-time feedback.
1225 S Main St #103, Grapevine, TX 76051, USA
4.2 stars from 5 Google reviews, indicating solid local client satisfaction.
1600 W Northwest Hwy # 300, Grapevine, TX 76051, USA
Boasting a perfect 5.0-star rating from 2 Google reviews, this Grapevine financial advisor is highly regarded.
2200 Pool Rd Suite 101, Grapevine, TX 76051, USA
Exceptional 5.0-star rating from two Google reviews for financial guidance.
1785 TX-26 Suite 200, Grapevine, TX 76051, USA
5.0 stars from 1 review, reflecting exceptional client satisfaction in Grapevine.
214 E College St, Grapevine, TX 76051, USA
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Financial Advisors in Grapevine, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Vivid Financial Group | 64/100 | 4.6 ★ | 9 |
| 2 | Strait Financial | 67/100 | 5.0 ★ | 4 |
| 3 | Edward Jones - Financial Advisor: Brad Storm | 66/100 | 5.0 ★ | 3 |
| 4 | Beacon Pointe Advisors | 62/100 | 5.0 ★ | 1 |
| 5 | LifeBranch Wealth Partners - Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 6 | Edward Jones - Financial Advisor: Andrew G Eure, CFP®|AAMS® | 3/100 | — | 0 |
| 7 | Morgan Nichols - Private Wealth Advisor, Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 8 | Waterworth Wealth Advisors, LLC | 3/100 | — | 0 |
| 9 | Box Financial Advisors, LLC | 54/100 | 4.2 ★ | 5 |
| 10 | Edward Jones - Financial Advisor: Robyn L Scott, CFP®|AAMS® | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Grapevine
What is a fiduciary financial advisor and why does it matter in Grapevine?
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 Grapevine, 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 Grapevine?
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: June 13, 2026.
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