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Top Picks · Greenville
Best Financial Advisors in Greenville, 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 20 financial advisors in Greenville, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Financial Lifestyle Management with a 5.0-star rating from 1 Google reviews and an RNM Score of 74/100. Also in the top tier: Pence Financial and Edward Jones - Financial Advisor: Tom Hosey, CEPA®|AAMS®. The average rating across all listed financial advisors in Greenville is 4.9 stars from 8 reviews per business on average.
Financial advisors in Greenville typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
8
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted financial advisor with a perfect 5.0 rating from local clients.
3101 Joe Ramsey Blvd E # 107, Greenville, TX 75401, USA5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.
1311 Live Oak St, Commerce, TX 75428, USA5.0-star rating from a single Google review.
1507 Airport Rd Ste 150, Rockwall, TX 75087, USAFinancial Advisors Rankings in Greenville, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Financial Lifestyle Management3101 Joe Ramsey Blvd E # 107, Greenville, TX 75401, USA | 5.0★ | 1 |
| #2 | Pence Financial1311 Live Oak St, Commerce, TX 75428, USA | 5.0★ | 3 |
| #3 | Edward Jones - Financial Advisor: Tom Hosey, CEPA®|AAMS®1507 Airport Rd Ste 150, Rockwall, TX 75087, USA | 5.0★ | 1 |
| #4 | Edward Jones - Financial Advisor: Price Buckley, CFP®1507 Airport Rd Ste 150, Rockwall, TX 75087, USA | 5.0★ | 8 |
| #5 | WealthMetrix102 S Goliad St Suite 101, Rockwall, TX 75087, USA | 5.0★ | 4 |
| #6 | Edward Jones - Financial Advisor: Jake Lazorko738 Justin Rd, Rockwall, TX 75087, USA | 5.0★ | 1 |
| #7 | Blair Financial Advisors100 Lyndhurst Dr, Wylie, TX 75098, USA | 5.0★ | 47 |
| #8 | OpenAir Advisers1131 W Yellow Jacket Ln, Rockwall, TX 75087, USA | 4.8★ | 24 |
| #9 | Dave Watson & Associates Llc1309 Ridge Rd #200, Rowlett, TX 75088, USA | 4.2★ | 5 |
| #10 | Edward Jones - Financial Advisor: Kelly D Connel, CFP®603 White Hills Dr B, Rockwall, TX 75087, USA | 4.3★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Greenville
Consistently earns perfect 5.0-star ratings from a handful of clients.
1507 Airport Rd Ste 150, Rockwall, TX 75087, USA
Rated 5.0 stars from 4 reviews in Rockwall, TX.
102 S Goliad St Suite 101, Rockwall, TX 75087, USA
5.0-star rating from a handful of Google reviews in Rockwall, TX.
738 Justin Rd, Rockwall, TX 75087, USA
Rowlett's top-rated financial advisor with 5.0 stars from 47 reviews.
100 Lyndhurst Dr, Wylie, TX 75098, USA
4.8 stars from 24 Google reviews, reflecting trusted local financial guidance.
1131 W Yellow Jacket Ln, Rockwall, TX 75087, USA
4.2 stars from 5 reviews, indicating solid local client satisfaction.
1309 Ridge Rd #200, Rowlett, TX 75088, USA
Rockwall financial advisor with a solid 4.3-star rating from 3 reviews.
603 White Hills Dr B, Rockwall, TX 75087, USA
Exceptional 5.0-star rating from four local Google reviews.
119 N Ballard Ave, Wylie, TX 75098, USA
A 5.0-star rating from 4 Google reviews reflects strong local client satisfaction.
109 N Ballard Ave, Wylie, TX 75098, USA
This financial advisor has no online ratings yet, as they have no Google reviews.
119 N Ballard Ave, Wylie, TX 75098, USA
No reviews yet for this Wylie, TX financial advisor.
113 N Ballard Ave, Wylie, TX 75098, USA
No Google reviews yet for this Rockwall financial advisor.
500 Turtle Cove Blvd Suite 100, Rockwall, TX 75087, USA
A local financial advisor in Wylie, TX, with no customer reviews yet.
303 S State Hwy 78 #202, Wylie, TX 75098, USA
This financial advisor in Wylie has no client reviews yet to reference.
303 S State Hwy 78 #202, Wylie, TX 75098, USA
A new financial advisor in Wylie with 0 Google reviews, so no rating is available yet.
303 S S State Hwy 78 #202, Wylie, TX 75098, USA
Rockwall financial advisor with a perfect 5.0-star rating from 2 reviews.
2600 Ridge Rd, Rockwall, TX 75087, USA
5.0 stars from 10 Google reviews, reflecting exceptional local client satisfaction.
697 E Interstate 30 STE 200, Rockwall, TX 75087, USA
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Financial Advisors in Greenville, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Financial Lifestyle Management | 74/100 | 5.0 ★ | 1 |
| 2 | Pence Financial | 69/100 | 5.0 ★ | 3 |
| 3 | Edward Jones - Financial Advisor: Tom Hosey, CEPA®|AAMS® | 62/100 | 5.0 ★ | 1 |
| 4 | Edward Jones - Financial Advisor: Price Buckley, CFP® | 70/100 | 5.0 ★ | 8 |
| 5 | WealthMetrix | 79/100 | 5.0 ★ | 4 |
| 6 | Edward Jones - Financial Advisor: Jake Lazorko | 62/100 | 5.0 ★ | 1 |
| 7 | Blair Financial Advisors | 79/100 | 5.0 ★ | 47 |
| 8 | OpenAir Advisers | 72/100 | 4.8 ★ | 24 |
| 9 | Dave Watson & Associates Llc | 54/100 | 4.2 ★ | 5 |
| 10 | Edward Jones - Financial Advisor: Kelly D Connel, CFP® | 54/100 | 4.3 ★ | 3 |
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 Greenville
What is a fiduciary financial advisor and why does it matter in Greenville?
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 Greenville, 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 Greenville?
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 10, 2026.
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