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Financial Advisors in Greenville, TX — Free Estimates
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As of June 2026, RatingsNearMe ranks 20 financial advisors in Greenville, TX by verified customer ratings and review volume. The highest-rated is Financial Lifestyle Management with a 5.0-star rating from 1 verified reviews. 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 1, 2026 · Scored by 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 1, 2026
Last updated
Top Rated Financial Advisors
Financial Lifestyle Management
3101 Joe Ramsey Blvd E # 107, Greenville, TX 75401, USA
Edward Jones - Financial Advisor: Tom Hosey, CEPA®|AAMS®
1507 Airport Rd Ste 150, Rockwall, TX 75087, USA
Financial 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
Edward Jones - Financial Advisor: Price Buckley, CFP®
1507 Airport Rd Ste 150, Rockwall, TX 75087, USA
Edward Jones - Financial Advisor: Jake Lazorko
738 Justin Rd, Rockwall, TX 75087, USA
Blair Financial Advisors
100 Lyndhurst Dr, Wylie, TX 75098, USA
OpenAir Advisers
1131 W Yellow Jacket Ln, Rockwall, TX 75087, USA
Dave Watson & Associates Llc
1309 Ridge Rd #200, Rowlett, TX 75088, USA
Edward Jones - Financial Advisor: Kelly D Connel, CFP®
603 White Hills Dr B, Rockwall, TX 75087, USA
Edward Jones - Financial Advisor: Bryan C Brokaw, CFP®|ABFP®
119 N Ballard Ave, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Matthew Spicer
119 N Ballard Ave, Wylie, TX 75098, USA
Thrivent Financial for Lutherans
113 N Ballard Ave, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Brad W Sewell, CFP®|AAMS®
500 Turtle Cove Blvd Suite 100, Rockwall, TX 75087, USA
Edward Jones - Financial Advisor: Chris Gallagher
303 S State Hwy 78 #202, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Josh Young
303 S State Hwy 78 #202, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Lincoln N Hirsch
303 S S State Hwy 78 #202, Wylie, TX 75098, USA
Epstein & Kolacz Wealth Management
2600 Ridge Rd, Rockwall, TX 75087, USA
Rockwall Wealth Advisors
697 E Interstate 30 STE 200, Rockwall, TX 75087, USA
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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 1, 2026.
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