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Licensed · Highland Park
Licensed & Insured Financial Advisors in Highland Park, TX
Every financial advisors listed here carries proper licensing and insurance in TX. Protect yourself — always verify credentials before work begins.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Highland Park, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Alex Lancaster. Also in the top tier: Beacon Pointe Advisors and Texas Investment & Retirement Associates. The average rating across all listed financial advisors in Highland Park is 4.9 stars from 12 reviews per business on average.
Financial advisors in Highland Park 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.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
12
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
A local financial advisor in Lancaster with no online reviews yet to reference.
3100 Monticello Ave Ste 860, Dallas, TX 75205, USARated 5.0 stars from 24 reviews, this Grand Prairie advisor is highly trusted.
6600 Snider Plaza Suite 210, Dallas, TX 75205, USA5.0 stars from 4 reviews, reflecting exceptional client satisfaction.
4131 N Central Expy #900, Dallas, TX 75204, USAFinancial Advisors Rankings in Highland Park, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Alex Lancaster3100 Monticello Ave Ste 860, Dallas, TX 75205, USA | — | — |
| #2 | Beacon Pointe Advisors6600 Snider Plaza Suite 210, Dallas, TX 75205, USA | 5.0★ | 24 |
| #3 | Texas Investment & Retirement Associates4131 N Central Expy #900, Dallas, TX 75204, USA | 5.0★ | 4 |
| #4 | Cypress Point Wealth Management3838 Oak Lawn Ave # 1150, Dallas, TX 75219, USA | 5.0★ | 2 |
| #5 | Mt Vernon Investments8111 Douglas Ave #900, Dallas, TX 75225, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Drew Lancaster8222 Douglas Ave #675, Dallas, TX 75225, USA | — | — |
| #7 | RGT Wealth Advisors5950 Sherry Ln # 600, Dallas, TX 75225, USA | 5.0★ | 2 |
| #8 | Third Act Wealth Management, LLCSouth Building, 8150 N Central Expy Suite 1420, Dallas, TX 75206, USA | 5.0★ | 34 |
| #9 | Kyle Clift - RBC Wealth Management Financial Advisor100 Crescent Ct Suite 1500, Dallas, TX 75201, USA | 5.0★ | 4 |
| #10 | Indyfin1722 Routh St Suite 900, Dallas, TX 75201, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Highland Park
Exceptional 5.0-star rating based on a small number of Google reviews.
3838 Oak Lawn Ave # 1150, Dallas, TX 75219, USA
Exceptional 5.0-star rating based on initial client reviews.
8111 Douglas Ave #900, Dallas, TX 75225, USA
No reviews yet for this Lancaster, TX financial advisor.
8222 Douglas Ave #675, Dallas, TX 75225, USA
Rated 5.0 stars from two Google reviews, reflecting exceptional client satisfaction.
5950 Sherry Ln # 600, Dallas, TX 75225, USA
Rated 5.0 stars from 34 Google reviews, this Dallas financial advisor is highly trusted.
South Building, 8150 N Central Expy Suite 1420, Dallas, TX 75206, USA
Earned a perfect 5.0-star rating from 4 Google reviews in Kyle, TX.
100 Crescent Ct Suite 1500, Dallas, TX 75201, USA
Consistently earns perfect 5.0-star ratings from its clients.
1722 Routh St Suite 900, Dallas, TX 75201, USA
A trusted local financial advisor with no customer reviews yet.
2100 Ross Ave Suite 1000/1100, Dallas, TX 75201, USA
Trusted by clients with a strong 4.5-star average from 8 Google reviews.
2201 Main St #815, Dallas, TX 75201, USA
Top-rated financial advisor in Kyle with a perfect 5.0-star rating from 29 reviews.
10000 N Central Expy Ste 700, Dallas, TX 75231, USA
Earns a perfect 5.0-star rating from 14 reviews in Kyle, TX.
10000 N Central Expy Ste 700, Dallas, TX 75231, USA
Exceptional 5.0-star rating from 13 reviews in Dallas.
10100 N Central Expy #380, Dallas, TX 75231, USA
5.0-star rating from 11 Google reviews in Cedar Hill, TX.
7557 Rambler Rd Suite 1425, Dallas, TX 75231, USA
5.0 stars from 45 Google reviews, reflecting exceptional client satisfaction.
7557 Rambler Rd #1010, Dallas, TX 75231, USA
Rated 5.0 stars from 2 Google reviews, reflecting strong early client satisfaction.
12240 Inwood Rd Suite 200, Dallas, TX 75244, USA
Rated 5.0 stars from 2 Google reviews, offering trusted financial guidance in Cedar Hill.
12240 Inwood Rd Suite 450, Dallas, TX 75244, USA
Solid 4.3-star rating from 6 local reviews for financial guidance in Kyle.
5420 Lyndon B Johnson Fwy suite 1300, Dallas, TX 75240, USA
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Financial Advisors in Highland Park, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Alex Lancaster | 3/100 | — | 0 |
| 2 | Beacon Pointe Advisors | 76/100 | 5.0 ★ | 24 |
| 3 | Texas Investment & Retirement Associates | 67/100 | 5.0 ★ | 4 |
| 4 | Cypress Point Wealth Management | 64/100 | 5.0 ★ | 2 |
| 5 | Mt Vernon Investments | 62/100 | 5.0 ★ | 1 |
| 6 | Edward Jones - Financial Advisor: Drew Lancaster | 3/100 | — | 0 |
| 7 | RGT Wealth Advisors | 64/100 | 5.0 ★ | 2 |
| 8 | Third Act Wealth Management, LLC | 89/100 | 5.0 ★ | 34 |
| 9 | Kyle Clift - RBC Wealth Management Financial Advisor | 79/100 | 5.0 ★ | 4 |
| 10 | Indyfin | 66/100 | 5.0 ★ | 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 Highland Park
What is a fiduciary financial advisor and why does it matter in Highland Park?
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 Highland Park, 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 Highland Park?
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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