Real Reviews · Irving
Top-Reviewed Financial Advisors in Irving, TX
What are customers actually saying? Read verified reviews for financial advisors in Irving — every rating is from a real customer.
As of May 2026, RatingsNearMe ranks 18 financial advisors in Irving, TX by verified customer ratings and review volume. The highest-rated is EFG Companies with a 4.4-star rating from 908 verified reviews. Also in the top tier: Block Advisors and Dominic Dougherty - Advising For Life. The average rating across all listed financial advisors in Irving is 4.7 stars from 71 reviews per business on average.
Financial advisors in Irving typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.7★
Avg rating
71
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
EFG Companies
122 W John W. Carpenter Fwy, Irving, TX 75039, USA
Dominic Dougherty - Advising For Life
5605 N MacArthur Blvd suite 600, Irving, TX 75038, USA
Financial Advisors Rankings in Irving, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | EFG Companies122 W John W. Carpenter Fwy, Irving, TX 75039, USA | 4.4★ | 908 |
| #2 | Block Advisors925 W John Carpenter Fwy Ste 102, Irving, TX 75039, USA | 4.5★ | 156 |
| #3 | Dominic Dougherty - Advising For Life5605 N MacArthur Blvd suite 600, Irving, TX 75038, USA | 5.0★ | 21 |
| #4 | Edward Jones - Financial Advisor: Paul Pittman222 W Las Colinas Blvd. #155e, Irving, TX 75039, USA | 5.0★ | 3 |
| #5 | Concord Wealth Strategies122 W John Carpenter Fwy Suite 405, Irving, TX 75039, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Ben Pittman, AAMS®222 W Las Colinas Blvd. #155e, Irving, TX 75039, USA | 5.0★ | 1 |
| #7 | Capitol Wealth Strategies545 John W. Carpenter Fwy Suite 1535, Irving, TX 75062, USA | 2.3★ | 3 |
| #8 | United Capital Financial Advisors125 E John W Carpenter Fwy Suite 1300, Irving, TX 75062, USA | 4.2★ | 5 |
| #9 | Empowerment Financial Advisors, LLC5215 N O'Connor Blvd Floor 12, Irving, TX 75039, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Darryl Plunkett909 Lake Carolyn Pkwy Ste 380, Irving, TX 75039, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Irving
Edward Jones - Financial Advisor: Paul Pittman
222 W Las Colinas Blvd. #155e, Irving, TX 75039, USA
Concord Wealth Strategies
122 W John Carpenter Fwy Suite 405, Irving, TX 75039, USA
Edward Jones - Financial Advisor: Ben Pittman, AAMS®
222 W Las Colinas Blvd. #155e, Irving, TX 75039, USA
Capitol Wealth Strategies
545 John W. Carpenter Fwy Suite 1535, Irving, TX 75062, USA
United Capital Financial Advisors
125 E John W Carpenter Fwy Suite 1300, Irving, TX 75062, USA
Empowerment Financial Advisors, LLC
5215 N O'Connor Blvd Floor 12, Irving, TX 75039, USA
Edward Jones - Financial Advisor: Darryl Plunkett
909 Lake Carolyn Pkwy Ste 380, Irving, TX 75039, USA
The Fox Alliance
800 W Airport Fwy #430, Irving, TX 75062, USA
Creating & Managing Wealth
5201 N O'Connor Blvd # 200, Irving, TX 75039, USA
Northwestern Mutual - Las Colinas
5605 N MacArthur Blvd suite 600, Irving, TX 75038, USA
All Good Financial Services LLC
4243 W Pioneer Dr, Irving, TX 75061, USA
Knights of Columbus Financial Advisor James Bell, CFP®
704 McCoy Dr, Irving, TX 75062, USA
Jay Courtney, JJR Financial, Northwestern Mutual
5605 N MacArthur Blvd suite 600, Irving, TX 75038, USA
Edward Jones - Financial Advisor: Justin Montanari
5601 Executive Dr #150, Irving, TX 75038, USA
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Frequently Asked Questions — Financial Advisors in Irving
What is a fiduciary financial advisor and why does it matter in Irving?
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 Irving, 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 Irving?
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: May 17, 2026.
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