Verified · Irving
Trusted Financial Advisors in Irving, TX
Trust matters when you're inviting a pro into your home or business. These financial advisors in Irving have earned it through hundreds of verified reviews.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Irving, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is EFG Companies with a 4.4-star rating from 908 Google reviews and an RNM Score of 78/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Paul Pittman
Paul Pittman's Edward Jones practice is top-ranked for its personalized, face-to-face financial planning and strong community reputation in Irving.
Most Reviewed
Edward Jones - Financial Advisor: Paul Pittman
A high number of reviews indicates broad client trust and consistent service experience, helping you gauge reliability.
When choosing a financial advisor in Irving, verify their fiduciary status and fee structure, and consider scheduling initial consultations with at least two firms to compare their approach to your financial goals.
Local Market Snapshot
18
Businesses listed
4.7★
Avg rating
71
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a solid 4.4-star rating.
122 W John W. Carpenter Fwy, Irving, TX 75039, USATrusted by clients with a strong 4.5-star rating from over 150 reviews.
925 W John Carpenter Fwy Ste 102, Irving, TX 75039, USAEarns a perfect 5.0-star rating from over 20 local client reviews.
5605 N MacArthur Blvd suite 600, Irving, TX 75038, USAFinancial 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 | Concord Wealth Strategies122 W John Carpenter Fwy Suite 405, Irving, TX 75039, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Ben Pittman, AAMS®222 W Las Colinas Blvd. #155e, Irving, TX 75039, USA | 5.0★ | 1 |
| #6 | United Capital Financial Advisors125 E John W Carpenter Fwy Suite 1300, Irving, TX 75062, USA | 4.2★ | 5 |
| #7 | Edward Jones - Financial Advisor: Paul Pittman222 W Las Colinas Blvd. #155e, Irving, TX 75039, USA | 5.0★ | 3 |
| #8 | Capitol Wealth Strategies545 John W. Carpenter Fwy Suite 1535, Irving, TX 75062, USA | 2.3★ | 3 |
| #9 | The Fox Alliance800 W Airport Fwy #430, Irving, TX 75062, USA | 5.0★ | 17 |
| #10 | Creating & Managing Wealth5201 N O'Connor Blvd # 200, Irving, TX 75039, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Irving
A financial advisor in Irving, TX with no customer reviews yet to reference.
122 W John Carpenter Fwy Suite 405, Irving, TX 75039, USA
Exceptional 5.0-star rating based on early client feedback.
222 W Las Colinas Blvd. #155e, Irving, TX 75039, USA
4.2 stars from 5 Google reviews, a solid local choice for financial guidance.
125 E John W Carpenter Fwy Suite 1300, Irving, TX 75062, USA
Earns a perfect 5.0-star rating from a handful of local client reviews.
222 W Las Colinas Blvd. #155e, Irving, TX 75039, USA
An independent advisor with a 2.3-star rating based on 3 Google reviews.
545 John W. Carpenter Fwy Suite 1535, Irving, TX 75062, USA
Trusted by clients with a perfect 5.0-star rating from 17 reviews in Irving.
800 W Airport Fwy #430, Irving, TX 75062, USA
5.0-star rated financial advisor with positive feedback from local Irving clients.
5201 N O'Connor Blvd # 200, Irving, TX 75039, USA
5.0 stars from 2 reviews, reflecting strong early client satisfaction.
5605 N MacArthur Blvd suite 600, Irving, TX 75038, USA
5.0-star rating from 1 Google review for a local Irving financial advisor.
5215 N O'Connor Blvd Floor 12, Irving, TX 75039, USA
Earns a perfect 5.0-star rating from a small number of client reviews.
909 Lake Carolyn Pkwy Ste 380, Irving, TX 75039, USA
Exceptional 5.0-star rating from 13 Google reviews for financial advising in Irving.
704 McCoy Dr, Irving, TX 75062, USA
A 5.0-star rating from 1 Google review reflects perfect client satisfaction.
5605 N MacArthur Blvd suite 600, Irving, TX 75038, USA
5.0 stars from one review shows exceptional client satisfaction in Irving.
5601 Executive Dr #150, Irving, TX 75038, USA
5.0-star rating from 1 Google review for a financial advisor in Irving.
4243 W Pioneer Dr, Irving, TX 75061, USA
A trusted financial advisor in Irving, TX with no reviews yet for your consideration.
580 Decker Dr, Irving, TX 75062, USA
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Financial Advisors in Irving, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | EFG Companies | 78/100 | 4.4 ★ | 908 |
| 2 | Block Advisors | 81/100 | 4.5 ★ | 156 |
| 3 | Dominic Dougherty - Advising For Life | 75/100 | 5.0 ★ | 21 |
| 4 | Concord Wealth Strategies | 7/100 | — | 0 |
| 5 | Edward Jones - Financial Advisor: Ben Pittman, AAMS® | 65/100 | 5.0 ★ | 1 |
| 6 | United Capital Financial Advisors | 54/100 | 4.2 ★ | 5 |
| 7 | Edward Jones - Financial Advisor: Paul Pittman | 69/100 | 5.0 ★ | 3 |
| 8 | Capitol Wealth Strategies | 39/100 | 2.3 ★ | 3 |
| 9 | The Fox Alliance | 74/100 | 5.0 ★ | 17 |
| 10 | Creating & Managing Wealth | 67/100 | 5.0 ★ | 4 |
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 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: July 4, 2026.
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