Showing results near Lake Worth
We don't have financial advisors listed specifically in Lake Worth yet — these top-rated pros from Azle serve your area and are available for calls and quotes today.
Verified · Lake Worth
Trusted Financial Advisors in Lake Worth, TX
Trust matters when you're inviting a pro into your home or business. These financial advisors in Lake Worth have earned it through hundreds of verified reviews.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Lake Worth, 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: Jake Crawford, CFP®|AAMS®|CRPC™|CRPS™ with a 5.0-star rating from 1 Google reviews and an RNM Score of 65/100. Also in the top tier: New Century Investments and Aligned Wealth Advisors. The average rating across all listed financial advisors in Lake Worth is 4.7 stars from 18 reviews per business on average.
Financial advisors in Lake Worth 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
4.7★
Avg rating
18
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0★ rating from 1 review, reflecting exceptional client satisfaction.
8401 Jacksboro Hwy # 150, Lakeside, TX 76135, USATrusted by clients for exceptional service, with a perfect 5.0 rating from 23 reviews.
5740 Boat Club Rd Suite 100, Fort Worth, TX 76179, USARated 5.0 stars from two Google reviews, this Saginaw financial advisor is highly regarded.
5740 Boat Club Rd Suite 101, Fort Worth, TX 76179, USAFinancial Advisors Rankings in Lake Worth, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Jake Crawford, CFP®|AAMS®|CRPC™|CRPS™8401 Jacksboro Hwy # 150, Lakeside, TX 76135, USA | 5.0★ | 1 |
| #2 | New Century Investments5740 Boat Club Rd Suite 100, Fort Worth, TX 76179, USA | 5.0★ | 23 |
| #3 | Aligned Wealth Advisors5740 Boat Club Rd Suite 101, Fort Worth, TX 76179, USA | 5.0★ | 2 |
| #4 | Integrity Financial Group5748 Boat Club Rd, Fort Worth, TX 76179, USA | — | — |
| #5 | Decidedly Wealth Management6100 Camp Bowie Blvd Suite 24, Fort Worth, TX 76116, USA | 5.0★ | 13 |
| #6 | Clearfork Financial Planning4921 Camp Bowie Blvd, Fort Worth, TX 76107, USA | 5.0★ | 4 |
| #7 | Wealth Strategy Advisors3265 Lackland Rd, Fort Worth, TX 76116, USA | 5.0★ | 27 |
| #8 | Baird Private Wealth Management550 Bailey Ave Ste 700, Fort Worth, TX 76107, USA | — | — |
| #9 | Beacon Pointe Advisors1408 Montgomery St, Fort Worth, TX 76107, USA | 5.0★ | 14 |
| #10 | Edward Jones - Financial Advisor: Robert S Anderson, AAMS®713 W Bailey Boswell Rd Suite 200, Fort Worth, TX 76179, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Lake Worth
Financial advisor in Saginaw with no online reviews yet; check back for ratings.
5748 Boat Club Rd, Fort Worth, TX 76179, USA
5.0 stars from 13 Google reviews for a Fort Worth financial advisor.
6100 Camp Bowie Blvd Suite 24, Fort Worth, TX 76116, USA
Trusted by local clients with a perfect 5.0-star rating from 4 reviews.
4921 Camp Bowie Blvd, Fort Worth, TX 76107, USA
5.0 stars from 27 reviews, reflecting consistently exceptional client satisfaction.
3265 Lackland Rd, Fort Worth, TX 76116, USA
Financial advisor in Haltom City with no customer reviews yet.
550 Bailey Ave Ste 700, Fort Worth, TX 76107, USA
Earns a perfect 5.0-star rating from 14 reviews in Fort Worth.
1408 Montgomery St, Fort Worth, TX 76107, USA
Exceptional 5.0-star rating from three Google reviews in Saginaw.
713 W Bailey Boswell Rd Suite 200, Fort Worth, TX 76179, USA
5.0 stars from 47 reviews, reflecting exceptional client satisfaction in Saginaw, TX.
1209 N Saginaw Blvd G, Saginaw, TX 76179, USA
Rated 5.0 stars from 4 Google reviews by clients in Fort Worth.
2833 Crockett St Ste 102, Fort Worth, TX 76107, USA
One star rating from a single review indicates mixed client feedback.
1329 N Saginaw Blvd, Saginaw, TX 76179, USA
This local financial advisor has no online reviews yet to help guide your choice.
1341 Southeast Pkwy #104, Azle, TX 76020, USA
Exceptional 5.0-star rating from two Google reviews.
1341 Southeast Pkwy #104, Azle, TX 76020, USA
Rated 5.0 stars from two Google reviews, this Azle financial advisor earns exceptional local trust.
1341 Southeast Pkwy #101, Azle, TX 76020, USA
4 Google reviews give this Haltom City financial advisor a perfect 5.0-star rating.
4816 Bryant Irvin Ct, Fort Worth, TX 76107, USA
Fort Worth's top-rated financial advisor with 148 perfect five-star reviews.
3343 Locke Ave # 107, Fort Worth, TX 76107, USA
5.0-star rating from multiple Google reviews for a Fort Worth financial advisor.
1320 S University Dr #1012, Fort Worth, TX 76107, USA
Rated 4.6 stars from 9 Google reviews, this Fort Worth financial advisor is highly regarded.
5600 Clearfork Main St Ste 460, Fort Worth, TX 76109, USA
Get Free Quotes
We'll connect you with the top financial advisors in Lake Worth, TX.
Financial Advisors in Lake Worth, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Jake Crawford, CFP®|AAMS®|CRPC™|CRPS™ | 65/100 | 5.0 ★ | 1 |
| 2 | New Century Investments | 76/100 | 5.0 ★ | 23 |
| 3 | Aligned Wealth Advisors | 64/100 | 5.0 ★ | 2 |
| 4 | Integrity Financial Group | 3/100 | — | 0 |
| 5 | Decidedly Wealth Management | 84/100 | 5.0 ★ | 13 |
| 6 | Clearfork Financial Planning | 67/100 | 5.0 ★ | 4 |
| 7 | Wealth Strategy Advisors | 88/100 | 5.0 ★ | 27 |
| 8 | Baird Private Wealth Management | 3/100 | — | 0 |
| 9 | Beacon Pointe Advisors | 85/100 | 5.0 ★ | 14 |
| 10 | Edward Jones - Financial Advisor: Robert S Anderson, AAMS® | 66/100 | 5.0 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Lake Worth to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
Frequently Asked Questions — Financial Advisors in Lake Worth
What is a fiduciary financial advisor and why does it matter in Lake Worth?
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 Lake Worth, 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 Lake Worth?
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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.
More Home Services in Lake Worth
Related Searches
More ways to find financial advisors in Lake Worth
Financial Advisors in nearby cities