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Emergency Financial Advisors in Lewisville, TX — Available 24/7
When you can't wait, these financial advisors in Lewisville offer emergency response. Call now — most respond within the hour.
As of May 2026, RatingsNearMe ranks 16 financial advisors in Lewisville, TX by verified customer ratings and review volume. The highest-rated is GDS Wealth Management with a 5.0-star rating from 187 verified reviews. Also in the top tier: Nexus One Financial Advisors and Merit Financial Advisors. The average rating across all listed financial advisors in Lewisville is 4.6 stars from 24 reviews per business on average.
Financial advisors in Lewisville 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
16
Businesses listed
4.6★
Avg rating
24
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
GDS Wealth Management
2910 Lakeside Village Blvd, Flower Mound, TX 75022, USA
Nexus One Financial Advisors
5060 Tennyson Pkwy Ste 300, Plano, TX 75024, USA
Merit Financial Advisors
4400 State Hwy 121 #200, Lewisville, TX 75056, USA
Financial Advisors Rankings in Lewisville, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | GDS Wealth Management2910 Lakeside Village Blvd, Flower Mound, TX 75022, USA | 5.0★ | 187 |
| #2 | Nexus One Financial Advisors5060 Tennyson Pkwy Ste 300, Plano, TX 75024, USA | 5.0★ | 73 |
| #3 | Merit Financial Advisors4400 State Hwy 121 #200, Lewisville, TX 75056, USA | 5.0★ | 6 |
| #4 | Clark & Associates - Ameriprise Financial Services, LLC870 Hebron Pkwy Ste 702, Lewisville, TX 75057, USA | — | — |
| #5 | Edward Jones - Financial Advisor: David Goldmeyer113 N Poydras St Ste 203, Lewisville, TX 75057, USA | 5.0★ | 3 |
| #6 | Ray Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC870 Hebron Pkwy Ste 702, Lewisville, TX 75057, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Jennifer L Gingrich579 N Valley Pkwy Suite 110, Lewisville, TX 75067, USA | 5.0★ | 2 |
| #8 | Envision Financial Solutions2785 Rockbrook Dr # 304, Lewisville, TX 75067, USA | 5.0★ | 1 |
| #9 | Steve Namy - Financial Advisor, Ameriprise Financial Services, LLC2681 MacArthur Blvd Ste 306, Lewisville, TX 75067, USA | 5.0★ | 2 |
| #10 | Alyssa Wetterlund - Financial Advisor, Ameriprise Financial Services, LLC870 Hebron Pkwy Ste 702, Lewisville, TX 75057, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Lewisville
Clark & Associates - Ameriprise Financial Services, LLC
870 Hebron Pkwy Ste 702, Lewisville, TX 75057, USA
Edward Jones - Financial Advisor: David Goldmeyer
113 N Poydras St Ste 203, Lewisville, TX 75057, USA
Ray Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC
870 Hebron Pkwy Ste 702, Lewisville, TX 75057, USA
Edward Jones - Financial Advisor: Jennifer L Gingrich
579 N Valley Pkwy Suite 110, Lewisville, TX 75067, USA
Envision Financial Solutions
2785 Rockbrook Dr # 304, Lewisville, TX 75067, USA
Steve Namy - Financial Advisor, Ameriprise Financial Services, LLC
2681 MacArthur Blvd Ste 306, Lewisville, TX 75067, USA
Alyssa Wetterlund - Financial Advisor, Ameriprise Financial Services, LLC
870 Hebron Pkwy Ste 702, Lewisville, TX 75057, USA
Houston & Associates - Ameriprise Financial Services, LLC
417 Oakbend Dr #270, Lewisville, TX 75067, USA
Greg Hanson - Financial Advisor, Ameriprise Financial Services, LLC
2681 MacArthur Blvd Ste 306, Lewisville, TX 75067, USA
Kane Houston - Private Wealth Advisor, Ameriprise Financial Services, LLC
417 Oakbend Dr #270, Lewisville, TX 75067, USA
Lake Dallas Financial LLC
650 Edmonds Ln STE 100, Lewisville, TX 75067, USA
Ross Powell, CFP®, CPA - Wealth Manager
1537 Shannon Dr, Lewisville, TX 75077, USA
Guardian Financial Management
600 Parker Square Rd # 220, Flower Mound, TX 75028, USA
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Frequently Asked Questions — Financial Advisors in Lewisville
What is a fiduciary financial advisor and why does it matter in Lewisville?
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 Lewisville, 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 Lewisville?
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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