Showing results near Mesa
We don't have financial advisors listed specifically in Mesa yet — these top-rated pros from Austin serve your area and are available for calls and quotes today.
4.5+ Stars · Mesa
Highly Rated Financial Advisors in Mesa, TX
Only the best make this list. These financial advisors in Mesa have earned 4.5+ star ratings from real customers — consistently.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Mesa, TX by verified customer ratings and review volume. The highest-rated is 49 Financial with a 5.0-star rating from 272 verified reviews. Also in the top tier: Strategic Capital - Wealth Management Austin and Maslow Wealth Advisors. The average rating across all listed financial advisors in Mesa is 4.9 stars from 36 reviews per business on average.
Financial advisors in Mesa typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
36
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
49 Financial
3711 S MoPac Expy Bldg 1 Ste 150, Austin, TX 78746, USA
Strategic Capital - Wealth Management Austin
2801 Vía Fortuna #250, Austin, TX 78746, USA
Maslow Wealth Advisors
1601 S MoPac Expy #125d, Austin, TX 78746, USA
Financial Advisors Rankings in Mesa, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | 49 Financial3711 S MoPac Expy Bldg 1 Ste 150, Austin, TX 78746, USA | 5.0★ | 272 |
| #2 | Strategic Capital - Wealth Management Austin2801 Vía Fortuna #250, Austin, TX 78746, USA | 5.0★ | 103 |
| #3 | Maslow Wealth Advisors1601 S MoPac Expy #125d, Austin, TX 78746, USA | 4.6★ | 7 |
| #4 | Mission Wealth901 S MoPac Expy Building V Suite 250, Austin, TX 78746, USA | 5.0★ | 4 |
| #5 | Modern Wealth Strategies111 Congress Ave. Suite 509, Austin, TX 78701, USA | 5.0★ | 29 |
| #6 | KENTOR Financial1111 W 6th St Bldg A, Suite 440, Austin, TX 78703, USA | — | — |
| #7 | Brighton Jones301 Congress Ave. Floor 12, Austin, TX 78701, USA | 5.0★ | 4 |
| #8 | Exencial Wealth Advisors4101 Parkstone Heights Dr #210, Austin, TX 78746, USA | 5.0★ | 1 |
| #9 | NEST Financial310 Comal St 2nd floor, Austin, TX 78702, USA | 5.0★ | 10 |
| #10 | Austin First Financial1502 West Ave #204, Austin, TX 78701, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Mesa
Mission Wealth
901 S MoPac Expy Building V Suite 250, Austin, TX 78746, USA
Modern Wealth Strategies
111 Congress Ave. Suite 509, Austin, TX 78701, USA
KENTOR Financial
1111 W 6th St Bldg A, Suite 440, Austin, TX 78703, USA
Brighton Jones
301 Congress Ave. Floor 12, Austin, TX 78701, USA
Exencial Wealth Advisors
4101 Parkstone Heights Dr #210, Austin, TX 78746, USA
NEST Financial
310 Comal St 2nd floor, Austin, TX 78702, USA
Austin First Financial
1502 West Ave #204, Austin, TX 78701, USA
Kestra Financial
5707 Southwest Pkwy Bldg. 2 Ste. 400, Austin, TX 78735, USA
Mariner
1114 Lost Creek Blvd Suite 260, Austin, TX 78746, USA
Jennifer Powers - Thrivent
3309 W Slaughter Ln, Austin, TX 78748, USA
Thrivent: Melissa Knippa, CLU, ChFC, RICP
3309 W Slaughter Ln, Austin, TX 78748, USA
Cerity Partners
3108 N Lamar Blvd b100, Austin, TX 78705, USA
The Fox Alliance
7500 Rialto Blvd Bldg. 1, Suite 230, Austin, TX 78735, USA
Archer Investment Management
4411 Authentic Dr, Austin, TX 78731, USA
Edward Jones - Financial Advisor: Reagan B Rentschler, CFP®|AAMS®
1009 Meredith Dr, Austin, TX 78748, USA
Austin Wealth Management
5209 Burnet Rd Suite 210, Austin, TX 78756, USA
Texas Financial Advisors
3301 Northland Dr Suite 405, Austin, TX 78731, USA
Get Free Quotes
We'll connect you with the top financial advisors in Mesa, TX.
Frequently Asked Questions — Financial Advisors in Mesa
What is a fiduciary financial advisor and why does it matter in Mesa?
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 Mesa, 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 Mesa?
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: June 1, 2026.
More Home Services in Mesa
Related Searches
More ways to find financial advisors in Mesa
Financial Advisors in nearby cities