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As of May 2026, RatingsNearMe ranks 13 financial advisors in Mesquite, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Matthew A Taylor with a 5.0-star rating from 1 verified reviews. Also in the top tier: Primerica - Nick C. Lamb and Christene Dino Hobbs, Financial Advisor - Island Wealth Strategies And Insurance Solutions, LLC. The average rating across all listed financial advisors in Mesquite is 4.9 stars from 4 reviews per business on average.
Financial advisors in Mesquite 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
13
Businesses listed
4.9★
Avg rating
4
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Matthew A Taylor
2144 N Belt Line Rd Suite F, Mesquite, TX 75150, USA
Primerica - Nick C. Lamb
1675 Republic Pkwy Ste 200A, Mesquite, TX 75150, USA
Christene Dino Hobbs, Financial Advisor - Island Wealth Strategies And Insurance Solutions, LLC
5005 Lyndon B Johnson Fwy Ste 1600, Dallas, TX 75244, USA
Financial Advisors Rankings in Mesquite, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Matthew A Taylor2144 N Belt Line Rd Suite F, Mesquite, TX 75150, USA | 5.0★ | 1 |
| #2 | Primerica - Nick C. Lamb1675 Republic Pkwy Ste 200A, Mesquite, TX 75150, USA | 5.0★ | 11 |
| #3 | Christene Dino Hobbs, Financial Advisor - Island Wealth Strategies And Insurance Solutions, LLC5005 Lyndon B Johnson Fwy Ste 1600, Dallas, TX 75244, USA | 5.0★ | 7 |
| #4 | Edward Jones - Financial Advisor: Michael J Taysom, AAMS®|CRPC™182 S Collins Rd #100, Sunnyvale, TX 75182, USA | 5.0★ | 5 |
| #5 | Intirety Wealth Management209 W College St, Mesquite, TX 75149, USA | 5.0★ | 4 |
| #6 | Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro3330 N Galloway Ave #309, Mesquite, TX 75150, USA | 4.5★ | 8 |
| #7 | Leader Life Financial Solutions613 N Town E Blvd Suite 815, Mesquite, TX 75150, USA | 5.0★ | 3 |
| #8 | Edward Jones - Financial Advisor: Mario G Ayala, AAMS®|CRPS™18601 Lyndon B Johnson Fwy # 230, Mesquite, TX 75150, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Gerald R Blakely, CFP®|AAMS®1425 Gross Rd Ste 106, Mesquite, TX 75149, USA | — | — |
| #10 | UNITY Financial Services610 N Town E Blvd # 102, Mesquite, TX 75150, USA | 4.2★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Mesquite
Edward Jones - Financial Advisor: Michael J Taysom, AAMS®|CRPC™
182 S Collins Rd #100, Sunnyvale, TX 75182, USA
Intirety Wealth Management
209 W College St, Mesquite, TX 75149, USA
Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro
3330 N Galloway Ave #309, Mesquite, TX 75150, USA
Leader Life Financial Solutions
613 N Town E Blvd Suite 815, Mesquite, TX 75150, USA
Edward Jones - Financial Advisor: Mario G Ayala, AAMS®|CRPS™
18601 Lyndon B Johnson Fwy # 230, Mesquite, TX 75150, USA
Edward Jones - Financial Advisor: Gerald R Blakely, CFP®|AAMS®
1425 Gross Rd Ste 106, Mesquite, TX 75149, USA
UNITY Financial Services
610 N Town E Blvd # 102, Mesquite, TX 75150, USA
Edward Jones - Financial Advisor: Bryan Webb
1675 Republic Pkwy Suite 160, Mesquite, TX 75150, USA
Murphy & Sylvest LLC
13760 Noel Rd #300, Dallas, TX 75240, USA
Edward Jones - Financial Advisor: Sal Tejani
129 Collins Rd Ste 2101, Sunnyvale, TX 75182, USA
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Frequently Asked Questions — Financial Advisors in Mesquite
What is a fiduciary financial advisor and why does it matter in Mesquite?
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 Mesquite, 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 Mesquite?
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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