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Local Financial Advisors in Paterson, TX
Locally owned and operated financial advisors serving Paterson and the surrounding area. Supporting local businesses means faster response and accountability.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Paterson, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Carlos M Regueiro, AAMS®|CRPC™ with a 5.0-star rating from 1 verified reviews. Also in the top tier: Smart Financial Centre at Sugar Land and Edward Jones - Financial Advisor: Mark A Leifrig, CFP®|AAMS®. The average rating across all listed financial advisors in Paterson is 4.7 stars from 445 reviews per business on average.
Financial advisors in Paterson 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
4.7★
Avg rating
445
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Carlos M Regueiro, AAMS®|CRPC™
5501 Cabrera Dr Ste 701, Sugar Land, TX 77479, USA
Smart Financial Centre at Sugar Land
18111 Lexington Blvd, Sugar Land, TX 77479, USA
Edward Jones - Financial Advisor: Mark A Leifrig, CFP®|AAMS®
4610 Sweetwater Blvd Ste 210, Sugar Land, TX 77479, USA
Financial Advisors Rankings in Paterson, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Carlos M Regueiro, AAMS®|CRPC™5501 Cabrera Dr Ste 701, Sugar Land, TX 77479, USA | 5.0★ | 1 |
| #2 | Smart Financial Centre at Sugar Land18111 Lexington Blvd, Sugar Land, TX 77479, USA | 4.3★ | 6,594 |
| #3 | Edward Jones - Financial Advisor: Mark A Leifrig, CFP®|AAMS®4610 Sweetwater Blvd Ste 210, Sugar Land, TX 77479, USA | 5.0★ | 1 |
| #4 | Sweetwater Financial Advisors4655 Sweetwater Blvd Ste. 300, Sugar Land, TX 77479, USA | 5.0★ | 4 |
| #5 | Edward Jones - Financial Advisor: Laurie A Peterson, CFP®|CRPC™4502 Riverstone Blvd Ste 904, Missouri City, TX 77459, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Jonathan Davila4855 Riverstone Blvd Ste 106, Missouri City, TX 77459, USA | — | — |
| #7 | Benzer Capital5320 Hwy 6 Suite 200, Missouri City, TX 77459, USA | 4.2★ | 5 |
| #8 | Edward Jones - Financial Advisor: Sandra T Harrell4501 Cartwright Rd STE 501, Missouri City, TX 77459, USA | — | — |
| #9 | Fogarty Wealth Management, Inc.4501 Cartwright Rd STE 101, Missouri City, TX 77459, USA | 4.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Jeffrey D Gilcrease4501 Cartwright Rd STE 501, Missouri City, TX 77459, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Paterson
Sweetwater Financial Advisors
4655 Sweetwater Blvd Ste. 300, Sugar Land, TX 77479, USA
Edward Jones - Financial Advisor: Laurie A Peterson, CFP®|CRPC™
4502 Riverstone Blvd Ste 904, Missouri City, TX 77459, USA
Edward Jones - Financial Advisor: Jonathan Davila
4855 Riverstone Blvd Ste 106, Missouri City, TX 77459, USA
Benzer Capital
5320 Hwy 6 Suite 200, Missouri City, TX 77459, USA
Edward Jones - Financial Advisor: Sandra T Harrell
4501 Cartwright Rd STE 501, Missouri City, TX 77459, USA
Fogarty Wealth Management, Inc.
4501 Cartwright Rd STE 101, Missouri City, TX 77459, USA
Edward Jones - Financial Advisor: Jeffrey D Gilcrease
4501 Cartwright Rd STE 501, Missouri City, TX 77459, USA
Edward Jones - Financial Advisor: Ever A Ramirez, AAMS®|CRPC™
2735 Town Center Blvd N S, Sugar Land, TX 77479, USA
Increase Financial
7335 Hwy 6 #250, Missouri City, TX 77459, USA
RBC Wealth Management Branch - Sugar Land
2150 Town Square Pl Suite 310, Sugar Land, TX 77479, USA
Edward Jones - Financial Advisor: Bradford D Goon
4220 Cartwright Rd #804, Missouri City, TX 77459, USA
Trajan Wealth
2245 Texas Dr #300, Sugar Land, TX 77478, USA
Edward Jones - Financial Advisor: Kevin Benson
4220 Cartwright Rd #804, Missouri City, TX 77459, USA
WJ Interests Financial Advisors - Wealth Management
2333 Town Ctr Dr #100, Sugar Land, TX 77478, USA
Roberts Wealth Management
1650 Hwy 6 STE 250, Sugar Land, TX 77478, USA
Bert Boutte - Edelman Financial Engines
1600 Hwy 6 Suite 450, Sugar Land, TX 77478, USA
Edelman Financial Engines
1600 Hwy 6 Suite 450, Sugar Land, TX 77478, USA
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Frequently Asked Questions — Financial Advisors in Paterson
What is a fiduciary financial advisor and why does it matter in Paterson?
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 Paterson, 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 Paterson?
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: June 1, 2026.
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