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Near You · Providence Village
Financial Advisors Near You in Providence Village, TX
Find financial advisors close to you in Providence Village. All results are sorted by proximity and rated by real local customers.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Providence Village, 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: Jerry Ponzio, CFP®|CEPA® with a 5.0-star rating from 1 Google reviews and an RNM Score of 65/100. Also in the top tier: Primary Wealth Group and Stevens Financial Services. The average rating across all listed financial advisors in Providence Village is 4.6 stars from 6 reviews per business on average.
Financial advisors in Providence Village typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 5, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.6★
Avg rating
6
Avg reviews
Jul 5, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 1 review, reflecting exceptional client satisfaction.
9191 Kyser Way #100, Frisco, TX 75033, USAExceptional 5.0-star rating from 6 Google reviews in Denton.
3000 Wind River Ln # 110, Denton, TX 76210, USAExceptional 5.0-star rating from initial reviews in Denton, TX.
2735 Wind River Ln Ste 152, Denton, TX 76210, USAFinancial Advisors Rankings in Providence Village, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®9191 Kyser Way #100, Frisco, TX 75033, USA | 5.0★ | 1 |
| #2 | Primary Wealth Group3000 Wind River Ln # 110, Denton, TX 76210, USA | 5.0★ | 6 |
| #3 | Stevens Financial Services2735 Wind River Ln Ste 152, Denton, TX 76210, USA | 5.0★ | 3 |
| #4 | Edward Jones - Financial Advisor: Delaine Moore2711 Shoreline Dr #101, Denton, TX 76210, USA | 4.8★ | 13 |
| #5 | Clearfork Wealth Management - Ameriprise Financial Services, LLC2800 Shoreline Dr Ste 225, Denton, TX 76210, USA | — | — |
| #6 | Relevance Capital Management2556 Lillian Miller Pkwy #105, Denton, TX 76205, USA | 5.0★ | 3 |
| #7 | Cantrill Financial Group LLC2440 Timber Ridge Dr, Frisco, TX 75034, USA | 5.0★ | 3 |
| #8 | Cultivar Capital, Inc.421 E Hickory St #103, Denton, TX 76201, USA | 5.0★ | 1 |
| #9 | Libertas Financial Advisors9355 John W. Elliott Dr N25, Frisco, TX 75034, USA | 5.0★ | 8 |
| #10 | Edward Jones - Financial Advisor: Fred Smith, CFP®1205 Bent Oaks Ct Suite 110, Denton, TX 76210, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Providence Village
Rated 4.8 stars from 13 Google reviews for financial guidance in Denton.
2711 Shoreline Dr #101, Denton, TX 76210, USA
Financial advisor in Denton, TX, with no online reviews yet to reference.
2800 Shoreline Dr Ste 225, Denton, TX 76210, USA
Exceptionally rated 5.0 stars across 3 glowing Google reviews in Denton.
2556 Lillian Miller Pkwy #105, Denton, TX 76205, USA
Exceptional 5.0-star rating from three Google reviews in Frisco.
2440 Timber Ridge Dr, Frisco, TX 75034, USA
Exceptional 5.0-star rating based on initial Google reviews in Denton.
421 E Hickory St #103, Denton, TX 76201, USA
5.0-star rating from 8 Google reviews highlights exceptional client satisfaction.
9355 John W. Elliott Dr N25, Frisco, TX 75034, USA
Top-rated Denton financial advisor with a perfect 5.0★ rating from 1 review.
1205 Bent Oaks Ct Suite 110, Denton, TX 76210, USA
A new local financial advisor in Denton with no customer reviews yet.
1212 Bent Oaks Ct Ste 200, Denton, TX 76210, USA
Holds a mixed 3.0-star rating from two Google reviews.
115 W College St, Denton, TX 76201, USA
5.0-star rating from a handful of Google reviews.
324 Sunset St Suite 100, Denton, TX 76201, USA
A trusted choice with a solid 4.2-star rating based on 5 reviews.
211 Fort Worth Dr, Denton, TX 76201, USA
Mixed 1.0-star rating from a single Google review.
502 W Oak St Suite 101, Denton, TX 76201, USA
Rated 5.0 stars from several Google reviews, showing exceptional client satisfaction.
512 W Hickory St # 114, Denton, TX 76201, USA
This financial advisor in Denton has no customer reviews yet to help guide your choice.
320 Eagle Dr #101, Denton, TX 76201, USA
Rated 5.0 stars from 3 Google reviews, this Denton financial advisor is highly regarded.
515 S Carroll Blvd, Denton, TX 76201, USA
Rated 5.0 stars from 20 reviews, this Denton financial advisor is highly trusted.
519 S Carroll Blvd #107, Denton, TX 76201, USA
Exceptional 5.0-star rating from 37 Google reviews for financial advisors in Frisco.
130 N Preston Rd, Prosper, TX 75078, USA
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Financial Advisors in Providence Village, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA® | 65/100 | 5.0 ★ | 1 |
| 2 | Primary Wealth Group | 69/100 | 5.0 ★ | 6 |
| 3 | Stevens Financial Services | 66/100 | 5.0 ★ | 3 |
| 4 | Edward Jones - Financial Advisor: Delaine Moore | 69/100 | 4.8 ★ | 13 |
| 5 | Clearfork Wealth Management - Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 6 | Relevance Capital Management | 66/100 | 5.0 ★ | 3 |
| 7 | Cantrill Financial Group LLC | 78/100 | 5.0 ★ | 3 |
| 8 | Cultivar Capital, Inc. | 62/100 | 5.0 ★ | 1 |
| 9 | Libertas Financial Advisors | 70/100 | 5.0 ★ | 8 |
| 10 | Edward Jones - Financial Advisor: Fred Smith, CFP® | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Providence Village
What is a fiduciary financial advisor and why does it matter in Providence Village?
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 Providence Village, 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 Providence Village?
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: July 5, 2026.
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