Local Pros · Richardson
Local Financial Advisors in Richardson, TX
Locally owned and operated financial advisors serving Richardson and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 9 financial advisors in Richardson, TX by verified customer ratings and review volume. The highest-rated is Glazer Financial Network with a 4.8-star rating from 72 verified reviews. Also in the top tier: DHL Wealth Management and Shannon Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC. The average rating across all listed financial advisors in Richardson is 4.8 stars from 19 reviews per business on average.
Financial advisors in Richardson 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
9
Businesses listed
4.8★
Avg rating
19
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Glazer Financial Network
300 N Coit Rd Suite 1300, Richardson, TX 75080, USA
DHL Wealth Management
2435 N Central Expy Suite 775, Richardson, TX 75080, USA
Shannon Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC
3610 Shire Blvd Ste 212, Richardson, TX 75082, USA
Financial Advisors Rankings in Richardson, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Glazer Financial Network300 N Coit Rd Suite 1300, Richardson, TX 75080, USA | 4.8★ | 72 |
| #2 | DHL Wealth Management2435 N Central Expy Suite 775, Richardson, TX 75080, USA | 5.0★ | 75 |
| #3 | Shannon Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC3610 Shire Blvd Ste 212, Richardson, TX 75082, USA | 5.0★ | 4 |
| #4 | Five Star Advisor Partners, LLC100 N Central Expy # 1205, Richardson, TX 75080, USA | 4.0★ | 4 |
| #5 | Verus Wealth Advisors - Ameriprise Financial Services, LLC2435 N Central Expy Ste 870, Richardson, TX 75080, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Tyler R Burns, CFP®|CEPA®|AAMS®800 E Campbell Rd Suite 231, Richardson, TX 75081, USA | 5.0★ | 4 |
| #7 | Shea Wealth Management2435 N Central Expy #1020, Richardson, TX 75080, USA | 5.0★ | 3 |
| #8 | Guiding Wealth2007 N Collins Blvd Suite 503, Richardson, TX 75080, USA | 4.3★ | 4 |
| #9 | Edward Jones - Financial Advisor: Jason W Habern, CFP®801 E Campbell Rd # 200, Richardson, TX 75081, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Richardson
Five Star Advisor Partners, LLC
100 N Central Expy # 1205, Richardson, TX 75080, USA
Verus Wealth Advisors - Ameriprise Financial Services, LLC
2435 N Central Expy Ste 870, Richardson, TX 75080, USA
Edward Jones - Financial Advisor: Tyler R Burns, CFP®|CEPA®|AAMS®
800 E Campbell Rd Suite 231, Richardson, TX 75081, USA
Shea Wealth Management
2435 N Central Expy #1020, Richardson, TX 75080, USA
Guiding Wealth
2007 N Collins Blvd Suite 503, Richardson, TX 75080, USA
Edward Jones - Financial Advisor: Jason W Habern, CFP®
801 E Campbell Rd # 200, Richardson, TX 75081, USA
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Frequently Asked Questions — Financial Advisors in Richardson
What is a fiduciary financial advisor and why does it matter in Richardson?
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 Richardson, 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 Richardson?
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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