Top Picks · Richmond
Best Financial Advisors in Richmond, TX
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 9 financial advisors in Richmond, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Spark Financial Advisors with a 5.0-star rating from 10 Google reviews and an RNM Score of 71/100. Also in the top tier: Goodman Financial Corporation - Houston Wealth Management and Financial Advisors and Edward Jones - Financial Advisor: Trey Witte III, AAMS®. The average rating across all listed financial advisors in Richmond is 4.5 stars from 6 reviews per business on average.
Financial advisors in Richmond typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
9
Businesses listed
4.5★
Avg rating
6
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
A 5.0-star rating from 10 Google reviews highlights trusted local financial guidance in Richmond.
7130 Glen Forest Dr # 110, Richmond, VA 23226, USATrusted by clients with a solid 4.0-star rating based on a few reviews.
5177 Richmond Ave # 700, Houston, TX 77056, USANo ratings yet; this Richmond, TX financial advisor has no Google reviews currently.
10401 Mason Rd Unit B201, Richmond, TX 77406, USAFinancial Advisors Rankings in Richmond, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Spark Financial Advisors7130 Glen Forest Dr # 110, Richmond, VA 23226, USA | 5.0★ | 10 |
| #2 | Goodman Financial Corporation - Houston Wealth Management and Financial Advisors5177 Richmond Ave # 700, Houston, TX 77056, USA | 4.0★ | 1 |
| #3 | Edward Jones - Financial Advisor: Trey Witte III, AAMS®10401 Mason Rd Unit B201, Richmond, TX 77406, USA | — | — |
| #4 | Pegasus Wealth Management, LLC22007 Madera Canyon Ct Ste. 201, Richmond, TX 77469, USA | — | — |
| #5 | Texas Wealth Advisers11222 Rainy Canyon Ln, Richmond, TX 77406, USA | — | — |
| #6 | Rebecca Junker - Financial Advisor, Ameriprise Financial Services, LLC212 Jackson St, Richmond, TX 77469, USA | — | — |
| #7 | LPL FinancialRichmond, TX 77469, USA | — | — |
| #8 | First Community Wealth Advisors - Raymond James23803 FM 1093, Richmond, TX 77406, USA | — | — |
| #9 | Edward Jones - Financial Advisor: Kaitlyn Lingo, AAMS®503 FM359 Suite 140, Richmond, TX 77406, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Richmond
This financial advisor has no Google reviews yet, so client feedback is unavailable.
22007 Madera Canyon Ct Ste. 201, Richmond, TX 77469, USA
A financial advisor in Richmond, TX, with no customer reviews currently available.
11222 Rainy Canyon Ln, Richmond, TX 77406, USA
This financial advisor in Richmond has no online reviews yet to guide your choice.
212 Jackson St, Richmond, TX 77469, USA
Financial advisor in Richmond, TX with no customer reviews yet.
Richmond, TX 77469, USA
Offers financial guidance in Richmond, TX, with no customer reviews yet.
23803 FM 1093, Richmond, TX 77406, USA
A new financial advisor in Richmond, TX with no customer reviews yet.
503 FM359 Suite 140, Richmond, TX 77406, USA
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Financial Advisors in Richmond, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Spark Financial Advisors | 71/100 | 5.0 ★ | 10 |
| 2 | Goodman Financial Corporation - Houston Wealth Management and Financial Advisors | 45/100 | 4.0 ★ | 1 |
| 3 | Edward Jones - Financial Advisor: Trey Witte III, AAMS® | 3/100 | — | 0 |
| 4 | Pegasus Wealth Management, LLC | 3/100 | — | 0 |
| 5 | Texas Wealth Advisers | 3/100 | — | 0 |
| 6 | Rebecca Junker - Financial Advisor, Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 7 | LPL Financial | 3/100 | — | 0 |
| 8 | First Community Wealth Advisors - Raymond James | 3/100 | — | 0 |
| 9 | Edward Jones - Financial Advisor: Kaitlyn Lingo, AAMS® | 3/100 | — | 0 |
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 Richmond
What is a fiduciary financial advisor and why does it matter in Richmond?
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 Richmond, 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 Richmond?
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 4, 2026.
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