Real Reviews · Richmond
Top-Reviewed Financial Advisors in Richmond, TX
What are customers actually saying? Read verified reviews for financial advisors in Richmond — every rating is from a real customer.
As of May 2026, RatingsNearMe ranks 9 financial advisors in Richmond, TX by verified customer ratings and review volume. The highest-rated is Spark Financial Advisors with a 5.0-star rating from 10 verified reviews. Also in the top tier: Goodman Financial Corporation - Houston Wealth Management and Financial Advisors and Pegasus Wealth Management, LLC. 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 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
4.5★
Avg rating
6
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Spark Financial Advisors
7130 Glen Forest Dr # 110, Richmond, VA 23226, USA
Goodman Financial Corporation - Houston Wealth Management and Financial Advisors
5177 Richmond Ave # 700, Houston, TX 77056, USA
Pegasus Wealth Management, LLC
22007 Madera Canyon Ct Ste. 201, Richmond, TX 77469, USA
Financial 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 | Pegasus Wealth Management, LLC22007 Madera Canyon Ct Ste. 201, Richmond, TX 77469, USA | — | — |
| #4 | Rebecca Junker - Financial Advisor, Ameriprise Financial Services, LLC212 Jackson St, Richmond, TX 77469, USA | — | — |
| #5 | Texas Wealth Advisers11222 Rainy Canyon Ln, Richmond, TX 77406, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Trey Witte III, AAMS®10401 Mason Rd Unit B201, Richmond, TX 77406, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Kaitlyn Lingo, AAMS®503 FM359 Suite 140, Richmond, TX 77406, USA | — | — |
| #8 | First Community Wealth Advisors - Raymond James23803 FM 1093, Richmond, TX 77406, USA | — | — |
| #9 | LPL FinancialRichmond, TX 77469, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Richmond
Rebecca Junker - Financial Advisor, Ameriprise Financial Services, LLC
212 Jackson St, Richmond, TX 77469, USA
Texas Wealth Advisers
11222 Rainy Canyon Ln, Richmond, TX 77406, USA
Edward Jones - Financial Advisor: Trey Witte III, AAMS®
10401 Mason Rd Unit B201, Richmond, TX 77406, USA
Edward Jones - Financial Advisor: Kaitlyn Lingo, AAMS®
503 FM359 Suite 140, Richmond, TX 77406, USA
First Community Wealth Advisors - Raymond James
23803 FM 1093, Richmond, TX 77406, USA
LPL Financial
Richmond, TX 77469, USA
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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: May 17, 2026.
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