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Financial Advisors Near You in River Oaks, TX
Find financial advisors close to you in River Oaks. All results are sorted by proximity and rated by real local customers.
As of May 2026, RatingsNearMe ranks 20 financial advisors in River Oaks, TX by verified customer ratings and review volume. The highest-rated is Baird Private Wealth Management. Also in the top tier: Beacon Pointe Advisors and Clearfork Financial Planning. The average rating across all listed financial advisors in River Oaks is 5 stars from 30 reviews per business on average.
Financial advisors in River Oaks 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
20
Businesses listed
5★
Avg rating
30
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Baird Private Wealth Management
550 Bailey Ave Ste 700, Fort Worth, TX 76107, USA
Beacon Pointe Advisors
1408 Montgomery St, Fort Worth, TX 76107, USA
Clearfork Financial Planning
4921 Camp Bowie Blvd, Fort Worth, TX 76107, USA
Financial Advisors Rankings in River Oaks, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Baird Private Wealth Management550 Bailey Ave Ste 700, Fort Worth, TX 76107, USA | — | — |
| #2 | Beacon Pointe Advisors1408 Montgomery St, Fort Worth, TX 76107, USA | 5.0★ | 14 |
| #3 | Clearfork Financial Planning4921 Camp Bowie Blvd, Fort Worth, TX 76107, USA | 5.0★ | 4 |
| #4 | Brazos Wealth Advisors, L.L.C.2833 Crockett St Ste 102, Fort Worth, TX 76107, USA | 5.0★ | 4 |
| #5 | Decidedly Wealth Management6100 Camp Bowie Blvd Suite 24, Fort Worth, TX 76116, USA | 5.0★ | 13 |
| #6 | Strittmatter Wealth Management Group, LLC3343 Locke Ave # 107, Fort Worth, TX 76107, USA | 5.0★ | 148 |
| #7 | Palmer Nunn Wealth Management LLC1320 S University Dr #1012, Fort Worth, TX 76107, USA | 5.0★ | 1 |
| #8 | Bryce Danley - Private Wealth Advisor, Ameriprise Financial Services, LLC1200 Summit Ave Ste 860, Fort Worth, TX 76102, USA | 5.0★ | 1 |
| #9 | RiverBranch Wealth Advisors - Ameriprise Financial Services, LLC1200 Summit Ave Ste 860, Fort Worth, TX 76102, USA | 5.0★ | 2 |
| #10 | Thirteen Twenty-Two Advisors1200 Summit Ave #502, Fort Worth, TX 76102, USA | 4.9★ | 9 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in River Oaks
Brazos Wealth Advisors, L.L.C.
2833 Crockett St Ste 102, Fort Worth, TX 76107, USA
Decidedly Wealth Management
6100 Camp Bowie Blvd Suite 24, Fort Worth, TX 76116, USA
Strittmatter Wealth Management Group, LLC
3343 Locke Ave # 107, Fort Worth, TX 76107, USA
Palmer Nunn Wealth Management LLC
1320 S University Dr #1012, Fort Worth, TX 76107, USA
Bryce Danley - Private Wealth Advisor, Ameriprise Financial Services, LLC
1200 Summit Ave Ste 860, Fort Worth, TX 76102, USA
RiverBranch Wealth Advisors - Ameriprise Financial Services, LLC
1200 Summit Ave Ste 860, Fort Worth, TX 76102, USA
Thirteen Twenty-Two Advisors
1200 Summit Ave #502, Fort Worth, TX 76102, USA
Retirement Planners of America
1300 Summit Ave #600, Fort Worth, TX 76102, USA
CAPTRUST
300 Throckmorton St #1450, Fort Worth, TX 76102, USA
Omega Wealth Partners Inc
300 Throckmorton St #1450, Fort Worth, TX 76102, USA
Morgan Stanley Financial Advisors
201 Main St Ste 1500, Fort Worth, TX 76102, USA
Hybrid Financial LLC & Hybrid Wealth Management LLC
1701 River Run #703, Fort Worth, TX 76107, USA
Stewardship Wealth Management
1701 River Run Ste 904, Fort Worth, TX 76107, USA
Wealth Strategy Advisors
3265 Lackland Rd, Fort Worth, TX 76116, USA
Dignum Financial Partners
4816 Bryant Irvin Ct, Fort Worth, TX 76107, USA
Clarity Financial Group
1622 Park Pl Ave, Fort Worth, TX 76110, USA
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Frequently Asked Questions — Financial Advisors in River Oaks
What is a fiduciary financial advisor and why does it matter in River Oaks?
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 River Oaks, 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 River Oaks?
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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