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Financial Advisors in River Oaks, TX — Free Estimates
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As of June 2026, RatingsNearMe ranks 20 financial advisors in River Oaks, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked 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 June 13, 2026 · RNM Score = 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
Jun 13, 2026
Last updated
Top Rated Financial Advisors
Financial advisor in Haltom City with no customer reviews yet.
550 Bailey Ave Ste 700, Fort Worth, TX 76107, USAEarns a perfect 5.0-star rating from 14 reviews in Fort Worth.
1408 Montgomery St, Fort Worth, TX 76107, USATrusted by local clients with a perfect 5.0-star rating from 4 reviews.
4921 Camp Bowie Blvd, Fort Worth, TX 76107, USAFinancial 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 June 2026
All Financial Advisors in River Oaks
Rated 5.0 stars from 4 Google reviews by clients in Fort Worth.
2833 Crockett St Ste 102, Fort Worth, TX 76107, USA
5.0 stars from 13 Google reviews for a Fort Worth financial advisor.
6100 Camp Bowie Blvd Suite 24, Fort Worth, TX 76116, USA
Fort Worth's top-rated financial advisor with 148 perfect five-star reviews.
3343 Locke Ave # 107, Fort Worth, TX 76107, USA
5.0-star rating from multiple Google reviews for a Fort Worth financial advisor.
1320 S University Dr #1012, Fort Worth, TX 76107, USA
Rated 5.0 stars from one Google review, a trusted local financial advisor.
1200 Summit Ave Ste 860, Fort Worth, TX 76102, USA
5.0 stars from 2 Google reviews for a Burleson financial advisor.
1200 Summit Ave Ste 860, Fort Worth, TX 76102, USA
Trusted financial advisor in Fort Worth with a 4.9-star rating from 9 reviews.
1200 Summit Ave #502, Fort Worth, TX 76102, USA
Trusted by hundreds of clients with a near-perfect 4.9-star rating.
1300 Summit Ave #600, Fort Worth, TX 76102, USA
Exceptional 5.0-star rating based on a small number of Google reviews.
300 Throckmorton St #1450, Fort Worth, TX 76102, USA
Exceptional 5.0-star rating from a handful of Google reviews in Fort Worth.
300 Throckmorton St #1450, Fort Worth, TX 76102, USA
Boasting a perfect 5.0-star rating from early client reviews in Fort Worth.
201 Main St Ste 1500, Fort Worth, TX 76102, USA
Trusted by clients with a stellar 4.9-star rating from 91 reviews.
1701 River Run #703, Fort Worth, TX 76107, USA
Rated 5.0 stars from 10 Google reviews, a trusted financial advisor in Fort Worth.
1701 River Run Ste 904, Fort Worth, TX 76107, USA
Trusted Fort Worth financial advisor with 4.5 stars from 8 reviews.
201 Pecan St #100, Fort Worth, TX 76102, USA
5.0 stars from 27 reviews, reflecting consistently exceptional client satisfaction.
3265 Lackland Rd, Fort Worth, TX 76116, USA
4 Google reviews give this Haltom City financial advisor a perfect 5.0-star rating.
4816 Bryant Irvin Ct, Fort Worth, TX 76107, USA
Rated 4.9 stars from 16 Google reviews, this Fort Worth financial advisor is highly trusted.
1622 Park Pl Ave, Fort Worth, TX 76110, USA
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Financial Advisors in River Oaks, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Baird Private Wealth Management | 3/100 | — | 0 |
| 2 | Beacon Pointe Advisors | 85/100 | 5.0 ★ | 14 |
| 3 | Clearfork Financial Planning | 67/100 | 5.0 ★ | 4 |
| 4 | Brazos Wealth Advisors, L.L.C. | 79/100 | 5.0 ★ | 4 |
| 5 | Decidedly Wealth Management | 84/100 | 5.0 ★ | 13 |
| 6 | Strittmatter Wealth Management Group, LLC | 89/100 | 5.0 ★ | 148 |
| 7 | Palmer Nunn Wealth Management LLC | 74/100 | 5.0 ★ | 1 |
| 8 | Bryce Danley - Private Wealth Advisor, Ameriprise Financial Services, LLC | 62/100 | 5.0 ★ | 1 |
| 9 | RiverBranch Wealth Advisors - Ameriprise Financial Services, LLC | 64/100 | 5.0 ★ | 2 |
| 10 | Thirteen Twenty-Two Advisors | 81/100 | 4.9 ★ | 9 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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: June 13, 2026.
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