Highest Rated · Round Rock
Top-Rated Financial Advisors in Round Rock, TX
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of June 2026, RatingsNearMe ranks 16 financial advisors in Round Rock, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Sparks Strategic Wealth with a 5.0-star rating from 12 Google reviews and an RNM Score of 72/100. Also in the top tier: Anchored Strategic Advisors and Edward Jones - Financial Advisor: Shawn Parsons, CFP®. The average rating across all listed financial advisors in Round Rock is 4.9 stars from 3 reviews per business on average.
Financial advisors in Round Rock 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.
Best Overall
Edward Jones - Financial Advisor: Cathy Kohn
Cathy Kohn stands out as a top-ranked advisor in Round Rock due to her personalized service and strong client relationships.
Most Reviewed
Edward Jones - Financial Advisor: Rich Fikani
A high review count indicates a track record of trust and experience, helping new clients feel confident in their choice.
When choosing a financial advisor in Round Rock, compare their services, fees, and client reviews to ensure they align with your financial goals. Meeting with multiple advisors can help you find the best fit for your needs.
Local Market Snapshot
16
Businesses listed
4.9★
Avg rating
3
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 12 Google reviews, reflecting consistently high client satisfaction.
1 Chisholm Trail Rd Suite #450, Round Rock, TX 78681, USAExceptional 5.0-star rating from 9 Google reviews in Round Rock.
1000 Gattis School Rd #230, Round Rock, TX 78664, USAExceptional 5.0-star rating from 4 Google reviews for financial advising in Round Rock.
307 E Main St, Round Rock, TX 78664, USAFinancial Advisors Rankings in Round Rock, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Sparks Strategic Wealth1 Chisholm Trail Rd Suite #450, Round Rock, TX 78681, USA | 5.0★ | 12 |
| #2 | Anchored Strategic Advisors1000 Gattis School Rd #230, Round Rock, TX 78664, USA | 5.0★ | 9 |
| #3 | Edward Jones - Financial Advisor: Shawn Parsons, CFP®307 E Main St, Round Rock, TX 78664, USA | 5.0★ | 4 |
| #4 | Argent Wealth Management Inc2251 Double Creek Dr, Round Rock, TX 78664, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Danny E Morgan, CFP®1830 Round Rock Ave #200, Round Rock, TX 78681, USA | 5.0★ | 2 |
| #6 | Michael Navarro - Associate Financial Advisor, Ameriprise Financial Services, LLC2851 Joe Dimaggio Blvd bldg 8 ste 16, Round Rock, TX 78665, USA | 5.0★ | 1 |
| #7 | Stephen Carter - Financial Advisor, Ameriprise Financial Services, LLC2851 Joe Dimaggio Blvd bldg 8 ste 16, Round Rock, TX 78665, USA | 5.0★ | 1 |
| #8 | Clifton Myers Financial Adv208 W Bagdad Ave, Round Rock, TX 78664, USA | 5.0★ | 1 |
| #9 | Rebecca Robinson - Financial Advisor, Ameriprise Financial Services, LLC2851 Joe Dimaggio Blvd bldg 8 ste 16, Round Rock, TX 78665, USA | — | — |
| #10 | Chisholm Trail Financial Group109 S Harris St suite 220, Round Rock, TX 78664, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Round Rock
5.0-star rating from a few Google reviews in Round Rock.
2251 Double Creek Dr, Round Rock, TX 78664, USA
Rated 5.0 stars from 2 Google reviews.
1830 Round Rock Ave #200, Round Rock, TX 78681, USA
Consistently rated 5.0 stars by a small number of local clients.
2851 Joe Dimaggio Blvd bldg 8 ste 16, Round Rock, TX 78665, USA
5.0 stars from 1 review, a perfect start for a new financial advisor.
2851 Joe Dimaggio Blvd bldg 8 ste 16, Round Rock, TX 78665, USA
Trusted locally with a perfect 5.0-star rating from a handful of clients.
208 W Bagdad Ave, Round Rock, TX 78664, USA
No reviews yet for this Round Rock financial advisor.
2851 Joe Dimaggio Blvd bldg 8 ste 16, Round Rock, TX 78665, USA
Consistently earns a perfect 5.0-star rating from its early clients.
109 S Harris St suite 220, Round Rock, TX 78664, USA
Exceptional 5.0-star rating from a handful of Google reviews.
3309 Forest Creek Dr #103, Round Rock, TX 78664, USA
A 5.0-star rating from 3 Google reviews reflects exceptional client satisfaction.
3010 E Old Settlers Blvd, Round Rock, TX 78665, USA
4.0 stars from 2 reviews, indicating solid local client feedback.
503 E Palm Valley Blvd Ste 110, Round Rock, TX 78664, USA
Trusted by clients with a perfect 5.0-star rating from verified reviews.
1 Chisholm Trail Rd #4100, Round Rock, TX 78681, USA
5.0★ average rating from a handful of Google reviews.
1 Chisholm Trail Rd #4100, Round Rock, TX 78681, USA
5.0 stars from 3 reviews, reflecting exceptional client satisfaction in Round Rock.
3401 Royal Vista Blvd #101, Round Rock, TX 78681, USA
Get Free Quotes
We'll connect you with the top financial advisors in Round Rock, TX.
Financial Advisors in Round Rock, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Sparks Strategic Wealth | 72/100 | 5.0 ★ | 12 |
| 2 | Anchored Strategic Advisors | 71/100 | 5.0 ★ | 9 |
| 3 | Edward Jones - Financial Advisor: Shawn Parsons, CFP® | 67/100 | 5.0 ★ | 4 |
| 4 | Argent Wealth Management Inc | 62/100 | 5.0 ★ | 1 |
| 5 | Edward Jones - Financial Advisor: Danny E Morgan, CFP® | 64/100 | 5.0 ★ | 2 |
| 6 | Michael Navarro - Associate Financial Advisor, Ameriprise Financial Services, LLC | 62/100 | 5.0 ★ | 1 |
| 7 | Stephen Carter - Financial Advisor, Ameriprise Financial Services, LLC | 62/100 | 5.0 ★ | 1 |
| 8 | Clifton Myers Financial Adv | 62/100 | 5.0 ★ | 1 |
| 9 | Rebecca Robinson - Financial Advisor, Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 10 | Chisholm Trail Financial Group | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Round Rock to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
Frequently Asked Questions — Financial Advisors in Round Rock
What is a fiduciary financial advisor and why does it matter in Round Rock?
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 Round Rock, 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 Round Rock?
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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.
More Home Services in Round Rock
Related Searches
More ways to find financial advisors in Round Rock
Financial Advisors in nearby cities