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Affordable Financial Advisors in San Leandro, TX
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As of June 2026, RatingsNearMe ranks 20 financial advisors in San Leandro, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Alex Lancaster. Also in the top tier: Texas Investment & Retirement Associates and Third Act Wealth Management, LLC. The average rating across all listed financial advisors in San Leandro is 4.9 stars from 14 reviews per business on average.
Financial advisors in San Leandro typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
14
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Alex Lancaster
3100 Monticello Ave Ste 860, Dallas, TX 75205, USA
Texas Investment & Retirement Associates
4131 N Central Expy #900, Dallas, TX 75204, USA
Third Act Wealth Management, LLC
South Building, 8150 N Central Expy Suite 1420, Dallas, TX 75206, USA
Financial Advisors Rankings in San Leandro, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Alex Lancaster3100 Monticello Ave Ste 860, Dallas, TX 75205, USA | — | — |
| #2 | Texas Investment & Retirement Associates4131 N Central Expy #900, Dallas, TX 75204, USA | 5.0★ | 4 |
| #3 | Third Act Wealth Management, LLCSouth Building, 8150 N Central Expy Suite 1420, Dallas, TX 75206, USA | 5.0★ | 34 |
| #4 | Edward Jones - Financial Advisor: Mario G Ayala, AAMS®|CRPS™18601 Lyndon B Johnson Fwy # 230, Mesquite, TX 75150, USA | 5.0★ | 1 |
| #5 | Primerica - Nick C. Lamb1675 Republic Pkwy Ste 200A, Mesquite, TX 75150, USA | 5.0★ | 11 |
| #6 | Edward Jones - Financial Advisor: Bryan Webb1675 Republic Pkwy Suite 160, Mesquite, TX 75150, USA | — | — |
| #7 | Beacon Pointe Advisors6600 Snider Plaza Suite 210, Dallas, TX 75205, USA | 5.0★ | 24 |
| #8 | Stafford Financial LLC2201 Main St #815, Dallas, TX 75201, USA | 4.5★ | 8 |
| #9 | Indyfin1722 Routh St Suite 900, Dallas, TX 75201, USA | 5.0★ | 3 |
| #10 | Edward Jones - Financial Advisor: Gerald R Blakely, CFP®|AAMS®1425 Gross Rd Ste 106, Mesquite, TX 75149, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in San Leandro
Edward Jones - Financial Advisor: Mario G Ayala, AAMS®|CRPS™
18601 Lyndon B Johnson Fwy # 230, Mesquite, TX 75150, USA
Primerica - Nick C. Lamb
1675 Republic Pkwy Ste 200A, Mesquite, TX 75150, USA
Edward Jones - Financial Advisor: Bryan Webb
1675 Republic Pkwy Suite 160, Mesquite, TX 75150, USA
Beacon Pointe Advisors
6600 Snider Plaza Suite 210, Dallas, TX 75205, USA
Indyfin
1722 Routh St Suite 900, Dallas, TX 75201, USA
Edward Jones - Financial Advisor: Gerald R Blakely, CFP®|AAMS®
1425 Gross Rd Ste 106, Mesquite, TX 75149, USA
Cypress Point Wealth Management
3838 Oak Lawn Ave # 1150, Dallas, TX 75219, USA
Merrill Lynch Financial Advisor Alexander Anderson
2100 Ross Ave Suite 1000/1100, Dallas, TX 75201, USA
Kyle Clift - RBC Wealth Management Financial Advisor
100 Crescent Ct Suite 1500, Dallas, TX 75201, USA
Edward Jones - Financial Advisor: Brian D Shepherd, CFP®|CEPA®|AAMS®
401 W Centerville Rd Suite 4, Garland, TX 75041, USA
Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro
3330 N Galloway Ave #309, Mesquite, TX 75150, USA
Beacon Pointe Advisors
7557 Rambler Rd Suite 1425, Dallas, TX 75231, USA
Apeiron Planning Partners
10000 N Central Expy Ste 700, Dallas, TX 75231, USA
Atlas Wealth Advisors
10000 N Central Expy Ste 700, Dallas, TX 75231, USA
Texas Financial Advisors
10100 N Central Expy #380, Dallas, TX 75231, USA
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Frequently Asked Questions — Financial Advisors in San Leandro
What is a fiduciary financial advisor and why does it matter in San Leandro?
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 San Leandro, 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 San Leandro?
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 1, 2026.
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