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Top Picks · The Colony
Best Financial Advisors in The Colony, TX
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 20 financial advisors in The Colony, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Merit Financial Advisors with a 5.0-star rating from 6 Google reviews and an RNM Score of 81/100. Also in the top tier: Edward Jones - Financial Advisor: Riley Anderson and Edward Jones - Financial Advisor: Scott K Smith, CFP®|CEPA®. The average rating across all listed financial advisors in The Colony is 4.8 stars from 16 reviews per business on average.
Financial advisors in The Colony typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
16
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating based on 6 Google reviews.
4400 State Hwy 121 #200, Lewisville, TX 75056, USAA 3.7-star rating from 3 Google reviews suggests a mixed initial client experience.
5300 Town and Country Blvd Suite 100, Frisco, TX 75034, USAA Frisco financial advisor with a 3.7-star rating based on 3 Google reviews.
2500 Legacy Dr Suite 212, Frisco, TX 75034, USAFinancial Advisors Rankings in The Colony, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Merit Financial Advisors4400 State Hwy 121 #200, Lewisville, TX 75056, USA | 5.0★ | 6 |
| #2 | Edward Jones - Financial Advisor: Riley Anderson5300 Town and Country Blvd Suite 100, Frisco, TX 75034, USA | 3.7★ | 3 |
| #3 | Edward Jones - Financial Advisor: Scott K Smith, CFP®|CEPA®2500 Legacy Dr Suite 212, Frisco, TX 75034, USA | 3.7★ | 3 |
| #4 | Cantrill Financial Group LLC2440 Timber Ridge Dr, Frisco, TX 75034, USA | 5.0★ | 3 |
| #5 | Purpose Wealth Partners6160 Warren Pkwy #100, Frisco, TX 75035, USA | 5.0★ | 16 |
| #6 | SageSpring Wealth Partners2601 Network Blvd #101, Frisco, TX 75034, USA | 5.0★ | 3 |
| #7 | Edward Jones - Financial Advisor: AJ Davis, AAMS®2601 Network Blvd Suite 460, Frisco, TX 75034, USA | 5.0★ | 6 |
| #8 | Merit Financial Advisors2801 Network Blvd # 503, Frisco, TX 75034, USA | 5.0★ | 2 |
| #9 | David G. Anderson, Financial Advisor - Promus Financial Group, LLC2600 Network Blvd #130, Frisco, TX 75034, USA | — | — |
| #10 | Northwestern Mutual - Frisco2591 Dallas Pkwy, Frisco, TX 75034, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in The Colony
Exceptional 5.0-star rating from three Google reviews in Frisco.
2440 Timber Ridge Dr, Frisco, TX 75034, USA
Trusted by clients with a perfect 5.0-star rating from 16 Google reviews.
6160 Warren Pkwy #100, Frisco, TX 75035, USA
Rated 5.0 stars from 3 Google reviews, this Frisco advisor is highly regarded.
2601 Network Blvd #101, Frisco, TX 75034, USA
Consistently earns a perfect 5.0-star rating from its first six clients.
2601 Network Blvd Suite 460, Frisco, TX 75034, USA
5.0 stars from two reviews, reflecting exceptional early client satisfaction.
2801 Network Blvd # 503, Frisco, TX 75034, USA
A trusted local financial advisor with no online reviews yet.
2600 Network Blvd #130, Frisco, TX 75034, USA
Rated 5.0 stars from one Google review, this Frisco financial advisor is highly regarded.
2591 Dallas Pkwy, Frisco, TX 75034, USA
Rated 5.0 stars from 50 Google reviews, this Plano financial advisor is highly trusted.
6010 Spring Creek Pkwy, Plano, TX 75024, USA
A financial advisor in Frisco, TX, with no customer reviews yet.
3201 Dallas Pkwy #710, Frisco, TX 75034, USA
Rated 4.0 stars from 4 Google reviews, offering trusted financial guidance in Frisco.
3001 Dallas Pkwy #550, Frisco, TX 75034, USA
A small but flawless 5.0-star rating from early clients in Frisco, TX.
17 Cowboys Way Suite 500, Frisco, TX 75034, USA
Rated 5.0 stars from ten reviews in Plano, TX.
5810 Tennyson Pkwy #525, Plano, TX 75024, USA
5.0 stars from 58 reviews, reflecting consistently exceptional client satisfaction in Plano.
5550 Granite Pkwy Suite 270, Plano, TX 75024, USA
Rated 5.0 stars from 23 reviews, this Plano financial advisor is highly trusted.
5550 Granite Pkwy Suite 270, Plano, TX 75024, USA
Rated 5.0 stars from 3 Google reviews, this Plano financial advisor is highly recommended.
3960 Dallas Pkwy #400, Plano, TX 75093, USA
Trusted Frisco financial advisor with a perfect 4.9-star rating from 51 reviews.
5285 Dallas Pkwy Suite #410, Frisco, TX 75034, USA
Trusted by clients, this Plano financial advisor holds a stellar 4.8-star rating from 48 reviews.
5465 Legacy Dr #650, Plano, TX 75024, USA
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Financial Advisors in The Colony, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Merit Financial Advisors | 81/100 | 5.0 ★ | 6 |
| 2 | Edward Jones - Financial Advisor: Riley Anderson | 44/100 | 3.7 ★ | 3 |
| 3 | Edward Jones - Financial Advisor: Scott K Smith, CFP®|CEPA® | 44/100 | 3.7 ★ | 3 |
| 4 | Cantrill Financial Group LLC | 78/100 | 5.0 ★ | 3 |
| 5 | Purpose Wealth Partners | 85/100 | 5.0 ★ | 16 |
| 6 | SageSpring Wealth Partners | 66/100 | 5.0 ★ | 3 |
| 7 | Edward Jones - Financial Advisor: AJ Davis, AAMS® | 72/100 | 5.0 ★ | 6 |
| 8 | Merit Financial Advisors | 76/100 | 5.0 ★ | 2 |
| 9 | David G. Anderson, Financial Advisor - Promus Financial Group, LLC | 3/100 | — | 0 |
| 10 | Northwestern Mutual - Frisco | 74/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in The Colony
What is a fiduciary financial advisor and why does it matter in The Colony?
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 The Colony, 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 The Colony?
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: July 4, 2026.
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