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Trusted Financial Advisors in The Colony, TX
Trust matters when you're inviting a pro into your home or business. These financial advisors in The Colony have earned it through hundreds of verified reviews.
As of May 2026, RatingsNearMe ranks 20 financial advisors in The Colony, TX by verified customer ratings and review volume. The highest-rated is Merit Financial Advisors with a 5.0-star rating from 6 verified reviews. 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 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
4.8★
Avg rating
16
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Merit Financial Advisors
4400 State Hwy 121 #200, Lewisville, TX 75056, USA
Edward Jones - Financial Advisor: Riley Anderson
5300 Town and Country Blvd Suite 100, Frisco, TX 75034, USA
Edward Jones - Financial Advisor: Scott K Smith, CFP®|CEPA®
2500 Legacy Dr Suite 212, Frisco, TX 75034, USA
Financial 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 May 2026
All Financial Advisors in The Colony
Cantrill Financial Group LLC
2440 Timber Ridge Dr, Frisco, TX 75034, USA
Purpose Wealth Partners
6160 Warren Pkwy #100, Frisco, TX 75035, USA
SageSpring Wealth Partners
2601 Network Blvd #101, Frisco, TX 75034, USA
Edward Jones - Financial Advisor: AJ Davis, AAMS®
2601 Network Blvd Suite 460, Frisco, TX 75034, USA
Merit Financial Advisors
2801 Network Blvd # 503, Frisco, TX 75034, USA
David G. Anderson, Financial Advisor - Promus Financial Group, LLC
2600 Network Blvd #130, Frisco, TX 75034, USA
Northwestern Mutual - Frisco
2591 Dallas Pkwy, Frisco, TX 75034, USA
Brennan Wealth Advisors
3201 Dallas Pkwy #710, Frisco, TX 75034, USA
Beacon Pointe Advisors
5810 Tennyson Pkwy #525, Plano, TX 75024, USA
Creme Wealth - Plano Financial Planner
5550 Granite Pkwy Suite 270, Plano, TX 75024, USA
Stansell Wealth Planning
5550 Granite Pkwy Suite 270, Plano, TX 75024, USA
On The Mark Money
5465 Legacy Dr #650, Plano, TX 75024, USA
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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: May 17, 2026.
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