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Near You · University Park
Financial Advisors Near You in University Park, TX
Find financial advisors close to you in University Park. All results are sorted by proximity and rated by real local customers.
As of July 2026, RatingsNearMe ranks 20 financial advisors in University Park, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Beacon Pointe Advisors with a 5.0-star rating from 24 Google reviews and an RNM Score of 76/100. Also in the top tier: Edward Jones - Financial Advisor: Drew Lancaster and Mt Vernon Investments. The average rating across all listed financial advisors in University Park is 4.9 stars from 12 reviews per business on average.
Financial advisors in University Park typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 5, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
12
Avg reviews
Jul 5, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 24 reviews, this Grand Prairie advisor is highly trusted.
6600 Snider Plaza Suite 210, Dallas, TX 75205, USANo reviews yet for this Lancaster, TX financial advisor.
8222 Douglas Ave #675, Dallas, TX 75225, USAExceptional 5.0-star rating based on initial client reviews.
8111 Douglas Ave #900, Dallas, TX 75225, USAFinancial Advisors Rankings in University Park, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Beacon Pointe Advisors6600 Snider Plaza Suite 210, Dallas, TX 75205, USA | 5.0★ | 24 |
| #2 | Edward Jones - Financial Advisor: Drew Lancaster8222 Douglas Ave #675, Dallas, TX 75225, USA | — | — |
| #3 | Mt Vernon Investments8111 Douglas Ave #900, Dallas, TX 75225, USA | 5.0★ | 1 |
| #4 | RGT Wealth Advisors5950 Sherry Ln # 600, Dallas, TX 75225, USA | 5.0★ | 2 |
| #5 | Third Act Wealth Management, LLCSouth Building, 8150 N Central Expy Suite 1420, Dallas, TX 75206, USA | 5.0★ | 34 |
| #6 | Edward Jones - Financial Advisor: Alex Lancaster3100 Monticello Ave Ste 860, Dallas, TX 75205, USA | — | — |
| #7 | Apeiron Planning Partners10000 N Central Expy Ste 700, Dallas, TX 75231, USA | 5.0★ | 29 |
| #8 | Atlas Wealth Advisors10000 N Central Expy Ste 700, Dallas, TX 75231, USA | 5.0★ | 14 |
| #9 | Texas Financial Advisors10100 N Central Expy #380, Dallas, TX 75231, USA | 5.0★ | 13 |
| #10 | Beacon Pointe Advisors7557 Rambler Rd Suite 1425, Dallas, TX 75231, USA | 5.0★ | 11 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in University Park
Rated 5.0 stars from two Google reviews, reflecting exceptional client satisfaction.
5950 Sherry Ln # 600, Dallas, TX 75225, USA
Rated 5.0 stars from 34 Google reviews, this Dallas financial advisor is highly trusted.
South Building, 8150 N Central Expy Suite 1420, Dallas, TX 75206, USA
A local financial advisor in Lancaster with no online reviews yet to reference.
3100 Monticello Ave Ste 860, Dallas, TX 75205, USA
Top-rated financial advisor in Kyle with a perfect 5.0-star rating from 29 reviews.
10000 N Central Expy Ste 700, Dallas, TX 75231, USA
Earns a perfect 5.0-star rating from 14 reviews in Kyle, TX.
10000 N Central Expy Ste 700, Dallas, TX 75231, USA
Exceptional 5.0-star rating from 13 reviews in Dallas.
10100 N Central Expy #380, Dallas, TX 75231, USA
5.0-star rating from 11 Google reviews in Cedar Hill, TX.
7557 Rambler Rd Suite 1425, Dallas, TX 75231, USA
5.0 stars from 45 Google reviews, reflecting exceptional client satisfaction.
7557 Rambler Rd #1010, Dallas, TX 75231, USA
5.0 stars from 4 reviews, reflecting exceptional client satisfaction.
4131 N Central Expy #900, Dallas, TX 75204, USA
Exceptional 5.0-star rating based on a small number of Google reviews.
3838 Oak Lawn Ave # 1150, Dallas, TX 75219, USA
Earned a perfect 5.0-star rating from 4 Google reviews in Kyle, TX.
100 Crescent Ct Suite 1500, Dallas, TX 75201, USA
Consistently earns perfect 5.0-star ratings from its clients.
1722 Routh St Suite 900, Dallas, TX 75201, USA
Rated 5.0 stars from 2 Google reviews, offering trusted financial guidance in Cedar Hill.
12240 Inwood Rd Suite 450, Dallas, TX 75244, USA
Rated 5.0 stars from 2 Google reviews, reflecting strong early client satisfaction.
12240 Inwood Rd Suite 200, Dallas, TX 75244, USA
A trusted local financial advisor with no customer reviews yet.
2100 Ross Ave Suite 1000/1100, Dallas, TX 75201, USA
Solid 4.3-star rating from 6 local reviews for financial guidance in Kyle.
5420 Lyndon B Johnson Fwy suite 1300, Dallas, TX 75240, USA
Trusted by clients with a strong 4.5-star average from 8 Google reviews.
2201 Main St #815, Dallas, TX 75201, USA
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Financial Advisors in University Park, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Beacon Pointe Advisors | 76/100 | 5.0 ★ | 24 |
| 2 | Edward Jones - Financial Advisor: Drew Lancaster | 3/100 | — | 0 |
| 3 | Mt Vernon Investments | 62/100 | 5.0 ★ | 1 |
| 4 | RGT Wealth Advisors | 64/100 | 5.0 ★ | 2 |
| 5 | Third Act Wealth Management, LLC | 89/100 | 5.0 ★ | 34 |
| 6 | Edward Jones - Financial Advisor: Alex Lancaster | 3/100 | — | 0 |
| 7 | Apeiron Planning Partners | 88/100 | 5.0 ★ | 29 |
| 8 | Atlas Wealth Advisors | 85/100 | 5.0 ★ | 14 |
| 9 | Texas Financial Advisors | 84/100 | 5.0 ★ | 13 |
| 10 | Beacon Pointe Advisors | 72/100 | 5.0 ★ | 11 |
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 University Park
What is a fiduciary financial advisor and why does it matter in University Park?
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 University Park, 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 University Park?
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
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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 5, 2026.
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