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Licensed · University Park
Licensed & Insured Financial Advisors in University Park, TX
Every financial advisors listed here carries proper licensing and insurance in TX. Protect yourself — always verify credentials before work begins.
As of May 2026, RatingsNearMe ranks 20 financial advisors in University Park, TX by verified customer ratings and review volume. The highest-rated is Beacon Pointe Advisors with a 5.0-star rating from 24 verified reviews. 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 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
4.9★
Avg rating
12
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Beacon Pointe Advisors
6600 Snider Plaza Suite 210, Dallas, TX 75205, USA
Edward Jones - Financial Advisor: Drew Lancaster
8222 Douglas Ave #675, Dallas, TX 75225, USA
Mt Vernon Investments
8111 Douglas Ave #900, Dallas, TX 75225, USA
Financial 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 May 2026
All Financial Advisors in University Park
RGT Wealth Advisors
5950 Sherry Ln # 600, Dallas, TX 75225, USA
Third Act Wealth Management, LLC
South Building, 8150 N Central Expy Suite 1420, Dallas, TX 75206, USA
Edward Jones - Financial Advisor: Alex Lancaster
3100 Monticello Ave Ste 860, Dallas, TX 75205, 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
Beacon Pointe Advisors
7557 Rambler Rd Suite 1425, Dallas, TX 75231, USA
Texas Investment & Retirement Associates
4131 N Central Expy #900, Dallas, TX 75204, USA
Cypress Point Wealth Management
3838 Oak Lawn Ave # 1150, Dallas, TX 75219, USA
Kyle Clift - RBC Wealth Management Financial Advisor
100 Crescent Ct Suite 1500, Dallas, TX 75201, USA
Indyfin
1722 Routh St Suite 900, Dallas, TX 75201, USA
Wealth Partners Alliance
12240 Inwood Rd Suite 200, Dallas, TX 75244, USA
Fontana Financial Planning
12240 Inwood Rd Suite 450, Dallas, TX 75244, USA
Merrill Lynch Financial Advisor Alexander Anderson
2100 Ross Ave Suite 1000/1100, Dallas, TX 75201, USA
Northwestern Mutual Investment Services, LLC: Kyle Phelps Wick
5420 Lyndon B Johnson Fwy suite 1300, Dallas, TX 75240, USA
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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.
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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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