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Top Picks · Westlake
Best Financial Advisors in Westlake, TX
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As of May 2026, RatingsNearMe ranks 20 financial advisors in Westlake, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Stacey L Stover, CFP®|AAMS® with a 5.0-star rating from 4 verified reviews. Also in the top tier: Prestige Wealth Management and Sullivan Financial Partners. The average rating across all listed financial advisors in Westlake is 5 stars from 13 reviews per business on average.
Financial advisors in Westlake 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
5★
Avg rating
13
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Stacey L Stover, CFP®|AAMS®
22 Arta Dr Suite 200, Westlake, TX 76262, USA
Prestige Wealth Management
3120 Sabre Dr, Southlake, TX 76092, USA
Sullivan Financial Partners
141 Countryside Ct Suite 100, Southlake, TX 76092, USA
Financial Advisors Rankings in Westlake, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Stacey L Stover, CFP®|AAMS®22 Arta Dr Suite 200, Westlake, TX 76262, USA | 5.0★ | 4 |
| #2 | Prestige Wealth Management3120 Sabre Dr, Southlake, TX 76092, USA | 5.0★ | 5 |
| #3 | Sullivan Financial Partners141 Countryside Ct Suite 100, Southlake, TX 76092, USA | 5.0★ | 46 |
| #4 | Edward Jones - Financial Advisor: Jason Fortune, CFP®1665 Keller Pkwy Suite 300, Keller, TX 76248, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Blake K Johnson, CFP®1762 Keller Pkwy Suite 200, Keller, TX 76248, USA | 5.0★ | 1 |
| #6 | Granite Financial Group, Inc1670 Keller Pkwy STE 200, Keller, TX 76248, USA | 5.0★ | 5 |
| #7 | Kyle Coleman - Financial Advisor, Ameriprise Financial Services, LLC550 Reserve St #190, Southlake, TX 76092, USA | — | — |
| #8 | Keener Financial Planning1692 Keller Pkwy, Keller, TX 76248, USA | 5.0★ | 3 |
| #9 | ReDefined Wealth Advisors - Independent Fiduciary Financial Advisor530 E Southlake Blvd Suite 180, Southlake, TX 76092, USA | 5.0★ | 30 |
| #10 | Foundation Wealth Partners700 N Carroll Ave Suite 120, Southlake, TX 76092, USA | 5.0★ | 21 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Westlake
Edward Jones - Financial Advisor: Jason Fortune, CFP®
1665 Keller Pkwy Suite 300, Keller, TX 76248, USA
Edward Jones - Financial Advisor: Blake K Johnson, CFP®
1762 Keller Pkwy Suite 200, Keller, TX 76248, USA
Granite Financial Group, Inc
1670 Keller Pkwy STE 200, Keller, TX 76248, USA
Kyle Coleman - Financial Advisor, Ameriprise Financial Services, LLC
550 Reserve St #190, Southlake, TX 76092, USA
Keener Financial Planning
1692 Keller Pkwy, Keller, TX 76248, USA
ReDefined Wealth Advisors - Independent Fiduciary Financial Advisor
530 E Southlake Blvd Suite 180, Southlake, TX 76092, USA
Foundation Wealth Partners
700 N Carroll Ave Suite 120, Southlake, TX 76092, USA
DeVore Wealth Management
440 Johnson Rd suite b, Keller, TX 76248, USA
Edward Jones - Financial Advisor: Will Killgo
420 Johnson Rd Ste 202, Keller, TX 76248, USA
Vivid Financial Group
420 N Carroll Ave Suite 160, Southlake, TX 76092, USA
Carson Wealth
601 State St Suite 425, Southlake, TX 76092, USA
Merrill Lynch Wealth Management
601 State St, Southlake, TX 76092, USA
Trajan Wealth
550 Reserve St #190, Southlake, TX 76092, USA
Badii Group Private Wealth Management
550 Reserve St Suite 250, Southlake, TX 76092, USA
Pride Financial Advisors
420 Charles St, Keller, TX 76248, USA
Edward Jones - Financial Advisor: Clayton Gibson
8821 Davis Blvd #420, Keller, TX 76248, USA
Edward Jones - Financial Advisor: Sean Raich, CFP®|ChFC®|CEPA®|CAP®|AAMS®
360 Rufe Snow Dr Suite 600, Keller, TX 76248, USA
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Frequently Asked Questions — Financial Advisors in Westlake
What is a fiduciary financial advisor and why does it matter in Westlake?
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 Westlake, 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 Westlake?
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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