Showing results near Wilmer
We don't have financial advisors listed specifically in Wilmer yet — these top-rated pros from Lancaster serve your area and are available for calls and quotes today.
Top Picks · Wilmer
Best Financial Advisors in Wilmer, TX
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Wilmer, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Neal W Ballance. Also in the top tier: Edward Jones - Financial Advisor: Arnie I Knecht and Christopher Jordan - Regions Financial Advisor. The average rating across all listed financial advisors in Wilmer is 4.6 stars from 15 reviews per business on average.
Financial advisors in Wilmer typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.6★
Avg rating
15
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
A new financial advisor offering services in Lancaster, with no Google reviews yet.
1115 N Dallas Ave, Lancaster, TX 75146, USANo reviews yet; offer informed guidance for your Lancaster financial needs.
1115 N Dallas Ave, Lancaster, TX 75146, USAA Lancaster financial advisor with no customer reviews yet to share.
1425 N Dallas Ave, Lancaster, TX 75134, USAFinancial Advisors Rankings in Wilmer, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Neal W Ballance1115 N Dallas Ave, Lancaster, TX 75146, USA | — | — |
| #2 | Edward Jones - Financial Advisor: Arnie I Knecht1115 N Dallas Ave, Lancaster, TX 75146, USA | — | — |
| #3 | Christopher Jordan - Regions Financial Advisor1425 N Dallas Ave, Lancaster, TX 75134, USA | — | — |
| #4 | Meraki Financial Service Group907 Birchwood Dr, Lancaster, TX 75146, USA | — | — |
| #5 | Diversified Financial Network1227 E Pleasant Run Rd, DeSoto, TX 75115, USA | 5.0★ | 1 |
| #6 | VMM3335 Balomede Ave, Lancaster, TX 75134, USA | 3.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Robert W Mastin V, AAMS®530 E Pleasant Run Rd Ste 100, DeSoto, TX 75115, USA | 4.5★ | 2 |
| #8 | Gulley's Financial Solutions LLC712 N Hampton Rd # 199, DeSoto, TX 75115, USA | — | — |
| #9 | Massengill Financial Group112 N Hampton Rd STE A3, DeSoto, TX 75115, USA | 4.9★ | 14 |
| #10 | Ambitious Consultations500 N Hampton Rd, DeSoto, TX 75115, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Wilmer
Independent financial advisor in Lancaster, TX, with no customer reviews yet.
907 Birchwood Dr, Lancaster, TX 75146, USA
Rated 5.0 stars from a handful of Google reviews.
1227 E Pleasant Run Rd, DeSoto, TX 75115, USA
A mixed three-star rating from two Google reviews reflects limited client feedback.
3335 Balomede Ave, Lancaster, TX 75134, USA
Trusted DeSoto financial advisor with a strong 4.5-star rating from client reviews.
530 E Pleasant Run Rd Ste 100, DeSoto, TX 75115, USA
This advisor has no ratings yet from 0 Google reviews.
712 N Hampton Rd # 199, DeSoto, TX 75115, USA
Rated 4.9 stars from 14 reviews, this DeSoto financial advisor is highly trusted.
112 N Hampton Rd STE A3, DeSoto, TX 75115, USA
Rated 5.0 stars from 4 reviews, this DeSoto financial advisor is highly recommended.
500 N Hampton Rd, DeSoto, TX 75115, USA
Mixed 2.9-star rating across 17 Google reviews suggests inconsistent client experiences.
103/105 N Hampton Rd Central Office, DeSoto, TX 75115, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
229 S Hampton Rd, DeSoto, TX 75115, USA
Rated 5.0 stars from 50 Google reviews, this DeSoto financial advisor is highly trusted.
1510 N Hampton Rd Suite 200, DeSoto, TX 75115, USA
5.0-star rating from 5 Google reviews highlights trusted local financial guidance.
1636 N Hampton Rd SUITE 108, DeSoto, TX 75115, USA
A local financial advisor in DeSoto, TX with no customer reviews yet.
150 E Danieldale Rd, DeSoto, TX 75115, USA
Consistently rated 4.4 stars from 14 reviews by local clients.
2010 N Hampton Rd, DeSoto, TX 75115, USA
Consistently rated 5.0 stars from 35 glowing client reviews in Duncanville.
2550 W Red Bird Ln #201, Dallas, TX 75237, USA
Trusted by clients with a perfect 5.0-star rating from 51 reviews.
3662 W Camp Wisdom Rd Suite 2044, Dallas, TX 75237, USA
Earns a perfect 5.0-star rating from a handful of local client reviews.
209 W College St, Mesquite, TX 75149, USA
No reviews yet; check back for client feedback on this Duncanville financial advisor.
222 E Wheatland Rd Ste 100, Duncanville, TX 75116, USA
Get Free Quotes
We'll connect you with the top financial advisors in Wilmer, TX.
Financial Advisors in Wilmer, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Neal W Ballance | 3/100 | — | 0 |
| 2 | Edward Jones - Financial Advisor: Arnie I Knecht | 3/100 | — | 0 |
| 3 | Christopher Jordan - Regions Financial Advisor | 3/100 | — | 0 |
| 4 | Meraki Financial Service Group | 3/100 | — | 0 |
| 5 | Diversified Financial Network | 62/100 | 5.0 ★ | 1 |
| 6 | VMM | 30/100 | 3.0 ★ | 2 |
| 7 | Edward Jones - Financial Advisor: Robert W Mastin V, AAMS® | 56/100 | 4.5 ★ | 2 |
| 8 | Gulley's Financial Solutions LLC | 3/100 | — | 0 |
| 9 | Massengill Financial Group | 71/100 | 4.9 ★ | 14 |
| 10 | Ambitious Consultations | 67/100 | 5.0 ★ | 4 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Wilmer to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
Frequently Asked Questions — Financial Advisors in Wilmer
What is a fiduciary financial advisor and why does it matter in Wilmer?
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 Wilmer, 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 Wilmer?
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
Compare top-rated financial advisors in cities near you.
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: June 10, 2026.
More Home Services in Wilmer
Related Searches
More ways to find financial advisors in Wilmer
Financial Advisors in nearby cities