Local Pros · Carrollton
Local Financial Advisors in Carrollton, TX
Locally owned and operated financial advisors serving Carrollton and the surrounding area. Supporting local businesses means faster response and accountability.
As of July 2026, RatingsNearMe ranks 14 financial advisors in Carrollton, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Empowered Finances with a 4.8-star rating from 584 Google reviews and an RNM Score of 85/100. Also in the top tier: Creative Planning and Block Advisors. The average rating across all listed financial advisors in Carrollton is 4.6 stars from 58 reviews per business on average.
Financial advisors in Carrollton typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Creative Planning
Creative Planning is consistently recognized as a top-ranked national firm with a strong local presence, offering comprehensive financial planning and investment management for high-net-worth clients in Carrollton.
Most Reviewed
Creative Planning
A high review count indicates broad client experience and can help consumers gauge overall satisfaction and reliability of the advisor.
When choosing a financial advisor in Carrollton, consider both their expertise in your specific needs (e.g., retirement planning, estate planning) and the level of personalized service they offer. Always verify credentials and check for any conflicts of interest, such as commission-based products.
Local Market Snapshot
14
Businesses listed
4.6★
Avg rating
58
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
4.8 stars from nearly 600 reviews confirms trusted, local financial guidance.
14114 Dallas Pkwy #150, Dallas, TX 75254, USARated 5.0 stars from 53 Google reviews, this advisor is highly trusted.
15303 Dallas Pkwy Suite 460, Addison, TX 75001, USATrusted by 74 clients, this Carrollton advisor holds a strong 4.6-star rating.
2810 E Trinity Mls Rd #148, Carrollton, TX 75006, USAFinancial Advisors Rankings in Carrollton, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Empowered Finances14114 Dallas Pkwy #150, Dallas, TX 75254, USA | 4.8★ | 584 |
| #2 | Creative Planning15303 Dallas Pkwy Suite 460, Addison, TX 75001, USA | 5.0★ | 53 |
| #3 | Block Advisors2810 E Trinity Mls Rd #148, Carrollton, TX 75006, USA | 4.6★ | 74 |
| #4 | Felicia Erwin-Sanders CERTIFIED FINANCIAL PLANNER2734 Wagonwheel Dr, Carrollton, TX 75006, USA | 5.0★ | 2 |
| #5 | Edward Jones - Financial Advisor: Brittany R Thompson4100 Spring Valley Rd # 103, Farmers Branch, TX 75244, USA | 5.0★ | 3 |
| #6 | First Command Financial Advisor - Suzanne Winkelmann, RICP®5057 Keller Springs Rd Suite 110, Addison, TX 75001, USA | 5.0★ | 11 |
| #7 | Allworth Financial15725 Dallas Pkwy #600, Addison, TX 75001, USA | 5.0★ | 7 |
| #8 | GA Bishop & Associates, LLC1101 S Broadway St #200, Carrollton, TX 75006, USA | 4.8★ | 5 |
| #9 | Gardner Wallace Financial Solutions14135 Midway Rd Suite G110, Addison, TX 75001, USA | 5.0★ | 3 |
| #10 | Ajanee Wealth Management1220 W Trinity Mills Rd Bldg 1, Carrollton, TX 75006, USA | 3.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Carrollton
Trusted by clients with a perfect 5.0-star rating from 2 reviews.
2734 Wagonwheel Dr, Carrollton, TX 75006, USA
Exceptional 5.0-star rating from three Google reviews.
4100 Spring Valley Rd # 103, Farmers Branch, TX 75244, USA
Exceptional 5.0-star rating from 11 reviews in Carrollton, TX.
5057 Keller Springs Rd Suite 110, Addison, TX 75001, USA
Trusted Carrollton financial advisor with a perfect 5.0 rating from 7 reviews.
15725 Dallas Pkwy #600, Addison, TX 75001, USA
Rated 4.8 stars from 5 reviews, this Carrollton financial advisor is highly regarded.
1101 S Broadway St #200, Carrollton, TX 75006, USA
5.0-star rating from 3 Google reviews for Carrollton financial advising.
14135 Midway Rd Suite G110, Addison, TX 75001, USA
A 3.0-star rating based on 2 reviews reflects mixed local client feedback.
1220 W Trinity Mills Rd Bldg 1, Carrollton, TX 75006, USA
Averaging 3.0 stars from 2 Google reviews, this advisor offers mixed feedback.
3410 Midcourt Rd #105, Carrollton, TX 75006, USA
5.0 stars from 1 review, reflecting exceptional client satisfaction.
5000 Quorum Dr Suite 175, Dallas, TX 75254, USA
5.0 stars from a few Google reviews, reflecting exceptional client satisfaction.
2245 Keller Way, Carrollton, TX 75006, USA
A financial advisor in Carrollton, TX with no customer reviews yet.
2625 N Josey Ln, Carrollton, TX 75007, USA
Get Free Quotes
We'll connect you with the top financial advisors in Carrollton, TX.
Financial Advisors in Carrollton, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Empowered Finances | 85/100 | 4.8 ★ | 584 |
| 2 | Creative Planning | 80/100 | 5.0 ★ | 53 |
| 3 | Block Advisors | 75/100 | 4.6 ★ | 74 |
| 4 | Felicia Erwin-Sanders CERTIFIED FINANCIAL PLANNER | 64/100 | 5.0 ★ | 2 |
| 5 | Edward Jones - Financial Advisor: Brittany R Thompson | 66/100 | 5.0 ★ | 3 |
| 6 | First Command Financial Advisor - Suzanne Winkelmann, RICP® | 72/100 | 5.0 ★ | 11 |
| 7 | Allworth Financial | 70/100 | 5.0 ★ | 7 |
| 8 | GA Bishop & Associates, LLC | 65/100 | 4.8 ★ | 5 |
| 9 | Gardner Wallace Financial Solutions | 66/100 | 5.0 ★ | 3 |
| 10 | Ajanee Wealth Management | 30/100 | 3.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Carrollton 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 Carrollton
What is a fiduciary financial advisor and why does it matter in Carrollton?
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 Carrollton, 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 Carrollton?
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: July 4, 2026.
More Home Services in Carrollton
Related Searches
More ways to find financial advisors in Carrollton
Financial Advisors in nearby cities