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Top Picks · Lakeside
Best Financial Advisors in Lakeside, TX
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Lakeside, 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: Jake Crawford, CFP®|AAMS®|CRPC™|CRPS™ with a 5.0-star rating from 1 Google reviews and an RNM Score of 65/100. Also in the top tier: Edward Jones - Financial Advisor: Shelby M Jennings and Edward Jones - Financial Advisor: Leon Williams, CEPA®|CRPC™. The average rating across all listed financial advisors in Lakeside is 4.7 stars from 12 reviews per business on average.
Financial advisors in Lakeside 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.
Local Market Snapshot
20
Businesses listed
4.7★
Avg rating
12
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0★ rating from 1 review, reflecting exceptional client satisfaction.
8401 Jacksboro Hwy # 150, Lakeside, TX 76135, USAThis local financial advisor has no online reviews yet to help guide your choice.
1341 Southeast Pkwy #104, Azle, TX 76020, USAExceptional 5.0-star rating from two Google reviews.
1341 Southeast Pkwy #104, Azle, TX 76020, USAFinancial Advisors Rankings in Lakeside, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Jake Crawford, CFP®|AAMS®|CRPC™|CRPS™8401 Jacksboro Hwy # 150, Lakeside, TX 76135, USA | 5.0★ | 1 |
| #2 | Edward Jones - Financial Advisor: Shelby M Jennings1341 Southeast Pkwy #104, Azle, TX 76020, USA | — | — |
| #3 | Edward Jones - Financial Advisor: Leon Williams, CEPA®|CRPC™1341 Southeast Pkwy #104, Azle, TX 76020, USA | 5.0★ | 2 |
| #4 | Edward Jones - Financial Advisor: Stonie Hamilton1341 Southeast Pkwy #101, Azle, TX 76020, USA | 5.0★ | 2 |
| #5 | Aligned Wealth Advisors5740 Boat Club Rd Suite 101, Fort Worth, TX 76179, USA | 5.0★ | 2 |
| #6 | New Century Investments5740 Boat Club Rd Suite 100, Fort Worth, TX 76179, USA | 5.0★ | 23 |
| #7 | Integrity Financial Group5748 Boat Club Rd, Fort Worth, TX 76179, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Adam A Driggers105 W Main St, Azle, TX 76020, USA | 5.0★ | 1 |
| #9 | Security Finance129 W Main St, Azle, TX 76020, USA | 4.6★ | 53 |
| #10 | Edward Jones - Financial Advisor: Robert S Anderson, AAMS®713 W Bailey Boswell Rd Suite 200, Fort Worth, TX 76179, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Lakeside
Rated 5.0 stars from two Google reviews, this Azle financial advisor earns exceptional local trust.
1341 Southeast Pkwy #101, Azle, TX 76020, USA
Rated 5.0 stars from two Google reviews, this Saginaw financial advisor is highly regarded.
5740 Boat Club Rd Suite 101, Fort Worth, TX 76179, USA
Trusted by clients for exceptional service, with a perfect 5.0 rating from 23 reviews.
5740 Boat Club Rd Suite 100, Fort Worth, TX 76179, USA
Financial advisor in Saginaw with no online reviews yet; check back for ratings.
5748 Boat Club Rd, Fort Worth, TX 76179, USA
Exceptional 5.0-star rating based on early client reviews in Azle.
105 W Main St, Azle, TX 76020, USA
Praised by dozens of local clients, this Azle advisor holds a strong 4.6-star rating.
129 W Main St, Azle, TX 76020, USA
Exceptional 5.0-star rating from three Google reviews in Saginaw.
713 W Bailey Boswell Rd Suite 200, Fort Worth, TX 76179, USA
5.0 stars from 47 reviews, reflecting exceptional client satisfaction in Saginaw, TX.
1209 N Saginaw Blvd G, Saginaw, TX 76179, USA
5.0 stars from 27 reviews, reflecting consistently exceptional client satisfaction.
3265 Lackland Rd, Fort Worth, TX 76116, USA
One star rating from a single review indicates mixed client feedback.
1329 N Saginaw Blvd, Saginaw, TX 76179, USA
5.0 stars from 13 Google reviews for a Fort Worth financial advisor.
6100 Camp Bowie Blvd Suite 24, Fort Worth, TX 76116, USA
Trusted by local clients with a perfect 5.0-star rating from 4 reviews.
4921 Camp Bowie Blvd, Fort Worth, TX 76107, USA
4 Google reviews give this Haltom City financial advisor a perfect 5.0-star rating.
4816 Bryant Irvin Ct, Fort Worth, TX 76107, USA
Earns a perfect 5.0-star rating from 14 reviews in Fort Worth.
1408 Montgomery St, Fort Worth, TX 76107, USA
Financial advisor in Haltom City with no customer reviews yet.
550 Bailey Ave Ste 700, Fort Worth, TX 76107, USA
Rated 5.0 stars from 4 Google reviews by clients in Fort Worth.
2833 Crockett St Ste 102, Fort Worth, TX 76107, USA
Rated 4.6 stars from 9 Google reviews, this Fort Worth financial advisor is highly regarded.
5600 Clearfork Main St Ste 460, Fort Worth, TX 76109, USA
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Financial Advisors in Lakeside, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Jake Crawford, CFP®|AAMS®|CRPC™|CRPS™ | 65/100 | 5.0 ★ | 1 |
| 2 | Edward Jones - Financial Advisor: Shelby M Jennings | 7/100 | — | 0 |
| 3 | Edward Jones - Financial Advisor: Leon Williams, CEPA®|CRPC™ | 68/100 | 5.0 ★ | 2 |
| 4 | Edward Jones - Financial Advisor: Stonie Hamilton | 68/100 | 5.0 ★ | 2 |
| 5 | Aligned Wealth Advisors | 64/100 | 5.0 ★ | 2 |
| 6 | New Century Investments | 76/100 | 5.0 ★ | 23 |
| 7 | Integrity Financial Group | 3/100 | — | 0 |
| 8 | Edward Jones - Financial Advisor: Adam A Driggers | 65/100 | 5.0 ★ | 1 |
| 9 | Security Finance | 77/100 | 4.6 ★ | 53 |
| 10 | Edward Jones - Financial Advisor: Robert S Anderson, AAMS® | 66/100 | 5.0 ★ | 3 |
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 Lakeside
What is a fiduciary financial advisor and why does it matter in Lakeside?
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 Lakeside, 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 Lakeside?
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: July 4, 2026.
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