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Top Picks · Lantana
Best Financial Advisors in Lantana, 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 Lantana, 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: Matt Clay with a 5.0-star rating from 1 Google reviews and an RNM Score of 62/100. Also in the top tier: North Texas Wealth Management and RFG Wealth Advisory. The average rating across all listed financial advisors in Lantana is 4.8 stars from 7 reviews per business on average.
Financial advisors in Lantana 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
4.8★
Avg rating
7
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
2913 Corporate Cir #200, Flower Mound, TX 75028, USA5.0 stars from 9 Google reviews, reflecting exceptional client satisfaction.
4880 Long Prairie Rd, Flower Mound, TX 75028, USARated 5.0 stars from 51 Google reviews, this Denton financial advisor is highly trusted.
130 Old Town Blvd S # 100, Argyle, TX 76226, USAFinancial Advisors Rankings in Lantana, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Matt Clay2913 Corporate Cir #200, Flower Mound, TX 75028, USA | 5.0★ | 1 |
| #2 | North Texas Wealth Management4880 Long Prairie Rd, Flower Mound, TX 75028, USA | 5.0★ | 9 |
| #3 | RFG Wealth Advisory130 Old Town Blvd S # 100, Argyle, TX 76226, USA | 5.0★ | 51 |
| #4 | Edward Jones - Financial Advisor: Kathy R Bauer, CEPA®|AAMS®2925 Country Club Rd #101a, Denton, TX 76210, USA | 5.0★ | 1 |
| #5 | Riverchase Wealth Management, LLC3419 Cross Timbers Rd #105, Flower Mound, TX 75028, USA | — | — |
| #6 | Merrill Lynch Wealth Management4281 Esplanade Pl, Flower Mound, TX 75028, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Randy Pope, CEPA®3111 Cross Timbers Rd Suite 150, Flower Mound, TX 75028, USA | 4.2★ | 5 |
| #8 | Edward Jones - Financial Advisor: Bill Collins, CFP®|AAMS®|AWMA®3700 River Walk Dr #285, Flower Mound, TX 75028, USA | 5.0★ | 2 |
| #9 | Team Financial Strategies3505 Yucca Dr Suite #102, Flower Mound, TX 75028, USA | — | — |
| #10 | Visionary Financial by Shelly Dodge, Powered by Ameriprise3305 Long Prairie Rd STE 140, Flower Mound, TX 75022, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Lantana
5.0 stars from 1 Google review, reflecting exceptional client satisfaction.
2925 Country Club Rd #101a, Denton, TX 76210, USA
A local financial advisor in Flower Mound with no Google reviews yet.
3419 Cross Timbers Rd #105, Flower Mound, TX 75028, USA
No reviews yet; check back for client feedback on this Flower Mound financial advisor.
4281 Esplanade Pl, Flower Mound, TX 75028, USA
Rated 4.2 stars from 5 Google reviews, a solid local choice.
3111 Cross Timbers Rd Suite 150, Flower Mound, TX 75028, USA
5.0 stars from 2 Google reviews for a local financial advisor.
3700 River Walk Dr #285, Flower Mound, TX 75028, USA
This financial advisor in Flower Mound has no online reviews yet.
3505 Yucca Dr Suite #102, Flower Mound, TX 75028, USA
This financial advisor in Flower Mound has not yet received any online reviews.
3305 Long Prairie Rd STE 140, Flower Mound, TX 75022, USA
5.0 stars from 2 reviews, reflecting exceptional client satisfaction in Lewisville.
1537 Shannon Dr, Lewisville, TX 75077, USA
Rated 4.0 stars from one Google review, offering financial guidance in Flower Mound.
3301 Long Prairie Rd Suite 150, Flower Mound, TX 75022, USA
A new local financial advisor in Denton with no customer reviews yet.
1212 Bent Oaks Ct Ste 200, Denton, TX 76210, USA
5.0 stars from 6 Google reviews for a local financial advisor.
600 Parker Square Rd # 220, Flower Mound, TX 75028, USA
Trusted local financial advisor with a strong 4.7-star rating from client reviews.
400 Parker Square Rd Suite 275, Flower Mound, TX 75028, USA
Top-rated Denton financial advisor with a perfect 5.0★ rating from 1 review.
1205 Bent Oaks Ct Suite 110, Denton, TX 76210, USA
Financial advisor in Denton, TX, with no online reviews yet to reference.
2800 Shoreline Dr Ste 225, Denton, TX 76210, USA
Rated 4.8 stars from 13 Google reviews for financial guidance in Denton.
2711 Shoreline Dr #101, Denton, TX 76210, USA
5.0-star rating from early clients signals trusted local financial guidance.
2925 Country Club Rd #101a, Denton, TX 76210, USA
Exceptional 5.0-star rating from 6 Google reviews in Denton.
3000 Wind River Ln # 110, Denton, TX 76210, USA
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Financial Advisors in Lantana, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Matt Clay | 62/100 | 5.0 ★ | 1 |
| 2 | North Texas Wealth Management | 71/100 | 5.0 ★ | 9 |
| 3 | RFG Wealth Advisory | 80/100 | 5.0 ★ | 51 |
| 4 | Edward Jones - Financial Advisor: Kathy R Bauer, CEPA®|AAMS® | 62/100 | 5.0 ★ | 1 |
| 5 | Riverchase Wealth Management, LLC | 3/100 | — | 0 |
| 6 | Merrill Lynch Wealth Management | 3/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: Randy Pope, CEPA® | 54/100 | 4.2 ★ | 5 |
| 8 | Edward Jones - Financial Advisor: Bill Collins, CFP®|AAMS®|AWMA® | 64/100 | 5.0 ★ | 2 |
| 9 | Team Financial Strategies | 3/100 | — | 0 |
| 10 | Visionary Financial by Shelly Dodge, Powered by Ameriprise | 3/100 | — | 0 |
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 Lantana
What is a fiduciary financial advisor and why does it matter in Lantana?
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 Lantana, 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 Lantana?
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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