Licensed · Lewisville
Licensed & Insured Financial Advisors in Lewisville, TX
Every financial advisors listed here carries proper licensing and insurance in TX. Protect yourself — always verify credentials before work begins.
As of July 2026, RatingsNearMe ranks 16 financial advisors in Lewisville, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is GDS Wealth Management with a 5.0-star rating from 187 Google reviews and an RNM Score of 98/100. Also in the top tier: Nexus One Financial Advisors and Merit Financial Advisors. The average rating across all listed financial advisors in Lewisville is 4.6 stars from 24 reviews per business on average.
Financial advisors in Lewisville 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
Guardian Financial Management
Guardian Financial Management is consistently ranked at the top in Lewisville due to its strong client satisfaction and comprehensive financial planning services.
Most Reviewed
Edward Jones - Financial Advisor: David Goldmeyer
A high number of reviews often indicates a large client base and proven reliability, which can be reassuring when selecting a financial advisor.
When choosing a financial advisor in Lewisville, consider both the number of reviews and the firm's specific expertise to ensure they align with your financial goals. Meeting with a couple of top-ranked advisors can help you find the best fit for your needs.
Local Market Snapshot
16
Businesses listed
4.6★
Avg rating
24
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Top-rated Lewisville financial advisor with a perfect 5.0★ score from 187 reviews.
2910 Lakeside Village Blvd, Flower Mound, TX 75022, USARated 5.0 stars from 73 Google reviews, this Lewisville financial advisor is highly trusted.
5060 Tennyson Pkwy Ste 300, Plano, TX 75024, USAExceptional 5.0-star rating based on 6 Google reviews.
4400 State Hwy 121 #200, Lewisville, TX 75056, USAFinancial Advisors Rankings in Lewisville, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | GDS Wealth Management2910 Lakeside Village Blvd, Flower Mound, TX 75022, USA | 5.0★ | 187 |
| #2 | Nexus One Financial Advisors5060 Tennyson Pkwy Ste 300, Plano, TX 75024, USA | 5.0★ | 73 |
| #3 | Merit Financial Advisors4400 State Hwy 121 #200, Lewisville, TX 75056, USA | 5.0★ | 6 |
| #4 | Guardian Financial Management600 Parker Square Rd # 220, Flower Mound, TX 75028, USA | 5.0★ | 6 |
| #5 | Ray Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC870 Hebron Pkwy Ste 702, Lewisville, TX 75057, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: David Goldmeyer113 N Poydras St Ste 203, Lewisville, TX 75057, USA | 5.0★ | 3 |
| #7 | Clark & Associates - Ameriprise Financial Services, LLC870 Hebron Pkwy Ste 702, Lewisville, TX 75057, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Jennifer L Gingrich579 N Valley Pkwy Suite 110, Lewisville, TX 75067, USA | 5.0★ | 2 |
| #9 | Alyssa Wetterlund - Financial Advisor, Ameriprise Financial Services, LLC870 Hebron Pkwy Ste 702, Lewisville, TX 75057, USA | — | — |
| #10 | Lake Dallas Financial LLC650 Edmonds Ln STE 100, Lewisville, TX 75067, USA | 4.3★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Lewisville
5.0 stars from 6 Google reviews for a local financial advisor.
600 Parker Square Rd # 220, Flower Mound, TX 75028, USA
Exceptional 5.0-star rating based on a small number of reviews.
870 Hebron Pkwy Ste 702, Lewisville, TX 75057, USA
Rated 5.0 stars from 3 Google reviews, a top choice in Lewisville.
113 N Poydras St Ste 203, Lewisville, TX 75057, USA
No reviews yet for this Lewisville financial advisor; check back for client feedback.
870 Hebron Pkwy Ste 702, Lewisville, TX 75057, USA
A 5.0-star rating from customers highlights consistent satisfaction with this local advisor.
579 N Valley Pkwy Suite 110, Lewisville, TX 75067, USA
This advisor in Lewisville has no online reviews yet to help guide your choice.
870 Hebron Pkwy Ste 702, Lewisville, TX 75057, USA
Rated 4.3 stars from 6 Google reviews for financial guidance in Lewisville.
650 Edmonds Ln STE 100, Lewisville, TX 75067, USA
Rated 5.0 stars from two Google reviews for financial guidance in Lewisville.
2681 MacArthur Blvd Ste 306, Lewisville, TX 75067, USA
A 5.0-star rating from one Google review highlights exceptional local service.
2785 Rockbrook Dr # 304, Lewisville, TX 75067, USA
A local financial advisor in Lewisville with no online reviews yet.
2681 MacArthur Blvd Ste 306, Lewisville, TX 75067, USA
No ratings yet from 0 Google reviews—check back for client feedback.
417 Oakbend Dr #270, Lewisville, TX 75067, USA
Mixed 1.0-star rating from 1 Google review indicates very low customer satisfaction.
417 Oakbend Dr #270, Lewisville, TX 75067, USA
5.0 stars from 2 reviews, reflecting exceptional client satisfaction in Lewisville.
1537 Shannon Dr, Lewisville, TX 75077, USA
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Financial Advisors in Lewisville, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | GDS Wealth Management | 98/100 | 5.0 ★ | 187 |
| 2 | Nexus One Financial Advisors | 93/100 | 5.0 ★ | 73 |
| 3 | Merit Financial Advisors | 81/100 | 5.0 ★ | 6 |
| 4 | Guardian Financial Management | 69/100 | 5.0 ★ | 6 |
| 5 | Ray Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC | 74/100 | 5.0 ★ | 1 |
| 6 | Edward Jones - Financial Advisor: David Goldmeyer | 69/100 | 5.0 ★ | 3 |
| 7 | Clark & Associates - Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 8 | Edward Jones - Financial Advisor: Jennifer L Gingrich | 68/100 | 5.0 ★ | 2 |
| 9 | Alyssa Wetterlund - Financial Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 10 | Lake Dallas Financial LLC | 69/100 | 4.3 ★ | 6 |
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 Lewisville
What is a fiduciary financial advisor and why does it matter in Lewisville?
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 Lewisville, 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 Lewisville?
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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