Licensed · Mesquite
Licensed & Insured Financial Advisors in Mesquite, 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 13 financial advisors in Mesquite, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Primerica - Nick C. Lamb with a 5.0-star rating from 11 Google reviews and an RNM Score of 72/100. Also in the top tier: Christene Dino Hobbs, Financial Advisor - Island Wealth Strategies And Insurance Solutions, LLC and Edward Jones - Financial Advisor: Michael J Taysom, AAMS®|CRPC™. The average rating across all listed financial advisors in Mesquite is 4.9 stars from 4 reviews per business on average.
Financial advisors in Mesquite 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
Murphy & Sylvest LLC
Murphy & Sylvest LLC stands out as a top-ranked firm in Mesquite due to its long-standing reputation and comprehensive financial planning services.
Most Reviewed
Edward Jones - Financial Advisor: Mario G Ayala, AAMS®|CRPS™
A high number of reviews indicates broad client experience and can help you gauge the advisor's consistency and service quality.
When choosing a financial advisor in Mesquite, consider scheduling initial consultations with multiple firms to compare their fee structures, investment philosophies, and communication styles. Always verify credentials and check for any disciplinary history through FINRA's BrokerCheck.
Local Market Snapshot
13
Businesses listed
4.9★
Avg rating
4
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
With a flawless 5.0-star rating from 11 reviews, this advisor is highly trusted.
1675 Republic Pkwy Ste 200A, Mesquite, TX 75150, USARated 5.0 stars from 7 Google reviews, this Mesquite financial advisor is highly regarded.
5005 Lyndon B Johnson Fwy Ste 1600, Dallas, TX 75244, USAExceptional 5.0-star rating based on five Google reviews from local clients.
182 S Collins Rd #100, Sunnyvale, TX 75182, USAFinancial Advisors Rankings in Mesquite, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Primerica - Nick C. Lamb1675 Republic Pkwy Ste 200A, Mesquite, TX 75150, USA | 5.0★ | 11 |
| #2 | Christene Dino Hobbs, Financial Advisor - Island Wealth Strategies And Insurance Solutions, LLC5005 Lyndon B Johnson Fwy Ste 1600, Dallas, TX 75244, USA | 5.0★ | 7 |
| #3 | Edward Jones - Financial Advisor: Michael J Taysom, AAMS®|CRPC™182 S Collins Rd #100, Sunnyvale, TX 75182, USA | 5.0★ | 5 |
| #4 | Intirety Wealth Management209 W College St, Mesquite, TX 75149, USA | 5.0★ | 4 |
| #5 | Edward Jones - Financial Advisor: Sal Tejani129 Collins Rd Ste 2101, Sunnyvale, TX 75182, USA | 5.0★ | 1 |
| #6 | Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro3330 N Galloway Ave #309, Mesquite, TX 75150, USA | 4.5★ | 8 |
| #7 | UNITY Financial Services610 N Town E Blvd # 102, Mesquite, TX 75150, USA | 4.2★ | 5 |
| #8 | Leader Life Financial Solutions613 N Town E Blvd Suite 815, Mesquite, TX 75150, USA | 5.0★ | 3 |
| #9 | Murphy & Sylvest LLC13760 Noel Rd #300, Dallas, TX 75240, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Gerald R Blakely, CFP®|AAMS®1425 Gross Rd Ste 106, Mesquite, TX 75149, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Mesquite
Earns a perfect 5.0-star rating from a handful of local client reviews.
209 W College St, Mesquite, TX 75149, USA
Exceptional 5.0-star rating from a handful of local Google reviews.
129 Collins Rd Ste 2101, Sunnyvale, TX 75182, USA
Trusted by local clients with a strong 4.5-star rating from 8 reviews.
3330 N Galloway Ave #309, Mesquite, TX 75150, USA
Rated 4.2 stars from 5 Google reviews for financial guidance in Mesquite.
610 N Town E Blvd # 102, Mesquite, TX 75150, USA
Exceptional 5.0-star rating based on feedback from 3 Google reviews.
613 N Town E Blvd Suite 815, Mesquite, TX 75150, USA
Trusted by local clients with a perfect 5.0-star rating from verified reviews.
13760 Noel Rd #300, Dallas, TX 75240, USA
A local financial advisor in Mesquite, TX with no customer reviews yet.
1425 Gross Rd Ste 106, Mesquite, TX 75149, USA
This financial advisor has not yet received any Google reviews or ratings.
1675 Republic Pkwy Suite 160, Mesquite, TX 75150, USA
5.0-star rating from one Google review, reflecting exceptional early client feedback.
2144 N Belt Line Rd Suite F, Mesquite, TX 75150, USA
Rated 5.0 stars from 1 Google review, offering trusted local financial guidance.
18601 Lyndon B Johnson Fwy # 230, Mesquite, TX 75150, USA
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Financial Advisors in Mesquite, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Primerica - Nick C. Lamb | 72/100 | 5.0 ★ | 11 |
| 2 | Christene Dino Hobbs, Financial Advisor - Island Wealth Strategies And Insurance Solutions, LLC | 70/100 | 5.0 ★ | 7 |
| 3 | Edward Jones - Financial Advisor: Michael J Taysom, AAMS®|CRPC™ | 68/100 | 5.0 ★ | 5 |
| 4 | Intirety Wealth Management | 67/100 | 5.0 ★ | 4 |
| 5 | Edward Jones - Financial Advisor: Sal Tejani | 62/100 | 5.0 ★ | 1 |
| 6 | Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro | 62/100 | 4.5 ★ | 8 |
| 7 | UNITY Financial Services | 54/100 | 4.2 ★ | 5 |
| 8 | Leader Life Financial Solutions | 66/100 | 5.0 ★ | 3 |
| 9 | Murphy & Sylvest LLC | 62/100 | 5.0 ★ | 1 |
| 10 | Edward Jones - Financial Advisor: Gerald R Blakely, CFP®|AAMS® | 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 Mesquite
What is a fiduciary financial advisor and why does it matter in Mesquite?
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 Mesquite, 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 Mesquite?
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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