Top Picks · Richardson
Best Financial Advisors in Richardson, 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 9 financial advisors in Richardson, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Glazer Financial Network with a 4.8-star rating from 72 Google reviews and an RNM Score of 90/100. Also in the top tier: DHL Wealth Management and Shannon Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC. The average rating across all listed financial advisors in Richardson is 4.8 stars from 19 reviews per business on average.
Financial advisors in Richardson 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
Edward Jones - Financial Advisor: Tyler R Burns, CFP®|CEPA®|AAMS®
Tyler R Burns stands out due to his multiple advanced certifications (CFP, CEPA, AAMS) and top-ranked status among Richardson advisors.
Most Reviewed
Shannon Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC
High review count reflects broad client base and proven service reliability, which is essential for establishing trust in long-term financial planning.
When choosing a financial advisor in Richardson, verify credentials (e.g., CFP, CEPA) and look for advisors who clearly explain their fee structure and investment philosophy. Reading recent client reviews can also help gauge responsiveness and overall satisfaction.
Local Market Snapshot
9
Businesses listed
4.8★
Avg rating
19
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by dozens of clients with a stellar 4.8-star rating.
300 N Coit Rd Suite 1300, Richardson, TX 75080, USAExceptional 5.0-star rating from 75 Google reviews in Richardson, TX.
2435 N Central Expy Suite 775, Richardson, TX 75080, USARated 5.0 stars from 4 Google reviews for trusted financial guidance in Richardson.
3610 Shire Blvd Ste 212, Richardson, TX 75082, USAFinancial Advisors Rankings in Richardson, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Glazer Financial Network300 N Coit Rd Suite 1300, Richardson, TX 75080, USA | 4.8★ | 72 |
| #2 | DHL Wealth Management2435 N Central Expy Suite 775, Richardson, TX 75080, USA | 5.0★ | 75 |
| #3 | Shannon Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC3610 Shire Blvd Ste 212, Richardson, TX 75082, USA | 5.0★ | 4 |
| #4 | Verus Wealth Advisors - Ameriprise Financial Services, LLC2435 N Central Expy Ste 870, Richardson, TX 75080, USA | 5.0★ | 1 |
| #5 | Shea Wealth Management2435 N Central Expy #1020, Richardson, TX 75080, USA | 5.0★ | 3 |
| #6 | Guiding Wealth2007 N Collins Blvd Suite 503, Richardson, TX 75080, USA | 4.3★ | 4 |
| #7 | Edward Jones - Financial Advisor: Tyler R Burns, CFP®|CEPA®|AAMS®800 E Campbell Rd Suite 231, Richardson, TX 75081, USA | 5.0★ | 4 |
| #8 | Edward Jones - Financial Advisor: Jason W Habern, CFP®801 E Campbell Rd # 200, Richardson, TX 75081, USA | 5.0★ | 1 |
| #9 | Five Star Advisor Partners, LLC100 N Central Expy # 1205, Richardson, TX 75080, USA | 4.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Richardson
Boasting a perfect 5.0-star rating from its early reviews in Richardson.
2435 N Central Expy Ste 870, Richardson, TX 75080, USA
5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.
2435 N Central Expy #1020, Richardson, TX 75080, USA
Trusted by locals with a solid 4.3-star rating from recent Google reviews.
2007 N Collins Blvd Suite 503, Richardson, TX 75080, USA
Boasting a perfect 5.0-star rating from its first four Google reviews.
800 E Campbell Rd Suite 231, Richardson, TX 75081, USA
Earned a perfect 5.0-star rating from early client reviews in Richardson, TX.
801 E Campbell Rd # 200, Richardson, TX 75081, USA
Trusted financial advisor in Richardson with a solid 4.0-star rating from 4 reviews.
100 N Central Expy # 1205, Richardson, TX 75080, USA
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Financial Advisors in Richardson, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Glazer Financial Network | 90/100 | 4.8 ★ | 72 |
| 2 | DHL Wealth Management | 82/100 | 5.0 ★ | 75 |
| 3 | Shannon Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC | 79/100 | 5.0 ★ | 4 |
| 4 | Verus Wealth Advisors - Ameriprise Financial Services, LLC | 62/100 | 5.0 ★ | 1 |
| 5 | Shea Wealth Management | 66/100 | 5.0 ★ | 3 |
| 6 | Guiding Wealth | 55/100 | 4.3 ★ | 4 |
| 7 | Edward Jones - Financial Advisor: Tyler R Burns, CFP®|CEPA®|AAMS® | 67/100 | 5.0 ★ | 4 |
| 8 | Edward Jones - Financial Advisor: Jason W Habern, CFP® | 62/100 | 5.0 ★ | 1 |
| 9 | Five Star Advisor Partners, LLC | 62/100 | 4.0 ★ | 4 |
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 Richardson
What is a fiduciary financial advisor and why does it matter in Richardson?
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 Richardson, 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 Richardson?
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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