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Top Picks · Westlake
Best Financial Advisors in Westlake, TX
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As of July 2026, RatingsNearMe ranks 20 financial advisors in Westlake, 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: Stacey L Stover, CFP®|AAMS® with a 5.0-star rating from 4 Google reviews and an RNM Score of 70/100. Also in the top tier: Prestige Wealth Management and Sullivan Financial Partners. The average rating across all listed financial advisors in Westlake is 5 stars from 13 reviews per business on average.
Financial advisors in Westlake 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
5★
Avg rating
13
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Earns a perfect 5.0-star rating from its first four Google reviews in Azle.
22 Arta Dr Suite 200, Westlake, TX 76262, USA5.0-star rating from 5 reviews for financial advising in Southlake.
3120 Sabre Dr, Southlake, TX 76092, USA5.0 stars from 46 Google reviews, reflecting exceptional client satisfaction.
141 Countryside Ct Suite 100, Southlake, TX 76092, USAFinancial Advisors Rankings in Westlake, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Stacey L Stover, CFP®|AAMS®22 Arta Dr Suite 200, Westlake, TX 76262, USA | 5.0★ | 4 |
| #2 | Prestige Wealth Management3120 Sabre Dr, Southlake, TX 76092, USA | 5.0★ | 5 |
| #3 | Sullivan Financial Partners141 Countryside Ct Suite 100, Southlake, TX 76092, USA | 5.0★ | 46 |
| #4 | Edward Jones - Financial Advisor: Jason Fortune, CFP®1665 Keller Pkwy Suite 300, Keller, TX 76248, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Blake K Johnson, CFP®1762 Keller Pkwy Suite 200, Keller, TX 76248, USA | 5.0★ | 1 |
| #6 | Granite Financial Group, Inc1670 Keller Pkwy STE 200, Keller, TX 76248, USA | 5.0★ | 5 |
| #7 | Kyle Coleman - Financial Advisor, Ameriprise Financial Services, LLC550 Reserve St #190, Southlake, TX 76092, USA | — | — |
| #8 | Keener Financial Planning1692 Keller Pkwy, Keller, TX 76248, USA | 5.0★ | 3 |
| #9 | ReDefined Wealth Advisors - Independent Fiduciary Financial Advisor530 E Southlake Blvd Suite 180, Southlake, TX 76092, USA | 5.0★ | 30 |
| #10 | Foundation Wealth Partners700 N Carroll Ave Suite 120, Southlake, TX 76092, USA | 5.0★ | 21 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Westlake
A local financial advisor in Keller with no reviews yet to reference.
1665 Keller Pkwy Suite 300, Keller, TX 76248, USA
Earns a perfect 5.0-star rating from its handful of Google reviews.
1762 Keller Pkwy Suite 200, Keller, TX 76248, USA
Exceptional 5.0-star rating from five Google reviews for financial guidance.
1670 Keller Pkwy STE 200, Keller, TX 76248, USA
A financial advisor in Kyle, TX, with no online reviews currently available.
550 Reserve St #190, Southlake, TX 76092, USA
Exceptional 5.0-star rating based on 3 Google reviews from local clients.
1692 Keller Pkwy, Keller, TX 76248, USA
Keller residents trust this financial advisor, earning a flawless 5.0★ rating from 30 reviews.
530 E Southlake Blvd Suite 180, Southlake, TX 76092, USA
Holds an exceptional 5.0-star rating across dozens of Google reviews.
700 N Carroll Ave Suite 120, Southlake, TX 76092, USA
Trusted financial advisor in Keller with a perfect 5.0-star rating from clients.
440 Johnson Rd suite b, Keller, TX 76248, USA
Keller's 5.0-star financial advisor, rated by a few clients.
420 Johnson Rd Ste 202, Keller, TX 76248, USA
Rated 4.6 stars from 9 Google reviews, a trusted choice in Grapevine.
420 N Carroll Ave Suite 160, Southlake, TX 76092, USA
Trusted Bedford financial advisor with a perfect 5.0★ rating from 21 reviews.
601 State St Suite 425, Southlake, TX 76092, USA
No reviews yet; check back soon for client feedback on this Southlake advisor.
601 State St, Southlake, TX 76092, USA
5.0 stars from 20 reviews, reflecting exceptional client satisfaction in Southlake.
550 Reserve St #190, Southlake, TX 76092, USA
A 5.0-star rating from 51 reviews reflects consistently exceptional client service.
550 Reserve St Suite 250, Southlake, TX 76092, USA
A trusted Keller financial advisor with a perfect 5.0-star rating from clients.
420 Charles St, Keller, TX 76248, USA
Trusted Keller financial advisor with a flawless 5.0★ rating from 2 reviews.
8821 Davis Blvd #420, Keller, TX 76248, USA
Earned a perfect 5.0-star rating from its first few Google reviews.
360 Rufe Snow Dr Suite 600, Keller, TX 76248, USA
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Financial Advisors in Westlake, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Stacey L Stover, CFP®|AAMS® | 70/100 | 5.0 ★ | 4 |
| 2 | Prestige Wealth Management | 68/100 | 5.0 ★ | 5 |
| 3 | Sullivan Financial Partners | 79/100 | 5.0 ★ | 46 |
| 4 | Edward Jones - Financial Advisor: Jason Fortune, CFP® | 3/100 | — | 0 |
| 5 | Edward Jones - Financial Advisor: Blake K Johnson, CFP® | 62/100 | 5.0 ★ | 1 |
| 6 | Granite Financial Group, Inc | 68/100 | 5.0 ★ | 5 |
| 7 | Kyle Coleman - Financial Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 8 | Keener Financial Planning | 66/100 | 5.0 ★ | 3 |
| 9 | ReDefined Wealth Advisors - Independent Fiduciary Financial Advisor | 89/100 | 5.0 ★ | 30 |
| 10 | Foundation Wealth Partners | 87/100 | 5.0 ★ | 21 |
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 Westlake
What is a fiduciary financial advisor and why does it matter in Westlake?
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 Westlake, 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 Westlake?
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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