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Financial Advisors in Addison, TX: 2026 rankings

692 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Addison: Debt Blue, RFA Score 76/100; 4.8★ from 5,221 Google reviews; open Saturdays until 2 PM.

  2. 6

    Most-reviewed: EFG Companies, 967 Google reviews at 4.5★, the most of 692 ranked after Debt Blue; ranked #6.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

692 Addison financial advisors are ranked here by RFA Score, from eight published factors. 122 open Saturdays and 26 open Sundays, based on posted hours. The median Google rating is 4.9★ across 692 rated firms.

Top 10 financial advisors in Addison at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Addison at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Debt Blue764.8★ (5,221)Richardson, 7 mi awaySat · EveningsTop score
2WealthBuilder 1031725.0★ (297)Dallas, 10 mi away——
31031X725.0★ (131)Dallas, 3 mi away——
4The Manning Group, Inc.714.9★ (147)Dallas, 3 mi away——
5AMB Credit Consultants714.8★ (401)Dallas, 11 mi away——
6EFG Companies714.5★ (967)Irving, 9 mi awayEveningsMost reviews
7Ethos Group714.7★ (390)Irving, 9 mi awaySat—
8GDS Wealth Management715.0★ (270)Flower Mound, 14 mi away——
9Creative Planning715.0★ (68)Addison——
10Retirement Planners of America704.6★ (269)Plano, 5 mi away——

All 692 financial advisors in Addison, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Addison

    #1 Debt Blue

    Based in Richardson, 7 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 5,221 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 5,221 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 9 AM–2 PM · Sun closed
    Address
    1125 E Campbell Rd Ste 200, Richardson, TX 75081
    View profile for Debt Blue(800) 798-9906

  2. #2 WealthBuilder 1031

    Based in Dallas, 10 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 297 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 297 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    8204 Elmbrook Dr #203, Dallas, TX 75247
    View profile for WealthBuilder 1031

  3. #3 1031X

    Based in Dallas, 3 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 131 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 131 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    17766 Preston Rd Ste 200, Dallas, TX 75252
    View profile for 1031X(888) 899-1031

  5. #5 AMB Credit Consultants

    Based in Dallas, 11 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 401 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 401 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2626 Cole Ave suit 300, Dallas, TX 75204
    View profile for AMB Credit Consultants(800) 720-0992

  6. #6 EFG Companies

    Based in Irving, 9 mi away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.5★ from 967 Google reviews, listed on Google as “Financial consultant”.

    • 4.5★ from 967 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat–Sun closed
    Address
    122 W John W. Carpenter Fwy, Irving, TX 75039
    View profile for EFG Companies(800) 527-1984

  7. #7 Ethos Group

    Based in Irving, 9 mi away

    71/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.7★ from 390 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 390 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 8 AM–2 PM · Sun closed
    Address
    370 W Las Colinas Blvd., Irving, TX 75039
    View profile for Ethos Group(972) 331-1000

  8. #8 GDS Wealth Management

    Based in Flower Mound, 14 mi away

    71/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 270 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 270 Google reviews
    Hours
    Mon–Fri 7:30 AM–5 PM · Sat–Sun closed
    Address
    2910 Lakeside Village Blvd, Flower Mound, TX 75022
    View profile for GDS Wealth Management(469) 212-8072

  12. #12 Texans Credit Union

    Based in Irving, 8 mi away

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.6★ from 254 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 254 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    555 Cimarron Trail, Irving, TX 75063
    View profile for Texans Credit Union(972) 348-2091

  13. #13 DHL Wealth Management

    Based in Richardson, 7 mi away

    70/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 85 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 85 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    2435 N Central Expy Suite 775, Richardson, TX 75080
    View profile for DHL Wealth Management(800) 402-8862

  14. #14 DeWitt & Dunn, LLC

    Based in Addison

    70/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.8★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 63 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    15455 Dallas Pkwy Ste 240, Addison, TX 75001
    View profile for DeWitt & Dunn, LLC(972) 473-4700

  18. #18 Thompson Financial & CO

    Based in Richardson, 6 mi away

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 67 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 67 Google reviews
    Address
    445 Walnut St Ste 113, Richardson, TX 75081
    View profile for Thompson Financial & CO

  21. #21 Ivy Wealth

    Based in Dallas, 1 mi away

    68/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    14241 Dallas Pkwy Suite 1200, Dallas, TX 75254
    View profile for Ivy Wealth(225) 205-5600

  22. #22 National Life Group

    Based in Addison

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.2★ from 175 Google reviews, listed on Google as “Investment service”.

    • 4.2★ from 175 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    15455 Dallas Pkwy #1100-2, Addison, TX 75001
    View profile for National Life Group(800) 732-8939

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 692 ranked financial advisors here; the rest are on their profiles.

financial advisors in Addison, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Creme Wealth - Plano Financial Planner685.0★ (61)9 mi
27Credit Repair USA685.0★ (101)15 mi
28OpenAir Advisers685.0★ (31)1 mi
29Ruchi Gupta CPA LLC685.0★ (100)15 mi
30Maven Financial Partners685.0★ (50)7 mi
31Chessman Wealth Strategies685.0★ (45)7 mi
32Gordon Oak Financial685.0★ (49)7 mi
33Libertas Financial Partners LLC685.0★ (73)13 mi
34Dawson Private Wealth685.0★ (74)13 mi
35Inspire Financial Group674.9★ (63)10 mi
36Opus Wealth Management675.0★ (26)2 mi
37Stonewater Financial Group675.0★ (24)1 mi
38Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor.675.0★ (76)15 mi
39Allworth Financial674.8★ (24)In Addison
40North Texas Wealth Management675.0★ (58)12 mi
41Xponify Financial675.0★ (29)5 mi
42Chase Gorman - Edelman Financial Engines675.0★ (22)2 mi
43Qualitax & Business Services674.9★ (125)19 mi
44Dhruba Raj Giri: Primerica - Financial Services675.0★ (93)18 mi
45On The Mark Money674.8★ (48)8 mi
46Daniel Huereca CPA, PLLC675.0★ (35)8 mi
47Trajan Wealth674.9★ (54)11 mi
48Sue Gordon Retirement Strategies674.9★ (37)7 mi
49Third Act Wealth Management, LLC675.0★ (34)8 mi
50Ninety Nine Wealth665.0★ (24)4 mi

Also serving Addison

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Addison
BusinessGoogle ratingDistance
Annuity Watch USA - HeadquartersIn Addison
Assured CapitalIn Addison
Collins Financial - Northwestern MutualIn Addison
Cornerstone Financial Group - Northwestern MutualIn Addison
Cotton Wealth ManagementIn Addison
Edward Jones - Financial Advisor: Tyler E Brownlee, CFP®|ChFC®|CRPC™|AFFP®5.0★ (2)In Addison
Elevate Credit International Limited5.0★ (1)In Addison
Forward Financial5.0★ (1)In Addison
Hatfield Financial5.0★ (2)In Addison
Income by Design LP4.5★ (2)In Addison
IPO Wallet5.0★ (1)In Addison
Jardine Financial GroupIn Addison
Lincoln Financial Office of Maya KatzmanIn Addison
Northwestern Mutual5.0★ (1)In Addison
Prudent Money Financial Services5.0★ (1)In Addison
Ray Hodges Financial Group5.0★ (1)In Addison
Sandene Strategies5.0★ (1)In Addison
SHARE Financial Services1.0★ (1)In Addison
THM Wealth Management5.0★ (1)In Addison
Weaver, Ware & Martin Wealth Management and Advisory Services, LLC5.0★ (1)In Addison

How we ranked Addison financial advisors

We scored 692 Addison financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Addison data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Addison: frequently asked questions

Which financial advisor has the highest RFA Score in Addison?

By RFA Score, the highest-ranked financial advisor in Addison, TX is Debt Blue with an RFA Score of 76/100. It has 4.8★ from 5,221 Google reviews. It is open Saturdays until 2 PM. WealthBuilder 1031 (#2) and 1031X (#3) follow. We ranked 692 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Addison?

RankedFinancialAdvisors ranks 692 financial advisors serving Addison, TX. 4 of them are based in Addison; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Addison work on weekends?

122 of 692 ranked financial advisors post Saturday hours and 26 post Sunday hours. The highest-ranked open Saturdays are Debt Blue (#1), Ethos Group (#7) and Texans Credit Union (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Addison financial advisors have?

The median Google rating among 692 rated financial advisors in Addison is 4.9★, with a median of 10 reviews. Debt Blue has the most, 5,221 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Addison count in this ranking?

Yes, if they are within 25 mi of the Addison city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Addison ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Addison a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Addison

  1. November 2026: RFA Scores recalculated for 692 financial advisors serving Addison.
  2. November 2026: 14 duplicate listings merged.

More financial advisors and Addison pages