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Financial Advisors in Azle, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Azle: Juana Montalvo - ALLIANCE Credit Union, RFA Score 73/100; 5.0★ from 239 Google reviews.

  2. 24

    Most-reviewed: American Consumer Credit Counseling, Inc., 611 Google reviews at 5.0★, the most of 215 ranked; ranked #24.

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

215 Azle financial advisors are ranked here by RFA Score, from eight published factors. 34 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 5.0★ across 215 rated firms.

Top 10 financial advisors in Azle 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 Azle at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Juana Montalvo - ALLIANCE Credit Union735.0★ (239)Fort Worth, 15 mi away—Top score
2Retirement Planners of America724.9★ (222)Fort Worth, 16 mi away——
3The Phenix Group724.9★ (341)Fort Worth, 20 mi awayEvenings—
4Strittmatter Wealth Management Group, LLC725.0★ (158)Fort Worth, 15 mi away——
5Western Finance714.9★ (224)Weatherford, 18 mi awaySat—
6FranFund714.8★ (160)Fort Worth, 13 mi away——
7Hybrid Financial LLC704.9★ (109)Fort Worth, 16 mi away——
8Oath - Fort Worth Estate Planning & Investment Attorneys695.0★ (79)Fort Worth, 16 mi away——
9Tenet Financial Group684.8★ (78)Weatherford, 15 mi away——
10DM The Wealth Gurus LLC DBA DM The Financial Guru685.0★ (80)North Richland Hills, 20 mi away——

All 215 financial advisors in Azle, 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.

  3. #3 The Phenix Group

    Based in Fort Worth, 20 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 341 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 341 Google reviews
    Hours
    Mon–Fri 8 AM–7 PM · Sat–Sun closed
    Address
    5601 Bridge St STE 300, Fort Worth, TX 76112
    View profile for The Phenix Group(682) 710-2011

  5. #5 Western Finance

    Based in Weatherford, 18 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 224 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 224 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1406 S Main St, Weatherford, TX 76086
    View profile for Western Finance(817) 599-5792

  6. #6 FranFund

    Based in Fort Worth, 13 mi away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 160 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 160 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    6100 Western Pl #1000, Fort Worth, TX 76107
    View profile for FranFund(817) 730-4500

  7. #7 Hybrid Financial LLC

    Based in Fort Worth, 16 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 109 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 109 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2:30 PM · Sat–Sun closed
    Address
    1701 River Run #703, Fort Worth, TX 76107
    View profile for Hybrid Financial LLC(682) 262-1270

  9. #9 Tenet Financial Group

    Based in Weatherford, 15 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 78 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 78 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    109 Larson Ln #200, Aledo, TX 76008
    View profile for Tenet Financial Group(817) 381-8907

  12. #12 The Offices Of BriTri

    Based in Fort Worth, 20 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.5★ from 133 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 133 Google reviews
    Hours
    Mon 10:30 AM–7 PM · Tue 11 AM–7:30 PM · Wed–Thu 10:30 AM–7 PM · Fri 10 AM–7:30 PM · Sat 10 AM–4 PM · Sun 12 PM–4 PM
    Address
    4833 Brentwood Stair Rd #151, Fort Worth, TX 76103
    View profile for The Offices Of BriTri(469) 254-2425

  13. #13 New Century Investments

    Based in Fort Worth, 8 mi away

    67/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5740 Boat Club Rd Ste 100, Fort Worth, TX 76179
    View profile for New Century Investments(817) 238-6300

  15. #15 RetireSimply

    Based in Southlake, 23 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 80 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 80 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3120 Sabre Dr #140, Southlake, TX 76092
    View profile for RetireSimply(817) 328-6152

  16. #16 Mills Wealth Advisors

    Based in Southlake, 23 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 63 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1207 S White Chapel Blvd #150, Southlake, TX 76092
    View profile for Mills Wealth Advisors(817) 591-7022

  19. #19 KINGDOM Real Estate

    Based in Azle

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    133 E Main St A, Azle, TX 76020
    View profile for KINGDOM Real Estate(817) 528-0822

  20. #20 Lendmore Capital

    Based in North Richland Hills, 18 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 40 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 40 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    5198 Rufe Snow Dr Ste 215, North Richland Hills, TX 76180
    View profile for Lendmore Capital(817) 402-2777

  21. #21 LM Stamper, RICP®

    Based in Fort Worth, 15 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 8 AM–11 AM · Sun closed
    Address
    2421 W 7th St Ste 200, Fort Worth, TX 76107
    View profile for LM Stamper, RICP®

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 215 ranked financial advisors here; the rest are on their profiles.

financial advisors in Azle, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Exponential Advisors LLC655.0★ (9)4 mi
27Bluegrass Legacy Group655.0★ (28)17 mi
281st Prosperity Financial Services655.0★ (22)15 mi
291st and Last Stop Financial655.0★ (20)14 mi
30Chadwick Financial - Wealth Management and Income Solutions655.0★ (41)24 mi
31Cox Financial Group654.7★ (22)13 mi
32Provision Retirement: Tony Rizzo, CFP655.0★ (18)15 mi
33Beacon Pointe Advisors655.0★ (18)15 mi
34ashfinances645.0★ (4)In Azle
35Palmer Wealth Group™645.0★ (21)18 mi
36Marianna Lara: Primerica - Financial Services645.0★ (11)10 mi
37Reverb Financial — Fort Worth Financial Planner645.0★ (31)24 mi
38Zeem Financial Consulting645.0★ (14)15 mi
39Infinity Investment Strategies645.0★ (23)20 mi
40Lori Patrice Bradley: Primerica - Financial Services644.8★ (16)15 mi
41Lampados Financial Group645.0★ (14)15 mi
42Amy Swears: Primerica - Financial Services644.9★ (14)15 mi
43Clarity Financial Group634.9★ (16)17 mi
44TDECU Fort Worth633.9★ (109)19 mi
45James Edward Wolfe: Primerica - Financial Services634.8★ (8)10 mi
46Puzzle Wealth Solutions, LLC®635.0★ (23)23 mi
47Edward Jones - Financial Advisor: Jonathan Carani635.0★ (7)10 mi
48Hevia Retirement Plans635.0★ (22)23 mi
49Katie Lee Lomeli: Primerica - Financial Services635.0★ (11)15 mi
50Foundation Wealth Partners635.0★ (23)24 mi

Also serving Azle

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 Azle
BusinessGoogle ratingDistance
Aligned Wealth Advisors5.0★ (2)8 mi
Bern Havey - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)13 mi
Dean Jacobson Financial Services3.0★ (2)15 mi
Denise Escoto: Primerica - Financial Services5.0★ (2)15 mi
Edward JonesIn Azle
Edward Jones - Financial Advisor: Adam A Driggers5.0★ (1)In Azle
Edward Jones - Financial Advisor: Carolyn Rocha, CFP®|CEPA®|AAMS®5.0★ (2)In Azle
Edward Jones - Financial Advisor: Cody W Hambrick, CRPC™3.0★ (2)10 mi
Edward Jones - Financial Advisor: Jake Crawford, CFP®|AAMS®|CRPC™|CRPS™5.0★ (2)In Azle
Edward Jones - Financial Advisor: Kade W SandersIn Azle
Edward Jones - Financial Advisor: Kara M Lebanik5.0★ (2)14 mi
Edward Jones - Financial Advisor: Leon Williams, CEPA®|CRPC™5.0★ (2)In Azle
Edward Jones - Financial Advisor: Michelle A Willingham, AAMS®|CRPC™5.0★ (2)14 mi
Edward Jones - Financial Advisor: Myranda CrawfordIn Azle
Edward Jones - Financial Advisor: Nichelle L Davis3.0★ (2)In Azle
Edward Jones - Financial Advisor: Stonie Hamilton5.0★ (2)In Azle
Fortitude Financial CoachingIn Azle
Michels Family Financial5.0★ (2)13 mi
Sagemark Consulting: Tara L. Blair3.0★ (2)15 mi
Wells Fargo Advisors5.0★ (2)10 mi

How we ranked Azle financial advisors

We scored 215 Azle 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 Azle 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 Azle: frequently asked questions

Which financial advisor has the highest RFA Score in Azle?

By RFA Score, the highest-ranked financial advisor in Azle, TX is Juana Montalvo - ALLIANCE Credit Union with an RFA Score of 73/100. It has 5.0★ from 239 Google reviews. Retirement Planners of America (#2) and The Phenix Group (#3) follow. We ranked 215 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Azle?

RankedFinancialAdvisors ranks 215 financial advisors serving Azle, TX. 3 of them are based in Azle; 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 Azle work on weekends?

34 of 215 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Western Finance (#5), The Offices Of BriTri (#12) and Lendmore Capital (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Azle financial advisors have?

The median Google rating among 215 rated financial advisors in Azle is 5.0★, with a median of 8 reviews. American Consumer Credit Counseling, Inc. has the most, 611 reviews, and ranks #24. 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 Azle count in this ranking?

Yes, if they are within 25 mi of the Azle 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 Azle 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 Azle 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 Azle

  1. November 2026: RFA Scores recalculated for 215 financial advisors serving Azle.
  2. November 2026: 15 duplicate listings merged.

More financial advisors and Azle pages