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Financial Advisors in Ennis, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Ennis: Western Finance, RFA Score 77/100; 4.9★ from 156 Google reviews; open Saturdays until 1 PM.

  2. 3

    Most-reviewed: Neighborhood Credit Union, 217 Google reviews at 4.6★, the most of 29 ranked; ranked #3.

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

29 Ennis financial advisors are ranked here by RFA Score, from eight published factors. 4 open Saturdays, based on posted hours. The median Google rating is 4.9★ across 29 rated firms.

Top 10 financial advisors in Ennis 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 Ennis at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Western Finance774.9★ (156)EnnisSatTop score
2Western-Shamrock Finance745.0★ (206)Corsicana, 19 mi awaySat—
3Neighborhood Credit Union714.6★ (217)Lancaster, 21 mi away—Most reviews
4Edward Jones - Financial Advisor: Dawn Mitchell, CFP®|ABFP®|AAMS®|CRPC™654.2★ (5)Ennis——
5Edward Jones - Financial Advisor: Angie Juenemann645.0★ (3)Ennis——
6Moonshot Financial Group645.0★ (9)Waxahachie, 13 mi away——
7Massengill Financial Group624.9★ (14)DeSoto, 23 mi awaySat—
8Edward Jones - Financial Advisor: Jeremy Thompson615.0★ (8)Midlothian, 20 mi away——
9Edward Jones - Financial Advisor: Paul M Box, AAMS®615.0★ (4)Waxahachie, 14 mi away——
10Broadhead Capital-Jason Bang615.0★ (3)Waxahachie, 13 mi away——

All 29 financial advisors in Ennis, 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 Ennis

    #1 Western Finance

    Based in Ennis

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 156 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 156 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    206 W Knox St, Ennis, TX 75119
    View profile for Western Finance(972) 875-6844

  2. #2 Western-Shamrock Finance

    Based in Corsicana, 19 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 206 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 206 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    206 N Beaton St, Corsicana, TX 75110
    View profile for Western-Shamrock Finance(903) 874-1234

  6. #6 Moonshot Financial Group

    Based in Waxahachie, 13 mi away

    64/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    130 Chieftain Dr #101, Waxahachie, TX 75165
    View profile for Moonshot Financial Group(469) 272-4640

  11. #11 PlainsCapital Bank

    Based in DeSoto, 25 mi away

    61/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.4★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 14 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed closed · Thu–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2010 N Hampton Rd, DeSoto, TX 75115
    View profile for PlainsCapital Bank(469) 567-6700

  12. #12 Hill Financial Group

    Based in Midlothian, 24 mi away

    60/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    641 Highlander, Midlothian, TX 76065
    View profile for Hill Financial Group(972) 509-8855

  23. #23 Score Factor

    Based in Lancaster, 22 mi away

    54/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Credit counseling service”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3200 Pleasant Run Rd Ste 150-B, Lancaster, TX 75146
    View profile for Score Factor(469) 943-2200

  24. #24 Republic Finance

    Based in Lancaster, 21 mi away

    52/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Loan agency”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1450 W Pleasant Run Rd #224, Lancaster, TX 75146
    View profile for Republic Finance(469) 638-6140

All 29 financial advisors

#1 to #25 are shown in full above. Here are #26 to #29, in RFA Score order; each links to its profile.

financial advisors in Ennis, ranks 26 to 29
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of America Financial Center502.4★ (11)14 mi
27Keep N Mind Financial494.0★ (4)20 mi
28LIVING YOUR BEST WAY COACHING & CONSULTING485.0★ (3)23 mi
29Karen S. Freeman, CPA & Financial Advisor484.0★ (4)23 mi

Also serving Ennis

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 Ennis
BusinessGoogle ratingDistance
Cepak Financial Services5.0★ (1)In Ennis
Cynthia Luna, CFP®5.0★ (1)13 mi
Edward Jones - Financial Advisor: Alan R Reese5.0★ (2)24 mi
Edward Jones - Financial Advisor: Brian K WartsbaughIn Ennis
Edward Jones - Financial Advisor: Gatlan L Turk, AAMS®5.0★ (2)24 mi
Edward Jones - Financial Advisor: Jaime D Holland, CFP®|ChFC®|RICP®5.0★ (1)15 mi
Edward Jones - Financial Advisor: Jason B Mann5.0★ (2)23 mi
Edward Jones - Financial Advisor: Jason Crenshaw, CFP®|CEPA®|AAMS®5.0★ (1)14 mi
Edward Jones - Financial Advisor: Jeff Irish, AAMS®5.0★ (2)In Ennis
Edward Jones - Financial Advisor: Jennifer N WartsbaughIn Ennis
Edward Jones - Financial Advisor: Karen D McClary4.0★ (2)20 mi
Edward Jones - Financial Advisor: Marion D Hostetler, ABFP®|AAMS®5.0★ (2)18 mi
Edward Jones - Financial Advisor: Robert W Mastin V, AAMS®4.5★ (2)23 mi
Edward Jones - Financial Advisor: Russell D Clark, AAMS®|CRPC™5.0★ (1)15 mi
Edward Jones - Financial Advisor: Wess G Winn5.0★ (2)15 mi
Kelly FrancisIn Ennis
PARMA & ASSOCIATES, INC.5.0★ (1)In Ennis
Theresa A. Peel Attorney At Law5.0★ (2)14 mi
VMM3.0★ (2)24 mi
Wells Fargo Advisors1.0★ (1)14 mi

How we ranked Ennis financial advisors

We scored 29 Ennis 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 Ennis 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 Ennis: frequently asked questions

Which financial advisor has the highest RFA Score in Ennis?

By RFA Score, the highest-ranked financial advisor in Ennis, TX is Western Finance with an RFA Score of 77/100. It has 4.9★ from 156 Google reviews. It is open Saturdays until 1 PM. Western-Shamrock Finance (#2) and Neighborhood Credit Union (#3) follow. We ranked 29 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Ennis?

RankedFinancialAdvisors ranks 29 financial advisors serving Ennis, TX. 3 of them are based in Ennis; 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 Ennis work on weekends?

4 of 29 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Western Finance (#1), Western-Shamrock Finance (#2) and Massengill Financial Group (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Ennis financial advisors have?

The median Google rating among 29 rated financial advisors in Ennis is 4.9★, with a median of 11 reviews. Neighborhood Credit Union has the most, 217 reviews, and ranks #3. 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 Ennis count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 29 financial advisors serving Ennis.

More financial advisors and Ennis pages