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Financial Advisors in Flower Mound, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Flower Mound: GDS Wealth Management, RFA Score 75/100; 5.0★ from 270 Google reviews.

  2. 2

    Most-reviewed: Debt Blue, 5,221 Google reviews at 4.8★, the most of 663 ranked; ranked #2.

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

663 Flower Mound financial advisors are ranked here by RFA Score, from eight published factors. 119 open Saturdays and 28 open Sundays, based on posted hours. The median Google rating is 4.9★ across 663 rated firms.

Top 10 financial advisors in Flower Mound 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 Flower Mound at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1GDS Wealth Management755.0★ (270)Flower Mound—Top score
2Debt Blue724.8★ (5,221)Richardson, 23 mi awaySat · EveningsMost reviews
3Ruchi Gupta CPA LLC725.0★ (100)Flower MoundSat—
4Credit Repair USA715.0★ (101)Grapevine, 5 mi away——
5Ethos Group704.7★ (390)Irving, 13 mi awaySat—
6RetireSimply704.9★ (80)Southlake, 4 mi away——
7EFG Companies704.5★ (967)Irving, 13 mi awayEvenings—
8WealthBuilder 1031705.0★ (297)Dallas, 19 mi away——
9Juana Montalvo - ALLIANCE Credit Union705.0★ (239)Fort Worth, 18 mi away——
10The Phenix Group694.9★ (341)Fort Worth, 19 mi awayEvenings—

All 663 financial advisors in Flower Mound, 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 Flower Mound

    Based in Flower Mound

    75/100RFA Score

    Ranked #1 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
  2. Based in Richardson, 23 mi away

    72/100RFA Score

    Ranked #2 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
  3. Based in Flower Mound

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 100 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 100 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 9 AM–4 PM · Sun closed
    Address
    2205 Roadrunner Dr, Flower Mound, TX 75022
  4. Based in Grapevine, 5 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 101 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 101 Google reviews
    Hours
    Mon 9 AM–5:30 PM · Tue–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    312 W Northwest Hwy Ste 116, Grapevine, TX 76051
  5. Based in Irving, 13 mi away

    70/100RFA Score

    Ranked #5 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
  6. Based in Southlake, 4 mi away

    70/100RFA Score

    Ranked #6 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
  7. Based in Irving, 13 mi away

    70/100RFA Score

    Ranked #7 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
  8. Based in Dallas, 19 mi away

    70/100RFA Score

    Ranked #8 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
  9. Based in Fort Worth, 19 mi away

    69/100RFA Score

    Ranked #10 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
  10. Based in Irving, 10 mi away

    69/100RFA 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
  11. Based in Southlake, 7 mi away

    69/100RFA Score

    Ranked #14 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
  12. Based in Southlake, 5 mi away

    69/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 48 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    578 N Kimball Ave Ste 120, Southlake, TX 76092
  13. #20 1031X

    Based in Dallas, 18 mi away

    68/100RFA Score

    Ranked #20 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
  14. Based in Dallas, 23 mi away

    68/100RFA Score

    Ranked #21 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
  15. Based in Denton, 9 mi away

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 51 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    130 Old Town Blvd S #100, Argyle, TX 76226

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

financial advisors in Flower Mound, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26The Manning Group, Inc.684.9★ (147)19 mi
27Back Office Credit Solutions LLC675.0★ (35)6 mi
28Chadwick Financial - Wealth Management and Income Solutions675.0★ (41)8 mi
29Retirement Planners of America674.9★ (222)23 mi
30Motif Planning675.0★ (20)2 mi
31Nexus One Financial Advisors675.0★ (92)18 mi
32Qualitax & Business Services674.9★ (125)20 mi
33Cornerstone Wealth Group675.0★ (23)5 mi
34Peak American Investment Advisors674.9★ (74)16 mi
35Carson Wealth675.0★ (23)5 mi
36Creative Planning675.0★ (68)16 mi
37Foundation Wealth Partners675.0★ (23)5 mi
38Brandon Reed: Primerica - Financial Services675.0★ (66)16 mi
39Bowman Wealth Management665.0★ (29)8 mi
40Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor.665.0★ (76)19 mi
41Daniel Huereca CPA, PLLC665.0★ (35)11 mi
42Trajan Wealth665.0★ (21)5 mi
43Creme Wealth - Plano Financial Planner665.0★ (61)17 mi
44Puzzle Wealth Solutions, LLC®665.0★ (23)7 mi
45North Texas Wealth Management665.0★ (11)In Flower Mound
46KPC Financial Solutions664.7★ (26)5 mi
47Gordon Oak Financial665.0★ (49)16 mi
48Neighborhood Credit Union664.6★ (328)24 mi
49DHL Wealth Management665.0★ (85)22 mi
50Tower View Wealth Mangement665.0★ (15)5 mi

Also serving Flower Mound

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.

How we ranked Flower Mound financial advisors

We scored 663 Flower Mound 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 Flower Mound 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 Flower Mound: frequently asked questions

Which financial advisor has the highest RFA Score in Flower Mound?

By RFA Score, the highest-ranked financial advisor in Flower Mound, TX is GDS Wealth Management with an RFA Score of 75/100. It has 5.0★ from 270 Google reviews. Debt Blue (#2) and Ruchi Gupta CPA LLC (#3) follow. We ranked 663 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Flower Mound?

RankedFinancialAdvisors ranks 663 financial advisors serving Flower Mound, TX. 4 of them are based in Flower Mound; 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 Flower Mound work on weekends?

119 of 663 ranked financial advisors post Saturday hours and 28 post Sunday hours. The highest-ranked open Saturdays are Debt Blue (#2), Ruchi Gupta CPA LLC (#3) and Ethos Group (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Flower Mound financial advisors have?

The median Google rating among 663 rated financial advisors in Flower Mound is 4.9★, with a median of 9 reviews. Debt Blue has the most, 5,221 reviews, and ranks #2. 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 Flower Mound count in this ranking?

Yes, if they are within 25 mi of the Flower Mound 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 Flower Mound 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 Flower Mound 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 Flower Mound

  1. November 2026: RFA Scores recalculated for 663 financial advisors serving Flower Mound.
  2. November 2026: 25 duplicate listings merged.