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Financial Advisors in Forest Hill, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Forest Hill: The Phenix Group, RFA Score 75/100; 4.9★ from 341 Google reviews; open evenings.

  2. 11

    Most-reviewed: EFG Companies, 967 Google reviews at 4.5★, the most of 388 ranked; ranked #11.

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

388 Forest Hill financial advisors are ranked here by RFA Score, from eight published factors. 75 open Saturdays and 13 open Sundays, based on posted hours. The median Google rating is 4.9★ across 388 rated firms.

Most of this list also appears on the Financial advisors in Fort Worth ranking. See Financial advisors in Fort Worth

Top 10 financial advisors in Forest Hill 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 Forest Hill at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1The Phenix Group754.9★ (341)Fort Worth, 7 mi awayEveningsTop score
2Retirement Planners of America744.9★ (222)Fort Worth, 7 mi away——
3Juana Montalvo - ALLIANCE Credit Union735.0★ (239)Fort Worth, 11 mi away——
4Strittmatter Wealth Management Group, LLC735.0★ (158)Fort Worth, 7 mi away——
5Hybrid Financial LLC714.9★ (109)Fort Worth, 7 mi away——
6FranFund714.8★ (160)Fort Worth, 10 mi away——
7Oath - Fort Worth Estate Planning & Investment Attorneys715.0★ (79)Fort Worth, 7 mi away——
8Neighborhood Credit Union714.6★ (328)Grand Prairie, 13 mi away——
9Paramount Tax & Bookkeeping Mansfield715.0★ (106)Mansfield, 10 mi away——
10GDS Wealth Management705.0★ (270)Flower Mound, 25 mi away——

All 388 financial advisors in Forest Hill, 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 Forest Hill

    #1 The Phenix Group

    Based in Fort Worth, 7 mi away

    75/100RFA Score

    Ranked #1 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 Hybrid Financial LLC

    Based in Fort Worth, 7 mi away

    71/100RFA Score

    Ranked #5 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

  6. #6 FranFund

    Based in Fort Worth, 10 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

  10. #10 GDS Wealth Management

    Based in Flower Mound, 25 mi away

    70/100RFA Score

    Ranked #10 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

  11. #11 EFG Companies

    Based in Irving, 23 mi away

    70/100RFA Score

    Ranked #11 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

  12. #12 The Offices Of BriTri

    Based in Fort Worth, 6 mi away

    70/100RFA 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

  14. #14 Ethos Group

    Based in Irving, 24 mi away

    69/100RFA Score

    Ranked #14 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

  19. #19 Credit Repair USA

    Based in Grapevine, 22 mi away

    68/100RFA Score

    Ranked #19 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
    View profile for Credit Repair USA(888) 853-3880

  20. #20 Western Finance

    Based in Cleburne, 25 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.8★ from 168 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 168 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1652-F W Henderson St, Cleburne, TX 76033
    View profile for Western Finance(817) 645-0383

  22. #22 Western Finance

    Based in Burleson, 10 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    251 SW Wilshire Blvd STE 120, Burleson, TX 76028
    View profile for Western Finance(254) 834-4394

  23. #23 LM Stamper, RICP®

    Based in Fort Worth, 7 mi away

    67/100RFA Score

    Ranked #23 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®

  24. #24 Mills Wealth Advisors

    Based in Southlake, 19 mi away

    67/100RFA Score

    Ranked #24 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

How we ranked Forest Hill financial advisors

We scored 388 Forest Hill 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 Forest Hill 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 Forest Hill: frequently asked questions

Which financial advisor has the highest RFA Score in Forest Hill?

By RFA Score, the highest-ranked financial advisor in Forest Hill, TX is The Phenix Group with an RFA Score of 75/100. It has 4.9★ from 341 Google reviews. It is open evenings. Retirement Planners of America (#2) and Juana Montalvo - ALLIANCE Credit Union (#3) follow. We ranked 388 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Forest Hill?

RankedFinancialAdvisors ranks 388 financial advisors serving Forest Hill, TX. Counts are as of November 2026.

Which financial advisors in Forest Hill work on weekends?

75 of 388 ranked financial advisors post Saturday hours and 13 post Sunday hours. The highest-ranked open Saturdays are The Offices Of BriTri (#12), Ethos Group (#14) and Western Finance (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Forest Hill financial advisors have?

The median Google rating among 388 rated financial advisors in Forest Hill is 4.9★, with a median of 10 reviews. EFG Companies has the most, 967 reviews, and ranks #11. 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 Forest Hill count in this ranking?

Yes, if they are within 25 mi of the Forest Hill 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 Forest Hill 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 Forest Hill 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 Forest Hill

  1. November 2026: RFA Scores recalculated for 388 financial advisors serving Forest Hill.
  2. November 2026: 20 duplicate listings merged.

More financial advisors and Forest Hill pages