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Financial Advisors in Frisco, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Frisco: Debt Blue, RFA Score 75/100; 4.8★ from 5,221 Google reviews; open Saturdays until 2 PM.

  2. 23

    Most-reviewed: EFG Companies, 967 Google reviews at 4.5★, the most of 533 ranked after Debt Blue; ranked #23.

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

533 Frisco financial advisors are ranked here by RFA Score, from eight published factors. 83 open Saturdays and 18 open Sundays, based on posted hours. The median Google rating is 4.9★ across 533 rated firms.

Top 10 financial advisors in Frisco 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 Frisco at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Debt Blue754.8★ (5,221)Richardson, 14 mi awaySat · EveningsTop score
2Cain Watters & Associates724.8★ (166)Frisco——
3Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor.715.0★ (76)FriscoSat · Sun · Evenings—
4Nexus One Financial Advisors705.0★ (92)Plano, 6 mi away——
51031X705.0★ (131)Dallas, 11 mi away——
6Trajan Wealth704.9★ (54)Frisco——
7Retirement Planners of America704.6★ (269)Plano, 8 mi away——
8GDS Wealth Management705.0★ (270)Flower Mound, 18 mi away——
9Creme Wealth - Plano Financial Planner705.0★ (61)Plano, 4 mi away——
10The Manning Group, Inc.694.9★ (147)Dallas, 12 mi away——

All 533 financial advisors in Frisco, 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 Frisco

    #1 Debt Blue

    Based in Richardson, 14 mi away

    75/100RFA 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

  5. #5 1031X

    Based in Dallas, 11 mi away

    70/100RFA Score

    Ranked #5 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

  6. #6 Trajan Wealth

    Based in Frisco

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 54 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5285 Dallas Pkwy Ste 410, Frisco, TX 75034
    View profile for Trajan Wealth(469) 579-3500

  8. #8 GDS Wealth Management

    Based in Flower Mound, 18 mi away

    70/100RFA 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

  11. #11 WealthBuilder 1031

    Based in Dallas, 23 mi away

    69/100RFA Score

    Ranked #11 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

  15. #15 Gordon Oak Financial

    Based in Plano, 6 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6010 Spring Creek Pkwy, Plano, TX 75024
    View profile for Gordon Oak Financial(214) 326-0820

  19. #19 DHL Wealth Management

    Based in Richardson, 13 mi away

    68/100RFA Score

    Ranked #19 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

  20. #20 On The Mark Money

    Based in Plano, 5 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.8★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 48 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    5465 Legacy Dr #650, Plano, TX 75024
    View profile for On The Mark Money(214) 536-4678

  23. #23 EFG Companies

    Based in Irving, 21 mi away

    68/100RFA Score

    Ranked #23 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

  24. #24 Ethos Group

    Based in Irving, 20 mi away

    68/100RFA Score

    Ranked #24 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

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

financial advisors in Frisco, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26AMB Credit Consultants684.8★ (401)24 mi
27Creative Planning675.0★ (68)13 mi
28Ruchi Gupta CPA LLC675.0★ (100)18 mi
29Consuljavio Financial Services675.0★ (18)In Frisco
30Texans Credit Union674.6★ (254)17 mi
31Kim D. Emery Bookkeeping675.0★ (59)13 mi
32America Debt Resolutions675.0★ (42)9 mi
33Beacon Pointe Advisors675.0★ (29)6 mi
34Stansell Wealth Planning675.0★ (24)4 mi
35Maven Financial Partners675.0★ (50)13 mi
36JB Income Taxes (Empowering Success)675.0★ (15)In Frisco
37Neighborhood Credit Union674.5★ (149)13 mi
38Daniel Huereca CPA, PLLC675.0★ (35)9 mi
39Neighborhood Credit Union674.6★ (173)16 mi
40Joe Dowdall - Worth Asset Management675.0★ (41)11 mi
41Inspire Financial Group674.9★ (63)14 mi
42Credit Repair USA675.0★ (101)21 mi
43Neighborhood Credit Union674.8★ (133)19 mi
44Thompson Financial & CO675.0★ (67)16 mi
45DeWitt & Dunn, LLC664.8★ (63)13 mi
46Charles Schwab664.6★ (71)11 mi
47Five Rings Financial Texas664.2★ (31)In Frisco
48Mark Kissinger, Financial Services Professional - Kissinger Financial Services665.0★ (12)In Frisco
49Libertas Financial Partners LLC665.0★ (73)18 mi
50Financial Fleaux, LLC665.0★ (21)6 mi

Also serving Frisco

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 Frisco
BusinessGoogle ratingDistance
Daniel Fombo5.0★ (1)In Frisco
Eagle Retirement Group LLC4.5★ (2)In Frisco
Edward Jones - Financial Advisor: David Seals, CEPA®|CRPC™5.0★ (2)In Frisco
Edward Jones - Financial Advisor: Gary Briggs, CFP®5.0★ (1)In Frisco
Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®5.0★ (1)In Frisco
Edward Jones - Financial Advisor: Milton H Bensten Jr5.0★ (2)In Frisco
Edward Jones - Financial Advisor: Ryan Hood, CFP®5.0★ (1)In Frisco
FESS Financial5.0★ (2)In Frisco
Gallantry Wealth Group5.0★ (2)In Frisco
Justin Young, Financial Professional5.0★ (2)In Frisco
McClure Capital Inc5.0★ (1)In Frisco
Parry Financial5.0★ (2)In Frisco
Passive Income Investors Group5.0★ (2)In Frisco
Private Bank, Bank of America3.0★ (2)In Frisco
Raymond James Financial Services5.0★ (2)In Frisco
RBC Wealth Management Branch - The Star5.0★ (1)In Frisco
Summit Ventures2.0★ (1)In Frisco
Toro Bravo Investment Advisors5.0★ (2)In Frisco
Wells Fargo Advisors5.0★ (1)In Frisco
Wells Fargo Advisors5.0★ (1)In Frisco

How we ranked Frisco financial advisors

We scored 533 Frisco 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 Frisco 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 Frisco: frequently asked questions

Which financial advisor has the highest RFA Score in Frisco?

By RFA Score, the highest-ranked financial advisor in Frisco, TX is Debt Blue with an RFA Score of 75/100. It has 4.8★ from 5,221 Google reviews. It is open Saturdays until 2 PM. Cain Watters & Associates (#2) and Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor. (#3) follow. We ranked 533 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Frisco?

RankedFinancialAdvisors ranks 533 financial advisors serving Frisco, TX. 10 of them are based in Frisco; 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 Frisco work on weekends?

83 of 533 ranked financial advisors post Saturday hours and 18 post Sunday hours. The highest-ranked open Saturdays are Debt Blue (#1), Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor. (#3) and On The Mark Money (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Frisco financial advisors have?

The median Google rating among 533 rated financial advisors in Frisco 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 Frisco count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 533 financial advisors serving Frisco.
  2. November 2026: 12 duplicate listings merged.

More financial advisors and Frisco pages