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Financial Advisors in Grapevine, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Grapevine: GDS Wealth Management, RFA Score 74/100; 5.0★ from 270 Google reviews.

  2. 2

    Most-reviewed: Debt Blue, 5,221 Google reviews at 4.8★, the most of 703 ranked; ranked #2.

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

703 Grapevine financial advisors are ranked here by RFA Score, from eight published factors. 127 open Saturdays and 30 open Sundays, based on posted hours. The median Google rating is 4.9★ across 703 rated firms.

Top 10 financial advisors in Grapevine 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 Grapevine at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1GDS Wealth Management745.0★ (270)Flower Mound, 4 mi away—Top score
2Debt Blue734.8★ (5,221)Richardson, 22 mi awaySat · EveningsMost reviews
3Credit Repair USA725.0★ (101)Grapevine——
4EFG Companies714.5★ (967)Irving, 9 mi awayEvenings—
5Ethos Group714.7★ (390)Irving, 9 mi awaySat—
6WealthBuilder 1031715.0★ (297)Dallas, 15 mi away——
7Ruchi Gupta CPA LLC715.0★ (100)Flower Mound, 6 mi awaySat—
8The Phenix Group704.9★ (341)Fort Worth, 15 mi awayEvenings—
9Juana Montalvo - ALLIANCE Credit Union705.0★ (239)Fort Worth, 15 mi away——
10Dhruba Raj Giri: Primerica - Financial Services705.0★ (93)Euless, 7 mi away——

All 703 financial advisors in Grapevine, 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 Grapevine

    #1 GDS Wealth Management

    Based in Flower Mound, 4 mi away

    74/100RFA 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
    View profile for GDS Wealth Management(469) 212-8072

  2. #2 Debt Blue

    Based in Richardson, 22 mi away

    73/100RFA 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
    View profile for Debt Blue(800) 798-9906

  3. #3 Credit Repair USA

    Based in Grapevine

    72/100RFA Score

    Ranked #3 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

  4. #4 EFG Companies

    Based in Irving, 9 mi away

    71/100RFA Score

    Ranked #4 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

  5. #5 Ethos Group

    Based in Irving, 9 mi away

    71/100RFA 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
    View profile for Ethos Group(972) 331-1000

  6. #6 WealthBuilder 1031

    Based in Dallas, 15 mi away

    71/100RFA Score

    Ranked #6 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

  7. #7 Ruchi Gupta CPA LLC

    Based in Flower Mound, 6 mi away

    71/100RFA Score

    Ranked #7 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
    View profile for Ruchi Gupta CPA LLC(972) 200-3189

  8. #8 The Phenix Group

    Based in Fort Worth, 15 mi away

    70/100RFA Score

    Ranked #8 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

  11. #11 Texans Credit Union

    Based in Irving, 7 mi away

    70/100RFA Score

    Ranked #11 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
    View profile for Texans Credit Union(972) 348-2091

  13. #13 Mills Wealth Advisors

    Based in Southlake, 5 mi away

    70/100RFA Score

    Ranked #13 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

  15. #15 RetireSimply

    Based in Southlake, 6 mi away

    69/100RFA 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

  17. #17 Pro Capital Wealth Management

    Based in Southlake, 3 mi away

    69/100RFA Score

    Ranked #17 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
    View profile for Pro Capital Wealth Management(817) 912-1223

  18. #18 AMB Credit Consultants

    Based in Dallas, 18 mi away

    69/100RFA Score

    Ranked #18 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
    View profile for AMB Credit Consultants(800) 720-0992

  20. #20 Chadwick Financial - Wealth Management and Income Solutions

    Based in Colleyville, 4 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–3:30 PM · Sat–Sun closed
    Address
    6513 Colleyville Blvd Ste 200, Colleyville, TX 76034
    View profile for Chadwick Financial - Wealth Management and Income Solutions(817) 553-2480

  21. #21 1031X

    Based in Dallas, 17 mi away

    68/100RFA Score

    Ranked #21 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

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

financial advisors in Grapevine, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Retirement Planners of America684.6★ (269)16 mi
27Strittmatter Wealth Management Group, LLC675.0★ (158)22 mi
28Neighborhood Credit Union674.6★ (328)18 mi
29Andrea M Still CPA PC675.0★ (19)In Grapevine
30Cornerstone Wealth Group675.0★ (23)3 mi
31Cain Watters & Associates674.8★ (166)19 mi
32Carson Wealth675.0★ (23)3 mi
33Creative Planning675.0★ (68)15 mi
34Nexus One Financial Advisors675.0★ (92)19 mi
35KPC Financial Solutions674.7★ (26)2 mi
36Foundation Wealth Partners675.0★ (23)4 mi
37Trajan Wealth675.0★ (21)3 mi
38Back Office Credit Solutions LLC675.0★ (35)9 mi
39Puzzle Wealth Solutions, LLC®675.0★ (23)5 mi
40Troop Capital Management675.0★ (90)19 mi
41Peak American Investment Advisors664.9★ (74)16 mi
42RFG Wealth Advisory665.0★ (51)14 mi
43Tower View Wealth Mangement665.0★ (15)2 mi
44Flourish Financial Planning665.0★ (12)In Grapevine
45Motif Planning665.0★ (20)5 mi
46Neighborhood Credit Union664.5★ (76)10 mi
47Paramount Tax & Bookkeeping Mansfield665.0★ (106)22 mi
48Lendmore Capital664.9★ (40)11 mi
49The Fox Alliance665.0★ (32)10 mi
50Chandler & Knowles CPAs664.4★ (80)9 mi

Also serving Grapevine

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 Grapevine
BusinessGoogle ratingDistance
2GR Equity3.0★ (2)In Grapevine
ASSET Preservation Group Inc5.0★ (1)In Grapevine
Beacon Pointe Advisors5.0★ (1)In Grapevine
Bryan Urbach - Financial Advisor, Ameriprise Financial Services, LLCIn Grapevine
Edward Jones4.0★ (1)In Grapevine
Edward Jones - Financial Advisor: Robyn L Scott, CFP®|AAMS®5.0★ (2)In Grapevine
Enrich Financial Group3.0★ (2)In Grapevine
Escape Management Group IncIn Grapevine
First First Financial Services LLCIn Grapevine
Fulcrum Wealth PlanningIn Grapevine
Jennifer Duncan - Financial Advisor, Ameriprise Financial Services, LLCIn Grapevine
LifeBranch Wealth Partners - Ameriprise Financial Services, LLCIn Grapevine
LPL Financial Dave Buhr, CFPIn Grapevine
Mark Daniel Cope - Financial Advisor, Ameriprise Financial Services, LLCIn Grapevine
Marshall L Felker - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Grapevine
Morgan Nichols - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Grapevine
Shelby Jennings - Financial Advisor, Ameriprise Financial Services, LLCIn Grapevine
Summit Brokerage Services, Inc.In Grapevine
Waterworth Wealth Advisors, LLCIn Grapevine
Wells Fargo Advisors1.0★ (1)In Grapevine

How we ranked Grapevine financial advisors

We scored 703 Grapevine 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 Grapevine 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 Grapevine: frequently asked questions

Which financial advisor has the highest RFA Score in Grapevine?

By RFA Score, the highest-ranked financial advisor in Grapevine, TX is GDS Wealth Management with an RFA Score of 74/100. It has 5.0★ from 270 Google reviews. Debt Blue (#2) and Credit Repair USA (#3) follow. We ranked 703 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Grapevine?

RankedFinancialAdvisors ranks 703 financial advisors serving Grapevine, TX. 3 of them are based in Grapevine; 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 Grapevine work on weekends?

127 of 703 ranked financial advisors post Saturday hours and 30 post Sunday hours. The highest-ranked open Saturdays are Debt Blue (#2), Ethos Group (#5) and Ruchi Gupta CPA LLC (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Grapevine financial advisors have?

The median Google rating among 703 rated financial advisors in Grapevine 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 Grapevine count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 703 financial advisors serving Grapevine.
  2. November 2026: 29 duplicate listings merged.

More financial advisors and Grapevine pages