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Financial Advisors in McKinney, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in McKinney: Debt Blue, RFA Score 74/100; 4.8★ from 5,221 Google reviews; open Saturdays until 2 PM.

  2. 13

    Most-reviewed: Retirement Planners of America, 269 Google reviews at 4.6★, the most of 370 ranked after Debt Blue; ranked #13.

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

370 McKinney financial advisors are ranked here by RFA Score, from eight published factors. 57 open Saturdays and 13 open Sundays, based on posted hours. The median Google rating is 5.0★ across 370 rated firms.

Top 10 financial advisors in McKinney 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 McKinney at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Debt Blue744.8★ (5,221)Richardson, 16 mi awaySat · EveningsTop score
2Kim D. Emery Bookkeeping705.0★ (59)McKinney——
3Charles Schwab694.6★ (71)McKinney——
4Dawson Private Wealth695.0★ (74)Allen, 8 mi away——
5Neighborhood Credit Union694.8★ (133)Anna, 10 mi away——
6Cain Watters & Associates694.8★ (166)Frisco, 14 mi away——
7North Texas Wealth Management685.0★ (58)Allen, 8 mi away——
81031X685.0★ (131)Dallas, 18 mi away——
9Nexus One Financial Advisors685.0★ (92)Plano, 14 mi away——
10EATON, QUENZER & ASSOCIATE, LLC684.9★ (93)Plano, 13 mi away——

All 370 financial advisors in McKinney, 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 McKinney

    #1 Debt Blue

    Based in Richardson, 16 mi away

    74/100RFA 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

  3. #3 Charles Schwab

    Based in McKinney

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.6★ from 71 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 71 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2775 S Central Expy Ste 140, McKinney, TX 75070
    View profile for Charles Schwab(214) 385-4142

  8. #8 1031X

    Based in Dallas, 18 mi away

    68/100RFA Score

    Ranked #8 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

  11. #11 Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor.

    Based in Frisco, 13 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 76 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 76 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    11901 Dallas Pkwy Ste 100, Frisco, TX 75033
    View profile for Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor.(972) 836-8880

  14. #14 America Debt Resolutions

    Based in Allen, 8 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 42 Google reviews
    Hours
    Mon–Thu 8:45 AM–6:30 PM · Fri 9 AM–5 PM · Sat 10 AM–4 PM · Sun closed
    Address
    450 Century Pkwy Ste 250-282, Allen, TX 75013
    View profile for America Debt Resolutions(877) 350-3328

  15. #15 DHL Wealth Management

    Based in Richardson, 16 mi away

    67/100RFA Score

    Ranked #15 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 Inspire Financial Group

    Based in Richardson, 14 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 63 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3513 Spectrum Blvd #200, Richardson, TX 75082
    View profile for Inspire Financial Group(972) 470-0595

  21. #21 Boulevard Place Wealth

    Based in McKinney

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 10:30 AM–4 PM · Sun closed
    Address
    7300 State Hwy 121 Ste 300, McKinney, TX 75070
    View profile for Boulevard Place Wealth(214) 772-1369

  23. #23 Trajan Wealth

    Based in Frisco, 13 mi away

    66/100RFA Score

    Ranked #23 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

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

financial advisors in McKinney, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Blair Financial Advisors665.0★ (48)14 mi
27Krishna Wealth Planning665.0★ (13)In McKinney
28Maven Financial Partners665.0★ (50)15 mi
29Rothrock Financial Group665.0★ (26)8 mi
30Gordon Oak Financial665.0★ (49)16 mi
31Cardinal Wealth Management Group, LLC665.0★ (10)In McKinney
32Edward Jones - Financial Advisor: Torsten W Holmes, CEPA®|AAMS®665.0★ (22)8 mi
33Foundation Wealth Partners655.0★ (18)6 mi
34Thompson Financial & CO655.0★ (67)20 mi
35On The Mark Money654.8★ (48)14 mi
36JMG Wealth Management655.0★ (9)In McKinney
37Neighborhood Credit Union654.5★ (149)17 mi
38Yield Financial Advisors, Inc.655.0★ (9)In McKinney
39Creative Planning655.0★ (68)20 mi
40Brindle & Bay Wealth Management655.0★ (31)12 mi
41Neighborhood Credit Union654.4★ (50)9 mi
42Trajan Wealth654.6★ (8)In McKinney
43JAD Enterprises655.0★ (6)In McKinney
44Texan Wealth Management655.0★ (6)In McKinney
45Edward Jones - Financial Advisor: Ryan C Aylor, CEPA®|AAMS®|CRPC™|CRPS™655.0★ (6)In McKinney
46WG Plan655.0★ (6)In McKinney
47Edward Jones - Financial Advisor: Brian Layman655.0★ (6)In McKinney
48Legacy Wealth Academy LLC645.0★ (17)9 mi
49Sue Gordon Retirement Strategies644.9★ (37)16 mi
50Joe Dowdall - Worth Asset Management645.0★ (41)19 mi

Also serving McKinney

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 McKinney
BusinessGoogle ratingDistance
Cole Wealth Management5.0★ (2)In McKinney
Edward Jones - Financial Advisor: Brad Novotny, ChFC®|CEPA®5.0★ (1)In McKinney
Edward Jones - Financial Advisor: Bridger Loyd, CEPA®5.0★ (1)In McKinney
Edward Jones - Financial Advisor: Dick Stevens, AAMS®5.0★ (1)In McKinney
Edward Jones - Financial Advisor: JP Nabers5.0★ (2)In McKinney
Edward Jones - Financial Advisor: Scott A Vedane, CFP®5.0★ (1)In McKinney
Edward Jones - Financial Advisor: Timothy M Montgomery, CEPA®5.0★ (2)In McKinney
Edward Jones - Financial Advisor: Wes Dickinson5.0★ (1)In McKinney
Encircle Wealth Advisors - Ameriprise Financial Services, LLC4.5★ (2)In McKinney
First Premier Financial1.0★ (2)In McKinney
Gant Group Inc4.0★ (1)In McKinney
HL Wealth5.0★ (1)In McKinney
Merrill Lynch Financial Advisor Paul Raehpour4.5★ (2)In McKinney
Merrill Lynch Financial Advisor Robert Mackey3.0★ (2)In McKinney
Nashional Investments5.0★ (1)In McKinney
Perry Capital Group, LLC5.0★ (1)In McKinney
Richard Scordo - Prudential Financial5.0★ (1)In McKinney
The Thompson Investment Group5.0★ (1)In McKinney
Thryve Accounting and Advisory Services5.0★ (2)In McKinney
Wells Fargo Advisors1.0★ (1)In McKinney

How we ranked McKinney financial advisors

We scored 370 McKinney 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 McKinney 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 McKinney: frequently asked questions

Which financial advisor has the highest RFA Score in McKinney?

By RFA Score, the highest-ranked financial advisor in McKinney, TX is Debt Blue with an RFA Score of 74/100. It has 4.8★ from 5,221 Google reviews. It is open Saturdays until 2 PM. Kim D. Emery Bookkeeping (#2) and Charles Schwab (#3) follow. We ranked 370 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in McKinney?

RankedFinancialAdvisors ranks 370 financial advisors serving McKinney, TX. 15 of them are based in McKinney; 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 McKinney work on weekends?

57 of 370 ranked financial advisors post Saturday hours and 13 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. (#11) and America Debt Resolutions (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do McKinney financial advisors have?

The median Google rating among 370 rated financial advisors in McKinney is 5.0★, 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 McKinney count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 370 financial advisors serving McKinney.
  2. November 2026: 11 duplicate listings merged.

More financial advisors and McKinney pages