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Financial Advisors in Red Oak, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Red Oak: Neighborhood Credit Union, RFA Score 71/100; 4.6★ from 217 Google reviews.

  2. 13

    Most-reviewed: American Consumer Credit Counseling, Inc, 1,689 Google reviews at 5.0★, the most of 216 ranked; ranked #13.

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

216 Red Oak financial advisors are ranked here by RFA Score, from eight published factors. 39 open Saturdays and 10 open Sundays, based on posted hours. The median Google rating is 4.8★ across 216 rated firms.

Top 10 financial advisors in Red Oak 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 Red Oak at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Neighborhood Credit Union714.6★ (217)Lancaster, 6 mi away—Top score
2WealthBuilder 1031705.0★ (297)Dallas, 21 mi away——
3AMB Credit Consultants704.8★ (401)Dallas, 20 mi away——
4Neighborhood Credit Union704.5★ (308)Duncanville, 11 mi away——
5Western Finance694.9★ (156)Ennis, 17 mi awaySat—
6Neighborhood Credit Union694.6★ (328)Grand Prairie, 18 mi away——
7Paramount Tax & Bookkeeping Mansfield685.0★ (106)Mansfield, 19 mi away——
8Qualitax & Business Services684.9★ (125)Grand Prairie, 19 mi away——
9Troop Capital Management685.0★ (90)Dallas, 18 mi awaySat · Sun—
10SDO CPA: Tax Preparation, Accounting, & Bookkeeping674.8★ (49)Duncanville, 11 mi away——

All 216 financial advisors in Red Oak, 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 Red Oak

    #1 Neighborhood Credit Union

    Based in Lancaster, 6 mi away

    71/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.6★ from 217 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 217 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1455 W Pleasant Run Rd, Lancaster, TX 75146
    View profile for Neighborhood Credit Union(214) 748-9393

  2. #2 WealthBuilder 1031

    Based in Dallas, 21 mi away

    70/100RFA Score

    Ranked #2 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

  3. #3 AMB Credit Consultants

    Based in Dallas, 20 mi away

    70/100RFA Score

    Ranked #3 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

  5. #5 Western Finance

    Based in Ennis, 17 mi away

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 156 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 156 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    206 W Knox St, Ennis, TX 75119
    View profile for Western Finance(972) 875-6844

  14. #14 PRIMERICA

    Based in Mansfield, 16 mi away

    64/100RFA Score

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

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat 9 AM–1 PM · Sun closed
    Address
    717 N Holland Rd Ste 124, Mansfield, TX 76063
    View profile for PRIMERICA(817) 592-3585

  15. #15 Moonshot Financial Group

    Based in Waxahachie, 8 mi away

    63/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    130 Chieftain Dr #101, Waxahachie, TX 75165
    View profile for Moonshot Financial Group(469) 272-4640

  17. #17 PlainsCapital Bank

    Based in DeSoto, 8 mi away

    63/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.4★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 14 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed closed · Thu–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2010 N Hampton Rd, DeSoto, TX 75115
    View profile for PlainsCapital Bank(469) 567-6700

  19. #19 Integrity

    Based in Dallas, 19 mi away

    63/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.3★ from 56 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 56 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1445 Ross Ave 40th Floor, Dallas, TX 75202
    View profile for Integrity(866) 650-1857

  22. #22 Frost Bank

    Based in Mansfield, 20 mi away

    63/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.4★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 49 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1000 N Walnut Creek Dr, Mansfield, TX 76063
    View profile for Frost Bank(800) 513-7678

  24. #24 The Fox Alliance

    Based in Irving, 24 mi away

    63/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    800 W Airport Fwy #430, Irving, TX 75062
    View profile for The Fox Alliance(469) 284-8676

  25. #25 Beacon Pointe Advisors

    Based in Dallas, 23 mi away

    62/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    6600 Snider Plaza Ste 210, Dallas, TX 75205
    View profile for Beacon Pointe Advisors(214) 474-2190

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

financial advisors in Red Oak, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Saving Sense625.0★ (11)15 mi
27Neighborhood Credit Union624.0★ (145)23 mi
28The MMI Group625.0★ (20)22 mi
29HLP Credit Solutions624.5★ (22)18 mi
30Frost Bank623.5★ (31)10 mi
31Paramount Tax & Bookkeeping Arlington624.8★ (26)23 mi
32Advance Capital Management, Inc.625.0★ (14)18 mi
33Frost Bank623.8★ (12)10 mi
34Hill Financial Group625.0★ (6)11 mi
35Argo Retirement Advisors624.8★ (26)24 mi
36Laderrek Lee: Primerica - Financial Services624.6★ (8)12 mi
37Carson Enterprise (Retirement Education Center)625.0★ (18)22 mi
38James Watkins Jr: Primerica - Financial Services624.9★ (25)25 mi
39Trajan Wealth614.9★ (21)23 mi
40Trinity Enterprise & Financial Services612.9★ (17)6 mi
41Edward Jones - Financial Advisor: Paul M Box, AAMS®615.0★ (4)9 mi
42M David Cole & Associates614.1★ (9)12 mi
43Broadhead Capital-Jason Bang615.0★ (3)8 mi
44DJH Capital Management615.0★ (11)18 mi
45Edward Jones - Financial Advisor: Jonah A Segovia615.0★ (5)12 mi
46Bank of America Financial Center614.7★ (14)19 mi
47Skytale Group614.7★ (15)20 mi
48Engineer Her Path615.0★ (10)18 mi
49Eunice Bravo: Primerica - Financial Services615.0★ (5)12 mi
50Martinez Financial Group Strategies LLC615.0★ (16)24 mi

Also serving Red Oak

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 Red Oak
BusinessGoogle ratingDistance
AG Consulting Services, LLC5.0★ (2)15 mi
All American Network1.0★ (1)In Red Oak
Edward Jones - Financial Advisor: Adam WoldtIn Red Oak
Edward Jones - Financial Advisor: Alan R Reese5.0★ (2)11 mi
Edward Jones - Financial Advisor: Chase Colwell, AAMS®|CKA®5.0★ (1)In Red Oak
Edward Jones - Financial Advisor: Gatlan L Turk, AAMS®5.0★ (2)11 mi
Edward Jones - Financial Advisor: Jason B Mann5.0★ (2)12 mi
Edward Jones - Financial Advisor: Jeff Irish, AAMS®5.0★ (2)17 mi
Edward Jones - Financial Advisor: Karen D McClary4.0★ (2)4 mi
Edward Jones - Financial Advisor: Marion D Hostetler, ABFP®|AAMS®5.0★ (2)In Red Oak
Edward Jones - Financial Advisor: Mason Delp5.0★ (1)In Red Oak
Edward Jones - Financial Advisor: Robert W Mastin V, AAMS®4.5★ (2)7 mi
Edward Jones - Financial Advisor: Wess G Winn5.0★ (2)6 mi
James Franklin Parks Iii: Primerica - Financial ServicesIn Red Oak
Mastermind Consulting LLCIn Red Oak
Michael Mendoza: Primerica - Financial ServicesIn Red Oak
Prime Lending1.0★ (1)In Red Oak
Theresa A. Peel Attorney At Law5.0★ (2)10 mi
VMM3.0★ (2)8 mi
Wells Fargo Advisors3.0★ (2)15 mi

How we ranked Red Oak financial advisors

We scored 216 Red Oak 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 Red Oak 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 Red Oak: frequently asked questions

Which financial advisor has the highest RFA Score in Red Oak?

By RFA Score, the highest-ranked financial advisor in Red Oak, TX is Neighborhood Credit Union with an RFA Score of 71/100. It has 4.6★ from 217 Google reviews. WealthBuilder 1031 (#2) and AMB Credit Consultants (#3) follow. We ranked 216 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Red Oak?

RankedFinancialAdvisors ranks 216 financial advisors serving Red Oak, TX. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Red Oak work on weekends?

39 of 216 ranked financial advisors post Saturday hours and 10 post Sunday hours. The highest-ranked open Saturdays are Western Finance (#5), Troop Capital Management (#9) and Massengill Financial Group (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Red Oak financial advisors have?

The median Google rating among 216 rated financial advisors in Red Oak is 4.8★, with a median of 8 reviews. American Consumer Credit Counseling, Inc has the most, 1,689 reviews, and ranks #13. 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 Red Oak count in this ranking?

Yes, if they are within 25 mi of the Red Oak 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 Red Oak 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 Red Oak 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 Red Oak

  1. November 2026: RFA Scores recalculated for 216 financial advisors serving Red Oak.
  2. November 2026: 6 duplicate listings merged.

More financial advisors and Red Oak pages