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Financial Advisors in Rowlett, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Rowlett: Debt Blue, RFA Score 76/100; 4.8★ from 5,221 Google reviews; open Saturdays until 2 PM.

  2. 14

    Most-reviewed: EFG Companies, 967 Google reviews at 4.5★, the most of 486 ranked after Debt Blue; ranked #14.

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

486 Rowlett financial advisors are ranked here by RFA Score, from eight published factors. 78 open Saturdays and 17 open Sundays, based on posted hours. The median Google rating is 4.8★ across 486 rated firms.

Top 10 financial advisors in Rowlett 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 Rowlett at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Debt Blue764.8★ (5,221)Richardson, 10 mi awaySat · EveningsTop score
2WealthBuilder 1031705.0★ (297)Dallas, 18 mi away——
3Libertas Financial Partners LLC705.0★ (73)Garland, 5 mi away——
4AMB Credit Consultants704.8★ (401)Dallas, 16 mi away——
5Western Finance705.0★ (329)Terrell, 20 mi awaySat—
6The Manning Group, Inc.694.9★ (147)Dallas, 13 mi away——
71031X695.0★ (131)Dallas, 15 mi away——
8DHL Wealth Management695.0★ (85)Richardson, 10 mi away——
9EATON, QUENZER & ASSOCIATE, LLC684.9★ (93)Plano, 12 mi away——
10Thompson Financial & CO685.0★ (67)Richardson, 10 mi away——

All 486 financial advisors in Rowlett, 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 Rowlett

    #1 Debt Blue

    Based in Richardson, 10 mi away

    76/100RFA 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

  2. #2 WealthBuilder 1031

    Based in Dallas, 18 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

  4. #4 AMB Credit Consultants

    Based in Dallas, 16 mi away

    70/100RFA Score

    Ranked #4 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 Terrell, 20 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 329 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 329 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    357 S Virginia St, Terrell, TX 75160
    View profile for Western Finance(972) 524-4398

  7. #7 1031X

    Based in Dallas, 15 mi away

    69/100RFA Score

    Ranked #7 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

  8. #8 DHL Wealth Management

    Based in Richardson, 10 mi away

    69/100RFA Score

    Ranked #8 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

  10. #10 Thompson Financial & CO

    Based in Richardson, 10 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 67 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 67 Google reviews
    Address
    445 Walnut St Ste 113, Richardson, TX 75081
    View profile for Thompson Financial & CO

  11. #11 Inspire Financial Group

    Based in Richardson, 9 mi away

    68/100RFA Score

    Ranked #11 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

  12. #12 Blair Financial Advisors

    Based in Wylie, 8 mi away

    68/100RFA Score

    Ranked #12 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–Thu 8:30 AM–4 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    100 Lyndhurst Dr, Wylie, TX 75098
    View profile for Blair Financial Advisors(940) 484-9288

  14. #14 EFG Companies

    Based in Irving, 22 mi away

    67/100RFA Score

    Ranked #14 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

  15. #15 Ethos Group

    Based in Irving, 22 mi away

    67/100RFA Score

    Ranked #15 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

  17. #17 Maven Financial Partners

    Based in Richardson, 11 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 50 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 50 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3400 N Central Expy Suite 110, Richardson, TX 75080
    View profile for Maven Financial Partners(214) 702-2111

  22. #22 Creative Planning

    Based in Addison, 16 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 68 Google reviews
    Address
    15303 Dallas Pkwy Ste 460, Addison, TX 75001
    View profile for Creative Planning(972) 960-3780

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

financial advisors in Rowlett, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Cain Watters & Associates674.8★ (166)21 mi
27North Texas Wealth Management665.0★ (58)15 mi
28Mercer Advisors - Rockwall664.6★ (35)5 mi
29Sue Gordon Retirement Strategies664.9★ (37)10 mi
30Peak American Investment Advisors664.9★ (74)18 mi
31DeWitt & Dunn, LLC664.8★ (63)16 mi
32OpenAir Advisers664.8★ (25)7 mi
33Third Act Wealth Management, LLC665.0★ (34)12 mi
34Texans Credit Union664.6★ (254)23 mi
35Powerful People Plan665.0★ (31)11 mi
36America Debt Resolutions665.0★ (42)15 mi
37Natasha L Shaw: Primerica - Financial Services655.0★ (16)6 mi
38Creme Wealth - Plano Financial Planner655.0★ (61)20 mi
39Xponify Financial655.0★ (29)12 mi
40Heritage Premium655.0★ (33)14 mi
41Ivy Wealth655.0★ (37)15 mi
42Joe Dowdall - Worth Asset Management655.0★ (41)17 mi
43Neighborhood Credit Union654.0★ (145)8 mi
44Frost Bank654.3★ (32)6 mi
45Kim D. Emery Bookkeeping655.0★ (59)21 mi
46Gordon Oak Financial655.0★ (49)19 mi
47L&H CPAs and Advisors - Dallas CPA Firm655.0★ (26)12 mi
48Neighborhood Credit Union654.6★ (217)24 mi
49Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor.655.0★ (76)25 mi
50Beacon Pointe Advisors655.0★ (26)14 mi

Also serving Rowlett

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 Rowlett
BusinessGoogle ratingDistance
Cherry Financial Partners of North Texas, LLC1.0★ (1)In Rowlett
CraDean Financial Resources5.0★ (2)8 mi
Dallas Bitcoin ATM - RowlettIn Rowlett
Edward Jones - Financial Advisor: Joseph Oreskovich, AAMS®5.0★ (2)In Rowlett
Edward Jones - Financial Advisor: Marty Kogel5.0★ (2)8 mi
Edward Jones - Financial Advisor: Mathew E Singleton, CFP®|ChSNC®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Melvin L McNeal Jr, CFP®|CEPA®5.0★ (2)7 mi
Edward Jones - Financial Advisor: Ryan Frank, AAMS®In Rowlett
Edward Jones - Financial Advisor: Sean BoulgerIn Rowlett
Edward Jones - Financial Advisor: Skyler A Marchand5.0★ (1)In Rowlett
Edward Jones - Financial Advisor: Todd J Hooper5.0★ (2)6 mi
Epstein & Kolacz Wealth Management5.0★ (2)6 mi
Foresight Investment Group5.0★ (1)In Rowlett
Milam Consulting Group, LLC5.0★ (1)In Rowlett
Northwestern Mutual - Rockwall3.0★ (2)5 mi
Parks Income AdvisorsIn Rowlett
Patsy Gomez - Financial Advisor, Ameriprise Financial Services, LLCIn Rowlett
Romeo Financial ServicesIn Rowlett
Slayton Wealth Management5.0★ (2)8 mi
Wells Fargo AdvisorsIn Rowlett

How we ranked Rowlett financial advisors

We scored 486 Rowlett 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 Rowlett 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 Rowlett: frequently asked questions

Which financial advisor has the highest RFA Score in Rowlett?

By RFA Score, the highest-ranked financial advisor in Rowlett, TX is Debt Blue with an RFA Score of 76/100. It has 4.8★ from 5,221 Google reviews. It is open Saturdays until 2 PM. WealthBuilder 1031 (#2) and Libertas Financial Partners LLC (#3) follow. We ranked 486 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Rowlett?

RankedFinancialAdvisors ranks 486 financial advisors serving Rowlett, TX. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Rowlett work on weekends?

78 of 486 ranked financial advisors post Saturday hours and 17 post Sunday hours. The highest-ranked open Saturdays are Debt Blue (#1), Western Finance (#5) and Troop Capital Management (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Rowlett financial advisors have?

The median Google rating among 486 rated financial advisors in Rowlett is 4.8★, 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 Rowlett count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 486 financial advisors serving Rowlett.
  2. November 2026: 12 duplicate listings merged.

More financial advisors and Rowlett pages