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Financial Advisors in Watauga, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Watauga: Juana Montalvo - ALLIANCE Credit Union, RFA Score 75/100; 5.0★ from 239 Google reviews.

  2. 7

    Most-reviewed: EFG Companies, 967 Google reviews at 4.5★, the most of 431 ranked; ranked #7.

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

431 Watauga financial advisors are ranked here by RFA Score, from eight published factors. 84 open Saturdays and 15 open Sundays, based on posted hours. The median Google rating is 4.9★ across 431 rated firms.

Top 10 financial advisors in Watauga 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 Watauga at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Juana Montalvo - ALLIANCE Credit Union755.0★ (239)Fort Worth, 4 mi away—Top score
2The Phenix Group754.9★ (341)Fort Worth, 7 mi awayEvenings—
3GDS Wealth Management735.0★ (270)Flower Mound, 14 mi away——
4Retirement Planners of America734.9★ (222)Fort Worth, 9 mi away——
5Strittmatter Wealth Management Group, LLC725.0★ (158)Fort Worth, 11 mi away——
6DM The Wealth Gurus LLC DBA DM The Financial Guru715.0★ (80)North Richland Hills, 5 mi away——
7EFG Companies714.5★ (967)Irving, 18 mi awayEveningsMost reviews
8WealthBuilder 1031715.0★ (297)Dallas, 23 mi away——
9Dhruba Raj Giri: Primerica - Financial Services715.0★ (93)Euless, 9 mi away——
10Ethos Group714.7★ (390)Irving, 18 mi awaySat—

All 431 financial advisors in Watauga, 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.

  2. #2 The Phenix Group

    Based in Fort Worth, 7 mi away

    75/100RFA Score

    Ranked #2 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

  3. #3 GDS Wealth Management

    Based in Flower Mound, 14 mi away

    73/100RFA Score

    Ranked #3 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

  7. #7 EFG Companies

    Based in Irving, 18 mi away

    71/100RFA Score

    Ranked #7 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

  8. #8 WealthBuilder 1031

    Based in Dallas, 23 mi away

    71/100RFA Score

    Ranked #8 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

  10. #10 Ethos Group

    Based in Irving, 18 mi away

    71/100RFA Score

    Ranked #10 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

  11. #11 FranFund

    Based in Fort Worth, 13 mi away

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.8★ from 160 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 160 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    6100 Western Pl #1000, Fort Worth, TX 76107
    View profile for FranFund(817) 730-4500

  12. #12 Credit Repair USA

    Based in Grapevine, 12 mi away

    70/100RFA Score

    Ranked #12 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

  13. #13 Hybrid Financial LLC

    Based in Fort Worth, 11 mi away

    70/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.9★ from 109 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 109 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2:30 PM · Sat–Sun closed
    Address
    1701 River Run #703, Fort Worth, TX 76107
    View profile for Hybrid Financial LLC(682) 262-1270

  14. #14 Mills Wealth Advisors

    Based in Southlake, 8 mi away

    70/100RFA Score

    Ranked #14 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

  16. #16 The Offices Of BriTri

    Based in Fort Worth, 7 mi away

    70/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.5★ from 133 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 133 Google reviews
    Hours
    Mon 10:30 AM–7 PM · Tue 11 AM–7:30 PM · Wed–Thu 10:30 AM–7 PM · Fri 10 AM–7:30 PM · Sat 10 AM–4 PM · Sun 12 PM–4 PM
    Address
    4833 Brentwood Stair Rd #151, Fort Worth, TX 76103
    View profile for The Offices Of BriTri(469) 254-2425

  18. #18 Ruchi Gupta CPA LLC

    Based in Flower Mound, 15 mi away

    69/100RFA Score

    Ranked #18 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

  19. #19 Lendmore Capital

    Based in North Richland Hills, 1 mi away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 40 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 40 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    5198 Rufe Snow Dr Ste 215, North Richland Hills, TX 76180
    View profile for Lendmore Capital(817) 402-2777

  20. #20 RetireSimply

    Based in Southlake, 10 mi away

    69/100RFA Score

    Ranked #20 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

  22. #22 Texans Credit Union

    Based in Irving, 18 mi away

    69/100RFA Score

    Ranked #22 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

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

financial advisors in Watauga, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Neighborhood Credit Union684.6★ (173)17 mi
27Chadwick Financial - Wealth Management and Income Solutions685.0★ (41)7 mi
28Pro Capital Wealth Management685.0★ (48)10 mi
29Josh Murray: Primerica - Financial Services685.0★ (27)3 mi
30Sullivan Financial Partners684.9★ (51)10 mi
31Cedarwood Financial Partners685.0★ (32)6 mi
32Bluegrass Legacy Group685.0★ (28)5 mi
33Infinity Investment Strategies675.0★ (23)4 mi
34Neighborhood Credit Union674.5★ (308)24 mi
35Reverb Financial — Fort Worth Financial Planner675.0★ (31)8 mi
361st Prosperity Financial Services675.0★ (22)4 mi
37Palmer Wealth Group™665.0★ (21)5 mi
38American Consumer Credit Counseling, Inc.665.0★ (611)9 mi
39LM Stamper, RICP®665.0★ (27)9 mi
40Provision Retirement: Tony Rizzo, CFP665.0★ (18)4 mi
41Puzzle Wealth Solutions, LLC®665.0★ (23)7 mi
42RFG Wealth Advisory665.0★ (51)18 mi
43Frost Bank664.3★ (29)4 mi
44Lori Patrice Bradley: Primerica - Financial Services664.8★ (16)3 mi
45Chris Stark Agency665.0★ (15)4 mi
46LifeRepair360665.0★ (19)7 mi
47New Century Investments665.0★ (24)10 mi
48Chandler & Knowles CPAs664.4★ (80)15 mi
49Carson Wealth665.0★ (23)10 mi
50Amy Swears: Primerica - Financial Services664.9★ (14)3 mi

Also serving Watauga

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 Watauga
BusinessGoogle ratingDistance
Business World MENAIn Watauga
Casey Neil - Raymond James3.0★ (2)3 mi
Dailey Resources Inc5.0★ (2)3 mi
David Ryan - Financial Advisor, Ameriprise Financial Services, LLCIn Watauga
Denise Escoto: Primerica - Financial Services5.0★ (2)3 mi
Edward Jones - Financial Advisor: Clayton Gibson5.0★ (2)6 mi
Edward Jones - Financial Advisor: Fred Buchanan5.0★ (2)6 mi
Edward Jones - Financial Advisor: J Chad Pritchett, CFP®|AAMS®5.0★ (2)6 mi
Edward Jones - Financial Advisor: Ryan Sanders, CEPA®5.0★ (2)6 mi
Edward Jones - Financial Advisor: Steve Shirley, AAMS®5.0★ (2)5 mi
Kelly Just - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Watauga
National Dealer Alliance Group3.0★ (2)6 mi
Paul Richardson - Financial Advisor, Ameriprise Financial Services, LLCIn Watauga
Sagemark Consulting: Tara L. Blair3.0★ (2)3 mi
Scott Armey - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)4 mi
Spectra Asset Conservation5.0★ (2)2 mi
The Upscores Group Financial Consultancy5.0★ (2)2 mi
Wells Fargo AdvisorsIn Watauga
Wells Fargo Advisors4.5★ (2)3 mi
Zachary Swain - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Watauga

How we ranked Watauga financial advisors

We scored 431 Watauga 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 Watauga 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 Watauga: frequently asked questions

Which financial advisor has the highest RFA Score in Watauga?

By RFA Score, the highest-ranked financial advisor in Watauga, TX is Juana Montalvo - ALLIANCE Credit Union with an RFA Score of 75/100. It has 5.0★ from 239 Google reviews. The Phenix Group (#2) and GDS Wealth Management (#3) follow. We ranked 431 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Watauga?

RankedFinancialAdvisors ranks 431 financial advisors serving Watauga, TX. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Watauga work on weekends?

84 of 431 ranked financial advisors post Saturday hours and 15 post Sunday hours. The highest-ranked open Saturdays are Ethos Group (#10), The Offices Of BriTri (#16) and Ruchi Gupta CPA LLC (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Watauga financial advisors have?

The median Google rating among 431 rated financial advisors in Watauga is 4.9★, with a median of 9 reviews. EFG Companies has the most, 967 reviews, and ranks #7. 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 Watauga count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 431 financial advisors serving Watauga.
  2. November 2026: 20 duplicate listings merged.

More financial advisors and Watauga pages