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Financial Planners in Addison, TX: 2026 rankings

424 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

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

  2. 13

    Most-reviewed: Neighborhood Credit Union, 328 Google reviews at 4.6★, the most of 424 ranked; ranked #13.

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

424 Addison financial planners are ranked here by RFA Score, from eight published factors. 81 open Saturdays and 11 open Sundays, based on posted hours. The median Google rating is 4.6★ across 424 rated firms.

Top 10 financial planners in Addison 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 planners in Addison at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1GDS Wealth Management745.0★ (270)Flower Mound, 14 mi awayTop score
2The Manning Group, Inc.744.9★ (147)Dallas, 3 mi away—
3Cain Watters & Associates724.8★ (166)Frisco, 10 mi away—
4Creative Planning725.0★ (68)Addison—
5Nexus One Financial Advisors725.0★ (92)Plano, 7 mi away—
6Neighborhood Credit Union724.5★ (149)Richardson, 4 mi away—
7DHL Wealth Management715.0★ (85)Richardson, 7 mi away—
8Neighborhood Credit Union714.6★ (173)Coppell, 10 mi away—
9DeWitt & Dunn, LLC714.8★ (63)Addison—
10EATON, QUENZER & ASSOCIATE, LLC714.9★ (93)Plano, 9 mi away—

All 424 financial planners in Addison, 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 Addison

    #1 GDS Wealth Management

    Based in Flower Mound, 14 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

  7. #7 DHL Wealth Management

    Based in Richardson, 7 mi away

    71/100RFA Score

    Ranked #7 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

  9. #9 DeWitt & Dunn, LLC

    Based in Addison

    71/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 63 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    15455 Dallas Pkwy Ste 240, Addison, TX 75001
    View profile for DeWitt & Dunn, LLC(972) 473-4700

  11. #11 Credit Repair USA

    Based in Grapevine, 15 mi away

    70/100RFA Score

    Ranked #11 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

  12. #12 Ruchi Gupta CPA LLC

    Based in Flower Mound, 15 mi away

    70/100RFA Score

    Ranked #12 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 Ivy Wealth

    Based in Dallas, 1 mi away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    14241 Dallas Pkwy Suite 1200, Dallas, TX 75254
    View profile for Ivy Wealth(225) 205-5600

  20. #20 Gordon Oak Financial

    Based in Plano, 7 mi away

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6010 Spring Creek Pkwy, Plano, TX 75024
    View profile for Gordon Oak Financial(214) 326-0820

  21. #21 Inspire Financial Group

    Based in Richardson, 10 mi away

    69/100RFA Score

    Ranked #21 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

  25. #25 OpenAir Advisers

    Based in Dallas, 1 mi away

    68/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    17000 Dallas Pkwy Ste. 102, Dallas, TX 75248
    View profile for OpenAir Advisers(214) 233-6059

Financial planners 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 424 ranked financial planners here; the rest are on their profiles.

financial planners in Addison, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Retirement Planners of America684.6★ (269)5 mi
27Trajan Wealth684.9★ (54)11 mi
28On The Mark Money674.8★ (48)8 mi
29RetireSimply674.9★ (80)19 mi
30Opus Wealth Management675.0★ (26)2 mi
31Sue Gordon Retirement Strategies674.9★ (37)7 mi
32Stonewater Financial Group675.0★ (24)1 mi
33Daniel Huereca CPA, PLLC675.0★ (35)8 mi
34Xponify Financial675.0★ (29)5 mi
35Mills Wealth Advisors675.0★ (63)19 mi
36Third Act Wealth Management, LLC675.0★ (34)8 mi
37Allworth Financial674.8★ (24)In Addison
38America Debt Resolutions665.0★ (42)13 mi
39Chase Gorman - Edelman Financial Engines665.0★ (22)2 mi
40Badii Group Private Wealth Management665.0★ (52)18 mi
41Edwards & Associates PC664.6★ (27)1 mi
42Ninety Nine Wealth665.0★ (24)4 mi
43Our Infinite Company664.6★ (32)4 mi
44Beacon Pointe Advisors665.0★ (29)8 mi
45Pro Capital Wealth Management665.0★ (48)17 mi
46Kim D. Emery Bookkeeping665.0★ (59)21 mi
47Neighborhood Credit Union664.5★ (76)16 mi
48Sullivan Financial Partners664.9★ (51)17 mi
49L&H CPAs and Advisors - Dallas CPA Firm665.0★ (26)6 mi
50Broadhead Capital-Will Bramblett665.0★ (20)3 mi

Also serving Addison

20 more financial planners 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 planners serving Addison
BusinessGoogle ratingDistance
Annuity Watch USA - HeadquartersIn Addison
Assured CapitalIn Addison
Brennan Financial Services3.0★ (4)In Addison
Collins Financial - Northwestern MutualIn Addison
Cornerstone Financial Group - Northwestern MutualIn Addison
Cotton Wealth ManagementIn Addison
Edward Jones - Financial Advisor: Tyler E Brownlee, CFP®|ChFC®|CRPC™|AFFP®5.0★ (2)In Addison
Elevate Credit International Limited5.0★ (1)In Addison
Hatfield Financial5.0★ (2)In Addison
IAG M&A Advisors4.7★ (31)In Addison
Income by Design LP4.5★ (2)In Addison
Jardine Financial GroupIn Addison
Lincoln Financial Office of Maya KatzmanIn Addison
Northwestern Mutual5.0★ (1)In Addison
Prudent Money Financial Services5.0★ (1)In Addison
Ray Hodges Financial Group5.0★ (1)In Addison
Sandene Strategies5.0★ (1)In Addison
SHARE Financial Services1.0★ (1)In Addison
THM Wealth Management5.0★ (1)In Addison
Weaver, Ware & Martin Wealth Management and Advisory Services, LLC5.0★ (1)In Addison

How we ranked Addison financial planners

We scored 424 Addison financial planners 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 Addison 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Addison: frequently asked questions

Which financial planner has the highest RFA Score in Addison?

By RFA Score, the highest-ranked financial planner in Addison, TX is GDS Wealth Management with an RFA Score of 74/100. It has 5.0★ from 270 Google reviews. The Manning Group, Inc. (#2) and Cain Watters & Associates (#3) follow. We ranked 424 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Addison?

RankedFinancialAdvisors ranks 424 financial planners serving Addison, TX. 3 of them are based in Addison; 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 planners in Addison work on weekends?

81 of 424 ranked financial planners post Saturday hours and 11 post Sunday hours. The highest-ranked open Saturdays is Ruchi Gupta CPA LLC (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Addison financial planners have?

The median Google rating among 424 rated financial planners in Addison is 4.6★, with a median of 13 reviews. Neighborhood Credit Union has the most, 328 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 planners?

Each financial planner 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 planners outside Addison count in this ranking?

Yes, if they are within 25 mi of the Addison city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Addison ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Addison 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 planners 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 Addison

  1. November 2026: RFA Scores recalculated for 424 financial planners serving Addison.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Addison pages