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Financial Planners in Lancaster, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lancaster: Neighborhood Credit Union, RFA Score 74/100; 4.6★ from 217 Google reviews.

  2. 3

    Most-reviewed: Neighborhood Credit Union, 328 Google reviews at 4.6★, the most of 170 ranked; ranked #3.

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

170 Lancaster financial planners are ranked here by RFA Score, from eight published factors. 33 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.2★ across 170 rated firms.

Top 10 financial planners in Lancaster 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 Lancaster at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Neighborhood Credit Union744.6★ (217)Lancaster—Top score
2Neighborhood Credit Union724.5★ (308)Duncanville, 11 mi away——
3Neighborhood Credit Union714.6★ (328)Grand Prairie, 18 mi away—Most reviews
4Western Finance694.9★ (156)Ennis, 20 mi awaySat—
5Qualitax & Business Services694.9★ (125)Grand Prairie, 18 mi away——
6Paramount Tax & Bookkeeping Mansfield685.0★ (106)Mansfield, 21 mi away——
7SDO CPA: Tax Preparation, Accounting, & Bookkeeping664.8★ (49)Duncanville, 10 mi away——
8Bank of America Financial Center653.6★ (184)Dallas, 7 mi awaySat—
9Neighborhood Credit Union654.0★ (145)Mesquite, 17 mi away——
10Chessman Wealth Strategies645.0★ (45)Dallas, 20 mi away——

All 170 financial planners in Lancaster, 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.

  4. #4 Western Finance

    Based in Ennis, 20 mi away

    69/100RFA Score

    Ranked #4 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

  11. #11 Integrity

    Based in Dallas, 14 mi away

    64/100RFA Score

    Ranked #11 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

  14. #14 Ivy Wealth

    Based in Dallas, 25 mi away

    61/100RFA Score

    Ranked #14 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

  15. #15 Beacon Pointe Advisors

    Based in Dallas, 18 mi away

    61/100RFA Score

    Ranked #15 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

  16. #16 Frost Bank

    Based in Mansfield, 22 mi away

    61/100RFA Score

    Ranked #16 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

  19. #19 Xponify Financial

    Based in Dallas, 22 mi away

    61/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    12221 Merit Dr Ste 625, Dallas, TX 75251
    View profile for Xponify Financial(214) 987-0924

  20. #20 PlainsCapital Bank

    Based in DeSoto, 6 mi away

    60/100RFA Score

    Ranked #20 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

  22. #22 Frost Bank

    Based in Duncanville, 9 mi away

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.5★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 31 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
    150 E Hwy 67, Duncanville, TX 75137
    View profile for Frost Bank(800) 513-7678

  23. #23 Our Infinite Company

    Based in Dallas, 23 mi away

    60/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.6★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 32 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8001 Lyndon B Johnson Fwy Ste 400, Dallas, TX 75251
    View profile for Our Infinite Company

  24. #24 Opus Wealth Management

    Based in Dallas, 24 mi away

    60/100RFA Score

    Ranked #24 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–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5301 Alpha Rd Ste 80, Dallas, TX 75240
    View profile for Opus Wealth Management(214) 453-2697

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

financial planners in Lancaster, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Stonewater Financial Group595.0★ (24)25 mi
27Troop Capital Management595.0★ (90)13 mi
28Dominic Dougherty - Advising For Life595.0★ (23)24 mi
29The MMI Group595.0★ (20)22 mi
30Trajan Wealth594.9★ (21)22 mi
31Chase Gorman - Edelman Financial Engines595.0★ (22)24 mi
32Bank of America Financial Center594.7★ (14)14 mi
33Bank of America Financial Center593.1★ (141)18 mi
34Broadhead Capital-Will Bramblett595.0★ (20)23 mi
35DJH Capital Management595.0★ (11)13 mi
36Bank of America (with Drive-thru ATM)582.7★ (48)7 mi
37Bank of America (with Drive-thru ATM)582.4★ (141)4 mi
38Trinity Enterprise & Financial Services582.9★ (17)6 mi
39Apeiron Planning Partners585.0★ (50)20 mi
40Atlas Wealth Advisors585.0★ (14)20 mi
41Frost Bank583.8★ (12)11 mi
42PlainsCapital Bank584.6★ (10)14 mi
43Bank of America (with Drive-thru ATM)583.0★ (82)18 mi
44M David Cole & Associates584.1★ (9)11 mi
45Frost Bank573.9★ (21)19 mi
46EP Wealth Advisors575.0★ (8)14 mi
47Smith Wealth Management - Smith Financial & Associates P.C.574.7★ (14)20 mi
48William B. Driscoll CPA, PLLC575.0★ (13)21 mi
49Texas Financial Advisors575.0★ (12)20 mi
50Texas Capital573.8★ (13)14 mi

Also serving Lancaster

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 Lancaster
BusinessGoogle ratingDistance
AG Consulting Services, LLC5.0★ (2)15 mi
Christopher Jordan - Regions Financial AdvisorIn Lancaster
Delos Capital Advisors5.0★ (2)14 mi
Edward Jones - Financial Advisor: Arnie I KnechtIn Lancaster
Edward Jones - Financial Advisor: Neal W BallanceIn Lancaster
Empire Konnectionz5.0★ (1)In Lancaster
Ernie Koestner - RBC Wealth Management Financial Advisor5.0★ (2)14 mi
GMIS INVESTMENTS, LLCIn Lancaster
H W Financial1.0★ (2)13 mi
Keener Financial Planning5.0★ (2)15 mi
Luminate - Ameriprise Financial Services, LLC5.0★ (2)13 mi
Moody's Investors Services Inc3.0★ (2)14 mi
One Manz DriveIn Lancaster
Plush Retirement LLC5.0★ (2)13 mi
Republic Finance5.0★ (12)In Lancaster
Score Factor5.0★ (19)In Lancaster
Terrill Group LLC5.0★ (2)14 mi
True North Advisors3.0★ (2)15 mi
Turtle Creek Financial Group3.0★ (2)15 mi
VMM3.0★ (2)In Lancaster

How we ranked Lancaster financial planners

We scored 170 Lancaster 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 Lancaster 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 Lancaster: frequently asked questions

Which financial planner has the highest RFA Score in Lancaster?

By RFA Score, the highest-ranked financial planner in Lancaster, TX is Neighborhood Credit Union with an RFA Score of 74/100. It has 4.6★ from 217 Google reviews. Neighborhood Credit Union (#2) and Neighborhood Credit Union (#3) follow. We ranked 170 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Lancaster?

RankedFinancialAdvisors ranks 170 financial planners serving Lancaster, TX. 1 of them is based in Lancaster; 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 Lancaster work on weekends?

33 of 170 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Western Finance (#4), Bank of America Financial Center (#8) and Massengill Financial Group (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lancaster financial planners have?

The median Google rating among 170 rated financial planners in Lancaster is 4.2★, with a median of 13 reviews. Neighborhood Credit Union has the most, 328 reviews, and ranks #3. 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 Lancaster count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 170 financial planners serving Lancaster.

More financial planners and Lancaster pages