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Financial Planners in University Park, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in University Park: GDS Wealth Management, RFA Score 73/100; 5.0★ from 270 Google reviews.

  2. 3

    Most-reviewed: Neighborhood Credit Union, 328 Google reviews at 4.6★, the most of 416 ranked; ranked #3.

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

416 University Park financial planners are ranked here by RFA Score, from eight published factors. 83 open Saturdays and 11 open Sundays, based on posted hours. The median Google rating is 4.6★ across 416 rated firms.

Top 10 financial planners in University Park 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 University Park at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1GDS Wealth Management735.0★ (270)Flower Mound, 18 mi awayTop score
2The Manning Group, Inc.734.9★ (147)Dallas, 9 mi away—
3Neighborhood Credit Union714.6★ (328)Grand Prairie, 19 mi awayMost reviews
4Neighborhood Credit Union714.5★ (308)Duncanville, 16 mi away—
5DHL Wealth Management705.0★ (85)Richardson, 11 mi away—
6Qualitax & Business Services704.9★ (125)Grand Prairie, 15 mi away—
7Neighborhood Credit Union704.5★ (149)Richardson, 9 mi away—
8Neighborhood Credit Union704.6★ (173)Coppell, 14 mi away—
9Cain Watters & Associates704.8★ (166)Frisco, 18 mi away—
10Neighborhood Credit Union704.6★ (217)Lancaster, 17 mi away—

All 416 financial planners in University Park, 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 University Park

    #1 GDS Wealth Management

    Based in Flower Mound, 18 mi away

    73/100RFA 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

  5. #5 DHL Wealth Management

    Based in Richardson, 11 mi away

    70/100RFA Score

    Ranked #5 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

  11. #11 Creative Planning

    Based in Addison, 8 mi away

    70/100RFA Score

    Ranked #11 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

  15. #15 Credit Repair USA

    Based in Grapevine, 17 mi away

    69/100RFA Score

    Ranked #15 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

  16. #16 DeWitt & Dunn, LLC

    Based in Addison, 8 mi away

    69/100RFA Score

    Ranked #16 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

  17. #17 Ruchi Gupta CPA LLC

    Based in Flower Mound, 20 mi away

    69/100RFA Score

    Ranked #17 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 Inspire Financial Group

    Based in Richardson, 13 mi away

    68/100RFA Score

    Ranked #19 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

  22. #22 Ivy Wealth

    Based in Dallas, 7 mi away

    67/100RFA Score

    Ranked #22 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

  23. #23 Beacon Pointe Advisors

    Based in Dallas, 1 mi away

    67/100RFA Score

    Ranked #23 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 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 416 ranked financial planners here; the rest are on their profiles.

financial planners in University Park, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Integrity674.3★ (56)5 mi
27L&H CPAs and Advisors - Dallas CPA Firm675.0★ (26)3 mi
28Xponify Financial675.0★ (29)5 mi
29North Texas Wealth Management675.0★ (58)18 mi
30Gordon Oak Financial675.0★ (49)15 mi
31RetireSimply664.9★ (80)23 mi
32Neighborhood Credit Union664.0★ (145)13 mi
33Mills Wealth Advisors665.0★ (63)21 mi
34Sue Gordon Retirement Strategies664.9★ (37)10 mi
35OpenAir Advisers665.0★ (31)9 mi
36Opus Wealth Management665.0★ (26)6 mi
37Retirement Planners of America664.6★ (269)13 mi
38Our Infinite Company664.6★ (32)6 mi
39SDO CPA: Tax Preparation, Accounting, & Bookkeeping664.8★ (49)15 mi
40Trajan Wealth664.9★ (54)19 mi
41On The Mark Money654.8★ (48)16 mi
42Stonewater Financial Group655.0★ (24)7 mi
43Badii Group Private Wealth Management655.0★ (52)20 mi
44Chase Gorman - Edelman Financial Engines655.0★ (22)6 mi
45Sullivan Financial Partners654.9★ (51)19 mi
46Pro Capital Wealth Management655.0★ (48)20 mi
47Blair Financial Advisors655.0★ (48)20 mi
48Broadhead Capital-Will Bramblett655.0★ (20)5 mi
49America Debt Resolutions655.0★ (42)19 mi
50Daniel Huereca CPA, PLLC655.0★ (35)15 mi

Also serving University Park

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 University Park
BusinessGoogle ratingDistance
Cypress Point Wealth Management5.0★ (2)3 mi
Delos Capital Advisors5.0★ (2)4 mi
Divergent Path Capital Management5.0★ (1)In University Park
Double Eagle Wealth Management3.0★ (2)1 mi
Ernie Koestner - RBC Wealth Management Financial Advisor5.0★ (2)4 mi
Financial Strategies Group3.5★ (2)3 mi
Fit Finances GroupIn University Park
Keener Financial Planning5.0★ (2)4 mi
LARGO CONSULTING LLCIn University Park
Local Fractional5.0★ (2)In University Park
M3 Cash FlowIn University Park
Moody's Investors Services Inc3.0★ (2)4 mi
MrkennysconsultingIn University Park
RGT Wealth Advisors5.0★ (2)1 mi
Seale Wealth Management of Raymond JamesIn University Park
SPI Advisory, LLC4.7★ (14)In University Park
Strategy First FinanceIn University Park
True North Advisors3.0★ (2)3 mi
Turtle Creek Financial Group3.0★ (2)3 mi
Wayfinder Wealth5.0★ (2)4 mi

How we ranked University Park financial planners

We scored 416 University Park 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 University Park 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 University Park: frequently asked questions

Which financial planner has the highest RFA Score in University Park?

By RFA Score, the highest-ranked financial planner in University Park, TX is GDS Wealth Management with an RFA Score of 73/100. It has 5.0★ from 270 Google reviews. The Manning Group, Inc. (#2) and Neighborhood Credit Union (#3) follow. We ranked 416 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in University Park?

RankedFinancialAdvisors ranks 416 financial planners serving University Park, TX. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in University Park work on weekends?

83 of 416 ranked financial planners post Saturday hours and 11 post Sunday hours. The highest-ranked open Saturdays is Ruchi Gupta CPA LLC (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do University Park financial planners have?

The median Google rating among 416 rated financial planners in University Park is 4.6★, with a median of 14 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 University Park count in this ranking?

Yes, if they are within 25 mi of the University Park 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 University Park 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 University Park 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 University Park

  1. November 2026: RFA Scores recalculated for 416 financial planners serving University Park.
  2. November 2026: 2 duplicate listings merged.

More financial planners and University Park pages