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Investment Advisors in Anna, TX: 2026 rankings

64 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Anna: Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor., RFA Score 73/100; 5.0★ from 76 Google reviews; open 7 days a week.

  2. 8

    Most-reviewed: The ROI Guys, 75 Google reviews at 4.8★, the most of 64 ranked after Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor.; ranked #8.

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

64 Anna investment advisors are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 64 rated firms.

Top 10 investment advisors in Anna 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 investment advisors in Anna at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor.735.0★ (76)Frisco, 21 mi awaySat · Sun · EveningsTop score
2Eckard Enterprises734.9★ (72)Allen, 19 mi away——
3Sofi Exploration714.8★ (39)Prosper, 18 mi away——
4Fidelity Investments643.3★ (62)Plano, 25 mi away——
5FIG Tree Capital Ventures, LLC642.6★ (5)McKinney, 14 mi away——
6Charles Schwab634.6★ (71)McKinney, 13 mi away——
7Kingdom Resources Inc634.0★ (4)Frisco, 22 mi away——
8The ROI Guys624.8★ (75)Sherman, 20 mi awaySat · SunMost reviews
9Wells Fargo Advisors622.6★ (27)Sherman, 22 mi away——
10Benold Financial Planning625.0★ (38)Prosper, 16 mi away——

All 64 investment advisors in Anna, 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 Anna

    #1 Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor.

    Based in Frisco, 21 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 76 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 76 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    11901 Dallas Pkwy Ste 100, Frisco, TX 75033
    View profile for Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor.(972) 836-8880

  2. #2 Eckard Enterprises

    Based in Allen, 19 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 72 Google reviews, listed on Google as “Investment company”.

    • 4.9★ from 72 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    620 North Watters Road, Allen, TX 75013
    View profile for Eckard Enterprises(800) 527-8895

  3. #3 Sofi Exploration

    Based in Prosper, 18 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 39 Google reviews, listed on Google as “Investment company”.

    • 4.8★ from 39 Google reviews
    Hours
    Mon–Thu 8 AM–6 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1880 W Prosper Trail, Prosper, TX 75078
    View profile for Sofi Exploration(469) 802-0331

  4. #4 Fidelity Investments

    Based in Plano, 25 mi away

    64/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 3.3★ from 62 Google reviews, listed on Google as “Investment service”.

    • 3.3★ from 62 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    5905 Legacy Dr Ste A100, Plano, TX 75024
    View profile for Fidelity Investments(800) 544-8645

  6. #6 Charles Schwab

    Based in McKinney, 13 mi away

    63/100RFA Score

    Ranked #6 because of its Google rating and review volume: 4.6★ from 71 Google reviews.

    • 4.6★ from 71 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2775 S Central Expy Ste 140, McKinney, TX 75070
    View profile for Charles Schwab(214) 385-4142

  7. #7 Kingdom Resources Inc

    Based in Frisco, 22 mi away

    63/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5566 Main St Ste 202, Frisco, TX 75034
    View profile for Kingdom Resources Inc(214) 263-8077

  8. #8 The ROI Guys

    Based in Sherman, 20 mi away

    62/100RFA Score

    Ranked #8 because of its Google rating and review volume: 4.8★ from 75 Google reviews.

    • 4.8★ from 75 Google reviews
    Hours
    Mon–Sun 9 AM–5 PM
    Address
    100 N Travis St a, Sherman, TX 75090
    View profile for The ROI Guys(903) 487-4678

  14. #14 Trajan Wealth

    Based in Frisco, 22 mi away

    61/100RFA Score

    Ranked #14 because of its Google rating and review volume: 4.9★ from 54 Google reviews.

    • 4.9★ from 54 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5285 Dallas Pkwy Ste 410, Frisco, TX 75034
    View profile for Trajan Wealth(469) 579-3500

  24. #24 Trajan Wealth

    Based in McKinney, 13 mi away

    57/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.6★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 8 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2150 S Central Expy #200, McKinney, TX 75070
    View profile for Trajan Wealth(469) 579-3500

Investment 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 64 ranked investment advisors here; the rest are on their profiles.

investment advisors in Anna, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Ascend Financial Group LLC575.0★ (11)19 mi
27American National Bank of Texas574.4★ (22)23 mi
28Edward Jones - Financial Advisor: J Raul Morales565.0★ (9)19 mi
29Wave Wealth Management564.7★ (12)22 mi
30JAD Enterprises565.0★ (6)15 mi
31Abiding Wealth Partners565.0★ (9)20 mi
32Dusti Calander - Private Wealth Advisor, Ameriprise Financial Services, LLC565.0★ (4)11 mi
33Edward Jones - Financial Advisor: Brian Layman565.0★ (6)16 mi
34Edward Jones - Financial Advisor: Ryan C Aylor, CEPA®|AAMS®|CRPC™|CRPS™565.0★ (6)16 mi
35Charles Schwab564.6★ (13)23 mi
36Huntington Bank552.9★ (17)14 mi
37Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|AAMS®|CKA®555.0★ (3)11 mi
38Beacon Pointe Advisors555.0★ (7)20 mi
39Blake Wealth Management555.0★ (3)11 mi
40Libertas Financial Advisors555.0★ (8)21 mi
41Edward Jones - Financial Advisor: Chad Rainey, CFP®554.0★ (4)12 mi
42TELEIOS Financial555.0★ (4)14 mi
43Thomas Palmersheim - Financial Advisor, Ameriprise Financial Services, LLC555.0★ (10)25 mi
44Edward Jones - Financial Advisor: Aaron P McNeal, CFP®555.0★ (4)16 mi
45American National Bank of Texas553.6★ (11)19 mi
46Edward Jones - Financial Advisor: Anthony Quintana545.0★ (3)16 mi
47Edward Jones - Financial Advisor: John A Pittman, AAMS®|CRPC™545.0★ (4)19 mi
48McCarthy, Rose & Mills, LLP544.4★ (7)23 mi
49Edward Jones - Financial Advisor: Melissa Carlisle, CFP®545.0★ (6)24 mi
50Symphony Wealth Group545.0★ (6)24 mi

Also serving Anna

20 more investment 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 investment advisors serving Anna
BusinessGoogle ratingDistance
AssetBuilder5.0★ (2)20 mi
Blue Mountain Financial PlanningIn Anna
Carlisle Mott Financial5.0★ (1)In Anna
Edward Jones - Financial Advisor: Alan G ThomasIn Anna
Edward Jones - Financial Advisor: Asa L Jessee Jr, ChFC®|CEPA®|CRPC™3.0★ (2)22 mi
Edward Jones - Financial Advisor: JP Nabers5.0★ (2)15 mi
Edward Jones - Financial Advisor: Marty Kogel5.0★ (2)23 mi
Edward Jones - Financial Advisor: Robert M Franze, ChFC®4.5★ (2)In Anna
Edward Jones - Financial Advisor: Ryan L Seibert4.0★ (2)19 mi
Edward Jones - Financial Advisor: Timothy M Montgomery, CEPA®5.0★ (2)17 mi
Encircle Wealth Advisors - Ameriprise Financial Services, LLC4.5★ (2)18 mi
FESS Financial5.0★ (2)22 mi
Financial Empowerment5.0★ (2)13 mi
Gallantry Wealth Group5.0★ (2)23 mi
High Ridge Advisory5.0★ (2)23 mi
Pro31 Financial Solutions5.0★ (25)In Anna
SRE Real EstateIn Anna
Toro Bravo Investment Advisors5.0★ (2)22 mi
Watters Creek Wealth Management - Ameriprise Financial Services, LLC4.5★ (2)19 mi
Wells Fargo Advisors3.0★ (2)22 mi

How we ranked Anna investment advisors

We scored 64 Anna investment 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 Anna 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Anna: frequently asked questions

Which investment advisor has the highest RFA Score in Anna?

By RFA Score, the highest-ranked investment advisor in Anna, TX is Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor. with an RFA Score of 73/100. It has 5.0★ from 76 Google reviews. It is open 7 days a week. Eckard Enterprises (#2) and Sofi Exploration (#3) follow. We ranked 64 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Anna?

RankedFinancialAdvisors ranks 64 investment advisors serving Anna, TX. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Anna work on weekends?

4 of 64 ranked investment advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor. (#1), The ROI Guys (#8) and Justin Henry Real Estate Advisors LLC (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Anna investment advisors have?

The median Google rating among 64 rated investment advisors in Anna is 5.0★, with a median of 7 reviews. Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor. has the most, 76 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Anna count in this ranking?

Yes, if they are within 25 mi of the Anna city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Anna ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment 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 investment advisor in Anna 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 investment 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 Anna

  1. November 2026: RFA Scores recalculated for 64 investment advisors serving Anna.
  2. November 2026: 2 duplicate listings merged.

More investment advisors and Anna pages