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Investment Advisors in Denton, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Denton: Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor., RFA Score 71/100; 5.0★ from 76 Google reviews; open 7 days a week.

  2. 16

    Most-reviewed: Retirement Planners of America, 269 Google reviews at 4.6★, the most of 104 ranked; ranked #16.

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

104 Denton investment advisors are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 104 rated firms.

Top 10 investment advisors in Denton 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 Denton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor.715.0★ (76)Frisco, 17 mi awaySat · Sun · EveningsTop score
2Texans Credit Union714.6★ (254)Irving, 22 mi awaySat—
3Sofi Exploration684.8★ (39)Prosper, 18 mi away——
4Navy Federal Credit Union653.7★ (138)The Colony, 18 mi awaySat—
5DEAJ Insurance and Investments Consulting655.0★ (6)Flower Mound, 13 mi away——
6RFG Wealth Advisory645.0★ (51)Denton——
7Peak American Investment Advisors634.9★ (74)Plano, 22 mi awayEvenings—
8United Exploration, LLC634.2★ (10)Southlake, 19 mi away——
9Napali Capital, LLC633.7★ (6)Trophy Club, 16 mi away——
10Fidelity Investments623.3★ (62)Plano, 20 mi away——

All 104 investment advisors in Denton, 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 Denton

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

    Based in Frisco, 17 mi away

    71/100RFA 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 Texans Credit Union

    Based in Irving, 22 mi away

    71/100RFA Score

    Ranked #2 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

  3. #3 Sofi Exploration

    Based in Prosper, 18 mi away

    68/100RFA 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. Based in The Colony, 18 mi away

    65/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 3.7★ from 138 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 138 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    5101 State Hwy 121 #300, The Colony, TX 75056
    View profile for Navy Federal Credit Union(888) 842-6328

  6. #6 RFG Wealth Advisory

    Based in Denton

    64/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 51 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    130 Old Town Blvd S #100, Argyle, TX 76226
    View profile for RFG Wealth Advisory(940) 464-4104

  8. #8 United Exploration, LLC

    Based in Southlake, 19 mi away

    63/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.2★ from 10 Google reviews, listed on Google as “Investment company”.

    • 4.2★ from 10 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1460 Main Street #201, Southlake, TX 76092
    View profile for United Exploration, LLC(682) 651-1629

  9. #9 Napali Capital, LLC

    Based in Trophy Club, 16 mi away

    63/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 3.7★ from 6 Google reviews, listed on Google as “Investment company”.

    • 3.7★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    313 N Oak St Ste 100, Roanoke, TX 76262
    View profile for Napali Capital, LLC(214) 676-0562

  10. #10 Fidelity Investments

    Based in Plano, 20 mi away

    62/100RFA Score

    Ranked #10 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

  11. #11 Kingdom Resources Inc

    Based in Frisco, 18 mi away

    62/100RFA Score

    Ranked #11 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

  22. #22 Fisher Investments

    Based in Plano, 22 mi away

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 2.8★ from 36 Google reviews, listed on Google as “Investment service”.

    • 2.8★ from 36 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    6500 International Pkwy, Plano, TX 75093
    View profile for Fisher Investments(888) 823-9566

  25. #25 Mills Wealth Advisors

    Based in Southlake, 20 mi away

    60/100RFA Score

    Ranked #25 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

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

investment advisors in Denton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Creme Wealth - Plano Financial Planner605.0★ (61)20 mi
27Badii Group Private Wealth Management595.0★ (52)19 mi
28FIG Tree Capital Ventures, LLC592.6★ (5)24 mi
29Republic Finance594.5★ (12)In Denton
30Pro Capital Wealth Management595.0★ (48)18 mi
31Trajan Wealth594.9★ (54)19 mi
32Sullivan Financial Partners594.9★ (51)19 mi
33Kings Real Estate Group585.0★ (45)21 mi
34Benold Financial Planning585.0★ (38)20 mi
35Primary Wealth Group585.0★ (6)In Denton
36Peak American Investment Advisors Southlake584.7★ (9)18 mi
37Edward Jones - Financial Advisor: Jeff Croswell585.0★ (5)In Denton
38UNISTAR PROPERTY MANAGEMENT573.6★ (7)In Denton
39Beacon Pointe Advisors575.0★ (29)21 mi
40Carson Wealth575.0★ (23)19 mi
41Soltis Investment Advisors574.2★ (5)16 mi
42Trajan Wealth575.0★ (21)19 mi
43Palmer Wealth Group™565.0★ (21)20 mi
44Edward Jones - Financial Advisor: Brad Hinson, CFP®|AAMS®|CRPC™565.0★ (5)7 mi
45Worth Asset Management555.0★ (5)23 mi
46Provision Retirement: Financial Advisor - David McEntire, RICP®, NSSA®555.0★ (16)20 mi
47Edward Jones - Financial Advisor: Kyle A Nayfa552.3★ (3)In Denton
48Western & Southern Life553.9★ (23)16 mi
497 Saturdays Financial545.0★ (9)18 mi
50Wave Wealth Management544.7★ (12)19 mi

Also serving Denton

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 Denton
BusinessGoogle ratingDistance
Affiliated Advisors4.2★ (5)In Denton
Allworth Financial5.0★ (3)In Denton
AVISCO FINANCIAL5.0★ (1)In Denton
BLSH Wealth Management5.0★ (8)In Denton
Bluecrest North Texas5.0★ (4)In Denton
Bowman Wealth Management5.0★ (29)In Denton
Champion Financial Group5.0★ (3)In Denton
Chantelle Conley-Modern Woodmen of America5.0★ (1)In Denton
Cultivar Capital, Inc.5.0★ (1)In Denton
Edward Jones - Financial Advisor: Abe Nayfa, AAMS®5.0★ (1)In Denton
Edward Jones - Financial Advisor: Fred Smith, CFP®5.0★ (1)In Denton
Edward Jones - Financial Advisor: Jill Breathitt, CRPC™1.0★ (1)In Denton
Edward Jones - Financial Advisor: Joe Jones, AAMS®5.0★ (1)In Denton
Kinetix Financial Planning5.0★ (7)In Denton
Kubrak Wealth Advisors5.0★ (7)In Denton
Raymond James Financial Services3.0★ (2)In Denton
Stevens Financial Services4.8★ (4)In Denton
Tiffany Eaton-Modern Woodmen of America5.0★ (1)In Denton
Wells Fargo Advisors1.0★ (1)In Denton
Win Financial Group5.0★ (7)In Denton

How we ranked Denton investment advisors

We scored 104 Denton 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 Denton 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 Denton: frequently asked questions

Which investment advisor has the highest RFA Score in Denton?

By RFA Score, the highest-ranked investment advisor in Denton, TX is Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor. with an RFA Score of 71/100. It has 5.0★ from 76 Google reviews. It is open 7 days a week. Texans Credit Union (#2) and Sofi Exploration (#3) follow. We ranked 104 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Denton?

RankedFinancialAdvisors ranks 104 investment advisors serving Denton, TX. 10 of them are based in Denton; 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 investment advisors in Denton work on weekends?

8 of 104 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), Texans Credit Union (#2) and Navy Federal Credit Union (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Denton investment advisors have?

The median Google rating among 104 rated investment advisors in Denton is 5.0★, with a median of 7 reviews. Retirement Planners of America has the most, 269 reviews, and ranks #16. 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 Denton count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 104 investment advisors serving Denton.
  2. November 2026: 2 duplicate listings merged.

More investment advisors and Denton pages