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Investment Advisors in Frisco, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Frisco: Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor., RFA Score 75/100; 5.0★ from 76 Google reviews; open 7 days a week.

  2. 22

    Most-reviewed: WealthBuilder 1031, 297 Google reviews at 5.0★, the most of 190 ranked; ranked #22.

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

190 Frisco investment advisors are ranked here by RFA Score, from eight published factors. 10 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 190 rated firms.

Most of this list also appears on the Investment advisors in Plano ranking. See Investment advisors in Plano

Top 10 investment advisors in Frisco 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 Frisco at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor.755.0★ (76)FriscoSat · Sun · EveningsTop score
2Eckard Enterprises724.9★ (72)Allen, 9 mi away——
3Texans Credit Union724.6★ (254)Irving, 17 mi awaySat—
4Sofi Exploration714.8★ (39)Prosper, 7 mi away——
5National Life Group704.2★ (175)Addison, 13 mi away——
6Navy Federal Credit Union683.7★ (138)The Colony, 7 mi awaySat—
7Morado Investments Inc.674.8★ (21)Farmers Branch, 15 mi away——
8Peak American Investment Advisors674.9★ (74)Plano, 8 mi awayEvenings—
9Kingdom Resources Inc664.0★ (4)Frisco——
10Wells Fargo Advisors665.0★ (3)Frisco——

All 190 investment advisors in Frisco, 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 Frisco

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

    Based in Frisco

    75/100RFA 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, 9 mi away

    72/100RFA 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 Texans Credit Union

    Based in Irving, 17 mi away

    72/100RFA Score

    Ranked #3 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

  4. #4 Sofi Exploration

    Based in Prosper, 7 mi away

    71/100RFA Score

    Ranked #4 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

  5. #5 National Life Group

    Based in Addison, 13 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.2★ from 175 Google reviews, listed on Google as “Investment service”.

    • 4.2★ from 175 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    15455 Dallas Pkwy #1100-2, Addison, TX 75001
    View profile for National Life Group(800) 732-8939

  6. Based in The Colony, 7 mi away

    68/100RFA Score

    Ranked #6 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

  7. #7 Morado Investments Inc.

    Based in Farmers Branch, 15 mi away

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.8★ from 21 Google reviews, listed on Google as “Investment company”.

    • 4.8★ from 21 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4100 Spring Valley Rd Ste 730, Farmers Branch, TX 75244
    View profile for Morado Investments Inc.(972) 808-6073

  11. #11 Fidelity Investments

    Based in Plano, 5 mi away

    66/100RFA Score

    Ranked #11 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

  12. #12 Momentum Multifamily

    Based in Richardson, 15 mi away

    65/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.7★ from 12 Google reviews, listed on Google as “Investment company”.

    • 4.7★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    661 N Plano Rd #319, Richardson, TX 75081
    View profile for Momentum Multifamily

  17. #17 Trajan Wealth

    Based in Frisco

    64/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 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

  20. #20 Texas Lands and Ranches LLC

    Based in Farmers Branch, 17 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 7 Google reviews, listed on Google as “Investment company”.

    • 4.9★ from 7 Google reviews
    Hours
    Mon 9 AM–6 PM · Tue–Fri 9 AM–8 PM · Sat–Sun closed
    Address
    12100 Ford Rd Ste B304, Farmers Branch, TX 75234
    View profile for Texas Lands and Ranches LLC(214) 658-1799

  22. #22 WealthBuilder 1031

    Based in Dallas, 23 mi away

    63/100RFA Score

    Ranked #22 because of its Google rating and review volume: 5.0★ from 297 Google reviews, the most in Frisco.

    • 5.0★ from 297 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    8204 Elmbrook Dr #203, Dallas, TX 75247
    View profile for WealthBuilder 1031

  23. #23 Bowie Capital Management, LLC

    Based in Richardson, 14 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    740 E Campbell Rd #830, Richardson, TX 75081
    View profile for Bowie Capital Management, LLC

  24. #24 Fisher Investments

    Based in Plano, 9 mi away

    63/100RFA Score

    Ranked #24 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 V-AID Group

    Based in Farmers Branch, 17 mi away

    62/100RFA Score

    Ranked #25 because of its Google rating and review volume: 5.0★ from 122 Google reviews.

    • 5.0★ from 122 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2727 Lyndon B Johnson Fwy #790, Farmers Branch, TX 75234
    View profile for V-AID Group(972) 247-3202

How we ranked Frisco investment advisors

We scored 190 Frisco 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 Frisco 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 Frisco: frequently asked questions

Which investment advisor has the highest RFA Score in Frisco?

By RFA Score, the highest-ranked investment advisor in Frisco, TX is Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor. with an RFA Score of 75/100. It has 5.0★ from 76 Google reviews. It is open 7 days a week. Eckard Enterprises (#2) and Texans Credit Union (#3) follow. We ranked 190 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Frisco?

RankedFinancialAdvisors ranks 190 investment advisors serving Frisco, TX. 4 of them are based in Frisco; the rest serve it from nearby towns. Counts are as of November 2026.

Which investment advisors in Frisco work on weekends?

10 of 190 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 (#3) and Navy Federal Credit Union (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Frisco investment advisors have?

The median Google rating among 190 rated investment advisors in Frisco is 5.0★, with a median of 7 reviews. WealthBuilder 1031 has the most, 297 reviews, and ranks #22. 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 Frisco count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 190 investment advisors serving Frisco.
  2. November 2026: 2 duplicate listings merged.

More investment advisors and Frisco pages