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Investment Advisors in Irving, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Irving: Texans Credit Union, RFA Score 76/100; 4.6★ from 254 Google reviews; open Saturdays until 1 PM.

  2. 5

    Most-reviewed: WealthBuilder 1031, 297 Google reviews at 5.0★, the most of 233 ranked; ranked #5.

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

233 Irving investment advisors are ranked here by RFA Score, from eight published factors. 17 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 5.0★ across 233 rated firms.

Top 10 investment advisors in Irving 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 Irving at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Texans Credit Union764.6★ (254)IrvingSatTop score
2RE Legacy Companies - A St. Mary Lee Holdings Corporation Company725.0★ (33)Euless, 5 mi awayEvenings—
3National Life Group704.2★ (175)Addison, 13 mi away——
4Lendmore Capital694.9★ (40)North Richland Hills, 17 mi awaySat · Sun · Evenings—
5WealthBuilder 1031685.0★ (297)Dallas, 5 mi away—Most reviews
6Morado Investments Inc.684.8★ (21)Farmers Branch, 11 mi away——
7Troop Capital Management685.0★ (90)Dallas, 9 mi awaySat · Sun—
8HSCE Investments LLC675.0★ (8)Euless, 5 mi awaySat · Sun · Evenings—
9Chris Stark Agency675.0★ (15)Hurst, 14 mi away——
10PRIMERICA675.0★ (21)Mansfield, 18 mi awaySat—

All 233 investment advisors in Irving, 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 Irving

    #1 Texans Credit Union

    Based in Irving

    76/100RFA Score

    Ranked #1 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 National Life Group

    Based in Addison, 13 mi away

    70/100RFA Score

    Ranked #3 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

  4. #4 Lendmore Capital

    Based in North Richland Hills, 17 mi away

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 40 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 40 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    5198 Rufe Snow Dr Ste 215, North Richland Hills, TX 76180
    View profile for Lendmore Capital(817) 402-2777

  5. #5 WealthBuilder 1031

    Based in Dallas, 5 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and review volume: 5.0★ from 297 Google reviews, the most in Irving.

    • 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

  6. #6 Morado Investments Inc.

    Based in Farmers Branch, 11 mi away

    68/100RFA Score

    Ranked #6 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

  9. #9 Chris Stark Agency

    Based in Hurst, 14 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    8701 W Bedford Euless Rd #304, Hurst, TX 76053
    View profile for Chris Stark Agency(979) 218-3664

  10. #10 PRIMERICA

    Based in Mansfield, 18 mi away

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat 9 AM–1 PM · Sun closed
    Address
    717 N Holland Rd Ste 124, Mansfield, TX 76063
    View profile for PRIMERICA(817) 592-3585

  14. #14 V-AID Group

    Based in Farmers Branch, 8 mi away

    65/100RFA Score

    Ranked #14 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

  15. Based in The Colony, 18 mi away

    65/100RFA Score

    Ranked #15 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

  16. #16 BFG Wealth Management

    Based in Dallas, 9 mi away

    65/100RFA Score

    Ranked #16 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 9 AM–3 PM · Sat–Sun closed
    Address
    3838 Oak Lawn Ave Suite#1000, Dallas, TX 75219
    View profile for BFG Wealth Management(469) 995-8970

  17. #17 Crow Holdings

    Based in Dallas, 8 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.2★ from 9 Google reviews, listed on Google as “Investment service”.

    • 3.2★ from 9 Google reviews
    Address
    3819 Maple Ave, Dallas, TX 75219
    View profile for Crow Holdings(214) 661-8000

  18. #18 Momentum Multifamily

    Based in Richardson, 18 mi away

    65/100RFA Score

    Ranked #18 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

  19. #19 United Exploration, LLC

    Based in Southlake, 14 mi away

    65/100RFA Score

    Ranked #19 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

  22. #22 Hoque Global

    Based in Dallas, 9 mi away

    64/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Investment company”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1717 Main St, Dallas, TX 75201
    View profile for Hoque Global(214) 461-1681

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

investment advisors in Irving, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26The Peak Group632.9★ (11)14 mi
27Brennan Financial Services633.0★ (4)13 mi
28Bowie Capital Management, LLC625.0★ (4)18 mi
29Hudson Advisors622.3★ (3)11 mi
30Crebrid – Hard Money Loans (Previously Wildcat Lending)624.6★ (268)17 mi
31Fidelity Investments623.3★ (62)20 mi
32Retirement Planners of America624.6★ (269)17 mi
33Life Investors Management Company, LP622.3★ (3)13 mi
34Kellie Fancher | RE/MAX Preferred Associates625.0★ (81)15 mi
35Advance Capital Management, Inc.625.0★ (14)9 mi
36Creative Planning625.0★ (68)12 mi
37Wells Fargo Advisors622.3★ (3)13 mi
38CR Gold & Silver624.7★ (160)16 mi
39Fisher Investments622.8★ (36)15 mi
40Napali Capital, LLC613.7★ (6)21 mi
41DJH Capital Management615.0★ (11)9 mi
42Accelerate Investment Partners614.7★ (3)20 mi
43Apeiron Planning Partners615.0★ (50)12 mi
44Strittmatter Wealth Management Group, LLC615.0★ (158)25 mi
45Mills Wealth Advisors615.0★ (63)14 mi
46Wells Fargo Advisors615.0★ (3)22 mi
47Badii Group Private Wealth Management615.0★ (52)14 mi
48Crestline Investors Inc615.0★ (3)23 mi
49Sell Flex Home Buyers605.0★ (24)5 mi
50RFH Capital Advisors605.0★ (32)9 mi

Also serving Irving

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 Irving
BusinessGoogle ratingDistance
American Beacon Advisors, Inc.3.0★ (2)In Irving
AmeriLife of Texas, LLC - Dallas4.0★ (12)In Irving
AWH Financial Services LLC2.5★ (10)In Irving
Bluespring Wealth - High Plains5.0★ (2)In Irving
Creating & Managing Wealth4.2★ (5)In Irving
DFW El Paisa Investments Llc1.0★ (1)In Irving
Dominic Dougherty - Advising For Life5.0★ (23)In Irving
EFG Companies4.5★ (967)In Irving
Ethos Group4.7★ (390)In Irving
Fabiola Mancillas: Primerica - Financial Services4.5★ (8)In Irving
Fidelity National Financial1.6★ (7)In Irving
Finanza Consulting5.0★ (2)In Irving
Max Life Agency LLC5.0★ (11)In Irving
Northwestern Mutual - Las Colinas5.0★ (2)In Irving
PEACH CAPITAL INC4.9★ (37)In Irving
Petrick And Company CPA's4.6★ (13)In Irving
Rigney Financial Services3.4★ (5)In Irving
Ros DiMere Inc.5.0★ (25)In Irving
The Fox Alliance5.0★ (32)In Irving
Wells Fargo Advisors3.0★ (2)In Irving

How we ranked Irving investment advisors

We scored 233 Irving 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 Irving 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 Irving: frequently asked questions

Which investment advisor has the highest RFA Score in Irving?

By RFA Score, the highest-ranked investment advisor in Irving, TX is Texans Credit Union with an RFA Score of 76/100. It has 4.6★ from 254 Google reviews. It is open Saturdays until 1 PM. RE Legacy Companies - A St. Mary Lee Holdings Corporation Company (#2) and National Life Group (#3) follow. We ranked 233 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Irving?

RankedFinancialAdvisors ranks 233 investment advisors serving Irving, TX. 3 of them are based in Irving; 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 Irving work on weekends?

17 of 233 ranked investment advisors post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are Texans Credit Union (#1), Lendmore Capital (#4) and Troop Capital Management (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Irving investment advisors have?

The median Google rating among 233 rated investment advisors in Irving is 5.0★, with a median of 6 reviews. WealthBuilder 1031 has the most, 297 reviews, and ranks #5. 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 Irving count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 233 investment advisors serving Irving.
  2. November 2026: 2 duplicate listings merged.

More investment advisors and Irving pages