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Investment Advisors in Lancaster, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lancaster: RE Legacy Companies - A St. Mary Lee Holdings Corporation Company, RFA Score 67/100; 5.0★ from 33 Google reviews; open evenings.

  2. 4

    Most-reviewed: WealthBuilder 1031, 297 Google reviews at 5.0★, the most of 102 ranked; ranked #4.

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

102 Lancaster investment advisors are ranked here by RFA Score, from eight published factors. 9 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 5.0★ across 102 rated firms.

Top 10 investment advisors in Lancaster 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 Lancaster at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1RE Legacy Companies - A St. Mary Lee Holdings Corporation Company675.0★ (33)Euless, 22 mi awayEveningsTop score
2PRIMERICA675.0★ (21)Mansfield, 18 mi awaySat—
3Troop Capital Management675.0★ (90)Dallas, 13 mi awaySat · Sun—
4WealthBuilder 1031655.0★ (297)Dallas, 17 mi away—Most reviews
5HSCE Investments LLC655.0★ (8)Euless, 16 mi awaySat · Sun · Evenings—
6Morado Investments Inc.654.8★ (21)Farmers Branch, 25 mi away——
7Wells Fargo Advisors642.3★ (3)Dallas, 7 mi away——
8Hoque Global634.0★ (4)Dallas, 13 mi away——
9BFG Wealth Management635.0★ (4)Dallas, 16 mi away——
10Crow Holdings633.2★ (9)Dallas, 15 mi away——

All 102 investment advisors in Lancaster, 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.

  2. #2 PRIMERICA

    Based in Mansfield, 18 mi away

    67/100RFA Score

    Ranked #2 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

  4. #4 WealthBuilder 1031

    Based in Dallas, 17 mi away

    65/100RFA Score

    Ranked #4 because of its Google rating and review volume: 5.0★ from 297 Google reviews, the most in Lancaster.

    • 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, 25 mi away

    65/100RFA 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

  8. #8 Hoque Global

    Based in Dallas, 13 mi away

    63/100RFA Score

    Ranked #8 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

  9. #9 BFG Wealth Management

    Based in Dallas, 16 mi away

    63/100RFA Score

    Ranked #9 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

  10. #10 Crow Holdings

    Based in Dallas, 15 mi away

    63/100RFA Score

    Ranked #10 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

  12. #12 Texas Lands and Ranches LLC

    Based in Farmers Branch, 24 mi away

    62/100RFA Score

    Ranked #12 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

  15. #15 Hudson Advisors

    Based in Dallas, 18 mi away

    61/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 2.3★ from 3 Google reviews, listed on Google as “Investment company”.

    • 2.3★ from 3 Google reviews
    Address
    Energy Square 3, 6688 N Central Expy #1400, Dallas, TX 75206
    View profile for Hudson Advisors(214) 754-8400

  17. #17 V-AID Group

    Based in Farmers Branch, 23 mi away

    61/100RFA Score

    Ranked #17 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

  19. #19 DJH Capital Management

    Based in Dallas, 13 mi away

    60/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    325 North St. Paul Street Ste 3100, Dallas, TX 75201
    View profile for DJH Capital Management(214) 239-3722

  20. #20 Republic Finance

    Based in Lancaster

    60/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Loan agency”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1450 W Pleasant Run Rd #224, Lancaster, TX 75146
    View profile for Republic Finance(469) 638-6140

  22. #22 RFH Capital Advisors

    Based in Dallas, 13 mi away

    59/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Real estate consultant”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1412 Main St Ste 605, Dallas, TX 75202
    View profile for RFH Capital Advisors(214) 888-8448

  25. #25 Integrity

    Based in Dallas, 14 mi away

    58/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.3★ from 56 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 56 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1445 Ross Ave 40th Floor, Dallas, TX 75202
    View profile for Integrity(866) 650-1857

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

investment advisors in Lancaster, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Sell Flex Home Buyers585.0★ (24)16 mi
27Republic Finance584.7★ (18)11 mi
28Beacon Pointe Advisors575.0★ (26)18 mi
29Skytale Group564.7★ (15)15 mi
30Precept Capital Management562.1★ (7)14 mi
31Peak American Investment Advisors Rockwall565.0★ (5)23 mi
32Trajan Wealth554.9★ (21)22 mi
33Chase Gorman - Edelman Financial Engines555.0★ (22)24 mi
34Republic Finance554.7★ (13)17 mi
35EP Wealth Advisors555.0★ (8)14 mi
36Edward Jones - Financial Advisor: Jeremy Thompson555.0★ (8)14 mi
37American National Bank of Texas553.6★ (52)15 mi
38Texas Financial Advisors555.0★ (12)20 mi
39Dallas Property Investors, LLC554.7★ (23)24 mi
40Smith Wealth Management - Smith Financial & Associates P.C.554.7★ (14)20 mi
41Harshaw Asset Management Corporation543.7★ (3)22 mi
42Hilltop Securities Inc.544.3★ (6)14 mi
43J.P. Morgan Private Bank543.5★ (14)14 mi
44Edward Jones - Financial Advisor: Armand Robinson, CFP®545.0★ (7)18 mi
45Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro544.5★ (8)17 mi
46Edward Jones - Financial Advisor: Vernon L Folks, CFP®545.0★ (3)12 mi
47Kyle Clift - RBC Wealth Management Financial Advisor545.0★ (4)14 mi
48Edward Jones - Financial Advisor: Mason G Williams, CFP®|CEPA®|WMCP®|CRPC™|AFFP®545.0★ (4)14 mi
49Edward Jones - Financial Advisor: Paul M Box, AAMS®535.0★ (4)15 mi
50Edward Jones - Financial Advisor: Tony W Seery, CFP®|CEPA®|AAMS®535.0★ (5)17 mi

Also serving Lancaster

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 Lancaster
BusinessGoogle ratingDistance
Christopher Jordan - Regions Financial AdvisorIn Lancaster
Clearview Investments, Ltd.5.0★ (2)14 mi
Delos Capital Advisors5.0★ (2)14 mi
Edward Jones - Financial Advisor: Alan R Reese5.0★ (2)16 mi
Edward Jones - Financial Advisor: Arnie I KnechtIn Lancaster
Edward Jones - Financial Advisor: Chris Goins, CPWA®|CEPA®|AAMS®5.0★ (2)15 mi
Edward Jones - Financial Advisor: Gatlan L Turk, AAMS®5.0★ (2)16 mi
Edward Jones - Financial Advisor: Karen D McClary4.0★ (2)8 mi
Edward Jones - Financial Advisor: Marion D Hostetler, ABFP®|AAMS®5.0★ (2)6 mi
Edward Jones - Financial Advisor: Neal W BallanceIn Lancaster
Edward Jones - Financial Advisor: Robert W Mastin V, AAMS®4.5★ (2)5 mi
Edward Jones - Financial Advisor: Wess G Winn5.0★ (2)12 mi
Ernie Koestner - RBC Wealth Management Financial Advisor5.0★ (2)14 mi
GMIS INVESTMENTS, LLCIn Lancaster
Luminate - Ameriprise Financial Services, LLC5.0★ (2)13 mi
Nu-Way Investment Group LLC5.0★ (2)In Lancaster
True North Advisors3.0★ (2)15 mi
VMM3.0★ (2)In Lancaster
Wells Fargo Advisors3.0★ (2)11 mi
Wells Fargo Advisors3.5★ (2)14 mi

How we ranked Lancaster investment advisors

We scored 102 Lancaster 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 Lancaster 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 Lancaster: frequently asked questions

Which investment advisor has the highest RFA Score in Lancaster?

By RFA Score, the highest-ranked investment advisor in Lancaster, TX is RE Legacy Companies - A St. Mary Lee Holdings Corporation Company with an RFA Score of 67/100. It has 5.0★ from 33 Google reviews. It is open evenings. PRIMERICA (#2) and Troop Capital Management (#3) follow. We ranked 102 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Lancaster?

RankedFinancialAdvisors ranks 102 investment advisors serving Lancaster, TX. 1 of them is based in Lancaster; 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 Lancaster work on weekends?

9 of 102 ranked investment advisors post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are PRIMERICA (#2), Troop Capital Management (#3) and HSCE Investments LLC (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lancaster investment advisors have?

The median Google rating among 102 rated investment advisors in Lancaster is 5.0★, with a median of 6 reviews. WealthBuilder 1031 has the most, 297 reviews, and ranks #4. 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 Lancaster count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 102 investment advisors serving Lancaster.

More investment advisors and Lancaster pages