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Investment Advisors in Rowlett, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Rowlett: Eckard Enterprises, RFA Score 70/100; 4.9★ from 72 Google reviews.

  2. 8

    Most-reviewed: WealthBuilder 1031, 297 Google reviews at 5.0★, the most of 177 ranked; ranked #8.

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

177 Rowlett investment advisors are ranked here by RFA Score, from eight published factors. 12 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.8★ across 177 rated firms.

Top 10 investment advisors in Rowlett 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 Rowlett at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Eckard Enterprises704.9★ (72)Allen, 16 mi away—Top score
2Texans Credit Union704.6★ (254)Irving, 23 mi awaySat—
3National Life Group694.2★ (175)Addison, 16 mi away——
4Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor.685.0★ (76)Frisco, 25 mi awaySat · Sun · Evenings—
5Momentum Multifamily664.7★ (12)Richardson, 9 mi away——
6Morado Investments Inc.664.8★ (21)Farmers Branch, 16 mi away——
7Troop Capital Management655.0★ (90)Dallas, 16 mi awaySat · Sun—
8WealthBuilder 1031655.0★ (297)Dallas, 18 mi away—Most reviews
9Peak American Investment Advisors644.9★ (74)Plano, 18 mi awayEvenings—
10Bowie Capital Management, LLC645.0★ (4)Richardson, 10 mi away——

All 177 investment advisors in Rowlett, 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 Rowlett

    #1 Eckard Enterprises

    Based in Allen, 16 mi away

    70/100RFA Score

    Ranked #1 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

  2. #2 Texans Credit Union

    Based in Irving, 23 mi away

    70/100RFA 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 National Life Group

    Based in Addison, 16 mi away

    69/100RFA 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 Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor.

    Based in Frisco, 25 mi away

    68/100RFA Score

    Ranked #4 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

  5. #5 Momentum Multifamily

    Based in Richardson, 9 mi away

    66/100RFA Score

    Ranked #5 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

  6. #6 Morado Investments Inc.

    Based in Farmers Branch, 16 mi away

    66/100RFA 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 WealthBuilder 1031

    Based in Dallas, 18 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and review volume: 5.0★ from 297 Google reviews, the most in Rowlett.

    • 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

  10. #10 Bowie Capital Management, LLC

    Based in Richardson, 10 mi away

    64/100RFA Score

    Ranked #10 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

  11. Based in The Colony, 22 mi away

    64/100RFA Score

    Ranked #11 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

  13. #13 Texas Lands and Ranches LLC

    Based in Farmers Branch, 19 mi away

    62/100RFA Score

    Ranked #13 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 BFG Wealth Management

    Based in Dallas, 15 mi away

    62/100RFA Score

    Ranked #15 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, 16 mi away

    62/100RFA 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

  19. #19 V-AID Group

    Based in Farmers Branch, 19 mi away

    62/100RFA Score

    Ranked #19 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

  20. #20 Fidelity Investments

    Based in Plano, 19 mi away

    62/100RFA Score

    Ranked #20 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

  21. #21 Hoque Global

    Based in Dallas, 16 mi away

    61/100RFA Score

    Ranked #21 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

  22. #22 Blair Financial Advisors

    Based in Wylie, 8 mi away

    61/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 48 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    100 Lyndhurst Dr, Wylie, TX 75098
    View profile for Blair Financial Advisors(940) 484-9288

  24. #24 Hudson Advisors

    Based in Dallas, 13 mi away

    61/100RFA Score

    Ranked #24 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

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

investment advisors in Rowlett, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Brennan Financial Services613.0★ (4)16 mi
27Creative Planning615.0★ (68)16 mi
28Apeiron Planning Partners605.0★ (50)12 mi
29Fisher Investments602.8★ (36)18 mi
30Investmark Mortgage - Hard Money Lending Dallas605.0★ (104)22 mi
31Accelerate Investment Partners604.7★ (3)20 mi
32Wells Fargo Advisors605.0★ (3)21 mi
33Crestview Wealth Management605.0★ (31)8 mi
34Mercer Advisors - Rockwall604.6★ (35)5 mi
35Sue Gordon Retirement Strategies604.9★ (37)10 mi
36Kingdom Resources Inc594.0★ (4)24 mi
37Wells Fargo Advisors592.3★ (3)19 mi
38Advance Capital Management, Inc.595.0★ (14)16 mi
39Creme Wealth - Plano Financial Planner595.0★ (61)20 mi
40FIG Tree Capital Ventures, LLC592.6★ (5)22 mi
41Peak American Investment Advisors Rockwall595.0★ (5)7 mi
42Republic Finance594.3★ (18)In Rowlett
43Mutual of Omaha® Advisors - South - Dallas592.3★ (3)22 mi
44DJH Capital Management595.0★ (11)16 mi
45Trajan Wealth584.9★ (54)21 mi
46Charles Schwab584.6★ (71)19 mi
47RFH Capital Advisors585.0★ (32)16 mi
48Beacon Pointe Advisors585.0★ (26)14 mi
49Rockwall Wealth Advisors585.0★ (13)6 mi
50American National Bank of Texas574.4★ (22)8 mi

Also serving Rowlett

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 Rowlett
BusinessGoogle ratingDistance
Bank of America (with Drive-thru ATM)2.3★ (76)In Rowlett
Cherry Financial Partners of North Texas, LLC1.0★ (1)In Rowlett
Dallas Bitcoin ATM - RowlettIn Rowlett
Dave Watson & Associates Llc4.2★ (5)In Rowlett
Edward Jones - Financial Advisor: Joseph Oreskovich, AAMS®5.0★ (2)In Rowlett
Edward Jones - Financial Advisor: Mathew E Singleton, CFP®|ChSNC®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Melvin L McNeal Jr, CFP®|CEPA®5.0★ (2)7 mi
Edward Jones - Financial Advisor: Ryan Frank, AAMS®In Rowlett
Edward Jones - Financial Advisor: Sean BoulgerIn Rowlett
Edward Jones - Financial Advisor: Skyler A Marchand5.0★ (1)In Rowlett
Edward Jones - Financial Advisor: Todd J Hooper5.0★ (2)6 mi
Foresight Investment Group5.0★ (1)In Rowlett
Gmac Family Financial5.0★ (4)In Rowlett
Nestegg Wealth Advisors3.7★ (6)In Rowlett
Parks Income AdvisorsIn Rowlett
Patsy Gomez - Financial Advisor, Ameriprise Financial Services, LLCIn Rowlett
Romeo Financial ServicesIn Rowlett
Slayton Wealth Management5.0★ (2)8 mi
Smith Dunn & Co5.0★ (4)In Rowlett
Wells Fargo AdvisorsIn Rowlett

How we ranked Rowlett investment advisors

We scored 177 Rowlett 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 Rowlett 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 Rowlett: frequently asked questions

Which investment advisor has the highest RFA Score in Rowlett?

By RFA Score, the highest-ranked investment advisor in Rowlett, TX is Eckard Enterprises with an RFA Score of 70/100. It has 4.9★ from 72 Google reviews. Texans Credit Union (#2) and National Life Group (#3) follow. We ranked 177 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Rowlett?

RankedFinancialAdvisors ranks 177 investment advisors serving Rowlett, TX. 1 of them is based in Rowlett; 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 Rowlett work on weekends?

12 of 177 ranked investment advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Texans Credit Union (#2), Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor. (#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 Rowlett investment advisors have?

The median Google rating among 177 rated investment advisors in Rowlett is 4.8★, with a median of 8 reviews. WealthBuilder 1031 has the most, 297 reviews, and ranks #8. 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 Rowlett count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 177 investment advisors serving Rowlett.
  2. November 2026: 2 duplicate listings merged.

More investment advisors and Rowlett pages