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Investment Advisors in Taylor, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Taylor: Real International Realty, RFA Score 65/100; 4.2★ from 99 Google reviews.

  2. 2

    Most-reviewed: Advantage Gold, 999 Google reviews at 4.9★, the most of 36 ranked; ranked #2.

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

36 Taylor investment advisors are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 36 rated firms.

Top 10 investment advisors in Taylor 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 Taylor at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Real International Realty654.2★ (99)Austin, 23 mi away—Top score
2Advantage Gold644.9★ (999)Austin, 21 mi awayEveningsMost reviews
3UHCU Investment Services645.0★ (9)Austin, 22 mi away——
4Wells Fargo Advisors635.0★ (3)Georgetown, 19 mi away——
5Stallion Capital Management624.1★ (9)Austin, 24 mi away——
6Growth Horizons Wealth Management595.0★ (46)Georgetown, 16 mi away——
7Edward Jones - Financial Advisor: Mark A Thompson, AAMS®585.0★ (5)Taylor——
8Axon Capital Management585.0★ (6)Georgetown, 17 mi away——
9Tuyyo Planning Group, LLC565.0★ (30)Austin, 23 mi away——
10Ankerstar Wealth565.0★ (22)Leander, 21 mi away——

All 36 investment advisors in Taylor, 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 Advantage Gold

    Based in Austin, 21 mi away

    64/100RFA Score

    Ranked #2 because of its Google rating and review volume: 4.9★ from 999 Google reviews, the most in Taylor.

    • 4.9★ from 999 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat–Sun closed
    Address
    3600 W Parmer Ln Ste 107, Austin, TX 78727
    View profile for Advantage Gold(888) 450-1799

  8. #8 Axon Capital Management

    Based in Georgetown, 17 mi away

    58/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    501 S Austin Ave #1220-220, Georgetown, TX 78626
    View profile for Axon Capital Management(737) 420-2741

  10. #10 Ankerstar Wealth

    Based in Leander, 21 mi away

    56/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 10 AM–4 PM · Sat–Sun closed
    Address
    3835 Co Rd 175 #840, Leander, TX 78641
    View profile for Ankerstar Wealth(512) 614-0085

  11. #11 TwoTen Planning

    Based in Austin, 24 mi away

    56/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    View profile for TwoTen Planning(616) 389-4612

  12. #12 Charles Schwab

    Based in Georgetown, 17 mi away

    56/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.8★ from 16 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 16 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1225 S I-35 Frontage Rd #125, Georgetown, TX 78626
    View profile for Charles Schwab(512) 876-2390

  13. #13 Edward Jones - Financial Advisor: Michelle L Marshall, CFP®|CEPA®|AAMS®

    Based in Georgetown, 17 mi away

    56/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon 8 AM–4:30 PM · Tue–Thu 8 AM–4 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    711 San Gabriel Village Blvd Ste 101, Georgetown, TX 78626
    View profile for Edward Jones - Financial Advisor: Michelle L Marshall, CFP®|CEPA®|AAMS®(512) 930-7062

  23. #23 Trajan Wealth

    Based in Austin, 24 mi away

    53/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    13809 Research Blvd Ste 500, Austin, TX 78750
    View profile for Trajan Wealth(512) 720-7885

  25. #25 Ark Financial Group

    Based in Austin, 25 mi away

    53/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    10800 Pecan Park Blvd #100, Austin, TX 78750
    View profile for Ark Financial Group(512) 660-5703

All 36 investment advisors

#1 to #25 are shown in full above. Here are #26 to #36, in RFA Score order; each links to its profile.

investment advisors in Taylor, ranks 26 to 36
RankBusinessRFA ScoreGoogle ratingDistance
26Republic Finance533.4★ (21)17 mi
27Empower Wealth and Tax, LLC534.3★ (19)25 mi
28Oakwell Private Wealth Management525.0★ (6)24 mi
29Edward Jones - Financial Advisor: Dustin McCain, CFP®|AAMS®524.2★ (5)22 mi
30Edward Jones - Financial Advisor: Gary Thomas, CFP®|CEPA®|AAMS®|CRPC™525.0★ (3)21 mi
31CLA (CliftonLarsonAllen)523.5★ (8)22 mi
32Financial Aurora525.0★ (4)24 mi
33Fidelity Investments513.5★ (54)22 mi
34Edward Jones - Financial Advisor: Lisa M David, CFP®|CEPA®515.0★ (3)24 mi
35Waverly Advisors, LLC503.7★ (3)24 mi
36Charles Schwab502.9★ (40)22 mi

Also serving Taylor

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 Taylor
BusinessGoogle ratingDistance
Benold Financial Planning5.0★ (2)17 mi
CORDA Investment Management, LLC5.0★ (2)25 mi
Digest Publishing3.0★ (2)15 mi
Dovetail Wealth Management, LLC5.0★ (1)In Taylor
Eagle Wealth Management Group4.0★ (1)In Taylor
Edward Jones - Financial Advisor: Dale Vannoy5.0★ (2)22 mi
Edward Jones - Financial Advisor: Danny E Morgan, CFP®5.0★ (2)18 mi
Edward Jones - Financial Advisor: Drew Bunce, CFP®|CRPC™4.0★ (2)15 mi
Edward Jones - Financial Advisor: Jason P Dickerson5.0★ (2)24 mi
Edward Jones - Financial Advisor: Joel A Bravo5.0★ (1)In Taylor
Edward Jones - Financial Advisor: Kacie N Edmonds, AAMS®5.0★ (2)9 mi
Edward Jones - Financial Advisor: Kari Matney, CFP®|ChFC®|AAMS®5.0★ (1)14 mi
Edward Jones - Financial Advisor: Robert Allen, CFP®5.0★ (2)24 mi
Edward Jones - Financial Advisor: Travis W Rehberg5.0★ (2)17 mi
Matthew Shields - Prudential Financial5.0★ (2)18 mi
Michael Gates - ThriventIn Taylor
Michael Navarro - Associate Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)14 mi
Montandon & Associates - Ameriprise Financial Services, LLC5.0★ (2)23 mi
Thompson Wealth Management GroupIn Taylor
Western Finance5.0★ (401)In Taylor

How we ranked Taylor investment advisors

We scored 36 Taylor 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 Taylor 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 Taylor: frequently asked questions

Which investment advisor has the highest RFA Score in Taylor?

By RFA Score, the highest-ranked investment advisor in Taylor, TX is Real International Realty with an RFA Score of 65/100. It has 4.2★ from 99 Google reviews. Advantage Gold (#2) and UHCU Investment Services (#3) follow. We ranked 36 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Taylor?

RankedFinancialAdvisors ranks 36 investment advisors serving Taylor, TX. 1 of them is based in Taylor; 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 Taylor work on weekends?

1 of 36 ranked investment advisors post Saturday hours. The highest-ranked open Saturdays is TwoTen Planning (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Taylor investment advisors have?

The median Google rating among 36 rated investment advisors in Taylor is 5.0★, with a median of 9 reviews. Advantage Gold has the most, 999 reviews, and ranks #2. 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 Taylor count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 36 investment advisors serving Taylor.

More investment advisors and Taylor pages