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Wealth Managers in Cleburne, TX: 2026 rankings

39 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Cleburne: Strittmatter Wealth Management Group, LLC, RFA Score 69/100; 5.0★ from 158 Google reviews.

  2. 3

    Most-reviewed: DM The Wealth Gurus LLC DBA DM The Financial Guru, 80 Google reviews at 5.0★, the most of 39 ranked after Strittmatter Wealth Management Group, LLC; ranked #3.

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

39 Cleburne wealth managers are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 39 rated firms.

Top 10 wealth managers in Cleburne 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 wealth managers in Cleburne at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Strittmatter Wealth Management Group, LLC695.0★ (158)Fort Worth, 27 mi awayTop score
2Sharpe Wealth Management LLC665.0★ (22)Burleson, 14 mi away—
3DM The Wealth Gurus LLC DBA DM The Financial Guru655.0★ (80)North Richland Hills, 40 mi awayMost reviews
4Wealth Strategy Advisors645.0★ (27)Fort Worth, 26 mi away—
5Chisholm Wealth Management645.0★ (11)Burleson, 14 mi away—
6Decidedly Wealth Management645.0★ (22)Fort Worth, 26 mi away—
7Maverick Wealth Management634.1★ (9)Burleson, 13 mi away—
8Trajan Wealth624.9★ (21)Arlington, 34 mi away—
9Anchor Wealth Strategies625.0★ (11)Fort Worth, 27 mi away—
10Trajan Wealth625.0★ (10)Fort Worth, 26 mi away—

All 39 wealth managers in Cleburne, 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.

  5. #5 Chisholm Wealth Management

    Based in Burleson, 14 mi away

    64/100RFA Score

    Ranked #5 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 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    1308 NW John Jones Dr, Burleson, TX 76028
    View profile for Chisholm Wealth Management(817) 678-2821

  8. #8 Trajan Wealth

    Based in Arlington, 34 mi away

    62/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 21 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2000 E Lamar Blvd #600, Arlington, TX 76006
    View profile for Trajan Wealth(469) 579-3500

  9. #9 Anchor Wealth Strategies

    Based in Fort Worth, 27 mi away

    62/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    912 Travis Ave, Fort Worth, TX 76104
    View profile for Anchor Wealth Strategies(817) 778-0628

  10. #10 Trajan Wealth

    Based in Fort Worth, 26 mi away

    62/100RFA Score

    Ranked #10 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
    1751 River Run Suite 200, Fort Worth, TX 76107
    View profile for Trajan Wealth(469) 579-3500

  12. #12 Aspen Wealth Management

    Based in Fort Worth, 23 mi away

    61/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4200 S Hulen St #422, Fort Worth, TX 76109
    View profile for Aspen Wealth Management(817) 546-6353

  16. #16 Woodard Wealth Management

    Based in Burleson, 14 mi away

    61/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.7★ from 3 Google reviews, listed on Google as “Financial institution”.

    • 4.7★ from 3 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    240 E Renfro St #202, Burleson, TX 76028
    View profile for Woodard Wealth Management(817) 600-5959

  17. #17 Ross Wealth Group

    Based in Arlington, 32 mi away

    61/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.7★ from 11 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 11 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    1325 W Randol Mill Rd #100, Arlington, TX 76012
    View profile for Ross Wealth Group(817) 795-7877

  20. #20 Canopy Wealth Strategies

    Based in Fort Worth, 24 mi away

    60/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4055 International Plaza Ste 630, Fort Worth, TX 76109
    View profile for Canopy Wealth Strategies(817) 803-5396

  23. #23 Gough Wealth Management

    Based in Benbrook, 27 mi away

    59/100RFA Score

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

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    313 FM 1187, Aledo, TX 76008
    View profile for Gough Wealth Management(817) 631-0816

All 39 wealth managers

#1 to #25 are shown in full above. Here are #26 to #39, in RFA Score order; each links to its profile.

wealth managers in Cleburne, ranks 26 to 39
RankBusinessRFA ScoreGoogle ratingDistance
26Pinnacle Wealth Advisors595.0★ (3)25 mi
27JDG Wealth Management Group, LLC594.6★ (7)34 mi
28Merrill Lynch Wealth Management593.4★ (5)25 mi
29Oath Planning - Fort Worth Wealth Management & Financial Advisors595.0★ (3)26 mi
30Ataroke Wealth595.0★ (6)37 mi
31Merrill Lynch Wealth Management594.0★ (4)28 mi
32Family Wealth Life595.0★ (3)29 mi
33Truist Wealth593.7★ (3)25 mi
34Money Script Wealth Management, PLLC583.7★ (3)31 mi
35Rethink Wealth582.3★ (3)27 mi
36Western Wealth Advisors Texas572.3★ (3)28 mi
37Lorio Wealth Management575.0★ (3)37 mi
38Guy Church - Private Wealth Advisor, Ameriprise Financial Services, LLC575.0★ (3)37 mi
39AspenRidge Wealth Advisors574.0★ (4)40 mi

Also serving Cleburne

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Cleburne
BusinessGoogle ratingDistance
Actum Wealth Advisors, L.L.C.5.0★ (2)26 mi
Carson WealthIn Cleburne
DTN Wealth LLC5.0★ (2)28 mi
EA Wealth Management5.0★ (2)27 mi
Edward Jones - Financial Advisor: Alyssa A Dotson4.5★ (2)In Cleburne
Edward Jones - Financial Advisor: Andrea KellyIn Cleburne
Edward Jones - Financial Advisor: Jacob G ZacharyIn Cleburne
Edward Jones - Financial Advisor: John Hardin5.0★ (1)In Cleburne
Edward Jones - Financial Advisor: Leah Parent, ABFP®5.0★ (1)In Cleburne
Edward Jones - Financial Advisor: Matthew S Dollins, AAMS®|CRPC™5.0★ (7)In Cleburne
Edward Jones - Financial Advisor: Neal LoganIn Cleburne
First Allied Securities Inc5.0★ (1)In Cleburne
Independent Financial Services5.0★ (1)In Cleburne
LPL Financial5.0★ (1)In Cleburne
Moore Private Wealth Group5.0★ (2)In Cleburne
Phoenix Wealth Partners5.0★ (2)26 mi
RiverBranch Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (2)28 mi
Rodney C Fowler, LPL FinancialIn Cleburne
Victory Investment Strategies5.0★ (6)In Cleburne
Wells Fargo AdvisorsIn Cleburne

How we ranked Cleburne wealth managers

We scored 39 Cleburne wealth managers 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 Cleburne 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 a wealth manager

  1. Confirm the wealth manager 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 a wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Cleburne: frequently asked questions

Which wealth manager has the highest RFA Score in Cleburne?

By RFA Score, the highest-ranked wealth manager in Cleburne, TX is Strittmatter Wealth Management Group, LLC with an RFA Score of 69/100. It has 5.0★ from 158 Google reviews. Sharpe Wealth Management LLC (#2) and DM The Wealth Gurus LLC DBA DM The Financial Guru (#3) follow. We ranked 39 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Cleburne?

RankedFinancialAdvisors ranks 39 wealth managers serving Cleburne, TX. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Cleburne work on weekends?

2 of 39 ranked wealth managers post Saturday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Cleburne wealth managers have?

The median Google rating among 39 rated wealth managers in Cleburne is 5.0★, with a median of 6 reviews. Strittmatter Wealth Management Group, LLC has the most, 158 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Cleburne count in this ranking?

Yes, if they are within 40 mi of the Cleburne city center, our service radius for wealth managers. 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 wealth managers 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 a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Cleburne ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a wealth manager’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 wealth manager in Cleburne 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 wealth managers 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 Cleburne

  1. November 2026: RFA Scores recalculated for 39 wealth managers serving Cleburne.

More wealth managers and Cleburne pages