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Financial advisors in Richardson, TX

Looking for a financial advisor in Richardson, TX? We list 196 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

196Advisors with offices here
15Median years of experience
84%At fee-only firms
57Firms represented

Largest firms here: Ameriprise Financial Services, LLC (25), State Farm Investment Management Corp. (13), Lemnis Capital (12).

Nearby: Garland, Dallas, Addison, Sachse, Plano, Carrollton, Mesquite, Rowlett.

Filter and map these advisors

Duncan Financial Planning Advisors
44yrs
Jack Lee Martin
Financial advisor
4133 Glenbrook Road
Richardson, TX 75082
Top advisor for experience in Richardson
FiduciaryFee-only firm
Call Directions
Orion Wealth Management
43yrs
Kenneth Bernard Hopkins
Financial advisor
3400 N. Central Expy. Ste. 110 -317
Richardson, TX 75080
Top 1% for experience in Richardson
FiduciaryFee-only firm
Call Directions
GFN Capital Management
42yrs
Maurice Myron Glazer
Financial advisor
300 N. Coit Road, Suite 1300
Richardson, TX 75080
Top 2% for experience in Richardson
FiduciaryFee-only firm
Call Directions
Equitable Advisors
40yrs
Charles Albert Eshelman
Financial advisor
3400 N Central Expy STE 110
Richardson, TX 75080
Top 2% for experience in Richardson
FiduciaryFee-only firm
Call Directions
Cetera Investment Advisers
39yrs
John Franklin Sweeden
Financial advisor
100 N. Central Expwy STE 1205
Richardson, TX 75080
Top 3% for experience in Richardson
FiduciaryFee-only firm
Call Directions
Bluechip Financial Planning
39yrs
Charles Richard Manthey
Financial advisor
800 E Campbell Suite 173
Richardson, TX 75801
Top 3% for experience in Richardson
CFP®Fee-only firm
Call Directions
Ameriprise Financial Services
39yrs
Terry Dale Doyle
Financial advisor
2435 N Central Expy STE 915
Richardson, TX 75080
Top 4% for experience in Richardson
Fee-only firm
Call Directions
Ameriprise Financial Services
39yrs
Andrew Ross
Financial advisor
2221 Lakeside Blvd STE 1250
Richardson, TX 75082
Top 4% for experience in Richardson
ChFCFee-only firm
Call Directions
Ameriprise Financial Services
38yrs
Stewart Mc Lauchlan
Financial advisor
2600 North Central Expressway STE 575
Richardson, TX 75080
Top 5% for experience in Richardson
FiduciaryFee-only firm
Call Directions
Ameriprise Financial Services
37yrs
Karen Marie Bellinghausen
Financial advisor
2221 Lakeside Blvd STE 1250
Richardson, TX 75082
Top 5% for experience in Richardson
Fee-only firm
Call Directions
KWM Partners
35yrs
Michael Edward Collins
Financial advisor
2435 N. Central Expressway 12th Floor
Richardson, TX 75080
Top 6% for experience in Richardson
FiduciaryFee-only firm
Call Directions
Ameriprise Financial Services
35yrs
Danny Paul Blevins
Financial advisor
2600 North Central Expressway STE 575
Richardson, TX 75080
Top 7% for experience in Richardson
Fee-only firm
Call Directions
Independent Financial Group
34yrs
Michael Anthony Tannery
Financial advisor
740 E Campbell Road Suite 120
Richardson, TX 75081
Top 7% for experience in Richardson
Fiduciary
Call Directions
Cetera Investment Advisers
34yrs
Linda Jo Groves
Financial advisor
872 North Glenville Drive
Richardson, TX 75081
Top 8% for experience in Richardson
Fee-only firm
Call Directions
Ameriprise Financial Services
34yrs
Robert Louis Chase Jr
Financial advisor
2221 Lakeside Blvd STE 1250
Richardson, TX 75082
Top 8% for experience in Richardson
Fee-only firm
Call Directions
Realta Investment Advisors
33yrs
Richard Goodwin
Financial advisor
1100 W Campbell Road #203
Richardson, TX 75080
Top 9% for experience in Richardson
ChFCFiduciaryFee-only firm
Call Directions
LPL Financial
33yrs
Timothy James Dierkes
Financial advisor
811 S Central Expy STE 235b
Richardson, TX 75080
Top 10% for experience in Richardson
CFP®FiduciaryFee-only firm
Call Directions
Osaic Wealth
32yrs
William Andrew Shea
Financial advisor
2435 N. Central Expressway Suite 1020
Richardson, TX 75080
Top 10% for experience in Richardson
CFP®ChFCFee-only firm
Call Directions
GFN Capital Management
31yrs
Frank Douglas Precht
Financial advisor
300 N. Coit Road, Suite 1300
Richardson, TX 75080
Top 12% for experience in Richardson
FiduciaryFee-only firm
Call Directions
Osaic Wealth
30yrs
Elmo Elvin Cure III
Financial advisor
2600 North Central Expressway Suite 925
Richardson, TX 75080
Top 13% for experience in Richardson
Fee-only firm
Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read