Cain Watters & Associates
“He has helped us through many transitions and we are so thankful for his guidance.”
Best Financial Advisors in Frisco, TX
24 firms listed · all 24 in Frisco · 1 open weekends · 11 rated 4.5+
Data verified October 18, 2026
Brindle & Bay Wealth Management
“Wonderful organization, super knowledgeable, so thankful to have them helping to guide us through these tough financial decisions.”
Five Rings Financial Texas
“With education being their main focus, I am very thankful for the information I have received, which has allowed me to find the right protection and wealth growth strategies for me and my family.”
Infinity Credit and Financial Services
“Has aways helped me with any questions and concerns about my life insurance.”
Mark Elder
“H le also provides info on market trends, then give sound advise on how to invest your money.”
Wave Wealth Management
“I trust Wave with all of my financial matters and believe they'll always steer me in the right direction.”
The 24 firms listed for Frisco, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Frisco, TX
All 24 firms we list here are in Frisco itself. We have 27 firms in Frisco on file; this page shows the highest-rated 24. 12 of the firms on this page have a rating, from 4.2 to 5.0 across 275 reviews; 1 has 50 or more reviews and 11 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are our team (3), our firm (2), retirement planning (2), tax services (2) and wealth management (2). 1 has a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 21 of the firms on this page; 20 publish a contact page; 16 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Frisco take financial planning bookings online?
5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Parry Financial
“We worked with Jon to improve our families financial position and he was patient, attentive and offered specific valuable advice that improved our situation and advanced us towards our greater goals.”
Eagle Retirement Group
Libertas Financial Advisors
“His advice, and the resulting performance of those retirement fund accounts, are a great source confidence in our financial future.”
Bell Financial Group
New York Life: Neetu Patil
“Neetu is Knowledgeable and friendly and provided the options suiting my requirements and expectations.”
J&S Partners
Parish
Red River Wealth Advisors
Brennan Wealth Advisors
R Scott Maxwell Financial
Wealthvisory
Herrington Wealth Management
First Dallas Financial Group
McClure Capital
Stonebridge Wealth Management
Premier Credit Solution
Quadcap Wealth Management
Financialcop
Why these companies made our list
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