Meredithcpas
“All of the Meredith staff, with whom I have had the pleasure and privilege of working with, have always been exceptionally courteous, truly knowledgeable and tremendously helpful in serving all my accounting needs.”
Best Financial Advisors in Irving, TX
21 firms listed · all 21 in Irving · 3 open weekends · 8 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Roshan Ajanee CPA
“I have great experience working with Roshan Ajanee CPA for over 17 years for all my accounting and tax needs”
All Good Financial Services
“Amazing and fast services, friendly staff”
Petrick and Company Cpa's
“All the accountant who do our taxes, they're nice and helpful too, they answered ur questions attentively.”
Smriti CPA
“Very professional and excellent customer service.”
JK Financial of Texas Agency
“Super recommended to the entire race, serious and dedicated company, I had been wanting to have a retirement account for years, I am an immigrant without insurance, I have a residential painting company and I finally found a serious agency that designed my pension in a company of almost 200 years and that gave me a lot of confidence.”
The 21 firms listed for Irving, 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: Irving, TX
All 21 firms we list here are in Irving itself. 9 of the firms on this page have a rating, from 4.2 to 5.0 across 88 reviews; 8 are rated 4.5 or higher. 3 are open on Saturdays and 1 on Sundays. 1 shows a license on its website. 14 have ten or more years of experience, the longest 38 years. 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 21 of the firms on this page; 15 publish a contact page; 14 list a public email and 2 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 any financial advisers listed for Irving offer a free first meeting?
3 of the 21 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
William B. Driscoll CPA
“Bill and his team have been doing our taxes for a few years now and we will never look back.”
CMW Financial
“Her candid approach and real world applications changed my perspective and positively impacted my business.”
United Capital Financial Advisors
Halcyon Wealth Advisors
Schulz Wealth, Rob Schulz, CFP , Austin Smith, CFA , CFP
Authentic Counsel
Snider Advisors
Sequoia Private Wealth Management
Privus Financial
Jay Courtney, JJR Financial, Northwestern Mutual
Painted Porch Advisors
ARK Financial Management
Cottonwood Capital Advisors
Motiwala Capital
JMA Financial Advisors
Why these companies made our list
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