Merit Financial Advisors
“They provide sound financial advice, are available as needed for those critical decisions, and are truly committed to helping their clients achieve their financial goals.”
Best Financial Advisors in Lewisville, TX
15 firms listed · 7 in Lewisville · 1 open 24/7 · 3 open weekends · 11 rated 4.5+
Data verified October 21, 2026
Nfocus Financial Partners
Valecka Wealth Management
Keyz2freedom Tax & Financial Services
Sanders Taxpro
“She takes care of me all the time for the last 6 years!”
Financial Edge
The 15 firms listed for Lewisville, 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: Lewisville, TX
Of the 15 firms we list here, 7 are in Lewisville itself and 8 come from towns including Flower Mound (2, 8 mi), Dallas (2, 21 mi) and Addison (1, 11 mi). 11 of the firms on this page have a rating, from 4.6 to 5.0 across 786 reviews; 6 have 50 or more reviews. 1 is open around the clock; 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are accounting services (2), financial planning (2) and tax preparation (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers urgent consultations and 1 offers a free initial consultation. We have a website on file for 14 of the firms on this page; 14 publish a contact page; 11 list a public email and 8 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Lewisville listed here?
7 of the 15 firms are located in Lewisville. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Terry Hill & Associates
John Wucinski, Cpa, CFP
“He makes sure I have a good understanding, discusses any changes from last year (including previous filing specific details) as well as upcoming tax changes that I can expect to see the next year.”
Williams & Kunkel Cpas
“I have used Williams and Kunkel for over 6 years for both my business and personal taxes, and I cannot recommend them enough.”
Master Plan Tax Solutions
“Without his tax knowledge, I would have missed a lot of legit tax deductions; worth few thousand dollars.”
Book onlineBook
On the Mark Money
“Mark not only takes care of your money, always researching for better investments, but takes care of you personally.”
Cain Watters & Associates
“It's weird to say your accountants are the best, but I gotta do it, CWA is fantastic.”
Book onlineBook
Badii Group Private Wealth Management
“Kirk is a great guy who will blow you away with his services!”
Joe Dowdall - Worth Asset Management
“He is very knowledgeable and has always given us sound financial advice.”
Dewitt & Dunn
“Without question one of the most professional individuals that I've ever had the opportunity to work with.”
Why these companies made our list
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