Generational Group
“Tremendously increased my own knowledge about creating an exit strategy for my business.”
Best Financial Advisors in Richardson, TX
20 firms listed · all 20 in Richardson · 2 open weekends · 7 rated 4.5+
Data verified October 18, 2026
Thompson Financial & CO
“After having my taxes prepared by many other companies, I will never go anywhere except Thompson Financial.”
Bland Garvey
“Competent, neatly prepped despite all the moving parts.”
Miranda CPA
“He pay's attention to detail and cleaned up my the mess I was in from my other CPA lack of knowledge .”
Inspire Financial Group
“Chad took the time to understand our retirement needs and helped us invest in a way so that we should have cash flow for our retirement years.”
DHL Wealth Management
“Aaron Hutchinson has been helping me for the past two years with my estate and has done an excellent job.”
The 20 firms listed for Richardson, 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: Richardson, TX
All 20 firms we list here are in Richardson itself. 9 of the firms on this page have a rating, from 4.0 to 5.0 across 383 reviews; 1 has 50 or more reviews and 7 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are retirement planning (3), insurance (2), investment management (2), retirement (2) and tax (2). 1 has a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1993. 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 20 of the firms on this page; 18 publish a contact page; 17 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 firms listed for Richardson take financial planning bookings online?
2 of the 20 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.
Maven Financial Partners
“Christin and the team have helped us achieve incredible milestones we did not think was even possible.”
Five Star Advisor Partners
R L Brown Financial
Tuggle & Russell
“Always have best advice for their clients.”
First Financial Unlimited Services
Shea Wealth Management
The DFS Financial Group
Camper Rogers Capital Advisors
7th Harvest Investments
Strategic Wealth Planning
Cfo4life Richardson Office
Sweeney Interests
MG Retirement Advisors
818 Group
Why these companies made our list
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