Best Financial Advisors in ADDISON, Texas
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in ADDISON
PHOENIX CAPITAL REALTY ADVISORS, LLC
ADDISON, TX · Since 2012
FOCUS 401 (K) GROUP, LLC
ADDISON, TX · Since 2014
PCIM REALTY ADVISORS, LLC
ADDISON, TX · Since 2022
PROVIDENT FINANCIAL PLANNING, LLC
ADDISON, TX · Since 2022
FOUNDATION ENERGY MANAGEMENT
ADDISON, TX · Since 2012
REDWOOD FAMILY WEALTH LLC
ADDISON, TX · Since 2025
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC
ADDISON, TX · Since 2017
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in ADDISON?
The median advisory fee in ADDISON, TX is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.