National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in Irving, Texas

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Irving is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Irving & pick the one as per your needs

How To Find The Best Financial Advisors in Irving, Texas

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Irving, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 13 vetted financial advisors and non-vetted financial advisors in Irving, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Irving, Texas have an average of 22 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Irving, Texas

advisor-photo

John Kvale

J.K. Financial, Inc.

214-706-4300

advisor-photo

Nick Lalonde

Third Act Wealth Management, LLC

214-764-2095

advisor-photo

George Cattat

Four Oaks Financial LLC

727-272-7249

advisor-photo

Zach Allen

Disciplined Advisors Group

214-545-3305

advisor-photo

Glen Smith

GDS Wealth Management

469-212-8072

advisor-photo

Kenneth Beber

Peak Financial, Inc.

469-322-1210

advisor-photo

Neil Krishnaswamy

Krishna Wealth Planning LLC

214-901-7526

Top Financial Advisor Firms in Irving, Texas (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
AMERICAN BEACON ADVISORS, INC.
220 East Las Colinas Blvd., Suite 1200,
Irving, TX, 75039-5500
105552 $58,398,845,197 62 A Percentage of AUM, Performance Based
UNITED CAPITAL FINANCIAL ADVISORS
125 E John Carpenter Frwy, Suite 1200
Irving, TX, 75062
134600 $13,178,742,322 82991 A Percentage of AUM, Hourly charges, Fixed Fees
ROCKTOP PARTNERS, LLC
1425 Greenway Drive, Suite 250
Irving, TX, 75038
283846 $928,098,561 2 A Percentage of AUM, Performance Based
MILLER EQUITY CAPITAL ADVISORS
5605 N. Macarthur Blvd., Suite 860
Irving, TX, 75038
141343 $322,078,504 241 A Percentage of AUM, Hourly charges, Fixed Fees
COTTONWOOD CAPITAL ADVISORS
105 Decker Court Suite 730,
Irving, TX, 75062
322366 $212,512,183 504 A Percentage of AUM, Fixed Fees
SNIDER ADVISORS
100 Decker Court, Suite 120
Irving, TX, 75062
120943 $173,760,526 508 A Percentage of AUM, Fixed Fees, Commission Based
WIMMER CONSULTING, LLC
2101 Gateway Drive,
Irving, TX, 75038
120976 $147,053,300 33 A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES FROM THIRD PARTY INVESTMENT ADVISORS)
JMA FINANCIAL ADVISORS, INC.
580 Decker Drive, Suite 100
Irving, TX, 75062-3948
115043 $103,955,655 158 A Percentage of AUM, Hourly charges, Fixed Fees, Other (NEW ACCOUNT DOCUMENTATION AND TRANSFER FEES)
TRADEWAY
5215 N O'Connor Blvd 12th Floor Suite 111,
Irving, TX, 75039
281879 $53,401,369 351 A Percentage of AUM, Subscription Fees, Fixed Fees

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors