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Local services · Arlington, TX/Updated June 13, 2026

The Best Financial Advisors in Arlington, TX

Finding the right financial advisor is crucial for your financial health. Here are the top picks in Arlington, TX, to guide your decisions.

Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceTrajan Wealth
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Arlington-metro financial advisors businesses evaluated, top 8 ranked by Vetted Score.

In Arlington, TX, financial advisors play a pivotal role in helping individuals and families secure their financial futures. With the right guidance, clients can navigate investments, retirement planning, and wealth management with confidence. Choosing the right advisor can mean the difference between financial stability and uncertainty.

To identify the best financial advisors in Arlington, we evaluated ten local firms based on customer ratings and review counts. Our selection process ensured that only the most reputable advisors, with proven client satisfaction, made the list. We do not accept payment for placement, ensuring an unbiased ranking.

10providers evaluated in Arlington
4.94average rating across the field
42customer reviews analyzed

Cityvetted analysis of public Google review data, updated June 13, 2026.

How much does this service cost in Arlington? See the price breakdown →

Our top picks

At a glance · three categories
Editor's Choice
96Score

Trajan Wealth

★★★★★5.0(19 reviews)

Trajan Wealth boasts a perfect rating of 5 from 19 reviews, making it a standout in Arlington.

Read full review
Best Value
95Score

Ivy League Wealth Management, LLC

★★★★★5.0(7 reviews)

Ivy League Wealth Management, LLC also holds a 5-star rating from 7 reviews.

Read full review
Most Reviewed
94Score

Family Wealth Life

★★★★★5.0(3 reviews)

Family Wealth Life has a perfect rating of 5 from 3 reviews, highlighting their family-oriented approach to financial planning.

Read full review

All 8, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
1
Trajan Wealth
Trajan Wealth
Editor's Choice
96Score
5.0★★★★★
19Tailored financial planning and wealth management
2
95Score
5.0★★★★★
7Value-driven financial advice
3
Family Wealth Life
Family Wealth Life
Most Reviewed
94Score
5.0★★★★★
3Holistic family financial planning
4
93Score
5.0★★★★★
2Innovative wealth management strategies
5
92Score
5.0★★★★★
2Personalized attention and accessibility
6
91Score
5.0★★★★★
2Broad range of financial services
7
89Score
4.5★★★★★
6Experienced investment strategies
8
82Score
5.0★★★★★
1Highly personalized financial planning
Methodology

How we evaluated all 10 providers.

Our evaluation process included analyzing customer reviews, ratings, and feedback for each financial advisory firm in Arlington. We considered both the quality of service and the number of reviews, ensuring a well-rounded perspective on each business. Our findings are refreshed monthly to reflect the latest client experiences.

No business pays for placement in our rankings. This ensures that our top picks are based solely on merit and customer satisfaction, providing you with reliable recommendations for your financial advisory needs.

The Vetted Score: six weighted factors

Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%

Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.

Full reviews

The rankings · in order
1
★ Editor's Choice

Trajan Wealth

★★★★★5.0(19 reviews)
96Score

Trajan Wealth boasts a perfect rating of 5 from 19 reviews, making it a standout in Arlington. Clients praise their personalized approach and deep understanding of investment strategies. This firm is best for those looking for tailored financial planning and wealth management. However, some clients note that their service can be on the pricier side.

Pros

  • Personalized financial planning
  • High client satisfaction
  • Experienced advisors

Cons

  • Higher pricing compared to competitors
  • Limited initial consultations
Best forTailored financial planning and wealth management
Service areaArlington, TX
Typical pricing$1,000 to $5,000 for flat fees
2
Best Value

Ivy League Wealth Management, LLC

★★★★★5.0(7 reviews)
95Score

Ivy League Wealth Management, LLC also holds a 5-star rating from 7 reviews. Clients appreciate their knowledgeable staff and transparent fee structures. They excel in providing value-driven financial advice, particularly for families and individuals seeking comprehensive wealth management. The only downside is their limited client base, which may suggest a newer firm.

Pros

  • Transparent fee structures
  • Knowledgeable staff
  • Focus on client education

Cons

  • Limited client base
  • Newer in the industry
Best forValue-driven financial advice
Service areaArlington, TX
Typical pricing$100 to $300 per hour
3
Most Reviewed

Family Wealth Life

★★★★★5.0(3 reviews)
94Score

Family Wealth Life has a perfect rating of 5 from 3 reviews, highlighting their family-oriented approach to financial planning. Clients commend their understanding of family dynamics when managing wealth. This firm is ideal for families seeking a holistic approach to financial advising. However, their thin review base makes their long-term reliability somewhat unproven.

Pros

  • Family-oriented approach
  • Holistic financial planning
  • Strong client relationships

Cons

  • Thin review base
  • Limited service offerings
Best forHolistic family financial planning
Service areaArlington, TX
Typical pricing$200 to $1,000 for retainers
4

Phoenix Wealth Partners

★★★★★5.0(2 reviews)
93Score

Phoenix Wealth Partners has a 5-star rating from 2 reviews, indicating a promising start. Clients appreciate their innovative investment strategies and personalized service. This firm is best for clients looking for fresh ideas in wealth management. However, the limited review count means their reputation is still developing. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is innovative wealth management strategies. It serves Arlington, TX, with $100 to $300 per hour pricing, and the honest trade-offs are limited review count and new firm.

Pros

  • Innovative investment strategies
  • Personalized service

Cons

  • Limited review count
  • New firm
Best forInnovative wealth management strategies
Service areaArlington, TX
Typical pricing$100 to $300 per hour
5

Actum Wealth Advisors, L.L.C.

★★★★★5.0(2 reviews)
92Score

Actum Wealth Advisors, L.L.C. shares a 5-star rating from 2 reviews, showcasing their commitment to client satisfaction. Reviewers highlight their responsive communication and tailored advice. This firm is suitable for clients who value accessibility and personalized attention. However, their small review base leaves some uncertainty about their long-term effectiveness. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is personalized attention and accessibility. It serves Arlington, TX, with $1,000 to $5,000 for flat fees pricing, and the honest trade-offs are limited review base and newer firm.

Pros

  • Responsive communication
  • Tailored advice

Cons

  • Limited review base
  • Newer firm
Best forPersonalized attention and accessibility
Service areaArlington, TX
Typical pricing$1,000 to $5,000 for flat fees
6

Spectrum Advisors

★★★★★5.0(2 reviews)
91Score

Spectrum Advisors holds a perfect rating of 5 from 2 reviews, indicating a strong start in the financial advisory space. Clients appreciate their comprehensive service offerings and attentive advisors. This firm is best for those seeking a broad range of financial services. However, the limited reviews suggest they are still establishing a client base.

Pros

  • Comprehensive service offerings
  • Attentive advisors

Cons

  • Thin review base
  • New firm
Best forBroad range of financial services
Service areaArlington, TX
Typical pricing$200 to $1,000 for retainers
7

JDG Wealth Management Group, LLC

★★★★★4.5(6 reviews)
89Score

JDG Wealth Management Group, LLC has a strong rating of 4.5 from 6 reviews. Clients commend their thorough planning and expertise in investment strategies. This firm is ideal for those looking for experienced advisors with a proven track record. However, some clients have noted that their fees can be higher than average.

Pros

  • Thorough planning
  • Experienced advisors

Cons

  • Higher fees
  • Limited availability
Best forExperienced investment strategies
Service areaArlington, TX
Typical pricing$1,000 to $5,000 for flat fees
8

Jsa Financial Consultants Inc.

★★★★★5.0(1 reviews)
82Score

Jsa Financial Consultants Inc. has a perfect rating of 5 from just 1 review, indicating a promising start. The reviewer praised their attentive service and willingness to customize financial plans. This firm is best for clients seeking a highly personalized approach. However, the very limited review count raises questions about their experience.

Pros

  • Highly personalized service
  • Customizable financial plans

Cons

  • Very limited review count
  • Uncertain long-term reliability
Best forHighly personalized financial planning
Service areaArlington, TX
Typical pricing$100 to $300 per hour
Before you book

How to choose a Financial Advisor in Arlington

Selecting a financial advisor requires careful consideration of several factors. Here are key points to keep in mind when making your choice.

Credentials and Experience

Look for advisors with relevant certifications and a solid track record in the industry.

Services Offered

Ensure the advisor provides services tailored to your specific financial needs, such as retirement planning or investment management.

Client Reviews

Examine client feedback and ratings to gauge the advisor's reputation and service quality.

Fee Structure

Understand how the advisor charges for their services, whether through commissions, fees, or a combination.

What it costs

What Financial Advisors cost in Arlington

The cost of hiring a financial advisor in Arlington varies based on services and advisor experience. Here’s a breakdown of typical pricing structures.

Hourly FeesAdvisors may charge between $100 to $300 per hour for consultations.
Flat FeesSome advisors offer flat fees for specific services, typically ranging from $1,000 to $5,000.
Asset-Based FeesMany advisors charge a percentage of assets under management, usually 0.5% to 1.5% annually.
Retainer FeesAdvisors may also charge a monthly retainer, which can cost $200 to $1,000 depending on services provided.

Frequently asked questions

How much does Financial Advisors cost in Arlington?

Costs vary but typically range from $100 to $300 per hour, or $1,000 to $5,000 for flat fees.

What should I look for in a Financial Advisor?

Consider credentials, services offered, client reviews, and fee structures when choosing an advisor.

How often is this ranking updated?

We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.

Our verdict

For most Arlington clients: Trajan Wealth

For those seeking the best in financial advising, Trajan Wealth stands out with its personalized approach and high client satisfaction. Ivy League Wealth Management, LLC offers exceptional value with a knowledgeable team, while Family Wealth Life excels in family-oriented financial planning.