Financial Advisors · Arlington, TX/Updated June 13, 2026
The 8 Best Financial Advisors in Arlington, TX
Finding the right financial advisor in Arlington can shape your financial future. Our ranking highlights the most trusted options in the area.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
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.
Financial advisors play a pivotal role in helping you manage your wealth, plan for retirement, and navigate investments. In Arlington, the competition is thin, with only 10 providers evaluated and a combined total of just 51 reviews across the board.
Leading the pack is Trajan Wealth, boasting an impressive 4.9-star rating from 21 reviews. In contrast, the other firms tend to hover around fewer reviews, meaning trust is still forming among the local financial advisory community. This ranking is designed to help you sift through the options and make an informed decision.
10financial advisors evaluated in Arlington
4.95average rating across the field
51customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
To create this list, we evaluated 10 financial advisors in the Arlington area, focusing on their ratings, review counts, and overall client satisfaction. Our scoring system, ranging from 0 to 100, reflects the quality and reliability of each provider.
No business pays for placement in our rankings. We refresh our evaluations monthly to ensure the information remains current and accurate. This approach allows you to trust the recommendations based on real client experiences.
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.
With a rating of 4.9 from 21 reviews, Trajan Wealth earns high marks for its personalized approach to financial planning and investment management. Clients appreciate the attentive service and expertise offered by their advisors. This firm is best for individuals seeking tailored financial strategies. However, the relatively small review base means some trust is still developing.
Pros
Personalized financial strategies
Attentive client service
Experienced advisors
Cons
Thin review base
Higher fees compared to some competitors
Best forIndividuals seeking tailored financial strategies
Ivy League Wealth Management, LLC holds a perfect 5-star rating from 9 reviews, reflecting strong client satisfaction. Reviewers commend the firm for its comprehensive financial planning services and knowledgeable staff. This firm is ideal for those looking for a high-value experience in wealth management. Still, the limited number of reviews raises some questions about long-term reliability.
Pros
Comprehensive financial planning
Knowledgeable staff
High client satisfaction
Cons
Limited reviews
Less established than larger firms
Best forClients seeking high-value wealth management
With a rating of 4.7 from 11 reviews, Ross Wealth Group is praised for its proactive communication and effective investment strategies. Clients note the firm’s ability to simplify complex financial concepts. This group is particularly suited for those who appreciate clear guidance in their financial journey. However, the review count, while better than others, still leaves room for growth.
Pros
Proactive communication
Effective investment strategies
Simplifies complex concepts
Cons
Still developing a larger client base
Limited services compared to larger firms
Best forClients who appreciate clear financial guidance
Family Wealth Life has a perfect rating of 5 from just 3 reviews. Clients appreciate the family-oriented approach to wealth management and the emphasis on long-term financial health. This firm is best for families looking for a personal touch in their financial planning. However, the small number of reviews makes it hard to assess consistency.
Pros
Family-oriented approach
Focus on long-term health
Personalized service
Cons
Very thin review base
Limited services offered
Best forFamilies seeking personalized financial planning
With a perfect rating of 5 from 2 reviews, Phoenix Wealth Partners is gaining attention for its tailored investment strategies and responsive service. Clients mention the firm’s dedication to meeting their unique financial goals. This business is suitable for those who prefer a close advisor relationship. However, the limited reviews indicate a need for further validation.
Pros
Tailored investment strategies
Responsive service
Cons
Limited reviews
Newer firm with less visibility
Best forClients wanting a close advisor relationship
Spectrum Advisors also holds a perfect rating of 5 from 2 reviews. Clients appreciate the firm’s clear communication and tailored financial plans. This firm may appeal to those seeking personalized advice in their financial planning. However, the very small review base leaves some uncertainty about the consistency of their services.
Pros
Clear communication
Tailored financial plans
Cons
Very few reviews
Limited track record
Best forClients seeking personalized financial advice
Actum Wealth Advisors, L.L.C. has a perfect rating of 5 from 2 reviews. Clients highlight their individualized approach to wealth management and the firm's commitment to understanding client needs. This firm is best for those who appreciate a customized service experience. However, the limited number of reviews may raise concerns about their long-term reliability.
Pros
Individualized approach
Commitment to understanding client needs
Cons
Limited reviews
Newer firm
Best forClients wanting a customized service experience
Plumb Financial has a perfect rating of 5 from just 1 review. The feedback highlights a friendly and approachable advisor. This firm might be suitable for individuals looking for a welcoming atmosphere. However, with only one review, it lacks the depth needed to assess its overall service quality effectively. 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 individuals seeking a welcoming atmosphere. It serves Arlington, TX, with $100 to $200 per hour pricing, and the honest trade-offs are only one review and unproven track record.
Pros
Friendly and approachable advisor
Cons
Only one review
Unproven track record
Best forIndividuals seeking a welcoming atmosphere
Selecting a financial advisor is a significant decision that can impact your financial well-being. Here are key factors to consider when assessing your options in Arlington.
Review Ratings and Testimonials
Look for advisors with a solid number of reviews. Ratings alone can be misleading without context. Read through testimonials to gauge client satisfaction.
Evaluate Specializations
Different advisors may focus on varied areas, such as retirement planning, investment strategies, or tax optimization. Choose one that aligns with your specific financial needs.
Consider Accessibility and Communication
Ensure the advisor is approachable and communicates clearly. You want someone who is available for questions and updates as your financial situation evolves.
What it costs
What financial advisors cost in Arlington
The cost of hiring a financial advisor in Arlington can vary significantly based on their services and expertise. Here’s a general breakdown of what to expect.
Hourly FeesTypically range from $100 to $300 per hour, depending on the advisor's experience and location.
Flat FeesSome advisors charge a flat fee for specific services, usually between $1,500 and $5,000 for comprehensive financial planning.
Percentage of Assets Under ManagementMany advisors charge 1% to 2% of the assets they manage annually, which can be a cost-effective option for ongoing management.
Retainer FeesRetainer fees can range from $2,000 to $10,000 annually, providing continuous access to financial advice and management.
Frequently asked questions
How much does financial advising cost in Arlington?
Financial advising fees in Arlington typically range from $100 to $300 per hour, depending on the advisor's experience and services offered.
What is the average rating for financial advisors in Arlington?
The average rating for financial advisors in Arlington is around 4.6 stars, based on the 51 reviews from the evaluated providers.
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 residents: <strong>Trajan Wealth</strong>
Trajan Wealth leads the pack with a strong 4.9-star rating from 21 reviews. This solid base of feedback indicates a well-established level of trust among clients. Close behind is Ivy League Wealth Management, LLC, boasting a perfect 5-star rating, but with only 9 reviews, it's promising yet still unproven in the long run. Ross Wealth Group follows, rated at 4.7 stars from 11 reviews, making it a reliable option for those seeking proven service. For the best blend of experience and client feedback, choose Trajan Wealth first.
Cityvetted
