Best Financial Advisors in Richardson

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
100+
Advisors
4.7/5.0
Average Rating

Richardson Financial Landscape

With a population of 104,475, Richardson is a key player in the Dallas-Fort Worth metroplex, contributing to its dynamic economy. The city is home to a mix of technology firms and retail businesses.

Major industries
Technology, Retail, Telecommunications
Population
1.3M (metro: 7.8M)
Median household income
$82,000
Unique needs
Richardson's tech-centric economy requires robust infrastructure and skilled workforce development.
Market Insights
Economic Growth
According to BEA (2023), Richardson's economy is growing steadily, driven by tech and service sectors.
Wealth Demographics
According to Census (2023), the median income in Richardson is approximately $82,000, reflecting a well-educated workforce.
Advisor Specializations
Based on BLS (2023), financial advisors in Richardson are increasingly focusing on tech sector investments and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Richardson is competitive compared to nearby Dallas, with housing being a significant factor.
Real Estate Market
According to Zillow (2024), Richardson's real estate market is experiencing rapid appreciation, raising concerns about affordability.
Business Environment
According to Fortune (2024), Richardson's business climate is favorable, with incentives for tech startups and established firms.

Top 5 Financial Advisors in Richardson

DHL Wealth Management
★ ★ ★ ★ ★ 5
Verus Wealth Advisors - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Maven Financial Partners
★ ★ ★ ★ ★ 5
Shannon Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jason W Habern, CFP®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Richardson, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Richardson-Specific Expertise
For Richardson residents working in Technology, Retail, Telecommunications, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Richardson's tech focus poses risks from market volatility; real estate prices may be inflated. Prepare for weather events like tornadoes and diversify investments.

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