Financial advisors in Irving, TX
Every financial advisor Little Birdy tracks in Irving, TX, with who owns them shown up front. Free to use, and nobody can pay for a higher spot.
The short answer
Little Birdy lists 9 financial advisors in Irving, TX.
All 9 are locally owned, with no national franchise or investment-firm parent found.
None of the 9 publish a customer rating we can read, so this list is ordered by what each business does disclose rather than by stars.
The work most of them list: planning, investments, and retirement.
Nobody paid to appear on this page and nobody can buy a higher position on it.
Irving, TX at a glance
All 9 financial advisors in Irving, TX
| Business | Ownership | Track record | Rating |
|---|---|---|---|
| Creating & Managing Wealth Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Dan Anderson - Mutual of Omaha Advisor Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Dominic Dougherty - Advising For Life Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Empowerment Financial Advisors, LLC Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Halcyon Wealth Advisors Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Jay Courtney, JJR Financial, Northwestern Mutual Planning · Investments · Retirement | Locally owned | —Unrated | — |
| JMA Financial Advisors Planning · Investments · Retirement | Locally owned | —Unrated | — |
| The Fox Alliance Planning · Investments · Retirement | Locally owned | —Unrated | — |
| United Capital Financial Advisors Planning · Investments · Retirement | Locally owned | —Unrated | — |
What financial advisors in Irving, TX handle
Planning
Investments
Retirement
How this list is ordered
Position is computed from what each business publishes: its customer rating, how many reviews stand behind it, and its public web presence. Ratings are repeated as the business publishes them on its own site. Little Birdy does not collect, buy, or estimate ratings of its own.
Ownership is assessed from public records and the business’s own description. Where no national franchise or investment-firm parent turns up, the business is recorded as locally owned. A blank in any column means the detail is not published anywhere we can read it, not that the answer is bad.
No business paid to be on this page, and no business can pay to move up it.
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