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Best financial advisors in Farmersville, CA

Registered advisers within 25 miles of Farmersville, CA.

Offices
67
Firms
34
Combined AUM
$9.65T
Firm-wide filings, not assets booked only here
Clients
1.50M
1,500,035 clients when Item 5C has a number
Avg / client
$6.43M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
EQUITABLE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
QUINLEY STEWARDSHIP LLC
OPTIMA CAPITAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES & ASSOCIATES, INC.
PROSPERA FINANCIAL SERVICES, INC.
PRINCIPAL SECURITIES, INC.

Investors

JUELMARIE TRUEWORTHY MORGAN
NICHOLAS ANDREW MORGAN
KAREN Hughes
SHARON KAYE JANSMA
STEVEN J LEONI
Noah Garcia
Devon Taylor
JEREMY COMMERET
Carin Elizabeth Barnes
ANEES AHMED AKHUND
BRIAN KENNETH NUNES
RYAN R PURKISS
KIMBERLY YUN CHOI-LINDLEY
MONICA LYNN PETERSON
James Anthony Haro Ruiz
BRETT ALAN SCHROEDER
KEVIL SCOTT QUINLEY
Kyle Brendan Harvey
GREGORY ALAN MORGAN
DARLIN RIVERA
JEFFREY CROOKSTON
Neal Benjamin Hickey
JAMES EUGENE WOHLFORD
PATRICK LAWRENCE SALAZAR
THEODORE J GILL
MARINA RODRIGUEZ
Peter Norman Deluyker
DAVID JAMES VARTANIAN
KEVIN J WRIGHT
MICHAEL WAIF HARRELL
David Sarkisian
Shaun Pedroncelli
Tim D Lippincott

Within 25 miles of Farmersville, CA, Best Investors lists 34 registered investment advisory firms with 67 offices nearby, managing about $9.65T in combined regulatory AUM across 1,500,035 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Farmersville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM