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Best financial advisors in Dallas, NC

Registered advisers within 25 miles of Dallas, NC.

Offices
734
Firms
287
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.42M
3,418,848 clients when Item 5C has a number
Avg / client
$6.39M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
WMS ADVISORS, LLC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO CLEARING SERVICES, LLC
PACKERLAND BROKERAGE SERVICES, INC.
OSAIC WEALTH, INC.

Investors

James Nelson Sherrill
James Nelson Sherrill
Norman Stephen Perkins
MARSHALL L FLETCHER
Michael Roman
ANGELA CHRYSTINA THOMAS
Aaron Moore
HUGH FULMER RENWICK
Julie Michele Hahn
CALVIN JAUN LOUGASSY
Ryan Welsh
Jay Bennett Smith
Timothy Taylor Paschall
AMELIA JUSTICE HARMON
HAROLD ASHLEY LAWSON
Lucas Charles Beatty
Taylor Rogers Flanagan
Nathaniel Humes
Michael Joseph Abbott
HOLLY CHAPMAN CAMP
AARON THOMAS LEWIS
David McDonald
Nathaniel Ray Peoples
Jeffrey Steven Thomas
JOHNATHAN STEWART LOWERY
BRYAN THOMAS CASSELLS
CARRIE BRINKLEY JONES
Justin Purvis Coton
Katherine Stephens Coton

Within 25 miles of Dallas, NC, Best Investors lists 287 registered investment advisory firms with 734 offices nearby, managing about $21.8T in combined regulatory AUM across 3,418,848 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 Dallas

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM