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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

THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
LYON WEALTH ADVISORS
SOUTHEAST INVESTMENTS, N.C., INC.
C2 INVESTMENT GROUP
RPO WEALTH PARTNERS LLC
BOOKMAN BRIGHT, INC.
GRANADA WEALTH MANAGEMENT, LLC
JARROD ADAMS INVESTING, LLC
MIKE ADAMS FINANCIAL ADVISORS, INC.
&PARTNERS
EDWARD JONES
MBL ADVISORS
EAGLE WEALTH MANAGEMENT GROUP INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Florance A Johnson
MICHAEL DAVID GERKEN
RYAN KEITH SPLEET
Natalie Rose Raatz
WESLEY ALIDAD WINROW
BRET MICHAEL COZEWITH
Liam Dunning Fitzgerald
LEE THOMAS MANN
WESLEY WALDEN LYON
ROMAN CARID RAIES
JOE DAVID SILVAS
Jeffrey Martin
Lisa Ann Bowers
DAVID RONALD HEDGES
BRENDAN WILLMANN
JARROD THOMAS ADAMS
Isaac Neidbalson
MARK DAVID TEICHMAN
CARL NORMAN BALLARD
Fawzi Jaber Hyder
NICHOLAS JOHN ANDROVICH
MICHAEL CHRISTOPHER DAVIS
ALEXANDER RAPHAEL COHEN
TOD EDWARD WELLS
SARAH MICHELLE RHODES
STEVEN ROBERT GIGUERE
ELLIOTT PRICE ASHE
CLAUDIA PAOLA ANGELES PONCE
Rocky Alan Ward
Shelden Flowers
EDWARD NEAL DEATON
Brian Joseph Gift
Thomas Mack
Jonathan Warner Dry
Miranda Faith Silinski
Michael Andrew Grimes
LUTHER AMOS LOCKWOOD
William Read Morton
TAYLOR CHRISTOPHER WADE
WILLIAM LUTHER PIERCE
RANDALL CARLISLE NEWTON
TIFFANY JO HART
DAVID CALDWELL BROWN
ANNE ABERNETHY
HENRY PHILLIP ABERNETHY WEPNER
TIM WEPNER

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