Best Investors Account Sign in

Best financial advisors in Lewisville, NC

Registered advisers within 25 miles of Lewisville, NC.

Offices
216
Firms
87
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,677,696 clients when Item 5C has a number
Avg / client
$4.87M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CURATED CAPITAL & PLANNING LLC
CREDIT UNION INVESTMENT SERVICES
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
DELIBERATE WEALTH
WOODARD & CO ASSET MANAGEMENT GROUP INC
H&H INVESTMENT PLANNERS, INC.
INDEPENDENT ADVISOR ALLIANCE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALPHASTAR CAPITAL MANAGEMENT

Investors

BRANDON CHASE
Douglas G Esleeck
Anne Marie Webster
Matthew Hynek
LACEY JAYE HAYES
Shawn Thomas Elder
Joshua Cory Swaim
JENNIFER ELAINE GIBSON
SAMUEL EDWARD CRITZ
Mitchell Ashley Tomlinson
MERRILL V. STEWART
Amy Hill
Jason Gary Pardue
Neil Andrew Allerton
JONATHAN BAXTER STOUT
Samantha Gray Fowler
ALVA DENNIS SMITH
BRANDON JEFFREY SCHNEIDER
JOHN BENNETT WOODARD
Matthew Pearson Blades
JOAN HOLLAND WOODARD
TODD FRANKLIN SENTER
JOHN BENNETT WOODARD
STEVEN WILLIAM HUNGERFORD
Slayton Reavis Harpe
STEVEN BRIAN GALLO
William Brandon James
Thomas Frazier Laws
JONATHAN MICHAEL MARZANO
Lori S Smith
Michael A McGilvary
SEAN MICHAEL STARLING
DARRYL LEE BANDY
Campbell David Thompson
ALLEN DOUGLAS RAY

Within 25 miles of Lewisville, NC, Best Investors lists 87 registered investment advisory firms with 216 offices nearby, managing about $13.1T in combined regulatory AUM across 2,677,696 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 Lewisville

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM