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Best financial advisors in Addison, TX

Registered advisers within 25 miles of Addison, TX.

Offices
2,435
Firms
1,104
Combined AUM
$24.0T
Firm-wide filings, not assets booked only here
Clients
41.9M
41,896,791 clients when Item 5C has a number
Avg / client
$572.6K
Combined AUM ÷ clients

Nearby offices

Firms

PROVIDENT FINANCIAL PLANNING, LLC
VICTORY FINANCIAL
MONEY CONCEPTS CAPITAL CORP
TRADESPRO LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRIVATE ADVISOR GROUP, LLC
FROST INVESTMENT SERVICES
BASA ADVISORS
PRINCIPAL SECURITIES, INC.
UBS FINANCIAL SERVICES INC.
PCIM REALTY ADVISORS, LLC
PHOENIX CAPITAL REALTY ADVISORS, LLC
ALLWORTH FINANCIAL, L.P.
KING OPERATING CORPORATION
PARK AVENUE SECURITIES LLC
CREATIVE PLANNING

Investors

Alexander Woodrow Wilson
PAUL SHANNON MICHEL
Dalyn Adonis Love
Mary Anne Mayer Redmond
Robert James Hudak
THOMAS P KROEHLE
HILLARY LOUISE KENT
MICHAEL CURTIS DEGUCHI
KRIS DONALD HINCKLEY
STALI DIANN ALLPORT
MELVIN LARAY MCELROY
STEVE JEROME COTTON
KIMBERLY KATHLEEN ELLIOTT
STEPHEN CRAIG MERCER
BRIAN C HELM
Zachary Caleb Murdock
Case Alexander Lawhon
Kamaljit Singh Kaushal
GREGERY DEAN ODELL
PHILIP JAMES PYRZ
DANIEL JOSEPH OCONNELL
CLOVIS AARON RUSSELL
JOHN WILLIAM NOEY
Cesar Alonzo Romero
JODY R BROWN
KENDALL JEAN DUNGAN
Logan Nourie
Kevin C Kenney
James Edward Schwalbe
DAVID RAY SIMS
Kyle Treadwell
Zachary Bryan Williamson
SCOTT ALAN VEHSLAGE
ANDREW FRASER SCOTT
STEPHEN JAMES MASTOR
Gary Lawson Grigsby
Joshua Jacobi Garcia
Michael Joseph Hansen
Connor Branch
PAUL ANTON OCHEL
RUTLEDGE ALAN GORDON
Matthew John Macek
David Matthews
Charles Michael Abbott
Grantham Akerly
ROBERT BRYANT GECKER
Sean Tyler Ryan
Charles Jacob Wedemeyer
James Ross Hall
MARK DOUGLAS RUBEY
DEVON THOMAS BEAMESDERFER
HALEY NGUYEN
Jeffrey Bruce Dils
Troy Lucas
MANUEL ESPARZA
DANIELLE L ROUSEAU
ASHVIN H CHHEDA
TAI TAN NGUYEN
PAUL JAMES RENNIE
IAN JAMES MCGURRAN
Rolandus Johnson
DONALD H GOODWIN
ROBERT R SWEENEY
BLAINE CHRISTOPHER DAHL
KORY SEAN PIPPIN
Johnny Meador
Dalton Douglas Smith
JASON ALAN GOWER
KOLLEEN LYNN FREUDIGER
Amy Hawkins Crawford
RICHARD ROPER WINTERS
RASHI PODDAR
Mason Kenneth Schoen
William Austin Wall
ZACHARY AUSTIN WHITE

Within 25 miles of Addison, TX, Best Investors lists 1,104 registered investment advisory firms with 2,435 offices nearby, managing about $24.0T in combined regulatory AUM across 41,896,791 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 Addison

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM