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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

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
ADVISOR RESOURCE COUNCIL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
WYKRENT, DAMON
LIFETIME CAPITAL PLANNING GROUP LLC
ALONGSIDE, LLC
HYVORIAN FINANCIAL
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
JONES CAPITAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Frank Rattan
Skyler Hamilton Roundtree
Nicholas Rice
ROBERT JAMES MESSETT
Cameron Elias Smith
WILLIS CARLTON MORRISON
Kristina Marie Quinlan
BERTHA LUCIA PINILLA
James Earl Webb
DORON JARED ELAD
Ashley Rebecca Thacker
Tyler Rea
DAMON JOSEPH WYKRENT
Noah Scott Trstenjak
GEOFFREY ERVIN LESTER-GEORGE
SEAN SCRUGGS
JASON SAMOON JUPITERWALA
MATTHEW THOMAS SWARBRICK
Brian Wayne Elliott
Temitayo Opeoluwa Ilori
JENNIFER DAWN WEIDNER
Ma Nang Lar
Kirbi Leigh Stellano
claudia viviana taylor
Jose M Oseguera
ALBERTO GUERRERO
BRIAN JONES
Julie Michelle Hogan
Hannah Perna
KYLE MATTHEW SHIPLEY

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