Best financial advisors in Anna, TX

Registered advisers within 25 miles of Anna, TX.

Offices

341

Firms

126

Combined AUM

$8.85T

Firm-wide filings, not assets booked only here

Clients

2.30M

2,301,547 clients when Item 5C has a number

Avg / client

$3.85M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

2151 W White St Suite 300
Anna, TX 75409

AMERITAS ADVISORY SERVICES, LLC

3411 Barker Ave
Melissa, TX 75454

STATE FARM INVESTMENT MANAGEMENT CORP.

3106 McKinney St Ste. 100
Melissa, TX 75454-9700

STATE FARM INVESTMENT MANAGEMENT CORP.

273 N Dallas Ave Ste A
Van Alstyne, TX 75495-4383

MCCULLOUGH WEALTH MANAGEMENT LLC

609 LAVENDER DR
VAN ALSTYNE, TX 75495

INDEPENDENT FINANCIAL GROUP, LLC

14333 FM 121-12
Van Alstyne, TX 75495

J.P. MORGAN SECURITIES LLC

1680 W UNIVERSITY DR
MCKINNEY, TX 75069

11.6 miles away

LPL FINANCIAL LLC

1700 N. REDBUD BLVD STE 130
MCKINNEY, TX 75069

11.9 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

2012 W UNIVERSITY DR
MCKINNEY, TX 75071

11.9 miles away

WELLS FARGO CLEARING SERVICES, LLC

2020 W UNIVERSITY DR
MCKINNEY, TX 75071

11.9 miles away

EDWARD JONES

1575 HERITAGE DR STE 305
MCKINNEY, TX 75069

11.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2414 W University Dr Suite 114A
McKinney, TX 75071

12.2 miles away

LEGACY FOLIOS

208 S Johnson Street
Mckinney, TX 75069

12.3 miles away

LPL FINANCIAL LLC

119 W VIRGINIA STE 201
MCKINNEY, TX 75069

12.3 miles away

LPL FINANCIAL LLC

119 W VIRGINIA ST. STE 305
MCKINNEY, TX 75069

12.3 miles away

GRAY FINANCIAL PLANNING LLC

208 E LOUISIANA STREET SUITE 319
MCKINNEY, TX 75069

12.3 miles away

SUCCESSION FINANCIAL, INC

300 E. DAVIS STREET STE. 152
MCKINNEY, TX 75069

12.4 miles away

RAW CAPITAL FUND MGMT LLC

300 E DAVIS ST SUITE 175
MCKINNEY, TX 75069

12.4 miles away

EVERSOURCE WEALTH ADVISORS, LLC

300 East Davis Street Ste 124
McKinney, TX 75069

12.4 miles away

EVERSOURCE WEALTH ADVISORS, LLC

300 East Davis Street, Suite 124
McKinney, TX 75069

12.4 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERITAS ADVISORY SERVICES, LLC

MCCULLOUGH WEALTH MANAGEMENT LLC

INDEPENDENT FINANCIAL GROUP, LLC

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

GRAY FINANCIAL PLANNING LLC

SUCCESSION FINANCIAL, INC

RAW CAPITAL FUND MGMT LLC

EVERSOURCE WEALTH ADVISORS, LLC

Investors

Andy Jonathan Torres

ROBERT JAY NORTHCUT

Brady William Paxman

DAVID RODRIGUEZ

Joseph Michael McCullough

SEAN HOOMAN AGAHI

Michael T. Jones

MARIO BRIAN BARONE

Samuel Joseph Garcia

Alejandro Esparza

SONNY TEMPLE PATTERSON

JAMES ANTHONY ORTEGA

PAUL DONALD ABATI

Scott Edward Anderson

Wesley Gerard Dickinson

PETER HAWKINS KNIGHT

Braiden Simpson

PATRICK JOSEPH CLOUTIER

MADELEINE CLOUTIER UNDERWOOD

BARRON DANIEL GRAY

BARBARA J BRIDGMAN

ERIC EDWARD WOLFE

Clark Douglas Buchanan

MICKY CHAMBERLAIN REEVES

ABIGAIL MARIE CASADY

Luke William Martin

Within 25 miles of Anna, TX, Best Investors lists 126 registered investment advisory firms with 341 offices nearby, managing about $8.85T in combined regulatory AUM across 2,301,547 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 Anna

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM