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

OSAIC WEALTH, INC.

301 N ALLEN DRIVE SUITE C
ALLEN, TX 75013

19.5 miles away

LPL FINANCIAL LLC

301 N ALLEN DRIVE SUITE B
ALLEN, TX 75013

19.5 miles away

EDWARD JONES

800 N Watters Rd Suite 170
ALLEN, TX 75013-5519

19.5 miles away

CETERA INVESTMENT ADVISERS LLC

8951 COLLIN MCKINNEY PKWY UNIT 101
MCKINNEY, TX 75070

19.5 miles away

EDWARD JONES

8951 Collin Mckinney Pkwy Suite 103
MCKINNEY, TX 75070

19.5 miles away

CETERA INVESTMENT ADVISERS LLC

8951 COLLIN MCKINNEY PKWY UNIT 101
MCKINNEY, TX 75070

19.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1312 W Exchange Pkwy Ste 1160
Allen, TX 75013

19.7 miles away

OSAIC WEALTH, INC.

301 S CEDAR DRIVE
ALLEN, TX 75002

19.7 miles away

CLEAR AND SIMPLE FINANCIAL GROUP LLC

1809 Hackberry Branch Dr
Allen, TX 75002

19.7 miles away

LPL FINANCIAL LLC

707 S. SAM RAYBURN FWY
SHERMAN, TX 75090

19.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

606 W. McDermott Dr Ste. A
Allen, TX 75013

19.8 miles away

EDWARD JONES

1420 W EXCHANGE PKWY BLDG A SUITE 160
ALLEN, TX 75013

19.8 miles away

ALONGSIDE, LLC

101 Central Expressway S Ste 175
Allen, TX 75013

19.9 miles away

PNC WEALTH MANAGEMENT LLC

806 WEST MCDERMOTT ROAD
ALLEN, TX 75013

19.9 miles away

J.P. MORGAN SECURITIES LLC

908 W. MCDERMOTT DRIVE
ALLEN, TX 75013

MONUMENT RETIREMENT & WEALTH ADVISORY, LLC

450 CENTURY PARKWAY SUITE 250
ALLEN, TX 75013

STATE FARM INVESTMENT MANAGEMENT CORP.

226 East Houston Street
Sherman, TX 75090

20.1 miles away

J.P. MORGAN SECURITIES LLC

819 S. ALLEN HEIGHTS
ALLEN, TX 75002

20.1 miles away

MML INVESTORS SERVICES, LLC

WALL STREET PLAZA 123 NORTH CROCKETT STREET
SHERMAN, TX 75090

20.2 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1011 W MCDERMOTT DR
ALLEN, TX 75013

20.2 miles away

Firms

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CLEAR AND SIMPLE FINANCIAL GROUP LLC

PNC WEALTH MANAGEMENT LLC

J.P. MORGAN SECURITIES LLC

MONUMENT RETIREMENT & WEALTH ADVISORY, LLC

MML INVESTORS SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Larry Wainwright

MILTON WADE ARNOLD

Samantha L Hendricks

NATASHA CHER VERBSKY

MICHAEL WILLIAM JARVIS

BRADLY IAN CLARK

Skyler Hamilton Roundtree

ANDERSON BATEN BROOKS

BILLY WORTH BRIGGS

GABRIELLA SARAI AGUILAR

HEATHER RENEE WILLIAMS

JENNIFER DAWN WEIDNER

Torsten Wirth Holmes

Gwendolyn Louise Fischer

JASON ONUR BROWNSTEIN

JASON SAMOON JUPITERWALA

MATTHEW THOMAS SWARBRICK

Brian Wayne Elliott

Tammia Donez Akilah Rowe

STEPHAN Marcus HOUSE

ROBERT CRAIG BADALI

Stephen H. Jones

THOMAS HARLAN KYLE

CLAYTON JAMES MAHONE

EDUARDO RAMIRO BENAVIDES

Clayton Lynn Rivera

Fernando Javier Feliciano

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