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Best financial advisors in Balch Springs, TX

Registered advisers within 25 miles of Balch Springs, TX.

Offices
1,524
Firms
818
Combined AUM
$20.6T
Firm-wide filings, not assets booked only here
Clients
41.5M
41,478,483 clients when Item 5C has a number
Avg / client
$497.3K
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
ADVISOR RESOURCE COUNCIL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Carlos Eduardo Hernandez
Matthew Charles Gonzalez
Luis Ramos
Larry Leander Allen
Phillip Neal Smith
Loren-Dean Alan Mims
NAOMI NICOLE RHODES
PAOLA CAROLINA PACHECO
IMELDA BANDA
JUAN CARLOS VANEGAS
Gerald Ray Blakely
Austin A McAvoy
Matthew Allen Taylor
Clint A Edsall
LISA LINDA ALLEN
MICHAEL SHAWN DANTER
Michael Derek Bryant
Ryan Clifford Adams
RANDOLPH SAMUEL BALCH
Mario Guillermo Ayala
Salman Tejani
Mathew Edward Singleton
Michael Jay Taysom
LINDSAY CAMPIONE
Kyle Roehrig
BRADLEY MARK WEDDLE
Giovanny Olvera
Deysi Arely Torres Garcia
Danny Alejandro Pena Rauda

Within 25 miles of Balch Springs, TX, Best Investors lists 818 registered investment advisory firms with 1,524 offices nearby, managing about $20.6T in combined regulatory AUM across 41,478,483 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 Balch Springs

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM