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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

NARROW GATE ENERGY, LLC
CORONADO RESOURCES MANAGEMENT LP
272 CAPITAL LP
SKYLARK PRIVATE EQUITY PARTNERS, LP
ENDURANCE INVESTMENT PARTNERS, LLC
STRONGHOLD RESOURCE PARTNERS
AUSPEX ENERGY MANAGEMENT, LLC
SIMON QUICK ADVISORS, LLC
SCS CAPITAL MANAGEMENT LLC
MATTER FAMILY OFFICE
NEWEDGE ADVISORS
METRIS CAPITAL
MARINER CAPITAL MANAGEMENT LLC
KELLEY LANE CAPITAL, LLC
SIDEKICK PARTNERS MANAGEMENT, LP
MAI CAPITAL MANAGEMENT, LLC
FISHERMAN CAPITAL MANAGEMENT, LLC
HOWLAND ADVISORY CORPORATION
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Christian Yoss
JACOBI RAY PADGETT
AMANDA CAROL HENRY
SHELBY GRACE POTZ-NIELSEN
GINGER GAIL DORSETT
BRAD D PARSONS
ALBERT AMIS RAYLE
JUSTIN LEWIS THOMPSON
LUCY Andrews Gardner
Blake Thiele
Anna Katherine White
Kevin Earl Parish
DUSTIN ALLAN ELDRIDGE
GRAFTON DULANY HOWLAND
GARY THOMAS HUGHES
ROBERT BRIAN NIX
MICHAEL FRANCIS WORAM
WILLIAM ROBERT ALLBRIGHT

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