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Best financial advisors in Carrollton, TX

Registered advisers within 25 miles of Carrollton, TX.

Offices
2,475
Firms
1,113
Combined AUM
$24.3T
Firm-wide filings, not assets booked only here
Clients
41.9M
41,932,514 clients when Item 5C has a number
Avg / client
$580.0K
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
CADENCE FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.
WORLD INVESTMENT ADVISORS, LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
FOCUS PARTNERS WEALTH, LLC
SLATON CAPITAL ADVISORS
FPC FUND I GP, LLC

Investors

Mustafa Mohamed El-Deeb
Zachary Farris
Stephanie C Chininis
Stephen Nsien
RICHARD LANCE ALSTON
TIFFANY NICOLE FINNEY-JOHNSON
BRYAN W CAMPER
BUDDY WAYNE CAMPER
JUSTIN BURR SCOTT
Torsten Wirth Holmes
Hallie Fischer
Gwendolyn Louise Fischer
JASON ONUR BROWNSTEIN
ANA ISABEL CAMPOS
Michael David Grant
Shafen King Crawford
Lauren Elizabeth Starr
EDUARDO RAMIRO BENAVIDES
Clayton Lynn Rivera
Fernando Javier Feliciano
NATASHA CHER VERBSKY
MICHAEL WILLIAM JARVIS
BRADLY IAN CLARK
Mehdi Ahmadi
Lucinda Clark
BRET JAY ZIMMERMAN
ERIC ALEXANDER HAMMOND
RYAN HOLLOWAY COX
RANDALL SCOTT CRIMMINGS
BROOKE HUTZLER HEIDELBAUGH
GREGORY MICHAEL LANIER
Clay Matthew Jinks
AMANDA NICOLE SESSLER
BENJAMIN JACOB JONES
ANALIESE COS CRANE HOLMES
MATTHEW FLEMING SLATON
DEONNA K OSBORN
Scott Alden Hoffmeyer
JEFFREY GLENN SHAW

Within 25 miles of Carrollton, TX, Best Investors lists 1,113 registered investment advisory firms with 2,475 offices nearby, managing about $24.3T in combined regulatory AUM across 41,932,514 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 Carrollton

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