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Best financial advisors in Colleyville, TX

Registered advisers within 25 miles of Colleyville, TX.

Offices
2,460
Firms
1,122
Combined AUM
$24.9T
Firm-wide filings, not assets booked only here
Clients
41.9M
41,905,464 clients when Item 5C has a number
Avg / client
$594.4K
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
TRUIST ADVISORY SERVICES, INC.
CLEARPOINT WEALTH MANAGEMENT
ALLEN WEALTH ADVISORS
MERCER GLOBAL ADVISORS INC.
VERACITY CAPITAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MOMENTUM INDEPENDENT NETWORK INC.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
SAWYER INVESTMENT MANAGEMENT COMPANY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Brandon Derek Williams
MELINDA HICKS EVANS
LANDON DAVID DURHAM
ANA ISABEL CAMPOS
STEVEN ALAN EARLY
KATHRYN ANN ALLEN
MONALYND YOUNG
Ross Benjamin Miller
CHRISTINA MICHELLE SLAVONIK
VINCENT EDWARD HAWKINS
MATTHEW JAMES LOUGHREN
Thomas Elliot Stone
JARED FLOYD HARRINGTON
BRIAN DOUGLASS MATLOCK
JOSEPH DOYLE MCINTOSH
DUSTIN CANE STIEFEL
MATTHEW GRANT HARWELL
Richard Andrew Solt
WILLIAM CHARLES PORTERFIELD
PETER PHAN
JOHN NAVARRO
STEFANIE ANN BASHORE
DAVID HERRICK ABDULKY
JACQUELINE LEIGH FINLEY
MILTON GERALD FINLEY
Scott Alden Hoffmeyer
Leonard Andrew Segal
STEVEN BAZALDUA
Joseph Edward Eiswert
ZACHARY HUTZLER
BRET JAY ZIMMERMAN
Ashley Bloom
Jeremy C Pritchett
RYAN ALEXANDER SAWYER
JOHN BLASSINGAME
ALYSSA NICOLE BLASSINGAME
ROBERT WILLIAM LANDON
Paul Benjamin Phillips
Danny C Holifield
Eric B Chuber
Michael Stein Baughman
Michael Stein Baughman
Kendra Leighann West
David Michael Van Buskirk
Christa BreeAnn Miller
Benjamin Michael Carvajal

Within 25 miles of Colleyville, TX, Best Investors lists 1,122 registered investment advisory firms with 2,460 offices nearby, managing about $24.9T in combined regulatory AUM across 41,905,464 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 Colleyville

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