Best Investors Account Sign in

Best financial advisors in Dallas, TX

Registered advisers within 25 miles of Dallas, TX.

Offices
2,690
Firms
1,241
Combined AUM
$27.8T
Firm-wide filings, not assets booked only here
Clients
41.9M
41,886,556 clients when Item 5C has a number
Avg / client
$662.7K
Combined AUM ÷ clients

Nearby offices

Firms

STREET LIGHT WEALTH MANAGEMENT, LLC
GOLDMAN SACHS WEALTH SERVICES, L.P.
REGENT PROPERTIES
SOUTHPAW CP MANAGER LP
NFJ INVESTMENT GROUP, LLC
XEBEC ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LOCKTON INVESTMENT ADVISORS, LLC
CREATIVE PLANNING
BARROW HANLEY GLOBAL INVESTORS
HEP PARTNERS LLC
BH CREDIT MANAGEMENT LLC
HN CAPITAL PARTNERS, L.L.C.
HL ENERGY VENTURES MANAGEMENT COMPANY, L.L.C.
SUMMIT HOUSE CAPITAL MANAGEMENT, LLC
CROSSPLANE CAPITAL MANAGEMENT, LP
ERNST & YOUNG INVESTMENT ADVISERS LLP

Investors

Ben Nathanael Jackson
RICHARD L SCHANNEN
MICHAEL PAUL CUMMINS
DOUGLAS D DEVLIN
Matthew James McCann
JAMES FRANCIS O'NEILL
GREGORY JOHN GARVIN
MARK ANDREW HUTCHINGS
JAMES PATRICK MCENERY
ROSS AARON NORMAN
JUSTIN EDWARD DUNCAN
DANIEL GREGORY MADIA
SETH HALLEY
JOHN ROBERT STOLL
SAMUEL SHERMAN SCRIBNER
Ryan Davis Finnegan
Ryder Stahl
JOHN ALBERT KENDIG
WILLIAM T SANDERS
EMMA I SALZMAN
BRYCE M NORNIELLA
LIANE PAVON LODEIRO
JACKSON CRAIG ANDRES
RANDY DALE ROE
CARL WAYNE CUFF
JOSHUA ALLEN STELZER
TODD WILLIAM FRANZA
Christian Scott Schenkel
Garett Alexander Koch
Blake Joseph Maday
SHANE DONOVAN SCHNITZIUS
CAROLYN BAXLEY SANCHEZ
BENJAMIN JAMES CASSO
Karyn Marie Senne
Malcolm Monroe Jett
Samuel Michael Harris
Sarah Grace McKay
Madelyn Constance Murphy
Jacob Andrew Brown
Lucia NA Mwanzia
Jose Agustin Rubio Marquez
Corban Davis Quarles
Aashka Dasgupta
Addison Blair Hughes
Aleena Shamshuddin Ajani
Anna Maria Sanchez
SAMUEL CHACON
WADE ALVIN CATLIN
ANDREW TAYLOR ALLEN
RICHARD J DESCH
MICHAEL JOHN WOLLITZ
NATALIE PAIGE HARWELL
DANIEL JOSEPH FLUSCHE
RICHARD BLAKE PEARCE
BRETT BENJAMIN HIGGINS
MARK JOSEPH DELUCIA
STEPHEN MICHAEL SNAPP
BRENT RAMON NORNIELLA
REMY THOMAS FIELDS
ARIEL MESHEL WEBB
LACIE NICOLE HOLBERT
Samuel Wayne Marshall
CASEY SPRABERRY
MASON GILLAN
Patrick E McDonald
Alexandra M Wirth
Matthew Hilary Speidel
Carter Douglas Watson
TERESA ROWAN CAMPBELL
Andrew Brandon Rosen
BRENNAN R LAPORTE
RENE JOSE LOPEZVICTORIA
Trevor Dinh
VICTOR MANUEL GONZALEZ
Collin Michael Croskery
Drew Alexander Steele
Anastasiia Toussaint
TATYANA SOKOLOVA
Richard Khang To
Hudson Christopher White
LAUREN J PALACIO
Kevin John McDevitt
Charles Welling Fielder
MICHAEL QUIROGA
DENY PAUL
CHRISTOPHER POISSON
Reilly Nicole Forrest
ERIC ROBI LAWRENCE FLEISS
Parker Levy
Colin Rosenbaum
John Warren Perry
Cameron Todd Blann
KRYSTA MICHELLE HILL
KRISTIAN PETER MARCA
EMILY CHRISTINE POLITO
SEAN M CATES
STEFHANIE M BEARD
BYRON DEREK TALBOT
James M.H. Bank
DANIEL JUSTIN GREENE
THANH H LE
Jason Dinsmore
Ross T Hunter
JUSTIN WILLIAM GOLDBERG
Jorge M Delgado
Kyle Forbes Christiansen
ISAAC FRANCISCO CERPA
Asher Delisle
JOE BRYAN DI CARO
R. David Stallman
JOHN SOUTHCOTT GRAHAM
BIKRAM S MEHTA
RANDY ROBERT CARLSON
CATHY LOUISE LOCKE
JEFF JAMES JOHNSON
Elena K Stein
ROBERT K MORAN
Patrick D Bowen
JESSICA A HUHN
julian J puhringer
LINDSAY ELIZABETH DOLLAR
Eleni Feleke
ALEXANDER BARRY ANDERSON
Aaron Gonzalez
Chelsea M Fox
Spencer Clift
Daniel E Reyes
Wesley Ryan Black
Estevan Escarsega
Clayton Thomas Alva Young
Ethan Bondurant
Michael D'Onofrio
THOMAS KEVIN CLARK
DAVID W NETHERY
MICHAEL BRUCE MILNER
ARLENE CAVANAUGH TARVER
REGINA L WORTHAM
WAYNE RILEY MAYNARD
Jose L Reygadas
GRANT MCVEIGH
Brandon K Koons
Lance Lee Everett Stanchel-Skyler
Candice Gladney
Jonah Michael Aldridge
David Eugene Cobb
Derrick D Lytle
STUART WALLACE BROOKS
PAUL JEFFREY BLAGE
LOIS SHERMAN CARTWRIGHT
THOMAS EDWARD MERKEL
CHARLOTTE ANN LOGANN
Dustin L Beaver
Rufus Alston Roberts
Taeeon Kim
Joyce M Sherman
Maximiliano Balli
Mario Hermilo Gonzalez
Aldo Gabriele, Francesco Marsiglia
Robert Braxton Teal
STEPHEN TODD LEVERIDGE
FRANCIS STEPHEN BROOKS
JAMES ROYCE DARBY
CHRISTIAN MICHAEL MORENO
ZECHARIAH DAUGHERTY
GRANT LAMPTON TABER
WILLIAM BRADLEY KINKELAAR
PATRIK WIBOM
James Rossi McCormack
David Jason Patton Taylor
ROSS MONROE CAMPBELL
SHERRY ZHANG
SHANNON MICHELE HOGAN
JUSTIN ALLEN MARTIN
MATTHEW KYLE ROUTH
LUIS PABLO RHI
RANDOLPH SYMONDS JR WRIGHTON
DAVID WILLIAM GANUCHEAU
MICHAEL KATSUMI HIRAI
MICHAEL BOLTON NAYFA
NICHOLAS COMFORT LOSEY
JOHN WALTER BARBER
TERRY LEE PELZEL
BRIAN FRANCIS QUINN
Michael Andrew Trahan
WILLIAM COLEMAN HUBBARD
JONATHAN ANDREW TAYLOR
CHETAN SHAMBHU PAI PANANDIKER
DAVID I FEYGENSON
JED JOHN WALSH
BRYAN DEAN CLINTSMAN

Within 25 miles of Dallas, TX, Best Investors lists 1,241 registered investment advisory firms with 2,690 offices nearby, managing about $27.8T in combined regulatory AUM across 41,886,556 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 Dallas

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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