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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

AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SCHULZ WEALTH, LTD.
EDWARD JONES
ONEAMERICA SECURITIES, INC.
MCKEEL CAPITAL MANAGEMENT
ADVISOR RESOURCE COUNCIL
MOMENTUM INDEPENDENT NETWORK INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CENTAURUS FINANCIAL, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC

Investors

Shawn Michael Malley
JACQUES PHILIPE LESCOAT
MARK EDDIE MORGAN
DANIEL DOYLE PORTER
STEVEN JOSEPH DAWSON
Austin M Smith
Krystal Ann LaFollette
ROBERT RANKIN SCHULZ
Richard Wayne Kelly
PAUL DELMAS TORRES
Cole Christian McKeel
JOHN LEWIS MCKEEL
TODD A. SIMMONS
Justus Dale Schriefer Winkler
NATASHA CHER VERBSKY
MICHAEL WILLIAM JARVIS
BRADLY IAN CLARK
Mehdi Ahmadi
Lucinda Clark
Matthew Charles Gonzalez
Jackson Hudnall
DEBRA LINDSEY JONES
ALMA REYNA ARGUIJO
JOSE FRANCISCO AREVALO
JESSICA RAE WILKEY
LAURA MICHELLE GENINATTI
HERBERT JOSEPH POLEDNA
SAM LUKE THORNAL
Shanna Stanford Miller
Andrew Gordon Douthit
Luke Thomas Suminski
WILLIAM CHARLES BURKS
WILLIAM CHARLES BURKS
YONGLIN REN
JEFFREY GLENN SHAW
JUDD WRIGHT KEARBY

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