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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

CONCORDE INVESTMENT MANAGEMENT
BRAESIDE INVESTMENTS, LLC
SUNTX CAPITAL MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ANSON FUNDS MANAGEMENT LP
THE MATHER GROUP, LLC
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
MWA FINANCIAL SERVICES INC.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
PROSPERA FINANCIAL SERVICES, INC.
SIGNAL SECURITIES, INC.

Investors

GARY BRENT WOOD
STEVEN PAUL MCINTYRE
NED NELSON FLEMING
ROBBI JILL YOUNG
BILLY C ROMINE
Myers Campbell Brown
KACI LEIGH SKIDGEL
Dan David Seeds
Jeffrey Dean Waller
David Maxwell Stewart
DALE WAYNE YOUNG
BRUCE ROSS WINSON
MATTHEW COLE GREER
ADAM JOSEPH RECKER
Brian Lane
David Geschke
B. FRANK VOIGT
KATHERINE ANN ROBERTSON
JAMIE CHRISTINE RADKE
DAXTON CADE MARTIN
CHASE MATTHEW AWALT
ASHLEY ANN PARKS
MICHAEL WILLIAM ANDERSON
ZACHARY HUNTER MARTIN
Garrett Lamusga
JOSEPH John GIANGIULIO
Harry Russell Grant
VINCENT PAUL MONTENEGRO
JEFFREY MICHAEL NUNES
Jackson Douglas Hauser
Chris Jon Knabe
Roque Moreira
Simone Cockrell
Ricky Lee Johnson
George Howard Price
Olivia Kathleen Black
Carlos Eduardo Hernandez
Matthew Charles Gonzalez
JANA DARLENE WATERS
STACY RENEE SCHAEFER
JOHN P CERVANTES
WESLEY ADAM SHINDLER
Jennifer Anne Gabriel
JAMES MICHAEL HINES
DAVID WALTER STRINGER
ROBERT CHESTER ALBRITTON
TIM ALAN EDWARDS
MICHAEL ALAN TAYLOR
David Keith Cole
DOUGLAS THEODORE CHARNEY
HILARY WELLS PLUEMER
SHAWN BAXTER
JASON ERIC CRAIG
Paul Leander Keeton
JASON ANTON BEDNARZ
KENNETH CLAYTON PRICE
ARI MOSHE BAUM
TROY VICTOR HARTMAN
MICHAEL WAYNE ARNOLD
CHRISTOPHER JAMES WIGINGTON
TAMEKIA YOLANDA THOMPSON
Amanda Jo Sheeder
CHARLES WALLACE SEIGLER
CHRISTOPHER DONALD PASCUZZI
APRIL M HARPER
Jessica Rose Ebuen
AMY LYNN ABRAMS
James Gary Mueller
DEAN ERNEST MORRIS
BOBBY JOE BOYD
JAMES PATRICK RYAN
LISA BAKER LAWWILL
SONIA RAQUEL BIASATTI
ROBERT LEE CECIL
Rebecca Elizabeth Reynaud
RICHARD EDWARD FENNEMA
CASEY DAN WAITS
Yurij Szelewycz
Carolyn Orser Sterling
KATHLEEN M GERHARDT
CARYN TAUROG BORDEN
JEREMY RYAN DAY
Erin Elaine Thomas
Kathryn Oliver James
CHARLES LEON EVANS
RICHARD DEAN PASCUZZI
MICHAEL BLESS
ROBERT FREMONT THORNDIKE
Alvin Francisco Walk
TRAVIS GARRETT CARVER
Eric Sven Corder
DAVID SCOTT LYNN
Cynthia Kay Whitman
TYLER D LITTLE
NIKKI LEIGH BROOKS
Mitchell Randall
DAVID P LITTLE
GEORGE WAYNE LOLLIS
AUSTIN ROBERT COLLINS
WILLIAM HOLDEN FOX
Gerald Ray Jones
WILLIAM BERNARD DRISCOLL
RICHARD EUGENE FENGLER

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