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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

LAKE WHILLANS CAPITAL PARTNERS LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MML INVESTORS SERVICES, LLC
SHIFT LEFT VENTURES MANAGEMENT COMPANY, LLC
AE WEALTH MANAGEMENT, LLC
INDEPENDENT FINANCIAL GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
DALLAS VENTURE CAPITAL
SK ADVISOR NETWORK, LLC
NFWM

Investors

JOSHUA BLAKE SMITH
RANCE LEE SWINFORD
Alexander Monroe
Camryn Brown
UMEKA QUINTENETTE JOHNSON-HART
FABIO FERNANDEZ
Jill Elise Clifton
Francisco Zapata-Fernandez
Nicholas Cason
SANDRA PATRICIA MESTELLER
GLORIA HELEN HOMANS
Jonathon Condren
JUDITH STODDARD SHERMAN
JULIE LYNN BIRD
TROY FRAZIER
Jake Gaster
BRADLEY MERRITT EPSTEIN
MICHAEL DAVID KOLACZ
Carolyn Leticia Mora
RICHARD SCOTT RAWLINS
Brian Stern
CHRISTOPHER JOSEPH DORFF
JOEL DAVID JOHNSON
SPENCER JAMES BACON
Brayden Tanner Cook
BRITTANY MARIE YACH
BRYAN William YACH
NIKOLAS PAUL PINEIDER
JOHN OTTO HETZEL
KEVIN JAMES FLOYD

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