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Best financial advisors in Desoto, TX

Registered advisers within 25 miles of Desoto, TX.

Offices
1,374
Firms
742
Combined AUM
$20.5T
Firm-wide filings, not assets booked only here
Clients
41.5M
41,522,578 clients when Item 5C has a number
Avg / client
$493.2K
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
B&F INVESTMENT STRATEGIES
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
J.P. MORGAN SECURITIES LLC
HORNOR, TOWNSEND & KENT, LLC
LPL FINANCIAL LLC

Investors

Robert William Mastin
ALISON A FOURTNER
WHITNEY ERIN KING
Jorge M Delgado
Esmeralda Limon
Edward Luis Carmona
Toby Bane
Melissa Leigh Stewart
DENNIS TATE BROCK
CHRISTINA CLEMMONS
RICK SMITH
JANEL RENA FAHEY
JONATHAN ALAN POPE
Trevion Green
MICHAEL DAT DAO
Darryl Lewis Fenton
Daisy Cano
Karen Diane McClary
Jillian Diane McClary
Robert D Collins
Andrea Walton
Jacob Chase Colwell
LARRY ROBINSON
LINDSAY M LANDIN
Althea Washington
CARL ALLEN RITCHLIN
Charles David Peyton

Within 25 miles of Desoto, TX, Best Investors lists 742 registered investment advisory firms with 1,374 offices nearby, managing about $20.5T in combined regulatory AUM across 41,522,578 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 Desoto

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM