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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

STATE FARM INVESTMENT MANAGEMENT CORP.
SEQUEL HOLDINGS, L.P.
GARZA FINANCIAL PLANNING
SAVANT WEALTH MANAGEMENT
LPL FINANCIAL LLC
CREATIVE PLANNING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IDEOLOGY WEALTH ADVISORS, LLC
THIRD GENERATION CAPITAL MANAGEMENT
BRIGHTON JONES LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC
LEE FINANCIAL COMPANY, LLC

Investors

ISAIAH GRIFFIN WHITAKER
JOHN FORREST BURNS
Austin Howard Winsett
BARBARA WILBUR SULLINS
JUDITH WATKINS BLAISING
TY WATERMAN CHESNUT
Bismarck O. Darko
CORD ANTHONY ADAMS
Roy Scott Hamilton
Robert Randall Crago
Marissa Lynn Vader
Mikaila Jeanine Rodgers
Calvin Michael Reid
Kaleb Wilson
Karelis Arlene Mendez
Jose Pablo Castillo
DAVID ROSADO
PAUL EMILE DORSEY
Soonkwan Kwon
Joseph Aaron Zachariah Yelko
Zanshiro L Thompson
Puneet Kaur Randhawa
Alejandro Gualy
Shane Michael George
Jackson Daniel Garrett
Natenal Tekletson
Kumari Araceli Chico
Geovanni David Herrera
Dominique Davis
Caden Eggeling
Chiedza Charlene Kamhere
Timothy Parker
Elias WaMuludiki Muludiki
Macario Josue El Zacuhra
Casey Fung
Brandon Ngoc-Huy Vu
Jacob Finke
Antonio Ignacio Romero
Jacob Charles Hunn
Daniel Elliott Riemer
Timothy Schwarz
Ritney Leon Coleman
Bhajan thomas Biju
Dade Lyons
Evan Cole Hardin
Alexander Stahl
Corelle Quan Morris
Jo'Anthony Raul Conde Schmidt
Natalie Jade Lear
Ramiro Martinez Gutierrez
Tiffany L Gordon
Trenton David Monts
Anastasia L Contreras
Mayre Ruby Mendez
Hasan Deen Bowers
Joshua Ryan Anderson
Francisco J Macias
Bruno C Hernandez
Andrew Martinez
Brendan J Jorgensen
Darrion Randolph
Carlos Andres Arteaga Espinoza
Nathaniel Isaac Carpenter
Tucker Dean Bollinger
Judd Jason Jenkins
Tin-Chak Lam
Raul A Mendez
Julie Pham
Kristie Marie Mels
Peter Sergyeyenko
Destiny Nicole Renee Lucas
Christian Muli
Matthew Cleary Visker
MICHAEL R GOLDEN
JAMES R MEETZE
Nicholas Richards
Matthew David Gorham
Lauren Yancy Randle
Brent Adam Pertusio
Juan Carlos Chiong
Libby Roelse
Elisa Isabella Maria Rastelli
Ellen Najala McKay
Maher I Warrayat
Samuel Sheppard
Mohanad Abdan
Robert John Magee
Sergio David Nunez
David Edgar Nieto
Zaineb Subhe
Paulina Flores
christopher do nguyen
Kyler Michael Brown
Jaylen Dabney
EMANUEL G GARCIA
Gehrig Stephen Butz
Kyler Burkett
Addison J English
Dylan Patrick Dennery
Brandt Cullen Manns
Allan Mathew Abraham
Brandon Cody Patterson
Alijah Wood
Sean Denzel Stenhouse
Ryan Gregory Mostoller
Brian Michael Sokalski
Bond Finley Cuyos-Blackman
Kennen Patrick Riley
Reece Warren Brown
Dylan Blake Beard
Billy Dewayne Ray
Villedo Jr Rios
Amy Benoit
Kate Meyer
Arash Hashemi
Sabrina Marie Brown
Hadassah Mashal Mooney
James Michael Grice
Jerl Lee McCasland
Ethan T Guardiola
KENNY Louie DIAZ
Asa Aldridge
Steven Charles Gerisch
Gabriel White
Zachary Atasi
Randall Kirk
MICHAEL James SAWYERS
William B Vannithone
Joshua Michael Materne
Nicholas Richard Moore
TROY CAESAR ALLEY
BRIAN WALTER MORTON
LAURA LEA KIMBALL
Joshua William Perry
MICHAEL FOSTER CURTIS
Cassandra Jewlyn Bourne
EVAN ROBERT HAYS
JOEL BLANCO GILHANG
Luke Davis Ray
Jason Eric Helsel
Dung Tran
Benjiman Cubbage
David Richard Cubbage
Phillip Neal Smith
Loren-Dean Alan Mims
Barbara Burris
Ryan Coxe
Shayla Cobb
Sarah Michele Beattie
WILLIAM ALBERT LUCKEY
RONALD DOUGLAS JONES
MICHELE YVETTE BERGERON
NICHOLAS SHAWN GIBSON
SHIRLEY ANN OGDEN
ERIC MATHEWS SMITH
BENJAMIN SCOTT SHAE
JUSTIN BRADFORD LUDDEKE
JASON ALLEN ROMPH
ADRIENNE DENAE ANTHONY
Alexander Man-Seung Nickerson
Matthew Paul DenBleyker
Jaryn Rose Quick
Trey Elden Waite
DANIEL SCOTT PETERS
MARCO ANDRES RODRIGUEZ
DANIEL ROBERT MAUCK
SARAH HENZE
JACOB CHANDLER ODOM
Richard Alan Drew
Emily Smeltz

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