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Best financial advisors in Duncanville, TX

Registered advisers within 25 miles of Duncanville, TX.

Offices
1,751
Firms
871
Combined AUM
$20.5T
Firm-wide filings, not assets booked only here
Clients
41.5M
41,526,134 clients when Item 5C has a number
Avg / client
$494.0K
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Trevion Green
MICHAEL DAT DAO
Johnathan Remon Hawkins
ANGELA ARNELL JOHNSON
YOLANDA EVETTE DIXON
KEITH CHAPPELLE
JEFFREY JAY TENEYCK
RODRICK TROY LOGAN
JANEL RENA FAHEY
JONATHAN ALAN POPE
CARL ALLEN RITCHLIN
DENNIS TATE BROCK
Toby Bane
Melissa Leigh Stewart
WHITNEY ERIN KING
Jorge M Delgado
Esmeralda Limon
Edward Luis Carmona
E LAWRENCE TYREE SMITH
Mario Daray Walker
Caira White
ALISON A FOURTNER
CHRISTINA CLEMMONS
RICK SMITH
JARRIET BURNELL BLUITT
Charles David Peyton
Ivan Isaac Rodriguez
BERENICE SARAHI GALVAN PADILLA
Jose A Oseguera
RaShad J Adkison

Within 25 miles of Duncanville, TX, Best Investors lists 871 registered investment advisory firms with 1,751 offices nearby, managing about $20.5T in combined regulatory AUM across 41,526,134 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 Duncanville

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