Best Investors Account Sign in

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

EDWARD JONES
BROWN AND BROWN FINANCIAL SERVICES, INC.
MOORING BAY CAPITAL MANAGEMENT
VAQUERO PRIVATE WEALTH, LTD.
SCALAR GAUGE MANAGEMENT, LLC
BANNER OAK CAPITAL PARTNERS, LP
ROSEROCK WEALTH MANAGEMENT, LLC
INTERLOCK PARTNERS MANAGEMENT, LLC
SANDERS MORRIS LLC
CORIENT
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
ROOSEVELT CAPITAL MANAGEMENT LLC
ACKERMAN CAPITAL MANAGEMENT
GOLDCREST ADVISORY II, LLC
ETC INVESTMENT ADVISORS LLC
HEWES FUND MANAGEMENT, LLC
BROADWING CAPITAL MANAGEMENT LLC
CARTESS INVESTMENT PARTNERS LLC
ESP INVESTMENT ADVISORS LLC

Investors

Christine Brady
Alex Darin Permenter
ALEXIS LANNIE BROWN
JOHN COLON BROWN
ATUL SETHI
RYAN Michael MAYNARD
DANIEL CARLTON
Laura C. Blair
JOHN BENJAMIN GORDON
JASON MATTHEW MORTON
PAUL WILLIAM HARVEY
FRANKLIN LEONARDO MATUTE
RYAN WILLIAM HUEY
Edward Hoffman
NANCY ELAINE DIXON
LANE MOORE
STEPHEN WAYNE FITZPATRICK
ERICK GEORGE REVELLE KUEBLER
Braden Ryan Howell
LAURA BETH MAXFIELD
Jordan Alexander Sieben
Claire Buechele Foster
MARK CHARLES GRIEGE
TIMOTHY MICHAEL WEBER
MICHAEL JAMES SHOCKLEY
JEREMY JOSEPH HUDSON
ADAM CHARLES GOLDENBERG
DANA LYNN PINGENOT
GREGORY THOMAS BONE
Matthew Corley Sibley
TODD RICHARD AMACHER
Austin James Mitchell
Amanda Knode Hill
Alex Martin Taylor
KRISTA LUREA HINTON
BRENT ANDREW ANDERSON
JESSICA LINDSAY BOGHETICH
Kelly Gamble Mills
Bradyn David Papke
Isaac Olumide Babalola
Steven Werner Novak
Corey Orthengren
CHRISTOPHER ALLEN MESSICK
JAMES SPOTTSWOOD TARDY
ADAM JONATHAN SHEER
MARY ELIZABETH LAFIELD
BRIAN MICHAEL CLOUD
MATTHEW JOSEPH KRAUSS
CASSANDRA HUMPHREYS GUERRERO
CHRISTOPHER JAMES RACHFAL
Carl Price Wagner
James Alexander Herr
Laura Blythe Lee
Kelvin Maurice Murphy
David John Jeffery
CHARLES EDWARD THOELE
KENNETH MARK MCCLANAHAN
Charles William Griege
KATHERINE ANN ROBERTSON
Sital Rahman
Jared Walker Sink
Jacob Christian Lyle
B. FRANK VOIGT
Chase Chafin McLean
Michael Patrick O'Brien
DAVID ANTHONY ROOSEVELT
JOHN MICHAEL HEA
Keith Allen Pillers
DAVID BROUWER ACKERMAN

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