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Best financial advisors in Forney, TX

Registered advisers within 25 miles of Forney, TX.

Offices
1,145
Firms
677
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
41.5M
41,491,967 clients when Item 5C has a number
Avg / client
$479.2K
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
ADVISOR RESOURCE COUNCIL
SPC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
CRESTVIEW WEALTH MANAGEMENT, LLC

Investors

Nicholas Cason
RUSSELL EUGENE SHAUL
Gregory Lee Pharris
Tasha Nicole Cunningham
Fay RoseMarie Keane-Headley
IMELDA BANDA
RAMON MICHAEL GAYTAN
Salman Tejani
Mathew Edward Singleton
Michael Jay Taysom
LINDSAY CAMPIONE
Brett Austin Hensley
Craig Buchholz
DONALD TERRY BURROWS
Ronald Dale Stolman
Michael Hunter Warren
Wesley Alan Oliver
Phillip Neal Smith
Loren-Dean Alan Mims
Larry Leander Allen
JOEL WAYNE WILLIAMS
JILL HARRIS SLAYTON
NAOMI NICOLE RHODES
PAOLA CAROLINA PACHECO
JAMES DANIEL FOWLER
HOWARD REID JOHNSON

Within 25 miles of Forney, TX, Best Investors lists 677 registered investment advisory firms with 1,145 offices nearby, managing about $19.9T in combined regulatory AUM across 41,491,967 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 Forney

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