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Best financial advisors in Fort Worth, TX

Registered advisers within 25 miles of Fort Worth, TX.

Offices
1,126
Firms
382
Combined AUM
$20.7T
Firm-wide filings, not assets booked only here
Clients
3.44M
3,440,041 clients when Item 5C has a number
Avg / client
$6.03M
Combined AUM ÷ clients

Nearby offices

Firms

VIVID WEALTH MANAGEMENT LLC
WASHITA CAPITAL, LLC
STRATEGIC ADVISERS LLC
PROPHET EQUITY MANAGEMENT LLC
PROPHET EQUITY MANAGEMENT II LLC
TABERNACLE EQUITY MANAGEMENT LLC
GENEOS WEALTH MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SCHULZ WEALTH, LTD.
EDWARD JONES
LPL FINANCIAL LLC
ONE XVI WEALTH
GORE RANGE CAPITAL LLC
HOOVER CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
OPENAIR FINANCIAL, LLC

Investors

Grant Toller Augustini
ROBERT W VENABLE
AARON LOWY
ARMANDO S. GARCIA
PETER J MCMAHON
JARED L KING
JUSTIN DWAYNE GASSETT
KENNETH A ROBERTS
JESSICA MALOY
SARAH ANNE SHERMAN
TOBE G. MCCANN
MARY BETH MURPHY
JAKE C BRILLHART
MICHAEL A GUTHALS
JOANNA JIN MAY NG BELTRAN
DAVID DUCRE
BRONWYN CORDIAK
LAYLA SINDI ADAMS
DANIELLE REMI MARTIN
CORBIN TREIBS
ALEXANDER MACIAS
JOHN M HOWARD
CHRISTOPHER A SKIPPER
KYLE T. SHEBAT
KELLY A CARPENTER
JAMES T EROH
JERROD P SHEARER
EDGAR ESPITIA
JORDAN WILEY
SEAN THURMOND
DENNIS KLEES
JOHN PHILLIP BREEDING
VICTOR PRICE
CLINT M SPRADLIN
ALAN VOSKUIL
ADAM M THORNTON
MATTHEW W BULLARD
CATHERINE SCHULTZ
DARIUS ALLEN
ZACHARY B. ATKINSON
SHELLEY STANYER
ALYSA DILLARD
SYDNEY Noelle GONZALEZ
KRISTINA WILLIAMS
KYLE PHELPS
MICHAEL J PAZERA
Shawn Michael Malley
Austin M Smith
Krystal Ann LaFollette
ROBERT RANKIN SCHULZ
Richard Wayne Kelly
Danika Marie Young
BRADLEY WYATT HALL
MARK HARRISON LADREW
SEAN PAUL WEAVER
Travis Crowell
WILLIAM WOOLFOLK NELSON
Aaron Peck
James Walton Park
CYRIAC ABRAHAM
CALEB MERRILL STEPHENS
Peter Alexander Krewet
John Morris Weller
MARK DANIEL MILLER
Rodney Ross Hall
Emily Elizabeth Hall
Landon Wade McBride
KENNETH AQUILLA CALHOUN
DENNIS RYAN OVERSTREET
Jeffery Logan Butler

Within 25 miles of Fort Worth, TX, Best Investors lists 382 registered investment advisory firms with 1,126 offices nearby, managing about $20.7T in combined regulatory AUM across 3,440,041 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 Fort Worth

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM