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Best financial advisors in Forth Worth, TX

Registered advisers within 25 miles of Forth Worth, TX.

Offices
7
Firms
6
Combined AUM
$3.44T
Firm-wide filings, not assets booked only here
Clients
452K
452,059 clients when Item 5C has a number
Avg / client
$7.62M
Combined AUM ÷ clients

Nearby offices

Firms

GLOBAL RETIREMENT PARTNERS LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRINCIPAL ADVISED SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Brandy M Cumberledge
Abbie Watson Cone
Spencer Josiah Stilwell
Charles A. Bryce
Abigail Catherine Sheets
Robert L Reece
Jasmine Song Benyshek
HEATHER MAY GRAPES
DANIEL J ROARK
SHARILYNN GATES
JOHN DEXTER NASH

Within 25 miles of Forth Worth, TX, Best Investors lists 6 registered investment advisory firms with 7 offices nearby, managing about $3.44T in combined regulatory AUM across 452,059 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 Forth Worth

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 GLOBAL RETIREMENT PARTNERS LLC 798 clients · 462 advisers $170B AUM 6 PRINCIPAL ADVISED SERVICES 16,537 clients · 260 advisers $1.42B AUM