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Best financial advisors in Frisco, TX

Registered advisers within 25 miles of Frisco, TX.

Offices
2,248
Firms
1,068
Combined AUM
$26.3T
Firm-wide filings, not assets booked only here
Clients
41.9M
41,934,950 clients when Item 5C has a number
Avg / client
$626.2K
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
ADVISOR RESOURCE COUNCIL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WORTH ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
STF ADVISORY INC
BRAXTON FINANCIAL GROUP, LLC
DATA ONE CAPITAL MANAGEMENT LLC
AFFORDABLE LIFE PLANS, LLC
ARKADIOS WEALTH ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LINCOLN INVESTMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
ALTFUND MANAGEMENT, LLC
EAGLE STRATEGIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PROSPERA FINANCIAL SERVICES, INC.

Investors

Daniella Marchetta
Jerome Nicholas Ponzio
Yash Ajmeri
James Earl Webb
DORON JARED ELAD
Alton Barrett Thompson
PAUL DELMAS TORRES
James Robert Farish
Gary Alan Briggs
THOMAS LAWRENCE CAMPBELL
AHMAD M ELNAHHAS
XIN ZHANG
JAMES BRAXTON TALBERT
JONATHAN MICHAEL ROTZ
JAMIE NEAL RICHARDSON
Ruth Torres
Phuong Aaron Dinh
Danniel Syed Kazi
ANDREW CHRISTOPHER SHULL
Eddie Oscar Dixon
Craig Fylling
CHARLES WILLIAM WRIGHT
Hannah Perna
KYLE MATTHEW SHIPLEY
CHRISTOPHER DAVID WHITE
GEORGE WAYNE LOLLIS

Within 25 miles of Frisco, TX, Best Investors lists 1,068 registered investment advisory firms with 2,248 offices nearby, managing about $26.3T in combined regulatory AUM across 41,934,950 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 Frisco

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 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM