Best Investors Account Sign in

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

STATE FARM INVESTMENT MANAGEMENT CORP.
BROOKSTONE CAPITAL MANAGEMENT LLC
WYKRENT, DAMON
LIFETIME CAPITAL PLANNING GROUP LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ERNST & YOUNG INVESTMENT ADVISERS LLP
RESILIENT CAPITAL MANAGEMENT, LLC
CAPITAL INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
CENTURY BRIDGE PARTNERS MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BASA ADVISORS
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC

Investors

John Paul Musial
Yuxing Zhang
Ashley Rebecca Thacker
Tyler Rea
DAMON JOSEPH WYKRENT
Noah Scott Trstenjak
GEOFFREY ERVIN LESTER-GEORGE
Jon David Raichelson
Michael James Tucker
Gowri Panthagani
VICTOR HUGO GARZA
MATTHEW AARON CLARK
JOSEPH CARTER MCDONALD
JONAS GEORG ROOS
ROBERT BRENNAN BARLOW
Travis James Alexander
DAVID MARTINEZ
Jeffrey Brinton Thomas
Najee Deshawn Smith Alexander
Alejandro Meza
Roberto Cespedes
Travis James Pickens
Austin Flachbart
Mario Hermilo Gonzalez
MARIO BRIAN BARONE
Scott Edward Anderson
Wesley Gerard Dickinson
DENNIS RAMOS

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