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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

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FOUNDER ETFS LLC
BEYOND CAPITAL VENTURES
VISION RESEARCH, LLC
METRIS CAPITAL
MARINER CAPITAL MANAGEMENT LLC
KELLEY LANE CAPITAL, LLC
SIDEKICK PARTNERS MANAGEMENT, LP
MAI CAPITAL MANAGEMENT, LLC
CLEARCREST CAPITAL MANAGEMENT, LLC
ASSET PRESERVATION GROUP INC
VIEW VENTURES
FROST INVESTMENT SERVICES
FORTUNE WEALTH MANAGEMENT, LLC
AUSTERRA WEALTH MANAGEMENT LLC
FIVANCIAL ADVISORS, INC.
L & B REALTY ADVISORS, LLP
DIGITAL WEALTH PARTNERS
REVERE CAPITAL MANAGEMENT LP
ANCHOR CAPITAL MANAGEMENT COMPANY, LLC

Investors

WILLIAM ROBERT ALLBRIGHT
Arpit Sogani
ANDREW JOSEPH MILLER
Kevin Earl Parish
DUSTIN ALLAN ELDRIDGE
VERNON RUSSELL BILLINGSLEY
MICHAEL SCOTT FRANKLIN
KYLE SNYDER
Ruby Kate Melton
Jesse Mitchell Huebner
SONJA JO WHITE
MARK CAVIN HOLLAND
DANIEL LIVINGSTON PLUMLEE
STACIE SANDER CROWN
MARK PAUL FARALDO
CHRISTINE MARIE MULLIS
ERIC ROBERT SMITH
GEORGE ANDREWS SMITH
DAX K WESTLUND
MATTHEW VAN BUSSUM
DANIELA Alexandra PERNIA
Letitia Roshelle Troutman
AARON WAYNE BAILEY
Tyler M Ochs
Jose Louise Amaro
Nicholas G Barnett
Frederick Weisbrod
ASHLEY NICOLE PAPA
Samim Oliveira Syed
JOSHUA ALLEN TESSAR
Joseph Slattery

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