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Best financial advisors in Grapevine, TX

Registered advisers within 25 miles of Grapevine, TX.

Offices
2,575
Firms
1,159
Combined AUM
$25.1T
Firm-wide filings, not assets booked only here
Clients
41.9M
41,868,720 clients when Item 5C has a number
Avg / client
$598.4K
Combined AUM ÷ clients

Nearby offices

Firms

PUREWATER CAPITAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
ONEAMERICA SECURITIES, INC.
LINCOLN INVESTMENT
BLAND GARVEY WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
FRONTLINE WEALTH MANAGEMENT
CULTIVAR CAPITAL, INC.

Investors

Bezan Fred Morris
TIMOTHY OCHOA HATCHER
COREY F SCOTT
MARK AUSTIN BERRY
Chelsea Janae Terry
KEITH PHILLIP HUDSON
Vivian Maass
Thao Nguyen
BRIAN JOSEPH JETTON
RUBEN MACIEL GONZALEZ
JUDITH OFELIA POLAK
Giovanni Stefano Blanchette
PAUL DELMAS TORRES
HAROLD GENE SHIELDS JR.
DAMIAN JOHN CARUSO
JOHN CHARLES GARVEY
LORI ANNETTE EADS
Suhrob T Karimov
MARK REPASY
TIEG TYLON BRYAN
FRITZIE LEE CONNALLY
MARK WAYNE ELLEDGE
JEFFREY HOWARD MOORE
SHANNA CORONA CRUNK
Thomas M Kennedy
JENNIFER R ADDISON
CHELSEA H ALEXANDER
Eliazer Hernandez
KEITH DALE KARNES
RYAN Hudson ARRINGTON
LAWRENCE RAY TERRY
JAY KURT BROWN
CHARLES R. GREEN
DEANA SUE BUTLER
CAMERON SCOTT STANSBURY
Braden Wayne Givens
Gregory Allen Kubes
UMEKA QUINTENETTE JOHNSON-HART
ISAIAH GRIFFIN WHITAKER
Steven Brett McCann
Justin Thomas
Stuart Snook
Jason Alexander Besly
THOMAS EARL MUIR
JEFFERSON KEITH HENDERSON

Within 25 miles of Grapevine, TX, Best Investors lists 1,159 registered investment advisory firms with 2,575 offices nearby, managing about $25.1T in combined regulatory AUM across 41,868,720 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 Grapevine

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