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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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OVERRIDGE WEALTH ADVISORS
LTS FINANCIAL GROUP
ARB CAPITAL LLC
PIERCE WEALTH PARTNERS, INC.
LPL FINANCIAL LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC

Investors

GREGORY TODD CLIFTON
LOURDES Anahi CAMACHO
JAMES F KELLER
JOHN LUTHER POTTS
Daisy Cano
Hayden Samuel Heinz
RONNIE LEE HUSKEY
ANDREW CLAYTON HEINZ
DANE HOBBY PETTY
CHRISTOPHER KENNETH COFFIN
MAUREEN PATRICIA MAIDLOW
NEIL LYCURGUS VANZANDT
PAIGE WYMAN PIERCE
JEFFREY D RIMER
JACOB ANDREW CASLETON
Scott Abel
LAURIE TERGERSON SEPANSKI
Ryan Williamson
Derick Donald Ritenour
James Larkin Braxton
Arielle Oliver
CHARLES RAY WADE
HARRY PARKER CONSAUL
MONTE CLARK FERGUSON
Jonathan Michael Powrozek
Darryl Lewis Fenton
ALISON A FOURTNER
NATHANAEL JAMES EDEN
Samuel Fuentes Carmona
Eduardo J Uresti
NATASHA CHER VERBSKY
MICHAEL WILLIAM JARVIS
BRADLY IAN CLARK
Mehdi Ahmadi
Lucinda Clark

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