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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

OSAIC WEALTH, INC.
DALLAS VENTURE CAPITAL
CETERA INVESTMENT ADVISERS LLC
LIFE INVESTORS MANAGEMENT COMPANY, LP
SUNBELT SECURITIES, INC.
MERIT FINANCIAL ADVISORS
KPC FINANCIAL SOLUTIONS, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
INTELLICENTS INVESTMENT SOLUTIONS INC
MML INVESTORS SERVICES, LLC
SUNSAGE CAPITAL MANAGEMENT
WASHITA CAPITAL, LLC
CRESTERA MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
ST. JAMES INVESTMENT COMPANY, LLC

Investors

SANDRA PATRICIA MESTELLER
GLORIA HELEN HOMANS
Carolyn Leticia Mora
RICHARD SCOTT RAWLINS
Brian Stern
CHRISTOPHER JOSEPH DORFF
JOEL DAVID JOHNSON
SPENCER JAMES BACON
Brayden Tanner Cook
Hailey A Thorn
GREGORY MICHAEL THORN
Jon Douglas Hur
BRET HACKETT
ANTHONY WAYNE PITZER
Jay David Angotti
KEVIN PATRICK CHRIST
TODD JOSEPH RABALAIS
Warren Davis Waters
FREDERICK OLUSEGUN EHINMIAKHENA
JOSEPH ROBERT EICHMANN
BRIAN CRAIG TILLOTSON
JUDITH STODDARD SHERMAN
JULIE LYNN BIRD
CLAYTON GAINES KOHL
BRITTANY MARIE YACH
BRYAN William YACH
NIKOLAS PAUL PINEIDER
William James
ASA JOSEPH ROBINSON CROW
AMY ALICE BURSON
WILLIAM RANEY SACHS
ROBERT JOSEPH MARK
LAWRENCE JOSEPH REDELL

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