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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

BRAZOS INVESTMENT PARTNERS I, L.P.
BBAM US LP
GREY HELM CAPITAL
WALLACE CAPITAL MANAGEMENT, INC.
PENDER CAPITAL MANAGEMENT, LLC
CENTEROAK ADVISER, L.P.
MERIDIEM CAPITAL PARTNERS LP
IKARIAN CAPITAL
SMITH GROUP ASSET MANAGEMENT, LLC
WAVEFRONT US CORPORATION
FOURPARK ADVISORS, LLC
PARADIGM QUANTITATIVE TECHNOLOGIES, LLC
ROCKSTREET PARTNERS LLC
ALISTAIR CAPITAL MANAGEMENT, L.L.C.
ALPHAMINE CAPITAL MANAGEMENT, LLC
VS CAPITAL MANAGEMENT LLC
XM CAPITAL PARTNERS LLC
SPARROW ADVISORS, LLC
CORDATUS ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

CHRISTOPHER LEE THOMASON
SCOTT TREVOR WALLACE
ELIZABETH SCHULZE ROBISON
OWEN BURNS
Andrew Bruce Hagemann
ZACHARIAH BUCHANAN DAVIS
KEVIN FREDERICK LIPPINCOTT
Adam C. Warnke
David Ryan Hussong
CRAIG RAY SWANN
MICHAEL KURILECZ
BRADLEY PAUL WILSON
PATRICIA ANN THOMPSON
DARREN DUANE GOTHARD
Ching Eiler
JOSH DEEVER
PAUL D BENDER
LAIRD FORREST JOHNSON
BEVERLY ANN SURRATT
STEVE JOHN CHRISTENSEN
JAMES DAN HEARD
TODD ALAN BAIRD
VICTOR WILLIAM SOBERS
JAMES ROBERT TROUSDALE
JAMES COLE WATSON
DONNA GAIL SMOTHERMON
KENNETH CRAVEN
JOHN D LORD
KYLE MERINO
SHIVAM PATEL
MICHAEL CASE CARPENTER
PAULA THIBODEAUX
MARIO ARNAL REVELES
ALEXIS LEE LYONS
MICHAEL HOGAN LATHAM
PAMELA SUE GOTHARD
PAUL MARY JOSEPH COOKE
RUSSELL BOSWORTH CHANEY
Matthew Kimmel
JOHN JOSEPH D'ANNUNZIO
ELIZABETH CATHERINE HALEY
MAXWELL MEYERS

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