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Best financial advisors in Haltom City, TX

Registered advisers within 25 miles of Haltom City, TX.

Offices
1,001
Firms
329
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,058,184 clients when Item 5C has a number
Avg / client
$6.16M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
ASSET PRESERVATION GROUP INC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
SUNSAGE CAPITAL MANAGEMENT
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
GAUGE CAPITAL
RAYMOND JAMES & ASSOCIATES, INC.
PLANGUIDE FINANCIAL
RIDGEWOOD WEALTH MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CRESTERA MANAGEMENT LLC

Investors

GLENN MICHAEL WAKE
James Stoneman Hamilton
Roger Leon Williams
Shelby Marie Jennings
VERNON RUSSELL BILLINGSLEY
MICHAEL SCOTT FRANKLIN
WILLIAM SCOTT STEWART
Blake Kosier
BRITTANY MARIE YACH
BRYAN William YACH
NIKOLAS PAUL PINEIDER
CLAYTON GAINES KOHL
JUDITH STODDARD SHERMAN
JULIE LYNN BIRD
JOSHUA DALE HANNA
Jonnie Sue Campbell
Jason Robert Valek
Robert Randall Crago
Marissa Lynn Vader
Mikaila Jeanine Rodgers
Calvin Michael Reid
Kaleb Wilson
Karelis Arlene Mendez
Jose Pablo Castillo
DAVID ROSADO
PAUL EMILE DORSEY
Soonkwan Kwon
Joseph Aaron Zachariah Yelko
Zanshiro L Thompson
Puneet Kaur Randhawa
Alejandro Gualy
Shane Michael George
Jackson Daniel Garrett
Natenal Tekletson
Kumari Araceli Chico
Geovanni David Herrera
Dominique Davis
Caden Eggeling
Chiedza Charlene Kamhere
Timothy Parker
Elias WaMuludiki Muludiki
Macario Josue El Zacuhra
Casey Fung
Brandon Ngoc-Huy Vu
Jacob Finke
Antonio Ignacio Romero
Jacob Charles Hunn
Daniel Elliott Riemer
Timothy Schwarz
Ritney Leon Coleman
Bhajan thomas Biju
Dade Lyons
Evan Cole Hardin
Alexander Stahl
Corelle Quan Morris
Jo'Anthony Raul Conde Schmidt
Natalie Jade Lear
Ramiro Martinez Gutierrez
Tiffany L Gordon
Trenton David Monts
Anastasia L Contreras
Mayre Ruby Mendez
Hasan Deen Bowers
Joshua Ryan Anderson
Francisco J Macias
Bruno C Hernandez
Andrew Martinez
Brendan J Jorgensen
Darrion Randolph
Carlos Andres Arteaga Espinoza
Nathaniel Isaac Carpenter
Tucker Dean Bollinger
Judd Jason Jenkins
Tin-Chak Lam
Raul A Mendez
Julie Pham
Kristie Marie Mels
Peter Sergyeyenko
Destiny Nicole Renee Lucas
Christian Muli
Matthew Cleary Visker
MICHAEL R GOLDEN
JAMES R MEETZE
Nicholas Richards
Matthew David Gorham
Lauren Yancy Randle
Brent Adam Pertusio
Juan Carlos Chiong
Libby Roelse
Elisa Isabella Maria Rastelli
Ellen Najala McKay
Maher I Warrayat
Samuel Sheppard
Mohanad Abdan
Robert John Magee
Sergio David Nunez
David Edgar Nieto
Zaineb Subhe
Paulina Flores
christopher do nguyen
Kyler Michael Brown
Jaylen Dabney
EMANUEL G GARCIA
Gehrig Stephen Butz
Kyler Burkett
Addison J English
Dylan Patrick Dennery
Brandt Cullen Manns
Allan Mathew Abraham
Brandon Cody Patterson
Alijah Wood
Sean Denzel Stenhouse
Ryan Gregory Mostoller
Brian Michael Sokalski
Bond Finley Cuyos-Blackman
Kennen Patrick Riley
Reece Warren Brown
Dylan Blake Beard
Billy Dewayne Ray
Villedo Jr Rios
Amy Benoit
Kate Meyer
Arash Hashemi
Sabrina Marie Brown
Hadassah Mashal Mooney
James Michael Grice
Jerl Lee McCasland
Ethan T Guardiola
KENNY Louie DIAZ
Asa Aldridge
Steven Charles Gerisch
Gabriel White
Zachary Atasi
Randall Kirk
MICHAEL James SAWYERS
William B Vannithone
JEFFREY GLENN SHAW
MERRY LYN BAGWELL
Brian Howard
SzeSze Fertitta
JOHN SCOTT WICKE
OWEN FRED GARTRELL
RAEANN MARIE SARSFIELD
Qlirim Dauti
HOUSTON L RICHARDS
Gavin M. Christensen
SUMIT GULATI
Justin Matthew Hunter
BRAD A BARTZ
Kyle Appling
JOANN JOICE SHYTLE

Within 25 miles of Haltom City, TX, Best Investors lists 329 registered investment advisory firms with 1,001 offices nearby, managing about $18.8T in combined regulatory AUM across 3,058,184 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 Haltom City

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