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Best financial advisors in Highland Village, TX

Registered advisers within 25 miles of Highland Village, TX.

Offices
2,161
Firms
1,008
Combined AUM
$22.9T
Firm-wide filings, not assets booked only here
Clients
41.9M
41,894,955 clients when Item 5C has a number
Avg / client
$546.8K
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
CENTAURUS FINANCIAL, INC.
FINANCIAL SECURITY SERVICES GROUP, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC

Investors

DAVID BRENT ROBINSON
Emily Jade Patlan Lara
Paul Robertson Foutch
Sean Tyson Gingrich
Alexander Johnston
Page Michele MORGAN
CLOVIS MIKE MORRISON
JAMES KIRK CHERRY
ZACHRY PATTERSON FEARING
Ronald W Perry
WILLIAM CHARLES BURKS
WILLIAM CHARLES BURKS
SARAGAIL ANGELA CALLOWAY
JEROME VAN LEFTWICH
WESLEY WAYNE WARREN
Billy Wayne Clements
JAMES LLOYD JOHNSON
JEREMY JAMES NEWTON
JOSEPH DANIEL LUDWINSKI
William Kyle Schlabach
Grace Elisabeth Stear
KAYLA SUE WILLIAMS
Eric Paba
KELLI NICOLE LUDWINSKI
LISA MARIE STOUT
EDDIE GASSAWAY
SCOTTIE DOMINIC HARPER
SARA SONG
David Bujacich
GARRET ALLEN GEIST
Chase Carrillo
MAXWELL REGAN LANDGRAF
Robert Matthews Clay
Halle C Cheatham
JOHN ERIC MUSE
CHESLEY ARDIS DAVIDSON
Zachary Bonner
John Howard Hurlbut
Clayton Hurlbut
PAULA ANN CZAPKO
Trinidad Ochoa Stephens
WILLIAM LEE BOWLES
Andrea N Deeley
Janine Hartman
AARON FRANCIS
Thomas Joseph Ingram
Michelle Courtney
Thomas Eugene Lumbard
Christian Palmer
Jeff Schuetts
Justin Brian Lemish
James Frank Moore

Within 25 miles of Highland Village, TX, Best Investors lists 1,008 registered investment advisory firms with 2,161 offices nearby, managing about $22.9T in combined regulatory AUM across 41,894,955 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 Highland Village

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