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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

FARMERS ASSET MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
CAPITAL IDEAS
SAMMONS WEALTH
CERTIFIED FINANCIAL STRATEGIES CORPORATION
HIBERNIA WEALTH PARTNERS, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
PROEM ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
LFG CAPITAL MANAGEMENT LLC
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WEHLING INVESTMENT MANAGEMENT

Investors

MARK DOUGLAS JETT
Alejandra Diaz Palomera
Raudel Serrano Flores
AJA LAQUAN GROSS
JOANA MONTERO-FLORES
Andrew Peter Kerai
KAREN RAYBURN BURNS
John David Edwards
James David Jacobson
CLIFFORD JOHN BROTT
STEPHANIE ANN SAMMONS
JASON ALAN EDGERTON
ROGER STEVEN ASEL
WILLIAM DANIEL SAPLICKI
JAMES GLEN HOLLINGSWORTH
CHRISTOPHER MICHAEL SALM
NATASHA CHER VERBSKY
MICHAEL WILLIAM JARVIS
BRADLY IAN CLARK
Mehdi Ahmadi
Lucinda Clark
ANDREW JOSEPH PHILLIPS
Kevin Edward Ockwood
DANIEL SOLIS
KERRI L MIENE
HERBERT JOSEPH POLEDNA
SAM LUKE THORNAL
Shanna Stanford Miller
Andrew Gordon Douthit
Luke Thomas Suminski
Kendall B Sanders
Joseph Leroy Way
Matthew James Wehling

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