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Best financial advisors in Irving, TX

Registered advisers within 25 miles of Irving, TX.

Offices
2,625
Firms
1,169
Combined AUM
$25.0T
Firm-wide filings, not assets booked only here
Clients
41.9M
41,908,762 clients when Item 5C has a number
Avg / client
$596.3K
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
QUOTIENT WEALTH PARTNERS, LLC
COTTONWOOD CAPITAL ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SNIDER ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
UNITED CAPITAL FINANCIAL ADVISORS
GOLDMAN SACHS WEALTH SERVICES, L.P.
AMERICAN BEACON ADVISORS, INC.

Investors

Paul Wendel Pittman
Benjamin Luke Pittman
BRANDON M ROSS
LUCAS BAKER
JOHN WILLIAM RUBOTTOM
KRISTEN JOY HOLT
STEPHEN BARNETT SHIPLEY
CHRISTA DIANNE BASS
Nader El Zacuhra Cuadrado
JESSE GILBERT ANDERSON
TYLER VINCENT CURTIS
SHELLEY JONES SEAGLER
ROBERT WILLIAM BRAUER
LINDA FAY DESPAIN
Benjamin Charles Carr
Erin Christine Champlin
Casey Matthew Kupper
LYNN BLAIR MCINTIRE
Taylor Alan Steele
CHRISTOPHER WILLIAM LAMBERT
Mason Tobe Emmel
THOMAS ROBERT MCINTIRE
ROBERT THOMAS BROWN
SEAN DONALD FELLIN
LAUREN FLEMEN
JACOB HOOD
JILLIAN MARIE DRAGONE
CORY MICHAEL CHMELKA
THOMAS BRIDGES DICKEY
FRANK MAZZUCA
Laura Martinez
Luke Porter Roe
Vishwas Singh
Sean Thomas OToole
Clark Richards Woodruff
Haden Robert McKeehan
Nidhi Chetanbhai Patel
Brandon Tort
TEODORA Imad IBRAHIM
Sofia Maricevic
John Charles Kilgallon
Dylan Douglas McDonald
Kevin John McDevitt
Madhura Shringare
THOMAS FRANCIS MCCARTY
Alyssa Jordan Benton
Abdoulali Ibrahim Jirani
Varunavi Shukla
Troy Tyrone Jackson
Bibhu Chapagain
Smridhi Sharma
Alexander Jeffrey Gido
Trent Carter Adams
Domonique Lockridge
Juan Martin Ponce
Devin Michael Young
Imani Khan Hosseini
WILLIAM LEE SWEARINGEN
JORDAN Dimiter STEFANOV
TODD JAY MCDONALD
ERIC E MAYA
Peter Gerhard Henkel
GRANT GOTHAM HOLLOSCHUTZ
STEPHEN ANDREW TAYLOR
Jonathan Ian Graham
Matthew James Bates
SAMUEL JOSEPH SILVER
JASON LAMONT WATSON
Peter Ratcliffe
BRIAN JOSEPH MARKEY
TARA MARGARET BUENO
Theodore Raymond Wozniak
Christopher Adam Stuck
MATTHEW WARREN HERBERT
Erin Kae Higginbotham
David Crosby Boone
ERIC CAMERON TARGOFF
Christopher Steven Gautier
ERIK ALEXANDER MEYER

Within 25 miles of Irving, TX, Best Investors lists 1,169 registered investment advisory firms with 2,625 offices nearby, managing about $25.0T in combined regulatory AUM across 41,908,762 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 Irving

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