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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

ENDURANCE INVESTMENT PARTNERS, LLC
STRONGHOLD RESOURCE PARTNERS
AUSPEX ENERGY MANAGEMENT, LLC
SIMON QUICK ADVISORS, LLC
SCS CAPITAL MANAGEMENT LLC
MATTER FAMILY OFFICE
NEWEDGE ADVISORS
WHITE ROCK CAPITAL
SOCORRO ASSET MANAGEMENT
TRUE NORTH ADVISORS, LLC
CARDINAL CSP INVESTMENTS GP, INC.
WEBS CREEK CAPITAL MANAGEMENT LP
RWR INVESTMENTS LLC
FLAT CREEK CAPITAL MANAGEMENT, LP
CRESTA FUND MANAGEMENT LLC
FROST INVESTMENT SERVICES
TXRE ADVISERS, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Christian Yoss
JACOBI RAY PADGETT
AMANDA CAROL HENRY
SHELBY GRACE POTZ-NIELSEN
GINGER GAIL DORSETT
BRAD D PARSONS
ALBERT AMIS RAYLE
JUSTIN LEWIS THOMPSON
LUCY Andrews Gardner
Blake Thiele
Anna Katherine White
JOSEPH ULLMAN BARTON
MARK SEBASTIAN WALSH
WILLIAM TENNYSON SANDERS
TARA LEIGH SCOTTINO
COREY BRYANT LONG
DHRUV MANIKTALA
CHRISTOPHER HOLUB CONLAN
Jamie Nicole Scott
Adam Edward Farris
JOSEPH PRESTON MORRISON
MARCUS JEARL HAM
MATT LANDING PEDEN
ROYCE WESLEY MEDLIN
MATTHEW CHARLES BOROWSKI
MARK HUNTER GEHLBACH
MICHAEL JAY ANDERSON
CHARLES FERRELL HALL
BRADEN RYAN COLE
CALEB Aaron BRIAN
IVAN SALAZAR
BRIAN EDWARD HEIDER
Aaron Robert Lang
ANNA MARIE HAMILTON
TREVOR RHEY DUNFEE
SCOTT ADAIR WOOD
MATTHEW BROOKS DUBLIN
KELLIE LAW CREWSE
COLIN JAMES BINDNER
BRETT DAVID HOOVER
SCOTT SKROCKI
ROBERT WILLING RYAN
THOMAS ULLMAN BARTON
ABIGAIL LOUISE FLOYD
LAURA F CROPO
DANIEL PAUL SILGUERO
ERIC LEE CHAPMAN
Sean Thomas Teague

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