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Best financial advisors in Joshua, TX

Registered advisers within 25 miles of Joshua, TX.

Offices
471
Firms
164
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,715,128 clients when Item 5C has a number
Avg / client
$5.49M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CORRIENTE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
ROGERS WEALTH GROUP, INC.
J.P. MORGAN SECURITIES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
THIRTEEN TWENTY-TWO ADVISORS
A SQUARED PARTNERS LLC

Investors

Casey Lanae Carlisle
TIEG TYLON BRYAN
FRITZIE LEE CONNALLY
MARK WAYNE ELLEDGE
JEFFREY HOWARD MOORE
SHANNA CORONA CRUNK
Thomas M Kennedy
JENNIFER R ADDISON
CHELSEA H ALEXANDER
Eliazer Hernandez
KEITH DALE KARNES
RYAN Hudson ARRINGTON
LAWRENCE RAY TERRY
JAY KURT BROWN
CHARLES R. GREEN
DEANA SUE BUTLER
CAMERON SCOTT STANSBURY
Braden Wayne Givens
Gregory Allen Kubes
KAREN FREEMAN
Jason Gregory Freeman
BRANTLEY FREEMAN
ANDREW L DIXON
Christopher Cody Ison
Taylor Lewis
MARIANNE ELIZABETH CARTER
LARRY CARLTON MILTON
Erin Michelle Smith
Matt Magee
Connor Matthew Levesque
David John Springer
ROBERT EDWARD BROWN
RACHEL E CARTER
Erin Danielle Bluske
CHERYL MCCARSON
Joanna Kaye Horton
APRIL MICHELLE BIERLE
BRIAN JOSEPH MUELLER
CRAIG COBURN ROGERS
MATTHEW PHILLIP LANKFORD
MELISSA FAYE CHILDS
CHRISTOPHER SEAN MOORE
DANA ERIC WILLIAMS
CHRISTOPHER RYAN MANROSS
DALE CRAIG ROGERS
Chad Calvert Carroll
ANDREW ROBERTS
Justin W Townsend
Matthew Michael Ghadimi
SHAWN MICHAEL BATES
DAVID ANDREW SANDEFER
BRIAN GERARD PETRANDO
BHARAT M PARIKH
W BLAKE MONROE
DARYL R Klump
BENJAMIN WADE HENDERSON
KURT JOSEPH KERRIGAN
RICHARD DODD HAMMOND
JOHN WILLIAM LOYD
Jonathan Smith
URIEL BATISTA
JASON MICHAEL JONES
Keith Richard Young
Randall Sloan
John Sidney Morrison
HEATHER RAE BRIDGES
LANDON G FREEMAN
JESSYCA R. MILLER
JONATHAN CHRISTIAN BRIDGES
JOSEPH AARON BROWNBACK
LARRY GLEN BRUNELL
BRYCE REED DANLEY
BILLY ALLEN YARBROUGH
BROOKS HENRY DANLEY
Rachel Couch
WILLIAM PHILIP SMILEY
AMBER MCINTYRE
Kyler Nielsen
Aisha Ann Rada
Albert Dixon Pattillo
Michael Denis Walker
Spencer Beau Jones
Andrew Rubinson
Sue Ellen Burch
Marshall Alan Humphrey

Within 25 miles of Joshua, TX, Best Investors lists 164 registered investment advisory firms with 471 offices nearby, managing about $14.9T in combined regulatory AUM across 2,715,128 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 Joshua

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM