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Best financial advisors in Keller, TX

Registered advisers within 25 miles of Keller, TX.

Offices
1,040
Firms
355
Combined AUM
$18.9T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,094,065 clients when Item 5C has a number
Avg / client
$6.11M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PROVISION ASSET, LLC
PLANMEMBER SECURITIES CORPORATION
SIGNAL ADVISORS WEALTH, LLC
PFS INVESTMENTS INC.
ASPENRIDGE WEALTH ADVISORS
IMPACT WEALTH GROUP
CERBERUS CAPITAL MANAGEMENT, L.P.
LPL FINANCIAL LLC
MARINER
AMERIPRISE FINANCIAL SERVICES, LLC
RHM CAPITAL MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ADVISOR RESOURCE COUNCIL

Investors

Pamela Lea Natvig
Jesse Adam Plata
Samuel Ray Velarde
Jason Burdett
David Allen White
SAMUEL AARON REEVES
ANTHONY STEVEN RIZZO
Brian W. Hart
Robert Jacob Luman
CHRISTOPHER LEE MCCARLEY
LANCE CHALMER KERR
BENJAMIN ROBERT BIGLER
NICHOLAS CREER GODFREY
Peyton Bruce
Ana Caroline Sullivan
Ryan McLin
BRETT ALAN LOWREY
KOREY DON ROGERS
PAUL VITO CORACI
KEVIN JACKSON
Michael Levon Daniels
BRIAN EUGENE WASSON
MICHAELDAE REINHARDT
ROBERT COREY MEHCIZ
BRYAN MICHAEL HULL
Wen Cheng
Adan Becerra
Dennis L. Jackson

Within 25 miles of Keller, TX, Best Investors lists 355 registered investment advisory firms with 1,040 offices nearby, managing about $18.9T in combined regulatory AUM across 3,094,065 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 Keller

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