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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

EDWARD JONES
LEVEL FOUR ADVISORY SERVICES
TAILWIND ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FCA CORP
STYRE WEALTH
CETERA INVESTMENT ADVISERS LLC
RRIG MG, LLC
HOOVER CAPITAL MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SWMG, LLC
J.P. MORGAN SECURITIES LLC
WILLIAMS FINANCIAL PLANNING, INC.
HELM INVESTMENT

Investors

Eugene P. Lamis
Andrew Graeme Lamis
WILLIAM BLAKLEY WOODARD
Erica Rae Boulware
RICHARD JOSEPH BRYCE
STEWART ROLLINS HENDERSON
ROBERT JOHNSON BATTON
Logan Clark Tucker
John Crockett Jurrius
ANNA C MALONE
Christopher D Anderson
Melissa Sue Harris
Bruce C. Border
Hal Gregory Hinckley
ERIN LANDRY MENKING
JOSHUA AARON RUDD
Braden Wayne Givens
DAYLE NELSON SCHEINMAN
EMORY CLIFTON HOOVER
WILLIAM KENNETH ORBIN
Christopher Barlow
Jeffrey Sealy
KELLY NICOLE BUCHFINK
STEWART BRUCE LEAFBLAD
David J Thurber
Brian Michael Keller
CHRISTOPHER WREN COATES
Kory Allen Morawietz
Cooper W Segars
Mark Bjorkman
KRISTOPHER RYAN BEAULIEU
MARCOS JAVIER ANDUJAR
AARON MICHAEL DE LA CRUZ
GLENN TODD WILLIAMS
ROBERT Jason HELM

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