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Best financial advisors in LAS COLINAS, TX

Registered advisers within 25 miles of LAS COLINAS, TX.

Offices
2
Firms
2
Combined AUM
$669M
Firm-wide filings, not assets booked only here
Clients
772
772 clients when Item 5C has a number
Avg / client
$867.0K
Combined AUM ÷ clients

Nearby offices

Firms

NAUTICAL STAR FINANCIAL GROUP LLC
QUARTZ PARTNERS INVESTMENT MANAGEMENT

Investors

LANCE ERIC PETERS
MARK RANDAL CAMERON

Within 25 miles of LAS COLINAS, TX, Best Investors lists 2 registered investment advisory firms with 2 offices nearby, managing about $669M in combined regulatory AUM across 772 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 LAS COLINAS

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 QUARTZ PARTNERS INVESTMENT MANAGEMENT 772 clients · 29 advisers $612M AUM 2 NAUTICAL STAR FINANCIAL GROUP LLC 4 advisers $57.4M AUM