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Best financial advisors in Lavon, TX

Registered advisers within 25 miles of Lavon, TX.

Offices
1,482
Firms
684
Combined AUM
$18.6T
Firm-wide filings, not assets booked only here
Clients
41.6M
41,636,438 clients when Item 5C has a number
Avg / client
$447.0K
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
ROCKWALL WEALTH MANAGEMENT
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
OPENAIR FINANCIAL, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Joshua Randall Arey
Christopher Lamar Brown
JOHN HIXSON ELSEY
Allison Kathleen Wilson
Bryan Craig Brokaw
Monica Lynne Cooper
Matthew Spicer
AUSTIN GRANT SNYDER
WILLIAM TRAVIS BARTON
Jacob William Lazorko
Shawna Michele Lazorko
JACE RAY HART
RICHARD PAUL DIRKSE
Renee Elizabeth Dirkse Sneed
JARROD CARL RUSH
Eric M Kurtzbein
Erin Williams
Jonathon Condren
Wendy Lee Adkins
Kenneth George McKelroy
Dyne Price Buckley
Thomas Randal Hosey
NATHAN RYAN BITNER
Justin Ryan Dollins
Houston Tullos
Joshua Daniel Panter
Seth A Panter
Jeffery Logan Butler
YOSR EL GHARBI VALLE
ERIC KARL ELMORE
HANLU YE

Within 25 miles of Lavon, TX, Best Investors lists 684 registered investment advisory firms with 1,482 offices nearby, managing about $18.6T in combined regulatory AUM across 41,636,438 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 Lavon

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