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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

BROWN AND BROWN FINANCIAL SERVICES, INC.
MOORING BAY CAPITAL MANAGEMENT
TFR CAPITAL
SAFE LANDING FINANCIAL
PRESTONWOOD CAPITAL MANAGEMENT, LLC
BANBRIDGE MANAGEMENT, LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
CHARLES SCHWAB & CO., INC.
LAKE WHILLANS CAPITAL PARTNERS LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
GANN CAPITAL LLC
CANDOR WEALTH MANAGEMENT, LLC
UBS FINANCIAL SERVICES INC.
MOISAND FITZGERALD TAMAYO, LLC
MISSION WEALTH MANAGEMENT, LP

Investors

ALEXIS LANNIE BROWN
JOHN COLON BROWN
ATUL SETHI
Stephanie Elaine Williams
Michael David Crawford
JOSHUA RYAN DUNHAM
BRYAN ALAN LEINART
BOBBY GLENN JAMES
Michael Lee Demings
BRIAN ANDREW FRY
JOHNNY KANG
Emily Elizabeth Lambert
Lawrence Dale Nicholson
Thomas P Miller
TREY ALAN FIDLER
Maciel Ian Bryce Porrao
Madison Kate Opitz
Jacob Robert Rubien
Alexander Day
MICHAEL LOUIS GLOBENFELT
DARCY JANE JONES
CHRISTOPHER LEE VEALE
JOHN PAUL BARELA
THOMAS SCOTT PEEL
Joshua Zimmer
Preston Bonds
REY MCCABE
Akram Mohammad Elhagehassan
NICHOLAS ANDRES COQUIS
Jacob William Lundy
JORDAN MICHAEL TORNO
MIGUEL ANTHONY HERRERA
SAVANNA MCKENZIE
Gabriel Murphy
JOSEPH WILLIAM VITA
RICHARD ALLEN BRANDI
GREGORY DAVID CZARNECKY
H GERALD WEIL
Darren Marcus Wilcox
Jason Alan Meeks
Jeremy Wayne Herrington
MICHAEL RYAN HENRY
Robert Craig Sklaver
Taron Xavier Jones
TANIEL J AGNERIAN
KELLY HUGHES KAUFMAN
JOSHUA BLAKE SMITH
RANCE LEE SWINFORD
Alexander Monroe
Camryn Brown
MARKUS GRACEN BYRD
ALLISON WILLIAMS
TONY KEITH HARVEY
SARA J KENYON
DEBORAH WHITING
TIFFANY MICHELLE BASSETT
DAVID STEVEN GOLDBERG
Grace E. Ku
MEGAN LEIGH PORTACCI
Laura Lee Retta
Benjie Batatan Esguerra
Armani Miller
Lauren Kate Snowden
Mitchell Hansen
Ian Matthew Myers
JOHN MARK KEVER
SUSAN TALLEY CHRISTMAN
STEVE LIDDELL
DAVID JAMES DOUGHTY
MICHAEL JOSEPH PICCO
BYRON BROOKS
RYAN LLOYD RABER
SCOT TRANTHAM
LISANNE MARIE GLEW
MONICA LASHAWN PAYNE
NATHAN WRIGHT SMITH
DARIO AGUILAR
LAURA IRVING
BRUCE BUCHANAN DIETERLEN
NICHOLAS OLIVER HEREM
BRIANNE MICHELE IMPERIAL
JAYME BURK
HUNTER BROOKS VEHSLAGE
MICHAEL EDWARD CULIN
Megan Strnadel
Nicholas Schoon
Jose Javier San Roman
DEANNA L TAYLOR
DAVID MICHAEL WATTS
MARK STEVEN BIANCHIN
SHAWN GLEN NICHOLAS
CYNTHIA A. PUCKETT
VIET TRONG QUOC PHAN
MARK WILLIAM HAGAN
MELANIE EUBANKS
HARRY AGNANT LAROSILIERE
LISA FAYE SHERROD
PATRICK M. MICHAEL EVANS
BRANDON R WILK
MARC A HAMLIN
GARY WAYNE CARBY
JANICE JOSEPHINE WRIGHT
BRUCE EDWARD PRATT
IRA DALE KRAVITZ
RICK JAMES LINK
MONDA DEGAN HANNA
STEVE MCELROY HERRMANN
JASON E EVERETT TARASZKI
JASPREET SINGH PURI
PETER Michael TARANTINO
JAY D DORIE ARBETTER
LOREN STANLEY KOZIOL
JUAN CAMILO VILLAMIZAR
HENRY WENDELL JORDAN
RUSTI D ROGGER
Evan Edward Taylor
Scott Wolfe
Alec Jacob Jordan
Adriana Oliva Moulder
TERI LYNN SUNDBERG
JAMES EDWARD CRANDALL
ROBERT R SENTER
Milton Albert Morse
ASHLEY CLARK
Charles Alan Espey
Timothy Blane Akers

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