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Best financial advisors in Lewisville, TX

Registered advisers within 25 miles of Lewisville, TX.

Offices
2,244
Firms
1,035
Combined AUM
$22.4T
Firm-wide filings, not assets booked only here
Clients
41.9M
41,889,429 clients when Item 5C has a number
Avg / client
$534.2K
Combined AUM ÷ clients

Nearby offices

Firms

SKY ISLAND CAPITAL
EP WEALTH ADVISORS
NEXTVESTING CAPITAL GP, LLC
WILLIAMS FINANCIAL PLANNING, INC.
HELM INVESTMENT
WEALTHSTAR ADVISORS, LLC
EDWARD JONES
RIVER CANYON FUND MANAGEMENT LLC
CANYON CLO ADVISORS LP
CANYON PARTNERS REAL ESTATE LLC
CANYON CAPITAL ADVISORS LLC
AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC
VIEW CAPITAL RIA, LP
IN-CHRIST ASSET MANAGEMENT, LLC
PFS INVESTMENTS INC.
LEVEL III CAPITAL LLC
J.P. MORGAN SECURITIES LLC

Investors

JACK F. WATERSTREET
MICHAEL TRENT STILLMAN
BRETT DEREK ANDERSON
GLENN TODD WILLIAMS
ROBERT Jason HELM
JASON ALAN DALLMANN
SCOTT ALAN STOCKTON
JEFFREY ROBERT WOLF
ERIK LLOYD WYSE
HOWARD THE CHEN
MOUSUMI MUKHERJEE
RICHARD CHARLES STAINSBY
Scott Michael Boris
Kelly Hohertz
JEFFREY GORDON RUPP
JAIME ERNESTO PALMER
PETER WARREN PADDOCK
SALVADOR DANIEL SANCHEZ
AUSTIN DEAN TATUM
KENICHI SHOJI
STEPHANIE ADAIR BYRD
RAYMOND CRAIG BRUBAKER
CHRISTOPHER L NEUDECKER
MICHAEL BRUMFIELD
Maria Theresa Cassagnol
BLAKE SCHWARTZ
HEATHER R BROWN
KEITH PINKARD
CASSANDRA CARDWELL
SUZANNE KAY HIMLER
PATRICK CHRISTIAN ORENDER
ELLEN LYNN THOMAS
TONI ALEXANDER
ANDREW ROBERTS
Justin W Townsend
Matthew Michael Ghadimi
SHAWN MICHAEL BATES

Within 25 miles of Lewisville, TX, Best Investors lists 1,035 registered investment advisory firms with 2,244 offices nearby, managing about $22.4T in combined regulatory AUM across 41,889,429 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 Lewisville

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