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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

J.P. MORGAN SECURITIES LLC
BOK FINANCIAL SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MOMENTUM INDEPENDENT NETWORK INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DFS ADVISORY
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BLACK SEA INVESTMENT GROUP
ADVISOR RESOURCE COUNCIL
EDWARD JONES
RANCHWOOD CAPITAL MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CLEARPOINT WEALTH MANAGEMENT
ALLEN WEALTH ADVISORS

Investors

ROBERT MICHAEL MCGRAW
MELINDA JUDITH TYANN plumb
Donald Colby Johnson
RICARDO ANTONIO ROBERTO
MARGARITA CAICEDO REYES
DAVID HERRICK ABDULKY
JACQUELINE LEIGH FINLEY
MILTON GERALD FINLEY
STEFANIE ANN BASHORE
JOEL TERRELL HAYS
REED LYNN HAYS
DARRELL MARTIN MITCHELL
MATTHEW ALAN HAYES
BRENDA KAY DEVORE
Yashar Samandarli
Dennis L. Jackson
James Wilson Killgo
Craig Dwain Turner
DAVID WILLIAM HALL
RAYMOND JOSEPH CLARK
Evalyn Clark
James Frederick Smith
Keith Kavell Carter
Owen Ross Kay
PAUL ANTHONY KRUS
STEVEN ALAN EARLY
KATHRYN ANN ALLEN
MONALYND YOUNG
Ross Benjamin Miller
NANCY CAROL HARRIS
Michael Sean Raich
Jesse Jackson Deaver

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