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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

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
ASTUTE CONSULTING, LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
TRUADVISORS
FINANCIAL SECURITY SERVICES GROUP, INC.
TAYLOR FINANCIAL CONSULTING
ADVISOR RESOURCE COUNCIL
PRESTIGE WEALTH MANAGEMENT
FOUNDATIONS INVESTMENT ADVISORS LLC

Investors

WILLIAM KENNETH ORBIN
Zachary Bonner
PAULA ANN CZAPKO
Trinidad Ochoa Stephens
WILLIAM LEE BOWLES
Andrea N Deeley
Janine Hartman
AARON FRANCIS
Thomas Joseph Ingram
Michelle Courtney
Thomas Eugene Lumbard
Christian Palmer
Jeff Schuetts
Justin Brian Lemish
James Frank Moore
GARRET ALLEN GEIST
David Bujacich
Murtaza Kamil Shahbazker
KELLI NICOLE LUDWINSKI
LISA MARIE STOUT
EDDIE GASSAWAY
SCOTTIE DOMINIC HARPER
SARA SONG
KAYLA SUE WILLIAMS
Eric Paba
William Douglas Collins
Brandon Aaron Booth
Christopher Scott Roberts
HUNTER LEE ARCHIBALD
EMIL BUDILOV
PRIMO MARCO SANTOS
William Kyle Schlabach
Grace Elisabeth Stear
Christopher Barlow
SARAGAIL ANGELA CALLOWAY
JEROME VAN LEFTWICH
WESLEY WAYNE WARREN
Billy Wayne Clements
JAMES LLOYD JOHNSON
JEREMY JAMES NEWTON
JILL TAYLOR GORDON
LINDA CLAIR MILLS
Andrew Gold
BRIAN DAVID DROLET
Holden Ziels
Landon Taylor McIntyre
Joseph Walter Turek
NICKOLAS BORTELLS
COLTON GREEN

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