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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
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
STONEBRIDGE WEALTH MANAGEMENT, LLC
BRECK PARTNERS, LLC
SUREPATH WEALTH MANAGEMENT, LLC
DAVID RHODES CANNON, C.P.A., LLC
OLIMPIO NEU & ASSOCIATES, INC.
HERRINGTON WEALTH MANAGEMENT CORPORATION
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
INDEPENDENT FINANCIAL GROUP, LLC
UNITED CAPITAL FINANCIAL ADVISORS
VAN CLEMENS WEALTH MANAGEMENT, LLC

Investors

TIMOTHY PATRICK FEELEY
MATTHEW Michael LESSARD
Stephen Clifton
Sherrell Henry
LUKE PAUL HANNAFIN
James SCOTT Chandler
Jesus Garcia
THOMAS GALIGER
Josh Bradshaw
NILAY PATEL
Brandon Dinsmore
JARRETT DOUGLAS PSENCIK
Connor Sisk
Adam Burchfield
Jordan Shane McCain
John Trevino
Richard Gardon
Brooklyn Lamprecht
Micahlyn Bingham
Arturo Marc Anthony Martinez
Mason O'Hara
Natalie Rose Pecha
Santiago Moposita
Enrique Perez
Roberto Luis Perdomo
James Truong
Sime N Miocic
Daniel Conti
Andrea Downard
Angela KRISTEN Blythe
ADRIANA PETRIDES
Angela Williams
Foster James Dodge
Paul Earl DuBord
JOSEPH KELLY NELSON
JOSEPH ADJEI-MENSAH
ANUP C BHATT
Eric M. Sitarski
Rajesh M. Bhanshali
John Hays Duhalde
Lucas LeBlanc
Caesar e Serrano
Jason Christopher Small
CAMERON HANEY
Francesco Escobal Brandon
JUSTIN WILLIAM GOLDBERG
Andres Ligarde
CHRISTOPHER CHARLES WELLS
Ali Azeez
CHRISTOPHER ANTHONY BRUNO
David J Edwards
Jason Collins
Jose Luis Hernandez
Veronica Elizabeth Silva
BRIAN SCOTT BROWN
Cynthia A Hernandez
YANMIN YOUNG
DUSTIN JAMES GROVES
Christopher H. Wilson
Mouffak Alkassar
Hayden Phillip Dunning
RONALD T VILLEGAS
Amanda Grace Washington
Mary Barbara O'Brien
SCOTT CLIFTON KIMPSON
James Lagges
Jeremiah J Hare
JAMES RYAN BARNETT
Amanda Roedell
Claudio E Edington
Kayla Gerdts
JENNIFER CELESTE BOX
Bonnie Yeh
ANGEL MARIE WALDEN
GABRIEL PENA
Diva Kathleen Sharp
Allie B Martinez
DANIELLE ARMSTRONG
CATHRYN CALDWELL
Brent Wiedenfeld
SUZANNE HOUSTON
TANYA ACKERMANN
Robert Wilds
Taylor Morgan Kreis
Diana Marie Kinkaid
Andrew Mitchell
Drew Wilder
KENNETH ANTHONY BLATTENBAUER
Erik Morin
Hannah May Ellis
GUSTAVO A DELAFUENTE
KELLEY JEFFERSON DOUGLAS
ERIC GERRARD EDWARDS
DAVID RHODES CANNON
BRIAN CHRISTOPHER NEU
SALVATORE JULIO OLIMPIO
EVANGELINE TYNDALL HERRINGTON
Galen Rue Herrington
SHEA GORDON
MARY KATHLEEN DAVIS
NATALIE ANNE RUDIS
KENNETH JAMES BEBER
TRUDY TURNER
AARON LYNN SURIFF

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