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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

LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
HIGHPEAK ENERGY MANAGEMENT, LLC
SIGNAL SECURITIES, INC.
RHODES INVESTMENT ADVISORS, INC.
NOLET WEALTH MANAGEMENT, LLC
CUMBIE ADVISORY SERVICES, INC
GREEN INVESTMENT MANAGEMENT, INC.
ALTA FOX CAPITAL MANAGEMENT, LLC
WPWEALTH LLP
FROST INVESTMENT SERVICES
CONCURRENT INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
RIVERCREST CAPITAL MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ERNST & YOUNG INVESTMENT ADVISERS LLP

Investors

SCOTT WESLEY MCKAY
Sergio Andrade
JEFFREY CARLISLE JOHNSON
Jarod Sweetland
Joseph Richard Dena
KENNETH SCOTT MCAFEE
JAMES WILLIAM DOUGHERTY
CHRISTOPHER RICHARD SNOW
MICHAEL CHRISTOPHER MOYNIHAN
Clark Wamre
Michael Clark Shisler
JANET LEE MENGIS
RAY EDWARD WALKER
IVAN JERRY SINGLETON
BUDDY JOSEPH BUTLER
J. GORDON RHODES
Jordan Jones
JAMES DAVID PALMER
JOSEPH WILLIAM JONES
KEVIN MICHAEL VARRICHIO
JOHN RUSH VANN
CRAIG SCOTT WADE
GUY MARC CUMBIE
DAVID EDWARD NOLET
MADISON RAYE NADLER
Jared Dawson Cline
TRAVIS W SOPPE
BYRON D GREEN
Jacob T Ayres
Jared Archer
Macy Beatrice Gonzales
WILLIAM CHARLES WESTON
Zachary Amos Van Kirk
Brandon Russ
Jackson George Suss
JONATHAN CLAY JENNINGS
REBECCA JANINE SIERP
Chad Wesley Holmes
CHRISTOPHER W PETERS
CHRISTINA COURTNEY RODGERS
JUSTIN ERIC DAVIS
LISA ANN GRADY
BRIAN CARL NELSON
LORA JANE HOFF
JOSHUA CHRISTIAN HOFF
Alexandra Evans
Ly Nguyen
Kostas Kenneth Luecker
VICTOR HUGO GARZA

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