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Best financial advisors in Little Elm, TX

Registered advisers within 25 miles of Little Elm, TX.

Offices
1,716
Firms
714
Combined AUM
$20.8T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,577,905 clients when Item 5C has a number
Avg / client
$5.82M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ALLSTATE FINANCIAL ADVISORS, LLC
STF ADVISORY INC
BRAXTON FINANCIAL GROUP, LLC
DATA ONE CAPITAL MANAGEMENT LLC
AFFORDABLE LIFE PLANS, LLC
ARKADIOS WEALTH ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LINCOLN INVESTMENT
ONEAMERICA SECURITIES, INC.
ALTFUND MANAGEMENT, LLC

Investors

ANDREW CHRISTOPHER SHULL
DARIO ALONSO
JAMES ANTHONY ORTEGA
David Ray Gilmore
Fernando Javier Feliciano
Jessica Watts
LISA MARIE STOUT
MICHAEL CADE SHAY
James Robert Farish
Gary Alan Briggs
THOMAS LAWRENCE CAMPBELL
AHMAD M ELNAHHAS
XIN ZHANG
JAMES BRAXTON TALBERT
JONATHAN MICHAEL ROTZ
JAMIE NEAL RICHARDSON
Ruth Torres
Phuong Aaron Dinh
Danniel Syed Kazi
Eddie Oscar Dixon
Craig Fylling
PAUL DELMAS TORRES
Robert Adam Friday
ROBYN KAYE Holtz
Bradley Paul Hinson
Donovan Bailey

Within 25 miles of Little Elm, TX, Best Investors lists 714 registered investment advisory firms with 1,716 offices nearby, managing about $20.8T in combined regulatory AUM across 3,577,905 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 Little Elm

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