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Best financial advisors in Mansfield, TX

Registered advisers within 25 miles of Mansfield, TX.

Offices
879
Firms
331
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,828,833 clients when Item 5C has a number
Avg / client
$6.17M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
SCHULZ WEALTH, LTD.
PARKER WEALTH GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ADVISOR RESOURCE COUNCIL
MOMENTUM INDEPENDENT NETWORK INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
FROST INVESTMENT SERVICES
AE WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Grayson E Tennison
Michael James Forrester
Austin M Smith
Krystal Ann LaFollette
ROBERT RANKIN SCHULZ
Richard Wayne Kelly
JOHNNY MACK PARKER
Scott Clifton Francis
Shawn Michael Malley
TODD A. SIMMONS
Justus Dale Schriefer Winkler
Stephanie Woehr
Yu-san Lee Mebane
TIMOTHY HOWARD MEBANE
BRETT WAYNE GINN
Matthew J Baumgartner
Mason Jerod Wyatt
Nathaniel Wayne Sizer
Steven Ard
BRYAN TAD ADKISON
BRIAN SHANE ALPHIN
Jeremy Gene Pillow
BRYAN ERNEST LEAKE
John Tolan Mints
Tammy Renae Holt
Kyle Shelton
Nicholas Byars
RONNIE RUSSELL RUSHING
BRADLEY KYLE SCOTT
Michael Todd Bradley
KAREN FREEMAN
Jason Gregory Freeman
BRANTLEY FREEMAN
ANDREW L DIXON
Christopher Cody Ison

Within 25 miles of Mansfield, TX, Best Investors lists 331 registered investment advisory firms with 879 offices nearby, managing about $17.4T in combined regulatory AUM across 2,828,833 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 Mansfield

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 INVESCO ADVISERS, INC. 217 advisers $750B AUM