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Best financial advisors in Mc Kinney, TX

Registered advisers within 25 miles of Mc Kinney, TX.

Offices
1,180
Firms
483
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,285,026 clients when Item 5C has a number
Avg / client
$5.30M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMPASS FINANCIAL MANAGEMENT LLC
MACRO WEALTH ADVISORS, INC.
J. W. COLE ADVISORS, INC.

Investors

JARED CHRISMAN COLE
Stephen Kyle Wright
Scott Allen Vedane
Brandon Chad Rainey
LANCE COURTNEY LINDSAY
Scott Edward Anderson
Wesley Gerard Dickinson
Michael T. Jones
MARIO BRIAN BARONE
Mark Mehrdad Ahmadi
Michael Russell Dolson
Brad Novotny
Samuel Joseph Garcia
Alejandro Esparza
SONNY TEMPLE PATTERSON
JAMES ANTHONY ORTEGA
Karen Navarra
PAUL DONALD ABATI
Randall Lee Patrick
BRANDON BARTELS
Willard Andrew Nopper
Stephen Shaw
PETER HAWKINS KNIGHT
David Paine Field
Brianna Lea Field
Marshall F Kube
FREDERICK EUGENE MOWERY
OWEN TAYLOR STEWART
OWEN THOMAS STEWART
DANNY LEE MCFADDEN

Within 25 miles of Mc Kinney, TX, Best Investors lists 483 registered investment advisory firms with 1,180 offices nearby, managing about $17.4T in combined regulatory AUM across 3,285,026 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 Mc Kinney

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM