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Best financial advisors in Mckinney, TX

Registered advisers within 25 miles of Mckinney, TX.

Offices
1,258
Firms
514
Combined AUM
$17.9T
Firm-wide filings, not assets booked only here
Clients
16.3M
16,293,727 clients when Item 5C has a number
Avg / client
$1.10M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LAKE WHILLANS CAPITAL PARTNERS LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
LPL FINANCIAL 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
RAYMOND JAMES & ASSOCIATES, INC.
INDEPENDENT FINANCIAL GROUP, LLC
UNITED CAPITAL FINANCIAL ADVISORS
VAN CLEMENS WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
USAA INVESTMENT SERVICES COMPANY

Investors

LOUIE DEVEGA
JOSHUA BLAKE SMITH
RANCE LEE SWINFORD
Alexander Monroe
Camryn Brown
DAVID JEROME KILEY
RICHARD DEANE LYTLE
Caleb Kyle Springer
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
MARLA JANE JOHNSTON
EUNICE KIM ARMSTRONG
FELICIA ANNETTE BELCHER
TRAVIS PATRICK DOYLE
NELSON LEW KAMIMURA
James Patrick Terrion
OLUSEUN OSARENREN EKUNWE
Zulema Romo
Russell Wells
JASON WAYNE DEMPSEY
Errin Greene
JIM D SANDELL
ROBERT ANTHONY BACHALO
Jonathan Fowler
Anil Kumar
SABIHA GAMZE KARAKUS
BRIAN ARTURO DOMINGUEZ

Within 25 miles of Mckinney, TX, Best Investors lists 514 registered investment advisory firms with 1,258 offices nearby, managing about $17.9T in combined regulatory AUM across 16,293,727 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 Mckinney

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