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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

AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
BLACK KNIGHT ALTERNATIVE INVESTMENTS, LLC
BLACK KNIGHT WEALTH MANAGEMENT, LLC
IN-CHRIST ASSET MANAGEMENT, LLC
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TEAM VELU HORIZON HOLDING MANAGER
J.P. MORGAN SECURITIES LLC
WEALTHSTAR ADVISORS, LLC

Investors

HERBERT JOSEPH POLEDNA
SAM LUKE THORNAL
Shanna Stanford Miller
Andrew Gordon Douthit
Luke Thomas Suminski
JAMES F KELLER
JOHN LUTHER POTTS
NATASHA CHER VERBSKY
MICHAEL WILLIAM JARVIS
BRADLY IAN CLARK
Mehdi Ahmadi
Lucinda Clark
Chapman Buck King
KALAVATI ARUN PATEL
MICHAEL SCOTT CHRISTIANS
CHRISTOPHER L NEUDECKER
MICHAEL BRUMFIELD
Maria Theresa Cassagnol
BLAKE SCHWARTZ
HEATHER R BROWN
KEITH PINKARD
CASSANDRA CARDWELL
SUZANNE KAY HIMLER
PATRICK CHRISTIAN ORENDER
ELLEN LYNN THOMAS
TONI ALEXANDER
JOHN MICHAEL HANSON
RAYMOND HOLDEN
Wenxin Cao
Ping Sophie Yu
JASON ALAN DALLMANN
SCOTT ALAN STOCKTON
JEFFREY ROBERT WOLF
ERIK LLOYD WYSE
HOWARD THE CHEN
MOUSUMI MUKHERJEE
RICHARD CHARLES STAINSBY
Scott Michael Boris

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