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Best financial advisors in Melissa, TX

Registered advisers within 25 miles of Melissa, TX.

Offices
1,050
Firms
442
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,290,396 clients when Item 5C has a number
Avg / client
$5.27M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
FROST INVESTMENT SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC
MML INVESTORS SERVICES, LLC
KOPION ASSET MANAGEMENT, LLC

Investors

Michael T. Jones
Samuel Joseph Garcia
Alejandro Esparza
SONNY TEMPLE PATTERSON
JAMES ANTHONY ORTEGA
Karen Navarra
PAUL DONALD ABATI
MARIO BRIAN BARONE
PETER HAWKINS KNIGHT
Scott Edward Anderson
Wesley Gerard Dickinson
Mark Mehrdad Ahmadi
KATHERINE DIANA GOLD
Brandon Chad Rainey
LANCE COURTNEY LINDSAY
JARED CHRISMAN COLE
Stephen Kyle Wright
Scott Allen Vedane
RICHARD LEO SCORDO
JOY LORI SIMAR
RICHARD MARK THOMPSON
CHAD EARL WATTS
Parker James Watts
Thomas Zorn
PATRICK JOSEPH CLOUTIER
MADELEINE CLOUTIER UNDERWOOD
RYAN T NEAL
Jonathan Roland Lindstrom
TERRY LEE LEDBETTER
Richard Clark Coffey
Richard Edward Stevens
JANA MARTINEZ

Within 25 miles of Melissa, TX, Best Investors lists 442 registered investment advisory firms with 1,050 offices nearby, managing about $17.3T in combined regulatory AUM across 3,290,396 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 Melissa

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