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Best financial advisors in Mesquite, TX

Registered advisers within 25 miles of Mesquite, TX.

Offices
1,761
Firms
911
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
41.7M
41,694,971 clients when Item 5C has a number
Avg / client
$523.9K
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ADVISOR RESOURCE COUNCIL

Investors

JUAN CARLOS VANEGAS
Gerald Ray Blakely
Austin A McAvoy
NAOMI NICOLE RHODES
PAOLA CAROLINA PACHECO
Phillip Neal Smith
Loren-Dean Alan Mims
Luis Ramos
Matthew Allen Taylor
Clint A Edsall
LISA LINDA ALLEN
Larry Leander Allen
Michael Derek Bryant
Ryan Clifford Adams
RANDOLPH SAMUEL BALCH
Mario Guillermo Ayala
MICHAEL SHAWN DANTER
Kyle Roehrig
Giovanny Olvera
Deysi Arely Torres Garcia
Danny Alejandro Pena Rauda
BRADLEY MARK WEDDLE
JAMES ALBERT WADE
Carlos Eduardo Hernandez
Matthew Charles Gonzalez
Salman Tejani
Mathew Edward Singleton
Michael Jay Taysom
LINDSAY CAMPIONE

Within 25 miles of Mesquite, TX, Best Investors lists 911 registered investment advisory firms with 1,761 offices nearby, managing about $21.8T in combined regulatory AUM across 41,694,971 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 Mesquite

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM