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Best financial advisors in Midlothian, TX

Registered advisers within 25 miles of Midlothian, TX.

Offices
514
Firms
252
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
2.57M
2,572,100 clients when Item 5C has a number
Avg / client
$6.25M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EDWARD JONES
BOLGIANO CAPITAL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
HORNOR, TOWNSEND & KENT, LLC

Investors

BRANTLEY FREEMAN
Casey Harding
Alan Robert Reese
RICHARD LANCE BOLGIANO
Jonah A Segovia
Jason Bradley Mann
Robert Eleazar Segovia
Gunnar Matthew Turk
Gatlan Lane Turk
Jared Wesley Ford
Karen Diane McClary
Jillian Diane McClary
Robert D Collins
Stephanie Strunc Reese
Vernon Lamont Folks
Jacob Chase Colwell
Andrea Walton
Darryl Lewis Fenton
Daisy Cano
LARRY ROBINSON
Jaime Dlabaj Holland
Russell Damian Philip Clark
LINDSAY M LANDIN
Althea Washington
VIJERAN ZRILE
John Wade Reagan

Within 25 miles of Midlothian, TX, Best Investors lists 252 registered investment advisory firms with 514 offices nearby, managing about $16.1T in combined regulatory AUM across 2,572,100 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 Midlothian

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 INVESCO ADVISERS, INC. 217 advisers $750B AUM