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Best financial advisors in Plano, TX

Registered advisers within 25 miles of Plano, TX.

Offices
2,301
Firms
1,079
Combined AUM
$22.1T
Firm-wide filings, not assets booked only here
Clients
41.9M
41,866,997 clients when Item 5C has a number
Avg / client
$527.2K
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
ADVISOR RESOURCE COUNCIL
EQUITABLE ADVISORS, LLC
HILL AND LABARRE WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
BROOKSTONE WEALTH ADVISORS, LLC
WEALTHTRUST ASSET MANAGEMENT, LLC
CASTLEVIEW PARTNERS, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
VICTORY LINE CAPITAL, LLC

Investors

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
Wenxin Cao
Ping Sophie Yu
AJA LAQUAN GROSS
JOANA MONTERO-FLORES
Ramon Pizana III
JOE HENRY LEDFORD
Angela S Sarver
DYLAN MOBLY
Julian J. Kidd
ABRAHAM PAUL MANSOUR
DAVID SCOTT FISCHER
Charles Ryan Nail
DAVID LANE DOWNS
Kyle Jeremy LaBarre
RAYMOND HOLDEN
DAVID LOUIS MESSING
THOMAS OHEARN EIFLER
Ian Fritz
Kasey Allen Byrd
ROBERT WILSON POYNOR
DEBORAH GAIL DUCKWORTH
SYLVIA DENISE MCKINNEY
EMILIO GARCIA
QI DONG
JASON ERIC WESTON
BRYAN D LINDER
QILIANG ZHU
Prakash K Muduli
Tyrone Frank Van Aswegen
Eric Don Clinger
GARY LEE STRAWN
EDWARD M PETERSON
Jesus Maymi
Sachit Anand Muduli

Within 25 miles of Plano, TX, Best Investors lists 1,079 registered investment advisory firms with 2,301 offices nearby, managing about $22.1T in combined regulatory AUM across 41,866,997 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 Plano

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