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Best financial advisors in Prestonwood, TX

Registered advisers within 25 miles of Prestonwood, TX.

Offices
2,302
Firms
1,078
Combined AUM
$24.0T
Firm-wide filings, not assets booked only here
Clients
41.9M
41,896,119 clients when Item 5C has a number
Avg / client
$572.0K
Combined AUM ÷ clients

Nearby offices

Firms

STRATEGIC PORTFOLIO SOLUTIONS, LLC
SYMPHONY ONE CAPITAL MANAGEMENT, LLC
HILLSTAR CAPITAL, LLC
CMH WEALTH MANAGEMENT
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
BEACON FINANCIAL GROUP
AMERITAS ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
THE WEALTH BOUTIQUE
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
INTERLINC FINANCIAL ADVISORS, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Investors

STEPHEN ROBERT JENKINS
ROBERT ANDREW AIKEY
CHARLES ASHLEY JOHNSON
WILLIAM SCOTT HAYS
Khalid Mohammed Al Abid
Craig Anthony Hausz
Ian Thomas Richards
SEAN MICHAEL BROWN
MICHAEL SHANNON WALDEN
CHRISTOPHER WAYE JENG
SUSAN YORK MARVIN
MATTHEW BRETT IRWIN
DAVID L. MCCALLA
STEVEN RAY WISDOM
Kasem Mohammad Abdullah
STEPHEN ANTHONY ENGRO
OLIVER EARL MATISON
Ariana Kathleen Marek
BRANDON KEITH SHERBERT
ROBERT CHARLES MOSES
MARK DIAMOND
JOHN EGGLETON
BRIAN JEFFREY RUSSELL
JOE BRENT FOSTER
SHAWN HAMILTON FOSTER
TALLIE O'VIVIAN YOUNG
Chandler McKay Maxwell
KATHLEEN MARSH
Nicholas Smith
Park Joseph McCurdy
Brenda Kay Engro
Ryan Ross
Tonyia Cleaver
PAUL DAVID WEST
Kimberley A Winans
JOHN RAYMOND WUCINSKI
Misti Doty White
STEPHEN JAVIER MEEKS
RAMIN GHAFFARI

Within 25 miles of Prestonwood, TX, Best Investors lists 1,078 registered investment advisory firms with 2,302 offices nearby, managing about $24.0T in combined regulatory AUM across 41,896,119 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 Prestonwood

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM