Best Investors Account Sign in

Best financial advisors in Prosper, TX

Registered advisers within 25 miles of Prosper, TX.

Offices
1,287
Firms
520
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,317,916 clients when Item 5C has a number
Avg / client
$6.33M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FROST INVESTMENT SERVICES
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
STONEBRIDGE WEALTH MANAGEMENT, LLC
BRECK PARTNERS, LLC
SUREPATH WEALTH MANAGEMENT, LLC
DAVID RHODES CANNON, C.P.A., LLC
OLIMPIO NEU & ASSOCIATES, INC.
HERRINGTON WEALTH MANAGEMENT CORPORATION
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
INDEPENDENT FINANCIAL GROUP, LLC
UNITED CAPITAL FINANCIAL ADVISORS
VAN CLEMENS WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FORTRESS ESTATE SOLUTIONS, PLLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MACRO WEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

James Arthur Simpson
ALLISON DAWN TARPLEY
ANITRA CAROL BRENNAN
Robert Robles
AMY CRUE
Catherine Patrice Garcia
Dorothy C Litos
SUSAN LEAH MOSS
Gregory F Welsh
Jeffrey A Snyders
KEVIN SCOTT ROBERTSON
PAUL DARIUS RAEHPOUR
XOCHITL CASTELLANOS-MONTOYA
ADRIENNE MARIE OUTMAN
DANIEL W BRUNS
NATHAN ADAM LINGROSSO
RYAN FRANCIS WATERBURY
Alexa Celis
Jeffrey Alan Levitt
Connor Daniel jack Murphy
John Robert Simmers
Muralidharan George
ROBERT FRANCIS MACKEY
Ricky Shamblin
Brian CHARLES Sieling
Janie Feliz Lehmer
TARYN BLAIR WATSON
ROBERT J THOMAS
Alexander Wilson Epps
Sherry E Craig
ANN MARIE HOLDER
ERIN LUCIK
Jessica Marie Friend
BRIAN RICHARD JANUS
Elizabeth Morris
THIMITHRI THESHALA WIJESEKERA
KENNETH ANTHONY BLATTENBAUER
Erik Morin
Hannah May Ellis
GUSTAVO A DELAFUENTE
KELLEY JEFFERSON DOUGLAS
ERIC GERRARD EDWARDS
DAVID RHODES CANNON
BRIAN CHRISTOPHER NEU
SALVATORE JULIO OLIMPIO
EVANGELINE TYNDALL HERRINGTON
Galen Rue Herrington
SHEA GORDON
MARY KATHLEEN DAVIS
NATALIE ANNE RUDIS
KENNETH JAMES BEBER
TRUDY TURNER
AARON LYNN SURIFF
MARLA JANE JOHNSTON
RICHARD JORDAN
MICHAEL DAVID BERGMAN
OWEN TAYLOR STEWART
OWEN THOMAS STEWART
Randall Lee Patrick

Within 25 miles of Prosper, TX, Best Investors lists 520 registered investment advisory firms with 1,287 offices nearby, managing about $21.0T in combined regulatory AUM across 3,317,916 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 Prosper

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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