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Best financial advisors in Richardson, TX

Registered advisers within 25 miles of Richardson, TX.

Offices
2,306
Firms
1,079
Combined AUM
$22.5T
Firm-wide filings, not assets booked only here
Clients
55.7M
55,671,005 clients when Item 5C has a number
Avg / client
$403.8K
Combined AUM ÷ clients

Nearby offices

Firms

ERNST & YOUNG INVESTMENT ADVISERS LLP
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
BLAND GARVEY WEALTH ADVISORS, LLC
GUIDING WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GREEN TREE LLC
FROST INVESTMENT SERVICES
BOWIE CAPITAL MANAGEMENT, LLC
INDEPENDENT FINANCIAL GROUP, LLC
J.P. MORGAN SECURITIES LLC
BLUECHIP FINANCIAL PLANNING, INC.

Investors

VICTOR HUGO GARZA
TANDY KAY ERVIN
NICOLE CALLIE HAMBURG
JAMIE NICOLE DETTEN
Adam J Seely
JOHN CHARLES GARVEY
LORI ANNETTE EADS
HANNAH JOY MOORE
Amy Jensen Datema
Bryan Townley
Noemi Bravo Rebollar
Ronald Newlin
CHRISTOPHER MICHAEL SALM
GARY BRIAN TREMPE
JARED Carl Edward BALBACH
CORY LYNN WHITAKER
TINA LOUISE TANNERY
MICHAEL ANTHONY TANNERY
Christopher Knox
Kevin Edward Ockwood
JOHN ELISAFIDIS
JOHN BRADLEY MOORE
MATTHEW RYAN RAKOFSKY
CHARLES RICHARD MANTHEY
Tyler Robert Burns

Within 25 miles of Richardson, TX, Best Investors lists 1,079 registered investment advisory firms with 2,306 offices nearby, managing about $22.5T in combined regulatory AUM across 55,671,005 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 Richardson

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