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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

SIDEKICK PARTNERS MANAGEMENT, LP
MAI CAPITAL MANAGEMENT, LLC
INTEGRA WEALTH ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC WEALTH, INC.
EBL MANAGEMENT PARTNERS, LP
VENN VENTURES, LLC
J.P. MORGAN SECURITIES LLC
GA BISHOP AND ASSOCIATES, LLC
LPL FINANCIAL LLC
CST FINANCIAL ADVISORY LLC

Investors

DUSTIN ALLAN ELDRIDGE
KATHY LESLIE WALL
Heidi J Jordan
Adam J Seely
ANDERSON BATEN BROOKS
Mark Stuart Hawk
Kevin Brown
Ryan Smith
David Ambriz
Giovanni Serrano
ALBERTO GUERRERO
Christian Calderon
Melvin Lloyd McNeal
Brian D Shepherd
GLENN ALAN BISHOP
NICHOLAS REY CARNERO
AMY GAIL LEGATE
LAWRENCE DAVID SILVERMAN
Jonathan Randall Nance
Riley Anderson
Lori Lynn Shelby
COSTA TZOTZIS
MOON HEE LEE-BARNES

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