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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

HAYWOOD LANE
INTEGRATED ADVISORS NETWORK LLC
210 CAPITAL, LLC
ACIS CAPITAL MANAGEMENT, L.P.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
POINTER MANAGEMENT, LLC
NORTHCOAST ASSET MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LEROY ADVISERS, LLC
ADVISOR RESOURCE COUNCIL
EAGLE FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
BRINDLE & BAY FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

AUDRA LYNN MALLOW
PHILLIP LEE BELL
TODD DAVID BLACKBURN
Mitchell Horst
JOSHUA D BRADLEY
Thomas Adam Smith
John Melville Davis
Michael J Norris
Scott Lipka
MICHAEL PATRICK ROSS
Arnell Land
WENDIE CAPRICE HOHMAN
MICHAEL SZTROM
Gregory Scott Young
DONALD A. SAWYER
Jason Woodrow Heming
DWIGHT LLOYD OWER
NICOLE MARIE GARZA
PATRICK M KENNEDY
THOMAS ALLEN KING
Michael William Brown
Vincent J Florentino
SUSAN KATZ
RICK JOSEPH MILITELLO
TERRI ZIEGLE CAMPBELL
JEFFREY WAYNE STEPHENSON
CHRISTOPHER JOHN RICHARD
CURTIS SCOTT BURNS
LANCE DAMION LIENART
BRENDA SUE COX
JANET COLLEEN GALLOWAY
MARK GOTTLIEB HUBER
JAMES RAY TINDALL
JAMES TIMOTHY MATHIS
KERSTIN ELIZABETH RAMSTROM
THOMAS HAYWOOD SARKES
JESSICA BARTLE
Mason Scott Tucker
CHRISTOPHER B LYNN
Michael Shannon Coleman
MAXWELL KINCADE HOLLAND
ROSS CHRISTOPHER MORGAN
JOHN EDWARD HARRIS
TYLER FRANK BURKE
John Marvin Harper
JARROD CARL RUSH
Eric M Kurtzbein
Conor C Shepard
SCOTT GOODMAN
JOHN FRANK LOPEZ
MATTHEW THOMAS MARSH
DAVID EUGENE MILLER
Jennifer Jolene Vendryes
NATASHA CHER VERBSKY
MICHAEL WILLIAM JARVIS
BRADLY IAN CLARK
Mehdi Ahmadi
Lucinda Clark
Katherine Forquer
HERBERT JOSEPH POLEDNA
SAM LUKE THORNAL
Shanna Stanford Miller
Andrew Gordon Douthit
Luke Thomas Suminski
Nicolas Dale Davis
Andrew John Bencivenga
TORI CHRISTINE TEN HAGEN
Thomas Lee Morris Jr
Ryan Hood
STEVEN JOSEPH DAWSON

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