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Best financial advisors in Richland Hills, TX

Registered advisers within 25 miles of Richland Hills, TX.

Offices
1,947
Firms
923
Combined AUM
$23.6T
Firm-wide filings, not assets booked only here
Clients
41.8M
41,758,938 clients when Item 5C has a number
Avg / client
$565.3K
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PONTEM ENERGY MANAGEMENT, LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
J.P. MORGAN SECURITIES LLC
HOLLAND INVESTMENT MANAGEMENT, INC.
WELLS FARGO CLEARING SERVICES, LLC
LEO FUNDS AMERICAS, LLC
LEO WEALTH AMERICAS, LLC
LEO WEALTH, LLC
LPL FINANCIAL LLC
FIRST WESTERN SECURITIES, INC.

Investors

JERRY STEVEN BLACKARD
SARA ALICIA ZUNIGA
BRIAN ALLAN COKER
Alejandra Diaz Palomera
Raudel Serrano Flores
DOUGLAS HENRY AMYETT
Joseph Benjamin Martinez
William M Nous
WESLEY RYON SORENSEN
GARY WENDELL HIBBETT
ROBERT JEFFREY TAYLOR
JERALD RICHARD COOPERMAN
Santosh Terala
JAMES P DONAHUE
DAVID CRAIG SANDERS
CHARLA KAE MC INTYRE FIELDS
ROBERT THOMAS OBRIEN
Scott Robert Armey
Danielle Alee Schlech
Madison Phillips
Christopher Daniel Stearns
LISA ANNE REIN
TYLER GARREN TREDWAY
HOWARD KARP BELLET
MICHAEL SONNE FELKER
MICHAEL WILLIAM MENEFEE
Douglas E Chapman
Matthew Joseph Sahagian
Adam Mastin
Teresa E King
Eric Charway
KATHERINE ELAINE NOLTE
RYAN JACOB TESTER
MIGUEL MONTEJANO
RAY LEE PINSON
Jeremy Alan Knight
Charles Wesley McKenzie
Roman S Marquez
Nicholas Adam Netzer
WILLIAM DAVID SCHULTZ
ZAPHREY LLWELLYN WILLIAMS
STEPHEN DALLAS TALLY
RYAN MARK VASSAR
DANIEL NEIL SAVARD
Renee Elizabeth Dirkse Sneed
Aleksey Mironenko
JESSICA CAROLYN CUTRERA PAPADOPOULOS
JACE RAY HART
Thye Soon Foo
Jelmer Maarten Kattevilder
Jacob Ethan Friedland
Yuan Fang
CAROL DIANNE JENKINS
THOMAS GAMEZ
ALFRED LAMMOT ZIMMERMAN
STEVEN RAY ALLISON
JONATHAN DAVID CUMMINGS
Sean Ryan Leonard
DAN EDWARD KLEIN
RANDAL EARL FERGUSON
BRYAN CRAIG KILPATRICK
KERRY DEAN WILLS

Within 25 miles of Richland Hills, TX, Best Investors lists 923 registered investment advisory firms with 1,947 offices nearby, managing about $23.6T in combined regulatory AUM across 41,758,938 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 Richland Hills

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