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Best financial advisors in Rockwall, TX

Registered advisers within 25 miles of Rockwall, TX.

Offices
1,475
Firms
811
Combined AUM
$20.3T
Firm-wide filings, not assets booked only here
Clients
41.6M
41,556,678 clients when Item 5C has a number
Avg / client
$487.4K
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
ADVISOR RESOURCE COUNCIL
SPC
OSAIC WEALTH, INC.
CRESTVIEW WEALTH MANAGEMENT, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
EVERSOURCE WEALTH ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERCER GLOBAL ADVISORS INC.
INDEPENDENT FINANCIAL GROUP, LLC

Investors

Craig Buchholz
DONALD TERRY BURROWS
Ronald Dale Stolman
JOEL WAYNE WILLIAMS
JILL HARRIS SLAYTON
JAMES DANIEL FOWLER
HOWARD REID JOHNSON
Michael Hunter Warren
Wesley Alan Oliver
RAMON MICHAEL GAYTAN
Nicholas Cason
W Ben Fox
Jason Stern
Brandon Gene Baker
Todd Jackson Hooper
CHRISTOPHER Daniel LEDEZMA
STUART C SMITH
JOSEPH JOHN ALFINITO
MINH NGOC DOAN
Tim Do
Makenna Nicole Wagoner
Jay Austin Trusty
Jennifer Leigh Owens
Kelly Dawn Connel
Anna M Apodaca
SAMUEL HUSSEIN
Sydney Hacker
Jose Carlos Castaneda
BRADLEY MERRITT EPSTEIN
MICHAEL DAVID KOLACZ
Starla Renee Howell

Within 25 miles of Rockwall, TX, Best Investors lists 811 registered investment advisory firms with 1,475 offices nearby, managing about $20.3T in combined regulatory AUM across 41,556,678 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 Rockwall

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