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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

EDWARD JONES
TRANSAMERICA FINANCIAL ADVISORS, LLC
GURUFOCUS INVESTMENTS, LLC
EQUITY SERVICES, INC.
MV FUND MANAGER LLC
BSV FUND MANAGERS, LLC
FORTUNE WEALTH MANAGEMENT, LLC
AUSTERRA WEALTH MANAGEMENT LLC
FIVANCIAL ADVISORS, INC.
L & B REALTY ADVISORS, LLP
DIGITAL WEALTH PARTNERS
REVERE CAPITAL MANAGEMENT LP
ANCHOR CAPITAL MANAGEMENT COMPANY, LLC
SFE ADVISORS, LLC
ANCHOR CAPITAL GP LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
EQUITABLE ADVISORS, LLC

Investors

Gerald Ray Pierce
David Joseph Le
AILEEN M DIZON
DON H KHIEU
Trenton Kreg Marsh
Benjamin David Scarth
JENNIFER NICOLE SMITH
CECHAN TIAN
SHIH HAO SHANG
Ruby Kate Melton
Jesse Mitchell Huebner
SONJA JO WHITE
MARK CAVIN HOLLAND
DANIEL LIVINGSTON PLUMLEE
STACIE SANDER CROWN
MARK PAUL FARALDO
CHRISTINE MARIE MULLIS
ERIC ROBERT SMITH
GEORGE ANDREWS SMITH
DAX K WESTLUND
MATTHEW VAN BUSSUM
DANIELA Alexandra PERNIA
Letitia Roshelle Troutman
AARON WAYNE BAILEY
Tyler M Ochs
Jose Louise Amaro
Nicholas G Barnett
Frederick Weisbrod
ASHLEY NICOLE PAPA
Samim Oliveira Syed
JOSHUA ALLEN TESSAR
Joseph Slattery
JOCELYN THOMAS SMITH
Taylor Liddell Benson
THOMAS HENRY SPENCE
MICHAEL J SMITH
SHIRLEY MAY HIGA
JASON DAVID GABRIELE
Lauren Clay
Brian ROGER Marks
JACQUELYN J BLACK
TIMOTHY GEORGE WILSON
Coy Prewitt
LAUREN GARZA DRINKWATER
Jonathan Myles McCain
Meagan Strahan
Brooke M Williams
Taylor N Cohen
SANDRA DEE LASSBERG
ROBERT K KELL
SCARLET SUE LANDRY
Sheila SUE Kaplan
JEFFREY DAVID PIEPGRAS
Grady H Vaughn
Theresa M Dillard
FRED R CHANDLER
John Glenn
Daniel WAYNE McVeigh
BLAKE VAUGHAN CECIL
Mark C. McMahon
CHRISTOPHER D MYERS
ALESIA KAYE COFFMAN
Sonja W Blumoff
Brian S Moore
PETER TANGUY
Charles Lewis DiCarlo
Rachel Payton Kelly
Conner Stephen Neal
Luke Mcbride
Monserrat C Morgan
Christina Lynn Vilmar
Perry Locke Valek
Catherine R Carter
Jackson Rolston Smith
Catherine Camille Scott
MICHAEL GERARD GARCIA
Thomas J. McBride
SCOTT DAVID HAMMER
R B TEAL
ALVARO GONZALEZ
LORRIE ANNE BRADFORD
THOMAS ANTHONY BUCHOLTZ
Kavian Vondrell McMillon
Leah M Cason
Christopher Craig
RAMONA LEE LOCKE
DODEE F CROCKETT
T FRYE
Jon MARK Vilmar
Suzanne Zenkner
LAURIE JO MULLINS
Carol Anderson
KAROL JEAN EVANS
RHONDA J AVILA
RICHARD ALAN MILLS
CHRISTANOELLE NANGATIEH UME
Caroline B Barnes
PETER EDWARD RUTH
KENNETH PRATHER BROWN
Thornton Brown
WATSON H. BROWN
JACK PRATHER BROWN
DANIEL ANDREW BALDERSTON
REID STEVEN RANDECKER
JEFFREY ALAN MCNAUGHTON
LARRY WAYNE OHLEN
MELANIE STRAUGHAN

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