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Best financial advisors in Rowlett, TX

Registered advisers within 25 miles of Rowlett, TX.

Offices
1,904
Firms
957
Combined AUM
$21.6T
Firm-wide filings, not assets booked only here
Clients
41.7M
41,661,041 clients when Item 5C has a number
Avg / client
$519.3K
Combined AUM ÷ clients

Nearby offices

Firms

KOVACK ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FLB CAPITAL MANAGEMENT, LLC
WHITESTONE WEALTH ADVISORS, LLC
NESTEGG WEALTH ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
TRADEWAY
EDWARD JONES
J.P. MORGAN SECURITIES LLC
MERCER GLOBAL ADVISORS INC.
HYVORIAN FINANCIAL
ALLSTATE FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Mindy Lea Kirby
JAMES WIMBISH WILLIAMS
KYLE ERIC FRENCH
Janet Lee MacInnis
TOMMY EDWARD FINCHER
RICHARD GARY LUCAS
Adrian Valdez
Ross G. Querry
Ryan Frank
Sean P Boulger
Christian Calderon
Anna M Apodaca
SAMUEL HUSSEIN
Sydney Hacker
Jose Carlos Castaneda
Temitayo Opeoluwa Ilori
Starla Renee Howell
GARY ALLAN SCHWARZ
Rodolfo DeLaSierra
Justin Guerra
John Zachary Thomas
Giovanni Serrano
Makenna Nicole Wagoner
Jay Austin Trusty
MINH NGOC DOAN
Tim Do

Within 25 miles of Rowlett, TX, Best Investors lists 957 registered investment advisory firms with 1,904 offices nearby, managing about $21.6T in combined regulatory AUM across 41,661,041 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 Rowlett

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