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Best financial advisors in Sachse, TX

Registered advisers within 25 miles of Sachse, TX.

Offices
1,968
Firms
978
Combined AUM
$21.7T
Firm-wide filings, not assets booked only here
Clients
41.7M
41,661,618 clients when Item 5C has a number
Avg / client
$519.8K
Combined AUM ÷ clients

Nearby offices

Firms

EMERSON EQUITY LLC
WELLS FARGO CLEARING SERVICES, LLC
CALTON & ASSOCIATES, INC.
OSAIC WEALTH, INC.
EDWARD JONES
1836 ASSET MANAGEMENT, LLC
NEWEDGE ADVISORS
LPL FINANCIAL LLC
HYVORIAN FINANCIAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC

Investors

TODD NATHAN CONDIFF
YOSR EL GHARBI VALLE
ERIC KARL ELMORE
HANLU YE
STEVEN EARLE BLANKE
GIGI D LAVERGNE
Chris Gallagher
CasSandra Harris
Antonio Eugene Caufield
HOLLY LEIGH BROWER
DOUGLAS SCOTT WALL
TOMMY EDWARD FINCHER
CARTER BROWER
EUGENE ALLEN SWANK
DEBORAH R SWANK
Melvin Lloyd McNeal
Temitayo Opeoluwa Ilori
Jonathon Condren
JARROD CARL RUSH
Eric M Kurtzbein
Erin Williams
AUSTIN GRANT SNYDER
Ryan Frank
Sean P Boulger
Adrian Valdez
Ma Nang Lar
Kirbi Leigh Stellano
claudia viviana taylor
Jose M Oseguera
JAMES JOSEPH DUBINA III

Within 25 miles of Sachse, TX, Best Investors lists 978 registered investment advisory firms with 1,968 offices nearby, managing about $21.7T in combined regulatory AUM across 41,661,618 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 Sachse

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