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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

EDWARD JONES
J.P. MORGAN SECURITIES LLC
J. W. COLE ADVISORS, INC.
FOCUS 401 (K) GROUP, LLC
MOSS, LUSE & WOMBLE, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC
PRIME SENTRY WEALTH MANAGEMENT LLC
WORTH ASSET MANAGEMENT
DTX VC LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FORTUNE WEALTH MANAGEMENT, LLC
AUSTERRA WEALTH MANAGEMENT LLC
FIVANCIAL ADVISORS, INC.
L & B REALTY ADVISORS, LLP

Investors

Jeremiah Raymond Hipo
Aleah D Powell
PRAKRUTI AGRAWAL
DANNY LEE MCFADDEN
PHILLIP RUSSELL POWERS
MICHAEL JAY RUBENSTEIN
JASON STANTON LUSE
Jackson Grant McDaniel
Caitlin Gwen Brown
Dustin Wess Nunley
Cameron Michael Teel
Clark Douglas Buchanan
Trevor John Freeman
Joshua Davis
JEFFREY MATTHEW MOSS
MICHAEL AVERY WOMBLE
Jason William Kobza
Grayson Stephen Hatfield
Kyle Michael Summerville
Morgan Colleen Jennings Luck
Kara Wilson
Szilvia Nador
MATTHEW EARL BRYAN
MILES NORTON KELLUM
TRAVIS GRAHAM FERGUSON
Ian Asher Evans
Alexander Robert Wagner
Cody Caldwell
Erika Jordan Howell
Nathan Todd Hilliard
DAVID SEAN CARL
MICHAEL TRENT WARE
GIOVANNI M. FLORES
TRAVIS LLOYD MARTIN
Garrett Frost
Jason A George
LAURA DEANNA PEIRSON
KYLE WALKER DEATHERAGE
Leonid Murashkovskiy
Michael Russell Dolson
Brad Novotny
JOSEPH ANTHONY DOWDALL
CODY AARON MASON
NATALIE M FLOYD
PHILIP JOSEPH FLOYD
BETH ANN JOHNSON
JEFFREY MEAD BURANDT
JAMES FRANCIS STEWART
JAMES WILLARD CLARK
Alton Barrett Thompson
JOHN DAVID HALE
NATASHA CHER VERBSKY
MICHAEL WILLIAM JARVIS
BRADLY IAN CLARK
Mehdi Ahmadi
Lucinda Clark
Patricia Gomez
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

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