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Best financial advisors in Southlake, TX

Registered advisers within 25 miles of Southlake, TX.

Offices
2,464
Firms
1,142
Combined AUM
$24.9T
Firm-wide filings, not assets booked only here
Clients
41.9M
41,867,991 clients when Item 5C has a number
Avg / client
$593.6K
Combined AUM ÷ clients

Nearby offices

Firms

TRINITY PORTFOLIO ADVISORS, LLC
ADVISOR RESOURCE COUNCIL
P6835 CAPITAL V, LLC
MONMOUTH VENTURES
3:10 CAPITAL ADVISORS II, LLC
EDWARD JONES
MUCH WEALTH MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CWM, LLC
VIVID WEALTH MANAGEMENT LLC

Investors

AARON RODERICK ESTRADA
MATTHEW JAMES OBERST
JOHN ALLEN CHALK
JEFFREY LEE MCCAIN
Max William May
ANNETTE CHRISTINE HAMIL
Chase Estrada
MORGAN JO WEBB
BRANDON RONALD FRESARD
BRIAN W KRUKIEL
TRAVIS BRYAN FLOYD
Justin James Nelson
DAVID GUSTAV MUCH
Joshua Glenn Backus
JEFFREY GLENN SHAW
Danika Marie Young
BRADLEY WYATT HALL
MARK HARRISON LADREW
ERIC ALEXANDER CARDENAS
DANIEL GUSTAV CROONQUIST
Vanessa Valdez Avila
Timothy Edward McIntosh
Wesley Keith Wood
Hayden William Holley
KATHLEEN DENISE HARTE
DARENDA L RANGEL
Brian Scott Roome
Jeffrey Olen Cunningham
Chris T Nietenhoefer
Robert C Burns
RICHARD LOUIE SULLINS
LAURA C GREASER
Crystal D Burnell
G CHACE LANGFORD
TRENTON B OWENS
RYAN MATTHEW JOHNSON
ZACHARY C HANCOCK
HALEY King
Jackson Connor Williams
Lauren C Ford
Connor D Price
BRENT ALLEN BROWN
Jeffery D Price
DIANE RENEE GIZA
BARTON MEDLEN BONNEY
JOHN BATISTA CAMPANELLO
PHILIP EDWARD MONIER
MARVIN M FRANKLIN
Judson C Burns
Joshua Daniel Hamilton
Jackson Severe Salley
Ryan Drew Majors
L N. Rogers
RUSSELL WILLIAM HOLLEY
Levi Daniel Darrow
LINDSEY NELSON TOOLE
BRADY VANCE BELL
H Jackson Sturgeon
DANIEL TODD BARKER
JEFFREY WAYNE MAYNARD
RYAN CHRISTOPHER HADASH
Jace Christian Rees
Cole David
Grant Toller Augustini
Brent Dearol McIlvain
Holly Eaton
Andrew Martz
Michael Anthony Scoma

Within 25 miles of Southlake, TX, Best Investors lists 1,142 registered investment advisory firms with 2,464 offices nearby, managing about $24.9T in combined regulatory AUM across 41,867,991 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 Southlake

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM