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Best financial advisors in The Colony, TX

Registered advisers within 25 miles of The Colony, TX.

Offices
2,357
Firms
1,095
Combined AUM
$24.0T
Firm-wide filings, not assets booked only here
Clients
41.9M
41,909,264 clients when Item 5C has a number
Avg / client
$573.0K
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LAKESIDE CAPITAL FUNDS, LLC
LAKESIDE CAPITAL, LLC
KESTRA ADVISORY SERVICES, LLC
BANNERMAN WEALTH
EDWARD JONES
CST FINANCIAL ADVISORY LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FARRIS CAPITAL MANAGEMENT INC.
THE HELIX FINANCIAL GROUP
AE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC

Investors

LUCAS E LAWSON
RYAN Michael HAMMER
MICHAEL JOHNATHAN SMITH
IGOR MASKOV
ROBYN KAYE Holtz
Lina Luu
NATALIE MONIQUE SOTO
Kyle Simmons
COLLEEN MARIE MARCHETTI
JOSHUA KENNETH BANNERMAN
Jacquelyn Nicole Joy Girling
Stephen Kyle Mullican
Sean Robert Scribner
COSTA TZOTZIS
Abdullah Hashmi
Sang Eckerle
MRUNALI GOPAL
Christopher Bernard King
PAUL TYLER HENLEY
COLLIN NEAL DAY
MATTHEW JOSEPH GRYGAR
DAVID CHRIS RICE
MARK ANTHONY PRUITT
Justin Ryan Williams
LEONARD LAMAR KERR
Leslie D Brownlee
Andres Abramovits
JUSTIN CHILDS FARRIS
Mary Todd

Within 25 miles of The Colony, TX, Best Investors lists 1,095 registered investment advisory firms with 2,357 offices nearby, managing about $24.0T in combined regulatory AUM across 41,909,264 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 The Colony

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