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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

BLACK KNIGHT WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
MCKEEL CAPITAL MANAGEMENT
VICTORY CAPITAL MANAGEMENT INC.
MCCASLIN BARROW HENDERSON, LLC
TWIN OAKS FUND MANAGEMENT, LLC
VALENTINE INVESTMENTS, LLC
IHT WEALTH MANAGEMENT LLC
GFN CAPITAL MANAGEMENT
BC2 CAPITAL LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
FG1 PARTNERS ADVISORS, LP
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

MICHAEL SCOTT CHRISTIANS
NATASHA CHER VERBSKY
MICHAEL WILLIAM JARVIS
BRADLY IAN CLARK
Mehdi Ahmadi
Lucinda Clark
Cole Christian McKeel
JOHN LEWIS MCKEEL
NICHOLAS MATTHEW PEIFFER
BRADFORD JEFFREY VALENTINE
NIKKI DANYEL WALTON
LEIGH JAY GOLDBLATT
BRANDON A MOORE
FRANK DOUGLAS PRECHT
MAURICE MYRON GLAZER
DANIEL MEYEROVITZ
JACOB LEZAN WINSTON
ANTHEA VICTORIA CAROLINE MAYBURY
Nicholas Ross Keyser
Brandon Tyler Lacefield
Joseph Griffin Deignan
BARRETT E RENNER
HERBERT JOSEPH POLEDNA
SAM LUKE THORNAL
Shanna Stanford Miller
Andrew Gordon Douthit
Luke Thomas Suminski
KALAVATI ARUN PATEL

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