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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

STATE FARM INVESTMENT MANAGEMENT CORP.
ASSET PRESERVATION GROUP INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WOOD WEALTH MANAGEMENT LLC
FLORIDA FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
EQ WEALTH ADVISORS
PROBITY ADVISORS, INC.
SYMMETRY CAPITAL ADVISORS LLC
APEIRON
WSA AFFILIATES, LLC
EWING & PARTNERS, LLC
EDWARD JONES
IMPACT SHARES

Investors

Ashley Nicole Orf
VERNON RUSSELL BILLINGSLEY
MICHAEL SCOTT FRANKLIN
Jonathan Ning-Hoi Wong
BINOD RIJAL
Nader El Zacuhra Cuadrado
Valeria Zuluaga
ROBERT WILLIAM WOOD
Madeline Leigh Fulwood
Chris Macciachera
Matthew Joseph Falt
Kevin Edward Craig
Brayden McNeely
Abrianna Dillard
Traelon Yarbrough
Jerry Williamson
Valeria Favela Cano
Tyler Grace Pye
Austin Thomas Shoopman
Cole Cargile
Carson James Allen
Andrew Austin Sutherland
Camden Cleat Pace
Isaac Lazo
Jordan Bofetiado
Carter Sterling Benton
Charles Steven Williams
Grant Slater
Charles Lancaster
Alfredo Arturo Rendon
William Austin Campbell
Garrett Tillett
Robert Koa Pino
Hayley White
Katelin Renee Heise
Dylan Cody Tong
Dalton Paul Gray
Natalie Ruby Jimenez
Grant Richard Poole
Caleb Ventura
Ryan Maverick Phillips
Nicholas Walker Lynn
Nicole Ghirlanda
Jonathan Brody Reese
Caylee Jo Dossey
Samuel Alexander Marsters
Brian James Kotecki
Stephen Alexander Shirley
Jastin Isaiah Jones
Jacob Benjamin Spolyar
Ryan Wesley Coleman
Ilo Ai Takamatsu
Anthony Bringas
Yusef Zakariah Ezzedine
Alexa Riley Ivory
Harrison Barnett
Cole Andrew Cano
Nathan Luke Brinkman
Luke Antes Kinsley
Frederic RD Faul
Pablo Emilio Almaguer Lira
Mark Eric Beasley
Khanh H Nguyen
TOBY SCOTT HARRIS
GARY STEVEN AHR
Taylor Reasoner
MARSHALL TYLER OZANNE
MARCUS WHITNEY MAGERS
WALTER DAVID STALNAKER
ADAM PATRICK KELLER
BRANDON JAMISON GIBSON
KYLE DOUGLAS WALTERS
PHILIP BENSON ATHEY
SCOTT DALE HAMMEL
JAMES MICHAEL MARSDEN
Colton Marley Richards
Ryan Shea
Katie Renee BOSLER
DAVID RYAN DROPPO
JAMES RICHARD CROCKER
ROY LEE PISKE
ADAM ANDREW BRONSON
CHRISTOPHER TYLER SORROW
Phillip Maxwell
David Colyer Rea
Carroll Travis Sewell
James Wilson
Andrew Lamar Ingram
PAUL ANTHONY HEEMANN

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