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Best financial advisors in Van Alstyne, TX

Registered advisers within 25 miles of Van Alstyne, TX.

Offices
201
Firms
70
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,683,450 clients when Item 5C has a number
Avg / client
$3.75M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MCCULLOUGH WEALTH MANAGEMENT LLC
INDEPENDENT FINANCIAL GROUP, LLC
AMERITAS ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
KESTRA ADVISORY SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES

Investors

DAVID RODRIGUEZ
Joseph Michael McCullough
SEAN HOOMAN AGAHI
Andy Jonathan Torres
ROBERT JAY NORTHCUT
Brady William Paxman
STEPHEN WAYNE NEWTON
GABRIELLA SARAI AGUILAR
HEATHER RENEE WILLIAMS
Spencer Marks
THOMAS HARLAN KYLE
CLAYTON JAMES MAHONE
Stacee L Caskey
Christopher Medaris
Sandra J Swagel
TODD ALAN SIMPSON
Rylee Shae Driggs
Terry William Stogsdill
Shane Ellis Pruitt
GARY LEON BARKER
JUSTON JEFFERSON DOBBS
STEPHEN PAUL DAVIDSON
ROY STEVEN KIMBERLIN
JASON RUSSELL BLANKENSHIP
TYMOTHE ROSENTHAL
NATHAN ALAN PIKE
ZACHARY DEAN GLADEN
DUSTIN WAYNE SANDLIN
NATALIE MARIE TUTTLE
HALEY MORIAH CAREY
JOEY BEASON
STEPHEN ALAN THORNHILL
CHAD F MANNING
JAMES EDWARD WILSON
GAIL WATTMAN UTTER
CORY LEE HERNANDEZ
David T. Key
John Christopher Mabary
Brandon Wright

Within 25 miles of Van Alstyne, TX, Best Investors lists 70 registered investment advisory firms with 201 offices nearby, managing about $10.1T in combined regulatory AUM across 2,683,450 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 Van Alstyne

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM