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Best financial advisors in Waxahachie, TX

Registered advisers within 25 miles of Waxahachie, TX.

Offices
100
Firms
33
Combined AUM
$7.98T
Firm-wide filings, not assets booked only here
Clients
911K
910,928 clients when Item 5C has a number
Avg / client
$8.76M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EAGLE FINANCIAL ADVISORS, LLC
LEGACY WEALTH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WORTH ASSET MANAGEMENT
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
5TH LEVEL CAPITAL MANAGEMENT

Investors

Kelly M Dlabaj
Paul Bryan Colwell
Jody Thomas Madding
Jennifer Jolene Vendryes
Jeffery Dale Buttgen
Christopher Joseph Tucker
JOHN DANIEL LANDRUM
KIP RYON FEDORA
Barry Ray Moore
JOHN DAVID HALE
Lance Spencer Gary
Jaime Dlabaj Holland
Russell Damian Philip Clark
John Wade Reagan
Wess Griggs Winn
Jeffrey Todd Irish
Melanie Dawn Mitchell
Angeline Slovacek Juenemann
Jennifer Nicole Wartsbaugh
Brian Keith Wartsbaugh
MICHAEL JOSEPH MENDOZA
RICHARD JAMES CEPAK
KELLY L. FRANCIS

Within 25 miles of Waxahachie, TX, Best Investors lists 33 registered investment advisory firms with 100 offices nearby, managing about $7.98T in combined regulatory AUM across 910,928 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 Waxahachie

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM