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Best financial advisors in White Settlement, TX

Registered advisers within 25 miles of White Settlement, TX.

Offices
659
Firms
215
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,951,415 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
EPUS GLOBAL ENERGY, LLC
EAGLE EYE FUNDS, LLC
PNC WEALTH MANAGEMENT LLC
RRIG MG, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRINCIPAL SECURITIES, INC.
EXPONENT MANAGEMENT LLC
NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC.
INTEGRITY FINANCIAL GROUP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Johnson Ross Perez
Timothy David Norman
Adam Broughton
Randall Sloan
Jonathan Douglas Carani
William Rodney Swoboda
Cody Wayne Hambrick
GARY SCOTT GILMORE
VICKI M RUSSELL
Mark Patenaude
Jasmin Marie Watkins
James Stoneman Hamilton
Roger Leon Williams
Shelby Marie Jennings
Bernard Joseph Havey
Joseph O Vigil
SCOTT ALAN KIMMEL
JUSTIN MITCHELL GRAVES
Brendan Connor Johnson
DENISE MARGO KIMMEL
SCOTT DAVID STEGER
Chance Andon Naugle
Joe Cordova
DODGE BROWN
JOE MICHAEL FLETCHER
Matthew Alan Ward
ANDREA MARIE WARD
Jarrod S Warren
Eric Joseph McMahan
REBECCA DAWN TURNER
DANIEL SCOTT RIECKER

Within 25 miles of White Settlement, TX, Best Investors lists 215 registered investment advisory firms with 659 offices nearby, managing about $17.3T in combined regulatory AUM across 2,951,415 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 White Settlement

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