Top advisors in Irving
We’ve curated a list of the best financial advisors in Irving, take a look at it below
Find an advisor in Irving| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $12,133,696,391 | 307 advisors | ||
| 2 | $322,078,504 | 2 advisors | ||
| 3 | $103,955,655 | 3 advisors | ||
| 4 | $63,551,007 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Irving, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Irving. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. United Capital Financial Advisors
Assets under management
$12,133,696,391
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Sub-adviser For Other Investment Advisers
2. Miller Equity Capital Advisors
Assets under management
$322,078,504
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Consulting
3. Jma Financial Advisors, Inc.
Assets under management
$103,955,655
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
NEW ACCOUNT DOCUMENTATION AND TRANSFER FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Investment Consulting, Executor Advisory, And Litigation Support Services
4. Snider Advisors
Assets under management
$63,551,007
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
Services offered
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Security Ratings Or Pricing Services
Educational Seminars/workshops
Investment-related Consulting
Your first meeting is free.