Top financial advisors in Irving, TX
We've curated a list of the best financial advisors in Irving, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $12,133,696,391 Number of advisors 307 advisors | |||
| 2 | Assets under management $322,078,504 Number of advisors 2 advisors | |||
| 3 | Assets under management $103,955,655 Number of advisors 3 advisors | |||
| 4 | Assets under management $63,551,007 Number of advisors 4 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
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.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
United Capital Financial Advisors
United Capital Financial Advisors is a financial advisory firm based in Irving, Texas. It currently has approximately $12,133,696,391 of assets under management and employs about 307 people. United Capital Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$12,133,696,391 under management
307 advisors
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
Miller Equity Capital Advisors
Miller Equity Capital Advisors is a registered investment adviser specializing in private wealth management for high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses. Founded in 1996 by Mark Miller, CFA, CPA/PFS, the firm's mission is to preserve and enhance clients' wealth with their best interests in mind. They offer financial planning, investment consulting, and wealth management services tailored to individual needs. The firm acts as a fiduciary, meaning they must act in clients' best interests and disclose any conflicts of interest. Clients must have a minimum investable asset of $2,000,000, with fees based on a percentage of assets under management. Investment strategies primarily focus on index investments, domestic and international stocks, and bonds. The firm does not charge performance-based fees or engage in side-by-side management. Clients receive regular account reviews, reports, and communication, with the option for discretionary investment management. The firm's employees, including Gene S. Gurley, hold professional designations and have extensive experience in financial planning and investment management. No disciplinary events have been reported for any employees.
$322,078,504 under management
2 advisors
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
Jma Financial Advisors, Inc.
JMA Financial Advisors, Inc. is a Registered Investment Adviser established in 1977, offering fee-only financial advisory and investment management services. The firm specializes in providing unbiased advice by avoiding the sale of commissioned financial products. JMA caters to affluent individuals, retirement plans, non-profit organizations, estates, and trusts, acting as a fiduciary to prioritize clients' interests. Services include investment advisory, financial planning, tax planning, education funding, insurance planning, retirement planning, estate planning, and litigation support. JMA manages assets on a discretionary basis, with fees ranging from $85 to $400 per hour or 0.5% to 1.75% per annum based on assets under management. The firm does not charge performance-based fees and typically requires managed accounts to have at least $1,000,000. JMA employs fundamental, technical, and cyclical analysis in its investment strategies, utilizing diversified portfolios and third-party information sources. Clients have investment discretion, and accounts are reviewed quarterly. JMA does not vote proxies for client securities and does not have custody of client funds. The firm has a Business Continuity Plan in place to address potential disruptions.
$103,955,655 under management
3 advisors
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
Snider Advisors
CHRONIM INVESTMENTS, INC., operating as Snider Advisors and Chrisilis, provides investment advisory services. The firm's recommended custodians may not charge securities transaction fees for ETF and equity trades in client accounts, subject to meeting specific terms. However, charges typically apply for mutual funds and other investments. Clients include individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm's methods of analysis, investment strategies, and risk of loss are not detailed in the brochure. There is no information provided on disciplinary history, financial industry activities, or affiliations. The firm may engage in side-by-side management with performance-based fees. Clients have the option to grant investment discretion to the advisor. Additional details on brokerage practices, review of accounts, client referrals, custody, voting client securities, and financial information are not included in the brochure.
$63,551,007 under management
4 advisors
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
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
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.
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