Best financial advisors in Houston, DE

Registered advisers within 25 miles of Houston, DE.

Offices

92

Firms

57

Combined AUM

$9.13T

Firm-wide filings, not assets booked only here

Clients

2.43M

2,431,297 clients when Item 5C has a number

Avg / client

$3.76M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

282 Milford Harrington Hwy
Milford, DE 19963

AMERIPRISE FINANCIAL SERVICES, LLC

556 South Dupont Blvd Suite G
Milford, DE 19963-1706

STATE FARM INVESTMENT MANAGEMENT CORP.

915 S Dupont Blvd
Milford, DE 19963

OSAIC ADVISORY SERVICES, LLC

505 Lakeview Avenue
Milford, DE 19963

FIRST COMMAND ADVISORY SERVICES

4608 S Dupont Hwy Unit 1
Dover, DE 19901

13.7 miles away

PRIVATE ADVISOR GROUP, LLC

113 Union Street
Milton, DE 19968

13.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1991 S State St
Dover, DE 19901

15.4 miles away

EDWARD JONES

250 GATEWAY SOUTH BLVD STE 300
DOVER, DE 19901

15.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

22366 Sussex Hwy
Seaford, DE 19973

15.7 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

21035 DUPONT BLVD
GEORGETOWN, DE 19947

15.9 miles away

BALLAST FINANCIAL ADVISORS, LLC

33 THE CIR.
GEORGETOWN, DE 19947

EDWARD JONES

10 W PINE STREET SUITE 102
GEORGETOWN, DE 19947

16.1 miles away

LPL FINANCIAL LLC

120 SOUTH BEDFORD ST.
GEORGETOWN, DE 19947

16.2 miles away

LPL FINANCIAL LLC

22205 DUPONT BLVD
GEORGETOWN, DE 19947

16.3 miles away

BANKERS LIFE ADVISORY SERVICES, INC.

99 Wolf Creek Blvd Ste 1-B
Dover, DE 19901

16.4 miles away

PRINCIPAL SECURITIES, INC.

1305 S GOVERNORS AVE
DOVER, DE 19904

16.5 miles away

CITIZENS SECURITIES, INC.

22870 SUSSEX HIGHWAY MAILSTOP: 01B-0412
SEAFORD, DE 19973

16.6 miles away

EDWARD JONES

8470 HERRING RUN ROAD SUITE B
SEAFORD, DE 19973

16.8 miles away

ORBIT

1111B S GOVERNORS AVE STE 7344
DOVER, DE 19904

16.8 miles away

LONG ANGLE MANAGEMENT, LLC

1111B S GOVERNORS AVE STE 25981
DOVER, DE 19904

16.8 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC ADVISORY SERVICES, LLC

FIRST COMMAND ADVISORY SERVICES

PRIVATE ADVISOR GROUP, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

BALLAST FINANCIAL ADVISORS, LLC

LPL FINANCIAL LLC

BANKERS LIFE ADVISORY SERVICES, INC.

PRINCIPAL SECURITIES, INC.

CITIZENS SECURITIES, INC.

LONG ANGLE MANAGEMENT, LLC

Investors

HUNTER JACOB EMORY

CHRISTOPHER CHARLES THEIS

Shawn Kenneth Collins

BRUCE DAVID HERMANN

Perry David Price

ELIOT SNOW HOWELL

MATTHEW JASON BASILE

Joanna Lee Daneman

FREDERICK NEIL CLINE

GERALD THOMAS PEDEN

JOSEPH DAVID BAKER

Conor Michael Williams

Bonnie Marie Sweeten

Glenn Roger Sweeten

FRANKLIN LEONARD RAYNE

Robin Nicole Scarborough

ROBERTS E. MCKELDIN

SANDRA LAWTER-OTOOLE

Roger Jesus Caceres

Alexander Curtis Matthews

John Francis Rittenhouse

PATRICK THOMAS NOLAN

Within 25 miles of Houston, DE, Best Investors lists 57 registered investment advisory firms with 92 offices nearby, managing about $9.13T in combined regulatory AUM across 2,431,297 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 Houston

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 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM