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Best financial advisors in Agua Dulce, TX

Registered advisers within 25 miles of Agua Dulce, TX.

Offices
14
Firms
6
Combined AUM
$3.43T
Firm-wide filings, not assets booked only here
Clients
392K
392,141 clients when Item 5C has a number
Avg / client
$8.73M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
VOYA FINANCIAL ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

PABLO MUNOZ GARCIA
Dennis Dee Whitley
Debra Whitson Brooks
MARTIN CANTU
Katrina Michelle Morris
LARRY OLIVAREZ
Fidel Fausto Fernandez
Charles Edward Malcik
Maurice Elliott Malcik
GLENN GABINO ESCOVEDO
Thomas Edward Rote
Korissa Janell Rojas
Miles Garret Holcomb
RICHARD JOHN GLASER
MICHAEL LYNN BOWDEN
NILA R PATEL

Within 25 miles of Agua Dulce, TX, Best Investors lists 6 registered investment advisory firms with 14 offices nearby, managing about $3.43T in combined regulatory AUM across 392,141 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 Agua Dulce

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 VOYA FINANCIAL ADVISORS, INC. 120 clients · 757 advisers $3.87B AUM