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Best financial advisors in Alfred, TX

Registered advisers within 25 miles of Alfred, TX.

Offices
8
Firms
3
Combined AUM
$2.35T
Firm-wide filings, not assets booked only here
Clients
158K
158,402 clients when Item 5C has a number
Avg / client
$14.8M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC

Investors

LARRY OLIVAREZ
Katrina Michelle Morris
MARTIN CANTU
Debra Whitson Brooks
Dennis Dee Whitley
PABLO MUNOZ GARCIA
Fidel Fausto Fernandez
Charles Edward Malcik
Maurice Elliott Malcik

Within 25 miles of Alfred, TX, Best Investors lists 3 registered investment advisory firms with 8 offices nearby, managing about $2.35T in combined regulatory AUM across 158,402 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 Alfred

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM