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Best financial advisors in Allison, TX

Registered advisers within 50 miles of Allison, TX.

Offices
9
Firms
7
Combined AUM
$2.40T
Firm-wide filings, not assets booked only here
Clients
313K
312,708 clients when Item 5C has a number
Avg / client
$7.66M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
ABRAHAM TRADING COMPANY
GOLDEN SPREAD WEALTH, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SANCTUARY ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Brian Fuller
MICHAEL GENE GARDINER
SALEM Andrew ABRAHAM
Evan Blake McMordie
Charles Leland Mann
John Emory Thomas
Emily Shaye Smith
Joshua Stephen Thomas
SANDY DENISE BARR
Robert Charles Stephens
Justin Ray Koch
Kari Lynne Payne
Scott Garrison

Within 50 miles of Allison, TX, Best Investors lists 7 registered investment advisory firms with 9 offices nearby, managing about $2.40T in combined regulatory AUM across 312,708 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 Allison

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 SANCTUARY ADVISORS, LLC 415 advisers $34.9B AUM 6 ABRAHAM TRADING COMPANY 2 advisers $94.9M AUM 7 GOLDEN SPREAD WEALTH, LLC 1 advisers $17.0M AUM