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Best financial advisors in Alto, TX

Registered advisers within 25 miles of Alto, TX.

Offices
14
Firms
11
Combined AUM
$2.01T
Firm-wide filings, not assets booked only here
Clients
43.1K
43,054 clients when Item 5C has a number
Avg / client
$46.8M
Combined AUM ÷ clients

Nearby offices

Firms

KESTRA ADVISORY SERVICES, LLC
EDWARD JONES
LASTING MARK RETIREMENT GROUP LLC
SAGEGUARD FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LEVEL FOUR ADVISORY SERVICES
B. RILEY WEALTH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
UPTICK PARTNERS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
THURSTON SPRINGER ADVISORS

Investors

HOLLY ELIZABETH LOVELL
Taylor Erron Gray
Debra Diane Dominy
JARROD PAUL NULL
Mariah Kelsey Box
Thad Jeffrey Erwin
STEPHEN CASEY WRIGHT
AMANDA LYNN MITCHUM
GEORGE EINAR RAY
Benjamin N Fredrickson
JAMIE RODRIGUES Lasiter
DEBRA LYNN FLOYD
ALEX S NIKULIN
Jason Michael Barber
Taylor Pankratz
Emily Brynn Moore
Paul Meredith
Steven Wayne Barber
James Howell Henry
KYLE EDWIN HOGAN
Matthew Brian Silvey
MITCHELL LANE SMITH
JOHN DAVID SIDERY
Jared Davis
Connor Visser
Scott David Wykoff
DONNIA O. WALTON
KELLY RENE FLORES
Gregg Warren Nichols
Joshua G Nichols
Brantley Sarah Flores
Heather Elizabeth Harris
Jayce K Harris
DANIEL REID
ANN ARSCOTT MOORE

Within 25 miles of Alto, TX, Best Investors lists 11 registered investment advisory firms with 14 offices nearby, managing about $2.01T in combined regulatory AUM across 43,054 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 Alto

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 LEVEL FOUR ADVISORY SERVICES 98 clients · 151 advisers $6.54B AUM 7 B. RILEY WEALTH ADVISORS, INC. 40 clients · 173 advisers $4.21B AUM 8 THURSTON SPRINGER ADVISORS 101 advisers $3.68B AUM