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Best financial advisors in Alvarado, TX

Registered advisers within 25 miles of Alvarado, TX.

Offices
456
Firms
155
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.64M
2,639,214 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
PARKER WEALTH GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC

Investors

David LaMar Sykes
Ruhama Titus McCoy
Christopher Adam Gabel
ROBERT MICHAEL CLARKIN
MELANIE ANN OBURA
JEFFERY CARLTON ATWELL
JOHNNY MACK PARKER
Scott Clifton Francis
Grayson E Tennison
Michael James Forrester
Stephanie Woehr
Ricky Charles Estes
CHAD BRODY RENFRO
FRANK STEPHEN BUGH
DANIEL JOHN WOODARD
NATHAN HARSH
Holly Renee Harsh
David Lynn Layman
Randel A Rix
Tris Renee FitzGibbon
CYNTHIA ANN TIMMONS
JEREMY JAMES QUINN
Daniel Harrison Garber
Lynn Howard Bates
ROLAND ARTHUR BRUCKS
SHARON ROBINSON

Within 25 miles of Alvarado, TX, Best Investors lists 155 registered investment advisory firms with 456 offices nearby, managing about $13.5T in combined regulatory AUM across 2,639,214 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 Alvarado

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM