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Best financial advisors in Augusta, TX

Registered advisers within 25 miles of Augusta, TX.

Offices
11
Firms
8
Combined AUM
$2.00T
Firm-wide filings, not assets booked only here
Clients
416K
416,404 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
&PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
BLUEPRINT RETIREMENT ADVISORS LLC
EQUITABLE ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC

Investors

Patrick Tyler Dowell
James Patrick Dowell
Kenneth Wayne Tidrow
MITCHELL ALAN WEST
RYAN CHRISTOPHER LIGHTFOOT
CHARLES MICHAEL BENNETT
BRETT ANDREW WEISENBURN
Jordan Ray
DAVID PRICE JAMES
Linda Atwood
Meredith Scott Thompson
Brick Palmer Parsons
MICHAEL TIMOTHY WILSON
STEPHEN ANTHONY MISSILDINE
HOLLY ELIZABETH LOVELL

Within 25 miles of Augusta, TX, Best Investors lists 8 registered investment advisory firms with 11 offices nearby, managing about $2.00T in combined regulatory AUM across 416,404 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 Augusta

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 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 4 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 5 &PARTNERS 535 advisers $30.3B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 ADVISOR RESOURCE COUNCIL 13 clients · 82 advisers $3.49B AUM 8 BLUEPRINT RETIREMENT ADVISORS LLC 1 advisers $6.41M AUM