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Best financial advisors in Balcones Heights, TX

Registered advisers within 25 miles of Balcones Heights, TX.

Offices
461
Firms
188
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.52M
2,524,449 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATEGIC FINANCIAL CONCEPTS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PFS INVESTMENTS INC.
VOYA FINANCIAL ADVISORS, INC.
GRAYSTREET PARTNERS
S.B. VALUE PARTNERS, L.P.
THE SUMMIT GROUP
EDWARD JONES
PALINGEN CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
IAMS WEALTH MANAGEMENT, LLC
HMP CAPITAL MANAGEMENT, LLC
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Investors

David Joseph Griffiths
Gabriela Holden
LESLIE KRISTEN WAGNER
MORGAN TYLER EDWARDS
MARGARET MARY FLORES
KELLY KIDD CARD
MICHAEL LESTER SHIPMAN
JOHN VITO SACCHETTI
Larry Allen Anderson
William Joseph Barnes
BRYAN ERIC ABBOTT
SCOTT ALLEN BARNES
PETER JOSEPH COULCHINSKY
ALEJANDRO CABEZUT
Brian Thompson
PRESTON BRUCE HASTINGS
MIGUEL AGUILAR
NORMAN HAROLD WRIGHT
DAVID BOYERS
JASON P MARTINEZ
NATHALIA AMADOR
Jason Arredondo
DOMINIQUE ELAINE MILES
HERBERT MILLS PALM
David Lee Stevens

Within 25 miles of Balcones Heights, TX, Best Investors lists 188 registered investment advisory firms with 461 offices nearby, managing about $13.3T in combined regulatory AUM across 2,524,449 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 Balcones Heights

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