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Best financial advisors in Balcones, TX

Registered advisers within 25 miles of Balcones, TX.

Offices
1,005
Firms
567
Combined AUM
$19.3T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,203,919 clients when Item 5C has a number
Avg / client
$6.01M
Combined AUM ÷ clients

Nearby offices

Firms

CORRIGO INVESTMENT PARTNERS, LLC
DECCA PRIVATE WEALTH MANAGEMENT, INC.
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
BEACON ADVISORS
TURNER CAPITAL INVESTMENTS, LLC
CRAWFORD ADVISORY GROUP, LLC
GALLAGHER FIDUCIARY ADVISORS, LLC
PARK AVENUE SECURITIES LLC
PALISADES HUDSON ASSET MANAGEMENT, L.P.
B.B. GRAHAM & COMPANY, INC.
COMMONWEALTH FINANCIAL NETWORK
FINANCIAL AURORA, LLC.
GRACE CAPITAL MANAGEMENT, LLC
57 WEST CAPITAL ADVISORS, INC.

Investors

GRANT DOUGLAS BIRDWELL
Jon Carlo LoPresti
Ryan Edward Holland
HECTOR ELIZONDO
Ruchir Elhence
ABIGAIL VICTORIA MORROW
Rachel Ellen Choate
Maxwell Jacob Ruthart
Greg Robert Cataldo
Colton robert Walter
Michael Stoehr
Claire Virginia Ricks
Silas Um
Harry Alexa Campbell-Lamerton
MARIA AGUSTINA POLITTI
JOE MCGLASSON MORRIS
STEFAN DAVID SIKORSKI
Justin Michael Torres
KEVIN CHARLES DOUGLAS
SAMUEL PAUL MOSER
Peter McDonnell McDonnell
CONNOR COLE HANSEN
Neha Vajapeyam Sukumar
Laurice Ray Crain
Kyle Fernandez
Cole Matthew Gaches
Adam Warren
Aljair Pimentel
Brissa Sabine Mejia
John Joseph McCoy
Zachary Champine
Nicolas Willem Austin
Elijah Steinhardt
Davis Kohl Lemert
Nicholson Dietze O'Reilly
Kaila Passey
Owen Lynn Bybee
Ryan Douglas O'Hare
Bernard Thomas Adelstein
Harshith Manjunath
Breanne Maupin
Jacob Arnold
JEFFREY DAVID MOORE
JOHN T DRISCOLL
AUSTIN JAMES WEBER
Alison Michelle Reznikov
Jacob Christian Lancaster
Jordan Elizabeth Nolden
Justin Eric Green
CHARLES NEWTON LARKAM
CARTER GRIDLEY ROWLES
Aneel Ali
JOHN JOSEPH COLEMAN
Franco Rosen Melhado
Isabel Gonzaba
Miles Peterson
Blake Barret Stroube
Kathleen Kinto
Annie Bao
Shaan Niazi
DAWN MICHELE ORNELAS
NICHOLAS MAXIMILIAN SEYBOLD
Stacy Michelle Bouwman
Brandon James Bullock
MICHELE CAMP
JUAN IGNACIO CREIXELL
Alexander Bryan Goodwin
MICHAEL K TURNER
EDMUND LOGAN CRAWFORD
REBECCA EVELYN HIPP
MATTHEW DOUGLAS DITERESA
DONALD D BEATTIE
MATTHEW Joseph DITERESA
Donald Allen Zielinski
THOMAS JEFFERSON SIBLEY
CHRISTOPHER LEE RAPP
KIMBERLY D BANESSE
MARK WAYNE HOGUE
MARK D PERMENTER
TODD RUSSELL HOLUBEC
RACHEL NICOLE Lothman
CANDACE MCCORMACK
DANA WINEGAR BIVES
AUDRA SUZANNE MUELLER
Christopher James Dunagan
RICHARD D DUNAGAN
TRAVIS LYN KNAPP
CHARLES KENDALL COLE
ELISABETH M UHL
JORDYN NICOLE BROWN
THOMAS WILLIAM UHL
NORA VIRGINIA CASTRO
LINDA KAYE VOGELEY
JOHN MEADE THROWER
Jennifer Page Pittman
DUSTIN MICHAEL SMITH
Mauricio Aldrete
Benjamin Casey Sullivan
THOMAS PATRICK EVESLAGE
MICHAEL DENNIS DEGOLIER
JEFFREY MARK RICKS
MASROOR AHMAD ADNAN
GEORGE Roger DUFF
Lauren Fischer
VICTOR ANTHONY GARCIA
George F Henry
LETHE CASSANDRA BURNS
WILLIAM TODD EVERLY
ERIC MATTHEW ROSS
BRIANNA MARIE KUEHMSTEDT
MICHALYN LANNING PORTER
NATALIE MARGARET COMPTON
KIMBERLY Rivera GRIFFIN
Rosalyn Respecia
Laura ANNE Parker
MICHAEL MARK EISENMENGER
KEITH PATRICK FORD
Eric Scott Pomerantz
WALTER PAUL REEP
REY GARZA
CHRISTOPHER ALLEN TAYLOR
Sean Michael Yoder
Nathan Benjamin Ross
M C TYER
CHALU HARDEN
Luis Alberto Giraldo
TAYLOR MICHAEL TUCKER
Dewitte J Derks
Sebastian Caicedo
Debbie M Lux

Within 25 miles of Balcones, TX, Best Investors lists 567 registered investment advisory firms with 1,005 offices nearby, managing about $19.3T in combined regulatory AUM across 3,203,919 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

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM