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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

LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PARK AVENUE SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CARY STREET PARTNERS
AVIDIAN WEALTH SOLUTIONS
WELLS FARGO CLEARING SERVICES, LLC
FORT ADVISORS INC

Investors

Ethan Vincent Gilbert
KAREN RICHARDSON CAMPBELL
NATALIA ALISHIA NAYLOR
MANDY COLLEEN SAVAGE
MAYLENE DAWN POULSEN
DAWNA ELAYNE CARR-FRENKEL
WILLIAM DANIEL YOUNG
JORDON W JELLISON
ANDREW TIMOTHY MASON
CHRISTOPHER BAXTER JONES
Michael B Irvin
BENJAMIN BLAKE WESTERTERP
Nicholas Scott Vorauer
Dina Draguicevich
Tanner Littleton
MICHAEL BRENDAN CONNOLLY
Andrew Etsell
Jennifer Green Harvey
NICKELLE MARIE LEIST
JASON W DAVIS
Donald Isaac Robertson
John Patrick Berger
LEE ANN PENICK
Cameron Horton
AARON TAYLOR GREEN
THEODORE HOUGHTON HEATON
William Todd Jarvis
SHAWN FORREST MORGAN
SETH MICHAEL WHITNEY
AZAM HASSIB JABER
JAVIER OMAR LARREA
RAYMOND ALBERT DERAGON
PAUL KEVIN GAUTIER
TORRY CHRISTIAN SCOTT
MARIA PATTON
WESLEY HAMILTON GALLUP
WILLIAM MORGAN STONE
ELVIRA RAMIREZ MENDOZA
Justin Lee Fort
QUINC VERNE PEARCY
Julie E Almendral
Paul Zappitielli

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