Best financial advisors in Barclay, TX

Registered advisers within 25 miles of Barclay, TX.

Offices

55

Firms

23

Combined AUM

$6.48T

Firm-wide filings, not assets booked only here

Clients

995K

994,851 clients when Item 5C has a number

Avg / client

$6.51M

Combined AUM ÷ clients

Nearby offices

WELLS FARGO CLEARING SERVICES, LLC

ONE NORTH MAIN
TEMPLE, TX 76501

18.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

16 E Avenue N Suite 203B
Temple, TX 76501

19.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

803 S 33rd St.
Temple, TX 76504

19.8 miles away

EDWARD JONES

1908 WEST AVENUE H
TEMPLE, TX 76504

PNC WEALTH MANAGEMENT LLC

1315 SOUTH 31ST STREET
TEMPLE, TX 76504

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

706 Sun Valley Blvd
Hewitt, TX 76643

20.6 miles away

EDWARD JONES

4224 S 5TH ST SUITE B
Temple, TX 76502-3344

20.6 miles away

CENTAURUS FINANCIAL, INC.

1949 SCOTT BLVD.
TEMPLE, TX 76504

20.7 miles away

PNC WEALTH MANAGEMENT LLC

1004 MARLANDWOOD ROAD
TEMPLE, TX 76502

20.8 miles away

EDWARD JONES

1023 CANYON CREEK DR SUITE 120
TEMPLE, TX 76502-3278

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

3405 S 31ST ST
TEMPLE, TX 76502

WELLS FARGO CLEARING SERVICES, LLC

3407 S 31ST ST
TEMPLE, TX 76502

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

2027 South 61st Street, suite 115B
Temple, TX 76504

21.1 miles away

THE STRATEGIC FINANCIAL ALLIANCE, INC.

4102 SOUTH 31ST STREET SUITE 350
TEMPLE, TX 76502

21.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3604 SW H K Dodgen Loop Ste. 100
Temple, TX 76504

21.3 miles away

EDWARD JONES

400 SAPPHIRE
HEWITT, TX 76643

21.3 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2010 Birdcreek Drive Suite 100
Temple, TX 76502

21.4 miles away

PFS INVESTMENTS INC.

1506 PASEO DEL PLATA STE 300
TEMPLE, TX 76502

21.5 miles away

EDWARD JONES

2305 BIRDCREEK TERRACE
TEMPLE, TX 76502

21.5 miles away

JOURNEY ADVISORY GROUP, LLC

2207 BIRDCREEK DR.
TEMPLE, TX 76502

21.6 miles away

Firms

WELLS FARGO CLEARING SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

PNC WEALTH MANAGEMENT LLC

CENTAURUS FINANCIAL, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THE STRATEGIC FINANCIAL ALLIANCE, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

PFS INVESTMENTS INC.

JOURNEY ADVISORY GROUP, LLC

Investors

MELODY ANGEL WALLACE

BARBARA MARIE CARDINAL-SORGE

STACY DENISE WOLBRUECK

JOHN CRAIG CONNOLLY

HUGH DUNHAM SHINE

Jeffrey Bruce Coffman

MELINDA ANN BULLS

Donna Mikulas Heatherley Martin

Cody Dan Fenoglio

Shannon E. Young

Stacy Renee Brooks

Douglas Martin Weisbruch

MICHAEL ANDREW MONTGOMERY

Julian Rebucas Tahimik

Daryl Dee Riegel

Joshua D Sadler

Alexander Michael Fry

CHAD Steven HOLDER

DARRELL EDWARD GLASER

Trevor Allen Glaser

WILLIAM MARCUS HENN

JOHN ROBERT FARWELL

John Michael Maddux

Deanna Lynn Willson

John Robert Holmes

WILLIAM ROBERT WOUGHTER

MARK STEPHEN MCINTYRE

ARTHUR NEAL MCBURNETT

Christine Eastham Kianes

Jacob Stefan Smith

KATHRYN C MCNEELY

Within 25 miles of Barclay, TX, Best Investors lists 23 registered investment advisory firms with 55 offices nearby, managing about $6.48T in combined regulatory AUM across 994,851 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 Barclay

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM