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Best financial advisors in Bardwell, TX

Registered advisers within 25 miles of Bardwell, TX.

Offices
41
Firms
13
Combined AUM
$3.17T
Firm-wide filings, not assets booked only here
Clients
732K
731,608 clients when Item 5C has a number
Avg / client
$4.34M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EAGLE FINANCIAL ADVISORS, LLC
WORTH ASSET MANAGEMENT
LEGACY WEALTH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.

Investors

Jeffrey Todd Irish
KELLY L. FRANCIS
RICHARD JAMES CEPAK
Brian Keith Wartsbaugh
Melanie Dawn Mitchell
Angeline Slovacek Juenemann
Jennifer Nicole Wartsbaugh
Jennifer Jolene Vendryes
JOHN DAVID HALE
Christopher Joseph Tucker
JOHN DANIEL LANDRUM
Kelly M Dlabaj
Paul Bryan Colwell
Jody Thomas Madding
Barry Ray Moore
KIP RYON FEDORA
Jeffery Dale Buttgen
Lance Spencer Gary
Jaime Dlabaj Holland
Russell Damian Philip Clark
John Wade Reagan
Wess Griggs Winn
MICHAEL JOSEPH MENDOZA
Cade F Cooper

Within 25 miles of Bardwell, TX, Best Investors lists 13 registered investment advisory firms with 41 offices nearby, managing about $3.17T in combined regulatory AUM across 731,608 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 Bardwell

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM