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Best financial advisors in Bay City, TX

Registered advisers within 25 miles of Bay City, TX.

Offices
17
Firms
8
Combined AUM
$3.67T
Firm-wide filings, not assets booked only here
Clients
319K
318,937 clients when Item 5C has a number
Avg / client
$11.5M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WESTPARK WEALTH ADVISORS, INC.
TRILOGY WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

JUSTIN PAUL RHODES
James Brian Scardami
JOSEPH CHARLES ALLISON
Justice Joseph Talas
Edwin Hawes Dickerson
John Carlton Dickerson
TERRY RICHARD FARRAR
ANDREW JAMES STRAUB
Alyssa Lauren Sanders
Jeremy Allen Findley
Martha Zamora Nelson
Elizabeth Elna Brooks
MARIA MAE LEWIS
MICHAEL BRIAN LANE
Benjamin C Tumlinson
Brittany Colleen Odom
Kane Franklin Johnson
RICHARD NICHOLAS RIMATO
RAE ANN STUARD
KEITH A. ALLAN WEIDEMANN
MISTI D. FLORES

Within 25 miles of Bay City, TX, Best Investors lists 8 registered investment advisory firms with 17 offices nearby, managing about $3.67T in combined regulatory AUM across 318,937 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 Bay City

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 WESTPARK WEALTH ADVISORS, INC. 379 clients · 26 advisers $254M AUM