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Best financial advisors in Beach City, TX

Registered advisers within 25 miles of Beach City, TX.

Offices
444
Firms
186
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,025,860 clients when Item 5C has a number
Avg / client
$5.06M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
GULF COAST RIA
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TEXAS CAPITAL MANAGEMENT

Investors

Ramiro Martinez
TRAVIS CORBIN SMITH
THOMAS WYMAN BADGETT
PAUL DANIEL WANKOWICZ
Jonathan Scott Ahearn
MATTHEW BLAISE WHITE
Blake Michael Cather
Melissa Hughes
Brian Timothy Stephens
Joseph Daniel Webster
Todd Swonke
RANDY LEE CASEY
Holly Roberts McCreight
Lindsey L Frazier
Aric Earl Boullion
Jana Ballinger
John M Hollywood
RENEE MICHELLE THIBODEAUX
JUANITA ROWAN FINLEY
Daniel Zachary Hodge
JEREMY TODD ROSENKRANZ
Kasadi Brianne New
Eric Russell Holland
Lance Allen
ALICIA KAY ELLIS

Within 25 miles of Beach City, TX, Best Investors lists 186 registered investment advisory firms with 444 offices nearby, managing about $15.3T in combined regulatory AUM across 3,025,860 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 Beach City

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM