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Best financial advisors in Beach, TX

Registered advisers within 25 miles of Beach, TX.

Offices
431
Firms
157
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,813,562 clients when Item 5C has a number
Avg / client
$4.99M
Combined AUM ÷ clients

Nearby offices

Firms

ABENDSTERN WEALTH MANAGEMENT, INC.
BULLTICK WEALTH MANAGEMENT, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
MARIPAU WEALTH MANAGEMENT LLC
BLOCTECH MANAGEMENT, LLC
PRIVATE ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
CWM, LLC
J.P. MORGAN SECURITIES LLC
GREENLINE TRADING LLC
KINETIC INVESTMENT MANAGEMENT, INC.

Investors

LUIS ENRIQUE MARTINEZ
CARLOS ANDRES ALVAREZ
GABRIEL GUILLERMO ELORDUY
John Curry McGill
Craig Allan Tomasek
Alexander Thomas Burchett
STEPHEN CHRISTOPHER BURCHETT
JIMMY ELTON SLOAN
AUSTIN MICHAEL BROWN
GUADALUPE M MARTINEZ
JOAS ADLAI DE LA PAZ
SHARON THERESA AURICH
JARRID SHANE HICKS
JOYLA DANITA GREGORY
STEPHANIE HERRERA
ERIBERTO ELIZONDO
JEREMY MICHAEL MATRANGA
COREY LEJEUNE
Trang Banker
BRENT ALLEN BANKER
Michael William Rondon
Brandi Hernandez Acevedo
CLIFFORD ALLEN ELY
GREGORY EDWARD CATER
Nicole L. Ockenden

Within 25 miles of Beach, TX, Best Investors lists 157 registered investment advisory firms with 431 offices nearby, managing about $14.0T in combined regulatory AUM across 2,813,562 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

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM