Best Investors Account Sign in

Best financial advisors in Bee Cave, TX

Registered advisers within 25 miles of Bee Cave, TX.

Offices
981
Firms
568
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,203,859 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
AVIDIAN WEALTH SOLUTIONS
HARRELL INVESTMENT PARTNERS, LLC
MISSION HILL ADVISORS, LLC
BLACK BARN FINANCIAL, LLC
WORTH FINANCIAL GROUP INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AUSTIN MONEY MANAGEMENT CORPORATION
HAZOOR PARTNERS, LLC
LONG VIEW EQUITY
VOYA FINANCIAL ADVISORS, INC.
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
QUANSIGHT, LLC
STRATEGIC ADVISERS LLC
VALIC FINANCIAL ADVISORS, INC.
EDWARD JONES
DIVCO WEST REAL ESTATE SERVICES, LLC
LPL ENTERPRISE, LLC

Investors

CHERYL LYNN LEE
SHELLEY DON HATLEY
JEANNE ANN UNDERWOOD
DAWNA ELAYNE CARR-FRENKEL
WILLIAM MORGAN STONE
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL
HAROLD EVERETT PETERSON
KACIE JOELLEN SWARTZ
Amy Denise Calistri
ELISA MARY HANSON
SARA ETTNER GLAKAS
Lindsay Michelle Thorstenson
ROBERT MILES TABOR
Antonio Cicelske
Omar Quintanilla
STEVEN DOUGLAS AYCOCK
GLEN EDWARD ELLIS
Lola Rangel
WILLYN COBB WAHL
FAITH CREIGHTON VINCENT
TRISTEN NEVADOMSKI
SARAH VOSS
ANGELA DAVIS
COLLEEN LEANNE PETERSON
SARAH TOPHAM BARAJAS
EMILY D CUBA
JAY R. RUSSELL
JENNIFER L. BOWERS
MATHEW S. MELENDEZ
HOLLAND HENTON
RICHARD T BEATY
CHANHOME SOUMETHO
CAROLINE MARGARET MARMITT
ANDREW D. GATELY
CHRISTOPHER OWENS
TIMOTHY GUY STUNTZ
FEDERICO A. MOTA
AMANDA M. KUNISH
DANIEL JASON AULICINO
RAMIRO GALLEGOS
SHELBY PHILLIPS
STEPHEN TRUETT
MARGUERITE GIBBONS
JACOB CHRISTIAN THOMAS
NEPHI WALLACE BUSHMAN
KAYLA AVERY PORTILLO
RYAN MICHAEL KILEY
CASEY LANE SKRABANEK
KIMBERLY SHANNON WILDER
BENJAMIN CHRISTOPHER BLAKELOCK
BENJAMIN JOSEPH BOWMAN
D'onte Cole
Chad Michael Houchin
MICHAEL SCOTT BIEN
TOMAS MALDONADO ORTIZ
JAYSON W WAGNER
MICHAEL ALAN CARTER
MARK L SODERQUIST
GINA BAUMANN
Jonathan Martin Haefner
David Nathan Van Winkle
IAN RICHARD DUNCAN
JESSICA LYNNE WALGENBACH
KRISTEN RILEY NIELSEN
Dilnawaz Bomi Gazdar
Amanda Ditzler Galassini
KELLI KURACHI

Within 25 miles of Bee Cave, TX, Best Investors lists 568 registered investment advisory firms with 981 offices nearby, managing about $19.2T in combined regulatory AUM across 3,203,859 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 Bee Cave

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM