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Best financial advisors in Bee Caves, TX

Registered advisers within 25 miles of Bee Caves, TX.

Offices
970
Firms
563
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,203,657 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

LONGHORN FREEDOM FUND MGR, LLC
MORGAN STANLEY
ATX FINANCIAL PLANNING, LLC
MML INVESTORS SERVICES, LLC
BARTON CREEK INVESTMENT ADVISORS
ERBEN ASSOCIATES, LLC
CETERA INVESTMENT ADVISERS LLC
SHOREBREAK CAPITAL, LLC
BLUE SAGE CAPITAL
NAVIDAR LLC
HILLTOP SECURITIES ASSET MANAGEMENT, LLC
AQS ASSET MANAGEMENT, L.L.C.
HILLTOP SECURITIES INC.
KINTRA WEALTH, LLC
TRUIST ADVISORY SERVICES, INC.
MAQRO ADVISORS LLC
THE FIDUCIARY ALLIANCE
IRONBRIDGE WEALTH COUNSEL, LLC
OSAIC WEALTH, INC.
HOISINGTON INVESTMENT MANAGEMENT CO

Investors

LANDON B MARINO
MARK KEVIN DRINNAN
NEIL SHORT
MICHAEL L CALVIN
KATHERINE ANNE MORSBACH
JAY WILLIAM LAFLAIR
BRIAN V SISTO
JEAN KATHERINE QUINLAN RIGGI
Joshua Logan Marcoux
JASON SHARPE
Zachary D James
Austin Ray Blaue
Kathryn A Caldwell
Carmalene Christine Churba
PATRICIA ANERELY BRUECKNER
Zachary Harmon
Sydni Mikel Smith
Spencer B Staples
LESLIE ANN MCENTIRE
NORALEE MARY MEEKS
ANTHONY J DIVALERIO
MIGUEL ZORRILLA
SHAWN LEWIS WALKER
CATHERINE ZOSA ROMUALDEZ
ROBERT SANDOVAL
BRIAN A. HAMMERSLEY
DONNA R LOPEZ
DEBBIE JEAN LEACH
NATALIA BORZIAK
SCOTT MICHAEL DUPLANTIS
MARK ALLEN KAYE
ADAM SCOTT FISHER
Shanicia Harris
TRENTON RUSSELL FISHER
GABRIELLA ARIANA GONZALES
Taylor Ann Mosley
Ryan K Mullins
Holland T Austin
William Daniel Wolf
Wyatt A Ball
Sebastian Yates
CANDACE COLLEEN STONE
ROBERT E BREWER
JONATHAN JEROME DAYTON
DAWN R LACY
GUY CHAMPION CLAYTON
WILLIAM AUSTIN SPENCER
DONNA JEAN CHIMERA
MARGARET ANN BRYANT
AARON JASON SOTAK
JORDAN MICHAEL CURRY
Jason Sadeghbeigi
SAMUEL JONATHAN DUCKETT
JASON P HENRY
PAMELA AVAUNZAFF
Ryan W Ruppert
Luke E Villarroel
Robert Michael Brewer
SAMUEL R LACY
RHETT O STONE
ROBERT GARY FERNANDEZ
PAMELA ANN STAPLES
Jared M Prince
LORI ANN SHINNICK
MELISSA GALE STRILKA
Nevin K Arimilli
Annika T Coffman
MATILDA P CORERA
DALLAN Chris MAAS
RAYMOND MICHAEL MASSEY
SCOTT ROLAND WERNER
Joseph Nevin Croshaw
James Cox
Jeffrey Bland McCrary
ANITA LOUISE HAWKS
WILLIAM THOMAS OLSEN
JENS FREDERIK BUSCH
MICHAEL NILO PRIEDE
FRANK MELVIN STOGNER
GREGORY LEE RYCHLIK
MICHAEL BAYER
AARON GUY DRAPER
RYAN JOSHUA WOOLHISER
Charles King
REYNALDO JEROME STODDART
Cole Russell Essman
Sarah Stackpole
Carlton Rashad Orange
TOMMEY Leverne LYONS
Ridge Alexander Dutkin
Christian Harden
Miles Peterson
Jacob Andrew Moreno
HERSHEL STERLING MERIWETHER
NATHAN JAY SERVEN
TRAVIS A CLOUD
TRACY JOHN BROWN
NOAH BRIAN OZGO
Elijah Gabriel Hall
STEVEN PAUL SORENSON
GARY ALLEN RAYMOND
FRANK WILLIAM MARRA
DAVID WAYNE ANDRUS
CASEY LEE FOX
Paul TenEyck Elmendorf
Qudasia Maxwell
Zac Douglas Robinson
DANNY JAMES MCGOVERN
BRITTANY MARTIN WORRELL
JAMES BEATON ERBEN
John McCarthy Collins
NOAH REMMERT
JACOB SCOTT RITTER
PHILLIP SHAUN MCDUFFEE
EDWARD GEORGE DEUTSCHLANDER
BRYAN JOSEPH BOURGEOIS
TIMOTHY JOHN WALSH
STEPHEN BRENT DAY
THOMAS GREGORY WARNER
SCOTT DAMIAN MCINTYRE
ANDREA LEE CASH
Matthew Rene Gomez
JOHN LARRY WHITE
Megan Marissa Rahmes
John Michael Courville
DANIEL ENRIQUE TAPIA
MICKEY SHAWN BRYAN
John D Boyle
CHRISTOPHER WARREN WILBRATTE
MICHAEL BRANDON PETERS
ANDREA BETH SHEIKH
SHANE AUSTIN MORROW
ADAM GABRIEL HARZ
WILLIAM WILSON SOWERS
MITCHELL GROVER MOORE
VIVEK JAISWAL KHASAT
ANNA RUTH FRANSEN

Within 25 miles of Bee Caves, TX, Best Investors lists 563 registered investment advisory firms with 970 offices nearby, managing about $19.2T in combined regulatory AUM across 3,203,657 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 Caves

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