Best financial advisors in Belfalls, TX

Registered advisers within 25 miles of Belfalls, TX.

Offices

84

Firms

32

Combined AUM

$6.53T

Firm-wide filings, not assets booked only here

Clients

1.00M

1,003,529 clients when Item 5C has a number

Avg / client

$6.51M

Combined AUM ÷ clients

Nearby offices

WELLS FARGO CLEARING SERVICES, LLC

ONE NORTH MAIN
TEMPLE, TX 76501

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

803 S 33rd St.
Temple, TX 76504

EDWARD JONES

1908 WEST AVENUE H
TEMPLE, TX 76504

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

16 E Avenue N Suite 203B
Temple, TX 76501

PNC WEALTH MANAGEMENT LLC

1315 SOUTH 31ST STREET
TEMPLE, TX 76504

EDWARD JONES

100 KASBERG DR STE B
TEMPLE, TX 76502

10.2 miles away

CENTAURUS FINANCIAL, INC.

1949 SCOTT BLVD.
TEMPLE, TX 76504

10.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

2027 South 61st Street, suite 115B
Temple, TX 76504

10.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3604 SW H K Dodgen Loop Ste. 100
Temple, TX 76504

10.3 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2010 Birdcreek Drive Suite 100
Temple, TX 76502

10.4 miles away

EDWARD JONES

2305 BIRDCREEK TERRACE
TEMPLE, TX 76502

10.5 miles away

JOURNEY ADVISORY GROUP, LLC

2207 BIRDCREEK DR.
TEMPLE, TX 76502

10.5 miles away

LPL FINANCIAL LLC

7480 HONEYSUCKLE # 100
TEMPLE, TX 76502

10.6 miles away

EDWARD JONES

7363 WEST ADAMS AVE SUITE 103
TEMPLE, TX 76502

10.6 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

3405 S 31ST ST
TEMPLE, TX 76502

10.9 miles away

WELLS FARGO CLEARING SERVICES, LLC

3407 S 31ST ST
TEMPLE, TX 76502

10.9 miles away

PNC WEALTH MANAGEMENT LLC

1004 MARLANDWOOD ROAD
TEMPLE, TX 76502

10.9 miles away

EDWARD JONES

4224 S 5TH ST SUITE B
Temple, TX 76502-3344

11.1 miles away

EDWARD JONES

1023 CANYON CREEK DR SUITE 120
TEMPLE, TX 76502-3278

11.2 miles away

THE STRATEGIC FINANCIAL ALLIANCE, INC.

4102 SOUTH 31ST STREET SUITE 350
TEMPLE, TX 76502

11.3 miles away

Firms

WELLS FARGO CLEARING SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

PNC WEALTH MANAGEMENT LLC

CENTAURUS FINANCIAL, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

JOURNEY ADVISORY GROUP, LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THE STRATEGIC FINANCIAL ALLIANCE, INC.

Investors

MELODY ANGEL WALLACE

BARBARA MARIE CARDINAL-SORGE

STACY DENISE WOLBRUECK

JOHN CRAIG CONNOLLY

HUGH DUNHAM SHINE

MELINDA ANN BULLS

Donna Mikulas Heatherley Martin

Cody Dan Fenoglio

Jeffrey Bruce Coffman

Shannon E. Young

Johnathan Howard Taylor

MICHAEL ANDREW MONTGOMERY

DARRELL EDWARD GLASER

Trevor Allen Glaser

JOHN ROBERT FARWELL

Deanna Lynn Willson

John Robert Holmes

Christine Eastham Kianes

Jacob Stefan Smith

KATHRYN C MCNEELY

JOHN RAGSDALE BAILEY

KEVIN WILLIAM MEYER

Alexander Michael Fry

CHAD Steven HOLDER

Julian Rebucas Tahimik

Douglas Martin Weisbruch

Daryl Dee Riegel

Joshua D Sadler

WILLIAM MARCUS HENN

Within 25 miles of Belfalls, TX, Best Investors lists 32 registered investment advisory firms with 84 offices nearby, managing about $6.53T in combined regulatory AUM across 1,003,529 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 Belfalls

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM