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Best financial advisors in Bellaire, TX

Registered advisers within 25 miles of Bellaire, TX.

Offices
1,600
Firms
695
Combined AUM
$20.6T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,229,745 clients when Item 5C has a number
Avg / client
$6.37M
Combined AUM ÷ clients

Nearby offices

Firms

RIDGEBACK CAPITAL MANAGEMENT
MERCER STREET PERSONAL FINANCIAL SERVICES
KESTRA ADVISORY SERVICES, LLC
FROST INVESTMENT SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
SHEARSON FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
ALLIED INDUSTRIAL PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PLUM SEED MANAGEMENT LLC
CLEAR SKY ADVISERS, LLC
LEDER FIDUCIARY CAPITAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WB ADVISORS TEXAS LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC

Investors

MICHAEL CHARLES KUZNICKI
MARISA PONTI
Ryan Robert Firth
JACOB MITRANI LEON
MICHAEL JOHN LEVY
Rex Zhao
CHRISTOPHER J MAURER
MALCOLM BLAKE PFENNINGER
GARY RENE SAGARNAGA
PETER H ROTHE
Michael Sean McHugh
DONNA RITA ULIVA
JUSTIN R. DZIK
FRED BOYCE EASTER
Mukesh Vithalbhai Patel
David L Butler
Alexander Fowler
DAT TIEN TU
Eunice Jocelyn Gonzalez
ALICIA CHOURIO
JASON SOLOMON LEDER
CHRISTOPHER BRIAN HENSLEY
YAO YAO
Adam James Heghinian
JUAN ANTONIO CAMPOS ORTIZ

Within 25 miles of Bellaire, TX, Best Investors lists 695 registered investment advisory firms with 1,600 offices nearby, managing about $20.6T in combined regulatory AUM across 3,229,745 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 Bellaire

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