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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

INSCRIPTION FAMILY OFFICE, LLC
AFFINITY CAPITAL, L.P.
LPL FINANCIAL LLC
FIRETHORN PARTNERS, LLC
CETERA INVESTMENT ADVISERS LLC
SALLYPORT
BEACON FINANCIAL ADVISORS LTD
CAMDEN WEALTH ADVISORS LLC
ACP CREDIT MANAGEMENT
MILTON STREET CAPITAL LLC
ADAPTATION FINANCIAL ADVISORS INC.
NEAL FINANCIAL GROUP, L.P.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THE BALDWIN GROUP WEALTH ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

ANN IRIS MILLER
EDWARD MARIANO PERO
BRAD DONALD SANDERS
Amanda Kim Westwood
Scott Christopher Dukes
LAURA ANN VAUGHN
JOSHUA JOHN HEBERT
MARCEL JOHN HEBERT
Ashton Riley Niemann
MARIE ANTOINETTE NAVARRE
MICHAEL GENE SATTERWHITE
ROGER DEWAYNE HOLLAND
CHARLES DONALD HOLCOMBE
BRITTANY JAN KORNMANN
JEFFREY ER-KUO CHEN
Luis Ramirez Lopez
Ashlee Reiszner
Simon John Tanner
CRAIG STUART HOFFMAN
Randall C Sutton
SALLIE MINSEY TENINBAUM
MARTIN BRUCE WHEELER
EUGENE SERGEY BALAKIROV
DANE EVERETT
Kimberly J Latimer
NEIL KHALIL RAHIMI
KALYANI TANNA SANGHAVI
NORMAN KIT CHU
CHRISTOPHER RYAN BRIDGES
JESSICA LAUREN REDMAN
Tiffany Dawne Akre
ROSE Hunt FARRAR
Roy William Wheeler
THOMAS GORDON DOUGLASS
CHRISTOPHER PAUL ROWLEY
SCOTT EDWARD CAMPBELL
MITCHELL BURKE JACOBS
Megan Lynn Arevalo
Ashley Laird Gettemy
DAVID RYAN HOFFMAN
Joshua Cleveland Beasley
CHRISTENE ATKINS BARRATT
BRUCE PHILIP MCGAUGH
LESLIE KAY GOLDEN
Peter Horton
DIANA DIAZ
Connor Davis
Moises Cruz
John Edward Wilhoit
GARY RAY WILKINS
Jake Bernstein
Lisa A Mahabir
Jose Escobar
Haissam Arabi El Eter
Yulissa A Bland
PRAGATI DIA ADLAKHA
Christopher Huynh
BELINA DAVILA DUSTIN

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