Best Investors Account Sign in

Best financial advisors in Bergheim, TX

Registered advisers within 25 miles of Bergheim, TX.

Offices
235
Firms
98
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
1.12M
1,117,967 clients when Item 5C has a number
Avg / client
$9.45M
Combined AUM ÷ clients

Nearby offices

Firms

INVICTA FINANCIAL GROUP
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
JACKALOPE CAPITAL, LLC
ADVISOR LOGISTICS, LLC
CETERA INVESTMENT ADVISERS LLC
DYNAMIC
PFS INVESTMENTS INC.
PRIME CAPITAL FINANCIAL
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Investors

MATTHEW GERARD SEBENOLER
GRANT DAVID CHERRY
Paul Barton
Jill Kathleen Montgomery
PEGGY PIPER STAVINOHA
Michael Andrew Mireles
Steven David Chafin
Robert Tryon Zito
James Everett Lacewell
BRETT OLAN WHEELER
CHRISTOPHER EDWARD MALSAM
TODD DAVID BROWN
SCOTT ALLEN RADER
JAY ROGERS
RICHARD BROOKS BARKLEY
RICHARD PATRICK GLEASON
Taylor Kris Knopf
WYATT SCHREPFER
Ryan Marquard
RUBEN CARDENAS
LARRY FRANKLIN WYNN
Wendy Lynn Sachs
ROY SCOTT SACHS
LORELIA L. RODRIGUEZ
JAMES CARTER BOONE
LINDSEY PAUL HICKS
MARCO ALONSO RODRIGUEZ
Ryan Hall Ridlehuber
Kase A White
Brandon Wayne Webb

Within 25 miles of Bergheim, TX, Best Investors lists 98 registered investment advisory firms with 235 offices nearby, managing about $10.6T in combined regulatory AUM across 1,117,967 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 Bergheim

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM