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Best financial advisors in Bevil Oaks, TX

Registered advisers within 25 miles of Bevil Oaks, TX.

Offices
80
Firms
26
Combined AUM
$5.73T
Firm-wide filings, not assets booked only here
Clients
928K
928,497 clients when Item 5C has a number
Avg / client
$6.18M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
ROYAL FUND MANAGEMENT, LLC
EDWARD JONES
BROOKSTONE WEALTH ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
UBS FINANCIAL SERVICES INC.

Investors

HEATHER M MANKOPF
VIOLETTA Igorevna PROPPS
HARRY EARL COUSSOU
Jason Paul Fuller
Kathryn Wellborn Fuller
YOLANDA LYNN SMIDS
Willie C. Brown
RICHARD ALBERT GAGNE
Brent James Wyble
Ayriss Paije Torres
Ramon Sanchez
VISA KANDI ROBISON
Daniel John Montalbano
Kimberly Jones
Tina K. Lombardo
Shannah R Quinn
BRITTNEE NICHOLE BARNES
Daniel Mark Hall
Haylea Perkins Breed
DAVID LAWRENCE THOMAS
DUSTIN L ALBANESE
CLARKE BAKER
Ryan MATTHEW Citrano
KAYLA WEEKS
Derrick W Hannah
Montford Lee Turley
BRANDON MATTHEW THOMAS
VICKY KAY THOMAS
DAVID WAYNE DICK
ERIC JOSEPH SCHNEIDER
Ketty Alexandra Uruena Polo
ROBERT BACON
DERYL HEATH MCGALLION
CHRISTOPHER R DAVIS
NATASHA UKANI
ROBERT M MICHAEL CORE
JOHN RONALD CERAVOLO
ROSS WILEY JONES
JOE DAVID STEGALL
JOHN ROBERT DIXON
JOHN TOMAS MCCAULEY
GLENN WARREN MCWHERTER
TIMOTHY ALLEN HOLT
HEATHER Marie CRAVY
CHRISTOPHER H HOWELL OHMSTEDE
STEPHEN EDWARD CORNWELL
CRAIG THOMAS VANDEGRIFT
SCOTT ALLEN WILSON
WENDY L NOBLES
Lori Beth Thompson
ALICE MARIE HOLCOMB
GRETCHEN ELAINE HARGRODER
MARCUS ALAN DICKERSON
Karen A Oxner

Within 25 miles of Bevil Oaks, TX, Best Investors lists 26 registered investment advisory firms with 80 offices nearby, managing about $5.73T in combined regulatory AUM across 928,497 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 Bevil Oaks

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM