Best Investors Account Sign in

Best financial advisors in Blue Mound, TX

Registered advisers within 25 miles of Blue Mound, TX.

Offices
985
Firms
326
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,058,189 clients when Item 5C has a number
Avg / client
$6.15M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
RHM CAPITAL MANAGEMENT, INC.
WELLS FARGO CLEARING SERVICES, LLC
ASPENRIDGE WEALTH ADVISORS
IMPACT WEALTH GROUP
CERBERUS CAPITAL MANAGEMENT, L.P.
LPL FINANCIAL LLC
MARINER
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

VALRICIA ROSHELL MCCLOUD
JENNY STEWART
Christopher Barton Morrison
Alejandro Banuet
Stacey Lynne Holifield
Kasey Lyn Holifield
Vern D. Holifield
MARVIN TURNER PETTY
Robert Scott Anderson
Lindsay Paige Emmert
Bridget Rene Karr
John W Chapman
Ben Goehring
ROBERT COREY MEHCIZ
Christopher JOSEPH Smith
JARRET SEDLACEK
BENJAMIN ROBERT BIGLER
NICHOLAS CREER GODFREY
Peyton Bruce
Ana Caroline Sullivan
Ryan McLin
BRETT ALAN LOWREY
KOREY DON ROGERS
PAUL VITO CORACI
KEVIN JACKSON
Michael Levon Daniels
BRYAN MICHAEL HULL
Wen Cheng
Adan Becerra
Alberto Hurtado

Within 25 miles of Blue Mound, TX, Best Investors lists 326 registered investment advisory firms with 985 offices nearby, managing about $18.8T in combined regulatory AUM across 3,058,189 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 Blue Mound

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM