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Best financial advisors in Bluetown, TX

Registered advisers within 25 miles of Bluetown, TX.

Offices
32
Firms
16
Combined AUM
$6.46T
Firm-wide filings, not assets booked only here
Clients
1.04M
1,044,097 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC

Investors

JOHN LEE LACKEY
JAMES CECIL SIMMONS
DIANA EDITH CORTEZ
AMANDA ESTRADA
ANGELICA MARIA GARRIDO
VICTOR MANUEL REYNA
EUSEBIO CORTEZ
EDUARDO GONZALEZ
Daniel Reza
TITO RESENDEZ
MATT DAVID HEFFERNAN
David J Heffernan
DENNIS MARTIN MITCHELL
MONTE KEITH MARTIN
Carlos Enrique Cuellar
JOSE E. MARTINEZ
LUIS CARLOS DELAROSA
JULIO HERIBERTO CAVAZOS
JOSCELINE NAVE
ROBERT FREDERICK RICHARDSON
NANCY KILLIAN RODRIGUEZ
MARIA LIDIA ROJAS
IRIS L DIAZ
MIGUEL LOZANO
CRUZ CHRISTIAN LOPEZ
Anthony Albert Rendon
ALEJANDRO FLORES

Within 25 miles of Bluetown, TX, Best Investors lists 16 registered investment advisory firms with 32 offices nearby, managing about $6.46T in combined regulatory AUM across 1,044,097 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 Bluetown

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM