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Best financial advisors in Bluff Dale, TX

Registered advisers within 25 miles of Bluff Dale, TX.

Offices
26
Firms
14
Combined AUM
$3.52T
Firm-wide filings, not assets booked only here
Clients
844K
844,354 clients when Item 5C has a number
Avg / client
$4.17M
Combined AUM ÷ clients

Nearby offices

Firms

SOUTHWESTERN ADVISORY GROUP LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ADVISOR RESOURCE COUNCIL
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
CWM, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
BERRY WEALTH GROUP
MICHELS FAMILY FINANCIAL, LLC

Investors

COLE GILLIAM PARKS
JENNIFER LYN WILLIAMS
STEVEN RAY WILLIAMS
DOUGLAS KYLE MCLEMORE
SPENCER THOMAS SLIGH
DAVID HAROLD KINCANNON
CALEB V. ALLEN
Stephen R Fambrough
Savanna Hankins
JAMES AARON SULLIVAN
Carrie Dalene Bellamy
CODY BILL GARRISON
BRADLEY SCOTT BURNFIELD
Virg Allan Thomas
JARON DON BARRINGTON
Justin Michael Maroney
William Blake Royal
JUSTIN ROBERT HASCHKE
Damon Wayne Elvington
Mariah Griffith
Dustin Paterson
MICHELLE LEIGH BERRY
Tanya Dee Gilliam
Anthony Eugene Mobly
Taylor Anthony Mobly
Christopher Prater
Chad Calvert Carroll
Byron Scott Cox
Daniel Hall Phillips
JENNIFER JEAN SHANNON

Within 25 miles of Bluff Dale, TX, Best Investors lists 14 registered investment advisory firms with 26 offices nearby, managing about $3.52T in combined regulatory AUM across 844,354 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 Bluff Dale

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 CWM, LLC 248 clients · 642 advisers $50.6B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM