Best Investors Account Sign in

Best financial advisors in Blum, TX

Registered advisers within 25 miles of Blum, TX.

Offices
21
Firms
6
Combined AUM
$1.94T
Firm-wide filings, not assets booked only here
Clients
245K
245,408 clients when Item 5C has a number
Avg / client
$7.92M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES

Investors

Kenneth Wayne Mills

Within 25 miles of Blum, TX, Best Investors lists 6 registered investment advisory firms with 21 offices nearby, managing about $1.94T in combined regulatory AUM across 245,408 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 Blum

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 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 4 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 AUSDAL FINANCIAL PARTNERS, INC. 665 clients · 192 advisers $3.73B AUM