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Best financial advisors in Bonnie View, TX

Registered advisers within 25 miles of Bonnie View, TX.

Offices
10
Firms
7
Combined AUM
$4.63T
Firm-wide filings, not assets booked only here
Clients
730K
729,591 clients when Item 5C has a number
Avg / client
$6.34M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
GENEOS WEALTH MANAGEMENT, INC.
MORGAN STANLEY
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Parker DeLaine Brown
Elizabeth Sheri Ackman
KIMBERLY S PENDERGRAFT
Kathleen Elizabeth Clark
Eric McLester
JOSEPH ANDREW PAZERA
Elizabeth Gonzalez
Kaelyn DuBose
Vanessa Lynn Giannamore
Mayra a Moreno
Bill T Wilson
PAT COMAR JOHNSON
PHILIP EDWARD VOLPE
SUE ANNA DIETERICH
Michael Crase
RYAN BRADLEY WILLIAMS
Samuel Lowell Spears
Chase N Rios
Sara Elizabeth Janak
LYNDSEY DIAN WALTERS
DIEGO ZAMORA
RUDY CAMERON SOLIZ
JASON DANIEL STAFF
ANGELA NICOLE RUDDOCK
MATTHEW TREY SABLATURA

Within 25 miles of Bonnie View, TX, Best Investors lists 7 registered investment advisory firms with 10 offices nearby, managing about $4.63T in combined regulatory AUM across 729,591 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 Bonnie View

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 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 GENEOS WEALTH MANAGEMENT, INC. 139 clients · 192 advisers $9.22B AUM