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Best financial advisors in Buda, TX

Registered advisers within 25 miles of Buda, TX.

Offices
872
Firms
534
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,205,202 clients when Item 5C has a number
Avg / client
$5.99M
Combined AUM ÷ clients

Nearby offices

Firms

PINE VALLEY CAPITAL PARTNERS LLC
THE PALISADES GROUP, LLC
GOLDMAN SACHS WEALTH SERVICES, L.P.
RECURRING CAPITAL MANAGEMENT COMPANY, LLC
GVM ADVISORS LLC
CREATIVE PLANNING
LIVE OAK INVESTMENT PARTNERS
BURKHOLDER WEALTH MANAGEMENT
GRATUS WEALTH STRATEGIES LLC
WORLD INVESTMENT ADVISORS, LLC
CWM, LLC
OVERMATCH VENTURES MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HAVEN FINANCIAL ADVISORS
LEGACY WEALTH MANAGEMENT, LLC
THREE HAVEN ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THIRD CRAFT MANAGEMENT COMPANY

Investors

MICHAEL SHANE SULLIVAN
Dayton Smith
SOHA SAMER DESSOUKY
Jessie Barnes Wussow
MICHAEL DAVID CHARLES
Christine Vu
CARLI RENEE SMITH
WYATT WOLCOTT GUGGISBERG
Clayton Boone
Brittany Falk
Gabriel Gonzalez
LOVESS HENRY
CHANNON CHRISTOPHER CAIN
LISA BIANCULLI HUTTER
Christy Berglund
Roman Coronado
Dina Draguicevich
Antonio Cicelske

Within 25 miles of Buda, TX, Best Investors lists 534 registered investment advisory firms with 872 offices nearby, managing about $19.2T in combined regulatory AUM across 3,205,202 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 Buda

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T 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