Best financial advisors in Burlington, TX

Registered advisers within 25 miles of Burlington, TX.

Offices

38

Firms

18

Combined AUM

$5.78T

Firm-wide filings, not assets booked only here

Clients

480K

479,699 clients when Item 5C has a number

Avg / client

$12.0M

Combined AUM ÷ clients

Nearby offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

16 E Avenue N Suite 203B
Temple, TX 76501

WELLS FARGO CLEARING SERVICES, LLC

ONE NORTH MAIN
TEMPLE, TX 76501

14.1 miles away

EDWARD JONES

4224 S 5TH ST SUITE B
Temple, TX 76502-3344

14.3 miles away

EDWARD JONES

315 S HOUSTON
CAMERON, TX 76520

14.6 miles away

PNC WEALTH MANAGEMENT LLC

1004 MARLANDWOOD ROAD
TEMPLE, TX 76502

14.7 miles away

EDWARD JONES

1023 CANYON CREEK DR SUITE 120
TEMPLE, TX 76502-3278

14.8 miles away

EDWARD JONES

1710 COUNTRY CLUB DRIVE SUITE 104
MANSFIELD, TX 76063

14.8 miles away

PNC WEALTH MANAGEMENT LLC

1315 SOUTH 31ST STREET
TEMPLE, TX 76504

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

3405 S 31ST ST
TEMPLE, TX 76502

15.1 miles away

WELLS FARGO CLEARING SERVICES, LLC

3407 S 31ST ST
TEMPLE, TX 76502

15.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

803 S 33rd St.
Temple, TX 76504

15.1 miles away

THE STRATEGIC FINANCIAL ALLIANCE, INC.

4102 SOUTH 31ST STREET SUITE 350
TEMPLE, TX 76502

15.2 miles away

PFS INVESTMENTS INC.

1506 PASEO DEL PLATA STE 300
TEMPLE, TX 76502

15.2 miles away

EDWARD JONES

1908 WEST AVENUE H
TEMPLE, TX 76504

15.3 miles away

CENTAURUS FINANCIAL, INC.

1949 SCOTT BLVD.
TEMPLE, TX 76504

15.3 miles away

EDWARD JONES

5293 S 31ST ST SUITE 133
TEMPLE, TX 76502

15.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

2027 South 61st Street, suite 115B
Temple, TX 76504

16.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3604 SW H K Dodgen Loop Ste. 100
Temple, TX 76504

16.4 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2010 Birdcreek Drive Suite 100
Temple, TX 76502

16.5 miles away

EDWARD JONES

2305 BIRDCREEK TERRACE
TEMPLE, TX 76502

16.5 miles away

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

WELLS FARGO CLEARING SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

THE STRATEGIC FINANCIAL ALLIANCE, INC.

PFS INVESTMENTS INC.

CENTAURUS FINANCIAL, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Jeffrey Bruce Coffman

MELODY ANGEL WALLACE

BARBARA MARIE CARDINAL-SORGE

STACY DENISE WOLBRUECK

JOHN CRAIG CONNOLLY

HUGH DUNHAM SHINE

Douglas Martin Weisbruch

Melanie Muller Romine

Carley Elyse Shuffield

Julian Rebucas Tahimik

Daryl Dee Riegel

Joshua D Sadler

Keith Thomas Rogers

Shannon E. Young

Alexander Michael Fry

CHAD Steven HOLDER

MELINDA ANN BULLS

WILLIAM MARCUS HENN

WILLIAM ROBERT WOUGHTER

MARK STEPHEN MCINTYRE

ARTHUR NEAL MCBURNETT

Donna Mikulas Heatherley Martin

Cody Dan Fenoglio

MICHAEL ANDREW MONTGOMERY

Thomas Ray Howell

Donny Wilson Hyden

Natalie Rizvi Allman

DARRELL EDWARD GLASER

Trevor Allen Glaser

JOHN ROBERT FARWELL

Deanna Lynn Willson

John Robert Holmes

Christine Eastham Kianes

Jacob Stefan Smith

Within 25 miles of Burlington, TX, Best Investors lists 18 registered investment advisory firms with 38 offices nearby, managing about $5.78T in combined regulatory AUM across 479,699 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 Burlington

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM