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Best financial advisors in Calvin, TX

Registered advisers within 25 miles of Calvin, TX.

Offices
20
Firms
14
Combined AUM
$3.69T
Firm-wide filings, not assets booked only here
Clients
286K
286,300 clients when Item 5C has a number
Avg / client
$12.9M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
UBS FINANCIAL SERVICES INC.
DOUGLAS CAPITAL ADVISORS
CETERA INVESTMENT ADVISERS LLC
WESTPARK WEALTH ADVISORS, INC.
LAPLACE CAPITAL HOLDCO LLC
UNIFIMONEY RIA
WORKWEEK CAPITAL, LLC
DIVINC CAPITAL MANAGEMENT, LLC
GREEN STREET IMPACT PARTNERS, LLC
LEWIS WEIL CO.

Investors

MARK GRAFTON
JOE MARK ABBOTT
Adam Dean Straznicky
Micah James Oliver
ROBERTSON NGUNYI NDEGWA
Jack Wayne Sutton
Brandi Wilburn
Kyle D Mogonye
PETER JOHN LYNCH
MICHAEL COSTA
Henry Charles Golightly
Howard Douglas
Stephen Miller
Matthew Hance
DUSTIN KYLE GERSCH
Lindsey Elise Boriack
Bradley Steven Van Houten
CRAIG LORAN SIMS
Justin Lamar Ross
LEWIS EDWARD WEIL
REECE A CERNOCH

Within 25 miles of Calvin, TX, Best Investors lists 14 registered investment advisory firms with 20 offices nearby, managing about $3.69T in combined regulatory AUM across 286,300 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 Calvin

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 WESTPARK WEALTH ADVISORS, INC. 379 clients · 26 advisers $254M AUM 8 LEWIS WEIL CO. 1 advisers $8.20M AUM