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Best financial advisors in Campo Alto, TX

Registered advisers within 25 miles of Campo Alto, TX.

Offices
78
Firms
31
Combined AUM
$7.85T
Firm-wide filings, not assets booked only here
Clients
856K
856,479 clients when Item 5C has a number
Avg / client
$9.17M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
GENEOS WEALTH MANAGEMENT, INC.
UBS FINANCIAL SERVICES INC.
MONEY CONCEPTS CAPITAL CORP
ALLSTATE FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
SANCTUARY ADVISORS, LLC
NORMALTOWN FINANCIAL LLC

Investors

JOSE E. MARTINEZ
Krista Lee Cuevas
ALDO G RODRIGUEZ
ROBERTO ESCOBAR
JUAN A GARCIA
Rafael Munguia
MATTHEW JOSEPH KELLY
MARK TAYLER SOUTHWELL
Ronald Sanchez Lopez
ANNE COFFMAN HOWE
LENA NUEL ADAMS-WINKEL
VERONICA DELGADO
MANUEL EDUARDO HEREDIA
LORENA SOLEDAD GARZA
ROBERTO RUIZ
CARLOS ALBERTO LOZANO
MICHAEL RABINOVICH
SARAHLY RAMOS
ANTONIO CORREA
Monica Maribel Castellano
NYDIA MIRELLA VAZQUEZ
Lorena Annette Corral
Jeffrey Allen Stewart
PABLO FRANCISCO SADA
Mark Anthony Garza
ALVARO GALVAN GONZALEZ
SANDRA S ORTIZ
ARMANDO ADAME
IVAN PENA
NATALIE PACHECO
Daniel A Olivares
Carlos Alberto Acevedo
Antonio M Arteaga
ANGELICA F LAGRANGE
RODOLFO GOMEZ
Marla Y Salinas
Judith Quezada Torres
SYLVIA ARMENDARIZ
ELIZABETH MARTINEZ
ALEJANDRO JAEL TAPIA FARIAS
NEWLIN ED LANCASTER
KRISTA HARMON
George Garza
Gerardo jr. Juarez
ARMANDO ORTIZ
MARLEN LOPEZ
ERASMO SALINAS
JAVIER ORDORICA
LORENA GUERRERO
FLORENTINO ESTEBAN CHAPA
JORGE M MADERO
MARIO ALBERTO GUTIERREZ
OLIMPO SALINAS
EUNICE E FLORES
Alvaro Prieto
Pablo Diaz del Castillo Guzman
ZONIA C PULLEN
JAMES GABRIEL ALOVERA CREDO
Leonardo F Chang
Alexis Aaron Villarreal
JAMES ANTHONY ENRIQUEZ
JUSTIN SCOTT KRIDER

Within 25 miles of Campo Alto, TX, Best Investors lists 31 registered investment advisory firms with 78 offices nearby, managing about $7.85T in combined regulatory AUM across 856,479 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 Campo Alto

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM