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Best financial advisors in Carlton, TX

Registered advisers within 25 miles of Carlton, TX.

Offices
10
Firms
7
Combined AUM
$1.86T
Firm-wide filings, not assets booked only here
Clients
128K
127,754 clients when Item 5C has a number
Avg / client
$14.6M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WESTPARK WEALTH ADVISORS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CWM, LLC

Investors

WILL RAYMOND HALE
Emiley Morgan Zschiesche
RAMON LYNN HAILE
Kelly Ann Kuhl
MELANIE JO HOUSDEN
REAGAN KEITH REICH
Hunter Daniel Creasey
DANNY HAROLD ARMSTRONG
Mark Taylor McCullough
Bo D Lacy
Terry Wayne Barnes
Stephen R Fambrough
CALEB V. ALLEN
DAVID HAROLD KINCANNON
Savanna Hankins
JAMES AARON SULLIVAN
JENNIFER LYN WILLIAMS
STEVEN RAY WILLIAMS

Within 25 miles of Carlton, TX, Best Investors lists 7 registered investment advisory firms with 10 offices nearby, managing about $1.86T in combined regulatory AUM across 127,754 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 Carlton

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 CWM, LLC 248 clients · 642 advisers $50.6B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 WESTPARK WEALTH ADVISORS, INC. 379 clients · 26 advisers $254M AUM