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Best financial advisors in Carthage, TX

Registered advisers within 25 miles of Carthage, TX.

Offices
11
Firms
8
Combined AUM
$2.81T
Firm-wide filings, not assets booked only here
Clients
331K
330,964 clients when Item 5C has a number
Avg / client
$8.48M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
DOMINION PORTFOLIO MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KESTRA ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.

Investors

Sarah Christine Goodson-Chandler
Olivia Boone
Sarah Kathryn Walker
Elizabeth Lee Elliott
CHRISTIAN LINDSEY
DAVID BRIAN MURPHY
Adam Lee Weber
DREW ELDRED NIXON
CHARLES EDWARD MARAGGIA
TATE KEVIN BARBER
Hope O'Rear
EMILY SHOOP TESKE
JEFFERY CHANCE SHOOP
Margaret Austin Camp
Casey Wayne Williams
LIZA CHRISTIAN FIRMIN
Dalton Horton
KARL JASON LOCKE

Within 25 miles of Carthage, TX, Best Investors lists 8 registered investment advisory firms with 11 offices nearby, managing about $2.81T in combined regulatory AUM across 330,964 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 Carthage

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 DOMINION PORTFOLIO MANAGEMENT, INC. 18 advisers $277M AUM