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Best financial advisors in Castle Hills, TX

Registered advisers within 25 miles of Castle Hills, TX.

Offices
477
Firms
193
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.52M
2,524,449 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA PRIVATE WEALTH SERVICES, LLC
WHITE POST INVESTMENTS, LP
KESTRA ADVISORY SERVICES, LLC
SANCTUARY ADVISORS, LLC
CERRO LOBOS MANAGEMENT, LLC
DRY LINE PARTNERS LLC
VAQUERO GLOBAL INVESTMENT LP
SHV ETA VENTURES, LLC
B365INVEST
LPL FINANCIAL LLC
SECURE FINANCIAL MANAGEMENT
HMP CAPITAL MANAGEMENT, LLC
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Investors

Kyle English
Britton DuBose
CLIFTON R BARNES
Lilly Kate Jordan
KATHERINE ELIZABETH SLAYDON
DAVID OVERTON CARLOCK
Stewart Taylor Werner
Michael Anthony Apolinar
John F Duda
CARL PULTZ FLANAGAN
Jeanine Schaack Payne
CELESTE REYES LUNA
JOHN CLAYBOURN FRAKES
JUAN CARLOS GARRIDO ZEVALLOS
John B Frahm
Robert Willis
Emilio Lira
JAMIN COLIN KIRKWOOD
Jacob Alan McDonald
Jarod Robert Mercado
Thomas Edward Moore
HERBERT MILLS PALM
David Lee Stevens

Within 25 miles of Castle Hills, TX, Best Investors lists 193 registered investment advisory firms with 477 offices nearby, managing about $13.3T in combined regulatory AUM across 2,524,449 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 Castle Hills

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM