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Best financial advisors in Cat Spring, TX

Registered advisers within 25 miles of Cat Spring, TX.

Offices
16
Firms
9
Combined AUM
$1.96T
Firm-wide filings, not assets booked only here
Clients
58.5K
58,452 clients when Item 5C has a number
Avg / client
$33.5M
Combined AUM ÷ clients

Nearby offices

Firms

FWM PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
M.C. BYRD WEALTH MANAGEMENT, LLC
FAIRBANKS FINANCIAL WEALTH MANAGEMENT
BRAZOS VALLEY COMPREHENSIVE FINANCIAL SERVICES, L.L.C
WESTPARK WEALTH ADVISORS, INC.

Investors

MILTON MARC DOREMUS
LESLEY LOZANO-PEREZ
Andrew Clayton Krampitz
TERESA K MOELLER
Carrie Isabel McRee
Burris Keith McRee
LARRY QUICK
MICHAEL LOUIS KOVAR
Krystal Ann Fritsch
Cameron Todd Kershner
Greg A Macha
JARED ARI LEVY
LISA AILEEN PUGEL
Amy D Kaase
Terry Lamond Hoover
Kyle Mueller
Edith Moreno
MONTE CRAIG BYRD
CALEB GRUBBS BYRD
Russell Carl Braun
Terry Sue Braun
Jay Douglas Boekeloo
MELISSA ANN TOBOLA
MELVIN HOWELL EHLERT

Within 25 miles of Cat Spring, TX, Best Investors lists 9 registered investment advisory firms with 16 offices nearby, managing about $1.96T in combined regulatory AUM across 58,452 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 Cat Spring

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 5 M.C. BYRD WEALTH MANAGEMENT, LLC 3 advisers $294M AUM 6 WESTPARK WEALTH ADVISORS, INC. 379 clients · 26 advisers $254M AUM 7 FAIRBANKS FINANCIAL WEALTH MANAGEMENT 1 clients · 3 advisers $90.0M AUM