Best financial advisors in Cavitt, TX

Registered advisers within 25 miles of Cavitt, TX.

Offices

84

Firms

33

Combined AUM

$6.78T

Firm-wide filings, not assets booked only here

Clients

1.18M

1,175,131 clients when Item 5C has a number

Avg / client

$5.77M

Combined AUM ÷ clients

Nearby offices

AMERIPRISE FINANCIAL SERVICES, LLC

10252 W Adams Ave Ste 104B
Temple, TX 76502

20.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

7213 New Sanger Ave
Waco, TX 76712

20.6 miles away

EDWARD JONES

9105 ADAMS LN SUITE A
TEMPLE, TX 76502

20.6 miles away

NOBLE ADVISORY GROUP LLC

6801 SANGER AVE SUITE 120A
WACO, TX 76710

FOUNDERS FINANCIAL SECURITIES LLC

6801 Sanger Ave Suite 105
Waco, TX 76710

LPL FINANCIAL LLC

7480 HONEYSUCKLE # 100
TEMPLE, TX 76502

VAN DUIVENDYK CAPITAL MANAGEMENT

6300 COBBS DRIVE
WACO, TX 76710-2535

21.1 miles away

EDWARD JONES

7363 WEST ADAMS AVE SUITE 103
TEMPLE, TX 76502

21.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

706 Sun Valley Blvd
Hewitt, TX 76643

21.2 miles away

EDWARD JONES

720 N 64TH ST
WACO, TX 76710-4387

21.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1700 NORTH VALLEY MILLS DRIVE
WACO, TX 76710

21.5 miles away

EDWARD JONES

100 KASBERG DR STE B
TEMPLE, TX 76502

21.6 miles away

EDWARD JONES

2410 WYCON DR SUITE 202
WACO, TX 76712-0000

21.6 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

2410 Wycon Drive, Suite 204
Waco, TX 76712

21.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

5400 BOSQUE BLVD. SUITE 690
WACO, TX 76710

21.7 miles away

PNC WEALTH MANAGEMENT LLC

1227 NORTH VALLEY MILLS DRIVE
WACO, TX 76710

21.8 miles away

WELLS FARGO CLEARING SERVICES, LLC

1105 WOODED ACRES DR STE 600
WACO, TX 76710

21.8 miles away

EDWARD JONES

1105 WOODED ACRES DR #420
WACO, TX 76710-4468

21.8 miles away

EDWARD JONES

1105 Wooded Acres Drive Suite 230
Waco, TX 76710

21.8 miles away

EDWARD JONES

5016 LAKELAND CIRCLE SUITE A
WACO, TX 76710-2993

21.9 miles away

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

NOBLE ADVISORY GROUP LLC

FOUNDERS FINANCIAL SECURITIES LLC

LPL FINANCIAL LLC

VAN DUIVENDYK CAPITAL MANAGEMENT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

PNC WEALTH MANAGEMENT LLC

WELLS FARGO CLEARING SERVICES, LLC

Investors

BRYAN ROGER DANIEL

ERIC LEROY PRALL

RICHARD LESLIE KRUGER

LANCE LIPOUFSKI

NEAL EDWARD STANFIELD

JOHN RAGSDALE BAILEY

KEVIN WILLIAM MEYER

Stacy Renee Brooks

Randall Lee Pilcher

ALIA FORTNER MITCHELL

SHAUNA HART BARTULA

KIMBERLY NICHOLE SARTOR

Johnathan Howard Taylor

Charles R Virnau

Benjamin D Barnett

WILLIAM HENRY DIETZ

BRIAN ALEXANDER REINOWSKI

DENISE S. GRAVES

CHRISTOPHER JOHN LEWIS

CHARLES THOMAS CARROLL

REBECCA ANN MCGEE

ANGELA MICHELLE CORLEY

RANDY EDWARD SAGE

CLIFTON CROSTHWAIT BENNETT

SHERYL MAY CARROLL

BRADLEY WAYNE SMITH

CHARLES JERRY LEWIS

Kenneth Blaine Spradlin

Matthew Hunter Rollins

John Fisher Hennig

Within 25 miles of Cavitt, TX, Best Investors lists 33 registered investment advisory firms with 84 offices nearby, managing about $6.78T in combined regulatory AUM across 1,175,131 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 Cavitt

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM