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Best financial advisors in Cedar Creek, TX

Registered advisers within 25 miles of Cedar Creek, TX.

Offices
616
Firms
413
Combined AUM
$18.5T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,980,321 clients when Item 5C has a number
Avg / client
$6.21M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
UBS FINANCIAL SERVICES INC.
EDWARD JONES
LAPLACE CAPITAL HOLDCO LLC
UNIFIMONEY RIA
LEWIS WEIL CO.
WORKWEEK CAPITAL, LLC
DIVINC CAPITAL MANAGEMENT, LLC
GREEN STREET IMPACT PARTNERS, LLC
TRUSTVENTURES, LLC
TRUST VENTURES CAPITAL, LLC
RICHIE CAPITAL GROUP
MILKS CAPITAL LLC
CAPITALPAD MANAGER LLC
VF INNOVATION MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SEMPER SURSUM INVESTMENTS LLC
KM CAPITAL MANAGEMENT, LTD.
GLENCOE LIMITED, L.L.C.

Investors

JOE MARK ABBOTT
MARK GRAFTON
MICHAEL COSTA
Adam Dean Straznicky
Justin Lamar Ross
LEWIS EDWARD WEIL
KHADIR NURI RICHIE
Bryant William Wilson
Miguel Angel Barreda
YOGESH Prabhakar MODAK
JOSEPH W FESTE
MARK RUBEN TRACY

Within 25 miles of Cedar Creek, TX, Best Investors lists 413 registered investment advisory firms with 616 offices nearby, managing about $18.5T in combined regulatory AUM across 2,980,321 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 Cedar Creek

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM