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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

EMPIRIC INSTITUTIONAL
ATX PORTFOLIO ADVISORS, LLC
HIGHTOWER ADVISORS, LLC
EMPIRIC ADVISORS, INC.
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FLYWHEEL CAPITAL MANAGEMENT, LLC
HAMPTON ROCK WEALTH MANAGEMENT
FOREFRONT
GUARDIAN INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
CALDWELL SUTTER CAPITAL, INC.
J.P. MORGAN SECURITIES LLC
BEARING FINANCIAL ADVISORS, LLC
ENCLAVE ADVISORS, LLC
VENTURI PRIVATE WEALTH

Investors

ESWAR C MENON
JEFFREY GLENN WEEKS
Lauren Barnett
JAMES L BARNARD
BRYCE NEAL MEARES
MARK ALLEN COFFELT
POONAM PATEL CHHIPWADIA
TRINITY PENNY
TIMOTHY CHIU
JAMES ELLINWOOD
MARK JONATHAN PENNY
ELVIRA RAMIREZ MENDOZA
William Todd Jarvis
Cameron Horton
AARON TAYLOR GREEN
DAVID ALAN DODSON
STUART LAIDLAW BROWN
Bryan Scott Shuda
Catalina Salvatierra
REBEKAH ANN HAVLINEK
Ericka Leigh Koenigsberg
James Andrew Alders
ERIC J. NEGRON
CHRISTOPHER TODD OWENS
AMY LYNN COLTON
CHAD JARRETT RIXSE
Aspen Lynn West
Bruce D Kern
Jacob A Logan
ABBY NICOLE MORTON
AARON OAKLEY BEST
DAVID ALLEN CARTER
GERALD E SHAW
David Mason Daley
BRENT ANDREW PEDDY
Jay Everett Kadlec
Travis Scott Eaton
Logan Wade DeRosier
WILLIAM FREDERICK FOX
Jennifer Lee Radford
London Cade Chamberlain
Leilani Lyn Shortt
Waqar Kasim Meyer
JAMES ARTHUR BAKER
JOSHUA PAUL RENFRO
Patrick Joseph Lantzy
BRIAN JAMES GERNANT
JOSEPH W JEFFERS
Sean Patrick Tuohy
MARY ANNE SHEARER
Stephanie Calderon Emory
COLIN CHANDLER
Tuyet Mai Hoang
James Hickey
KATHRYN LYNN MORENO
SCOTT DENNIS BUSSY
JONATHAN CRAIG FALLS
MATTHEW DAMON GARRETT
Sophia Atiana DiGesualdo
Emily McCracken
Cole Ray Edmiston
Donovan Alexander Shekhdar
RUSSELL WAYNE NORWOOD
RACHAEL E WYATT
KENT R MITCHELL
JAY BLAKELEY WILLCOX
ALEXANDER SCOTT CLENDENNEN
JOHN WESTIN MCENTIRE
MELISSA SUZANNE WHITAKER
Grant Wade Kinchen
RICHARD MICHAEL BANKS
Matthew Aaron Maxcy
Meredith Michelle Jackson
Hannah Sarah Katzenstein
Nicolas David Ramirez
Nicholas Damon Zinsmeyer
Juan Elias Valdes
CHRISTOPHER DUNCAN CREED
RODNEY ALLEN GAMBLE
GEORGE LAWSON CLARK
JAMES MICHAEL SANDERS

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