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Best financial advisors in Cedar Park, TX

Registered advisers within 25 miles of Cedar Park, TX.

Offices
1,025
Firms
582
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,208,928 clients when Item 5C has a number
Avg / client
$6.08M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERITAS ADVISORY SERVICES, LLC
EMPOWER WEALTH MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
KESTRA ADVISORY SERVICES, LLC
ARSLAN CAPITAL MANAGEMENT LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
IMPACT PARTNERSHIP WEALTH, LLC
TRUE FINANCIAL GROUP
MOMENTUM PRIVATE WEALTH MANAGEMENT
TLG ADVISORS, INC.
PFS INVESTMENTS INC.
PARKHURST CONSULTING CPA PC

Investors

JASON THOMAS REISDORPH
MARK ALLEN HUGHES
MARC KEITH NASCIMENTO
Philip Donato Capriotti
PHILIP DONATO CAPRIOTTI
William Robson Tipps
Jonathan C Block
Johnathan Parohinog
Paul Michael Hargrove
Aaron Patrick Detamore
Rachel Nicole Wirth
Alicia Nicole Ayodele
Edgar Eduardo Delgado Garza
MELANIE M DEHLER
DEVIN ANDREW THOMPSON
Cyler Clifton
JENNIFER LYNNE HOPE
Bekir Arslan
Robert David Irwin
JESSICA LANE STREALY
Ryan Henderson
JOSE EDGAR TORRES
SCOTT ALLAN BRISCHKE
MARIE ELIZABETH FREEMYER
Andrew Jacob Shipman
Jordan Brown
Bronwyn Swartz
Warren James Bausert
Daniel Hilario Barajas
Jeffrey Charles Reynolds
LEYVIANA SMITH
GERA BETH MANN
BRANDON RYAN PARKHURST

Within 25 miles of Cedar Park, TX, Best Investors lists 582 registered investment advisory firms with 1,025 offices nearby, managing about $19.5T in combined regulatory AUM across 3,208,928 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 Park

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