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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

GREENBELT JL GP, LLC
TRUIST ADVISORY SERVICES, INC.
SANCTUARY ADVISORS, LLC
PEAK ROCK CAPITAL LLC
CHIMNEY ROCK EQUITY PARTNERS
AVONDALE WEALTH MANAGEMENT LLC
PABRAI INVESTMENT FUNDS
PABRAI WAGONS ADVISORS
COMPENDIUM WEALTH ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
BLUE WATERS ADVISORY GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MARINER
G-51 MANAGEMENT
3A PARTNERS, LLC
PARK WALK INVESTMENTS LLC
CANDOR ASSET ADVISORS, LLC

Investors

John D Boyle
Matthew Grant Williams
JUSTIN COY JACOBS
STEVEN TANNER PRICE
Trevin David Harris
Aaron Richard Haase
MOHNISH NONE PABRAI
STEVEN JAY LONDON
AILEEN A. GRANT
RICK ANDREW FUCHS
GRAHAM PATRICK HECK
DAVID JOHN RUST
MATTHEW Chase NEEDHAM
DONALD SHANE MOORE
CLAY MARSHALL CARTER
MARILYNN OSLER
Robert Klaus Neigert
Yi Mandeville Ott
BRYAN WILKINSON LESTER
EDWARD MEYER
LESLIE JAY CONKLIN
NICOLAS MONTGOMERY
ROBERT PHILIP SCHLANGEN
WILLIAM EMERSON HAWES

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