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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

KESTRA ADVISORY SERVICES, LLC
PARK AVENUE SECURITIES LLC
WATERLOO CAPITAL
ONE CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BOK FINANCIAL SECURITIES, INC.
ELTEKON ADVISORS, LLC.
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMASS WEALTH VENTURES, LLC
STRADA WEALTH MANAGEMENT, LLC
EDWARD JONES
BROOKLINE WEALTH, LLC
EAS INVESTORS I, LIMITED LIABILITY COMPANY
KODAK BROTHERS CAPITAL MANAGEMENT, LLC
NICKEL HAYDEN MANAGEMENT, LLC
PBL WEALTH MANAGEMENT
OVERMATCH VENTURES MANAGEMENT LLC

Investors

JENNETTE STRUTHERS SCHLINKE
THOMAS B. LAMB
KEEGAN GAGE JOHNSON
WILLIAM GALLEGOS
CLAY THOMAS JOHNSON
ALAN WARREN LILJEGREN
CALEB MERRILL STEPHENS
JAMES EDWARD LANDRY
PETER SEEHWAN CHUNG
MATTHEW PHILIP DOUGLAS
MARK J MCADAMS
STEVEN HARRIS LIVITZ
Daniel Kang
Bouquet Boulter
Colin Ray Thomas
Lewis Guilbeau
Grant Daley
Max Thomas Mangum
Charles Benjamin Novy
MARK THOMAS MANGUM
BRENT TYLER BEESLEY
Trevor Matthew Sbrocco
Carter Davis Bajoit
JOHN WALLACE MADDEN
CAROLINE LEIGH WELCH
JENNIFER REBECCA FAILLA
JENNIFER ELAINE WEISS
Edith W Karnes
ADAM RUSSELL HULL
Michael Bell

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