Best Investors Account Sign in

Best financial advisors in Center Point, TX

Registered advisers within 25 miles of Center Point, TX.

Offices
53
Firms
26
Combined AUM
$9.84T
Firm-wide filings, not assets booked only here
Clients
2.18M
2,180,339 clients when Item 5C has a number
Avg / client
$4.51M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
RBC CAPITAL MARKETS, LLC
TRUE NORTH ADVISORS, LLC
STRATEGIC FINANCIAL CONCEPTS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIRESIDE ADVISORS, LLC

Investors

Guy Randall Overby
LETICIA ALBITER
JEFFREY NEILL GLENN
Grant Scott Mein
MARLENA ELIZABETH ANDERSON
PATRICK DAVID MOSSMAN
GILBERTO ALEJANDRO PAIZ
Andrew Allen Gay
Zachary Ryan Green
LINDA PAULINE GARRETT
JOHN CATO RICH
LISA ANNE DESILETS
DIRK ALLEN TAYLOR
KENNETH LEE WATSON
DAVID SCOTT BOLTON
ROYCE GLENN ITSCHNER
Daniel Cossu
Kendall N. Davison
Joyce Diane Mechler
JOHN BARTON STEVENS
Zachary Scott Riffett
TIMOTHY CHARLES LIDIAK
JOE DON OSBOURN
Bryon Patrick Mein
John Andreas Mein
ROBERT CHARLES FAIRCHILD
ROBERT CHARLES FAIRCHILD
HEIDI GOMEZ
Taylor Morgan Finley
KAY FOWLER KELTON
CURTIS MORGAN FINLEY

Within 25 miles of Center Point, TX, Best Investors lists 26 registered investment advisory firms with 53 offices nearby, managing about $9.84T in combined regulatory AUM across 2,180,339 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 Center Point

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM