Best Investors Account Sign in

Best financial advisors in City By The Sea, TX

Registered advisers within 25 miles of City By The Sea, TX.

Offices
68
Firms
28
Combined AUM
$9.54T
Firm-wide filings, not assets booked only here
Clients
1.14M
1,139,284 clients when Item 5C has a number
Avg / client
$8.37M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
OSAIC WEALTH, INC.
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUP
FROST INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
DAVIDSON CAPITAL MANAGEMENT, INC

Investors

ARMANDO JUAN DELEON
ALEJANDRO ARMANDO DE LEON
PHOEBE CHRISTINE GLEMBA
DIANA ESMERALDA PARIS
ROBERT JOHN GORMAN
SUZANNE TENNENT WOOD
WILLIAM ADOLPH SKROBARCZYK
DARRON ROSS BERGSTROM
KARLTON EDWARD BIRDWELL
Sean M Levings
Kelly Dean Ellis
JERRY RUSSELL BROWNING
SAMUEL MERRELL CLARK
MONTE P (FREEMAN) CUSTER
AMON MERRELL CLARK
MARK ANTHONY CHAVEZ
Chelsea Aldrete Hastings
ROBERT JUDSON OSBORN
ROBERT RICHARD FOX
RUDOLPH STURGEON
JACOB DOUGLAS MOKRY
DENNY GERALD MEYER
JACK ADAMS
Hunter Bryce Gall
ROBERT ANDREW FLORES
Hondo Jack Harris
Johnathon Ray Zamudio
Jamie Noriana Solis
Ryan Thomas Reyna
Robert Lee Hyatt
THOMAS FORKUO
Javier Davi Ramirez
JOHN ALLEN SEAMAN
RICHARD PATRICK SWETISH
LORI ANN GIBSON-HYNSON
DIEGO ZAMORA
WILLIAM JEFFREY DAVIDSON
Louis Pierce May
JOSEPH RENE VASQUEZ
GINA ULISSE
Alan Myer Krockover
Karoline Elizabeth Krockover
Alexander D Gordon

Within 25 miles of City By The Sea, TX, Best Investors lists 28 registered investment advisory firms with 68 offices nearby, managing about $9.54T in combined regulatory AUM across 1,139,284 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 City By The Sea

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM