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Best financial advisors in Clear Lake Shores, TX

Registered advisers within 25 miles of Clear Lake Shores, TX.

Offices
235
Firms
62
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,817,499 clients when Item 5C has a number
Avg / client
$4.10M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
RIDGEBACK FINANCIAL LLC
DURABLE DIVIDEND GROWTH STRATEGIES, L.P.
THE SUM
VAN CLEMENS WEALTH MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE FIDUCIARY ALLIANCE
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.

Investors

Matthew Legg
Roy Salas
CYNTHIA GAYLE BARNETT
Clayton Albert Curley
Andrew John Smith
Richard Lynn Sparks
Alexander Fleming
ANTHONY GEORGE MAKRANSKY
SHARON MARIE MEDINA
DAVID E. MELCHOR
Robyn Renee Honeycutt
Skyler White Childress
Samaura McCloe
JON REECE THOMPSON
Evelia Martinez
TAMRA SHERI GANN-CURRY
BRIAN MICHAEL STANDEFER
DAVID JON MORROW
SCOTT MONTGOMERY SHEA
THOMAS MURRAY WILSON
KELLY J WILSON
VARKEY K ABRAHAM
GARY FRANCIS BROUGHTON
JOHN THOMAS PENDERGRAFT
ANDREW JAMES BENJAMIN
David Don Weaver
RYAN MICHAEL GREER
CHARLES MANUEL MENDEZ
CELESTE GUHL
CHRISTINE MARIE MALIK
JUSTIN ELLIOT MCCULLOUGH
EDMUND EDWARD HOLLUB
MARK GRUNDEN
Zachary Greer
DAVID COOPER JOHNSTUN
CHRISTOPHER LE
WILLIAM ROBERT WOUGHTER

Within 25 miles of Clear Lake Shores, TX, Best Investors lists 62 registered investment advisory firms with 235 offices nearby, managing about $11.6T in combined regulatory AUM across 2,817,499 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 Clear Lake Shores

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM