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Best financial advisors in Cleveland, TX

Registered advisers within 25 miles of Cleveland, TX.

Offices
32
Firms
14
Combined AUM
$7.27T
Firm-wide filings, not assets booked only here
Clients
836K
836,447 clients when Item 5C has a number
Avg / client
$8.70M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
JDP CAPITAL MANAGEMENT
TLG ADVISORS, INC.
LPL FINANCIAL LLC

Investors

FRANCISCO ARMANDO MARTINEZ-VAZQUEZ
James Walter Huber
Carl Thomas Dunn
Channing Norton Stuckey
Kari Broyles Duggar
BRYAN EDWARD REYNOLDS
Kyle Reynolds
Tracy Ann Williams
Dustin Christopher Gatlin
Laura Lee Taylor
Leslie Jane Herndon
John M Herndon
SANDRA M SOLIS
Stephen Glenn Dugger
Susan Beth La Cour
Ross Ward
Rachel Dugger Draughn
Rachel Beth Odell
Regis Rodrigues
Gene Brauns
Tyler Minx
Jacob Valen Zolman
Madison Elizabeth Duxbury
Catrina Renee Beauchamp
David Andrew Zientek
ROBERT DALE WHITE
ETHAN S J WHITE
TERRY LEE WHITNEY

Within 25 miles of Cleveland, TX, Best Investors lists 14 registered investment advisory firms with 32 offices nearby, managing about $7.27T in combined regulatory AUM across 836,447 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 Cleveland

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM