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Best financial advisors in College Station, TX

Registered advisers within 25 miles of College Station, TX.

Offices
107
Firms
58
Combined AUM
$9.37T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,668,402 clients when Item 5C has a number
Avg / client
$3.51M
Combined AUM ÷ clients

Nearby offices

Firms

OFG FINANCIAL SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MORGAN STANLEY
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SMITH & WYATT
VOYA FINANCIAL ADVISORS, INC.
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CHARLES SCHWAB & CO., INC.

Investors

LORIN DALE KIESCHNICK
CRAIG ALAN COLSON
BENJAMIN SCOTT SCHROEDER
STEVEN CRAIG COLSON
JOHN DAVID PHINNEY
Traci LEE Truett
Greta Messarra Woodward
MARK GERARD CANGELOSE
Eric Jones
Nicholas Cangelose
Zachary James Wanamaker
MARK EDWARD BAYLISS
KATHY L VONDERGOLTZ
JAMES G BAYLISS
MONTY SHEA HOLCOMBE
JAMES WOODSON WEST
LAURA DILLON
ANGELA GRAY
Jeremy Cole Doyle
William C Hughes
Emily A Duncan
William H Holcombe
BRENDA KAY ROWAN
Robert Edward Neugebauer
Seth Williamson
Noura Osama Adel Quntar
WADE SMITH
Kevin Thomas Dugan
Eddie Joe McGee
Samuel Ignacio Eberts
Gabriel Shea Mercer
CARL AARON DURDEN
Grant Niels Brandhoff
LEIGH WEST ZACHARY
MATTHEW ERIK CHALMERS
DAVID DIXON DECKER
George Edward Carson
Mark Aaron Symm
Elisabeth Hope McCarty
Terrance Bronchea Smith
RONALD LYNN GAY
Jacquelyn Keaton Willett
Shana Pauline Elliott
Randall Keith Mangum
Brian Lovick Cobb
Elizabeth Cobb

Within 25 miles of College Station, TX, Best Investors lists 58 registered investment advisory firms with 107 offices nearby, managing about $9.37T in combined regulatory AUM across 2,668,402 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 College Station

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM