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Best financial advisors in Collegeport, TX

Registered advisers within 50 miles of Collegeport, TX.

Offices
31
Firms
10
Combined AUM
$3.21T
Firm-wide filings, not assets booked only here
Clients
393K
392,905 clients when Item 5C has a number
Avg / client
$8.17M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WESTPARK WEALTH ADVISORS, INC.
TRILOGY WEALTH MANAGEMENT, LLC
BEACON POINTE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Robby W Williams
Anna Katherine Williams
ROBERT STEPHEN KNOX
Edwin Hawes Dickerson
John Carlton Dickerson
JOSEPH CHARLES ALLISON
Alyssa Lauren Sanders
Justice Joseph Talas
TERRY RICHARD FARRAR
ANDREW JAMES STRAUB
James Brian Scardami
JUSTIN PAUL RHODES
David Andrew Storz
Kathy Touchstone Knox
SANDREA JOYCE CRIVELLARI
Robert Randall Nursey
Jalisa Libby Zboril
JASON JON CROIX
MELISSA DAWN GUTTENBERGER
Austin Kyle Patranella
ANN MELISSA HUNDL
PAUL GERARD CURRAN
Madeleine Welsh Sanger
Jeremy Allen Findley

Within 50 miles of Collegeport, TX, Best Investors lists 10 registered investment advisory firms with 31 offices nearby, managing about $3.21T in combined regulatory AUM across 392,905 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 Collegeport

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 BEACON POINTE ADVISORS, LLC 265 clients · 488 advisers $54.9B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 WESTPARK WEALTH ADVISORS, INC. 379 clients · 26 advisers $254M AUM