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Best financial advisors in Conroe, TX

Registered advisers within 25 miles of Conroe, TX.

Offices
476
Firms
176
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.86M
2,860,670 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.

Investors

GLEN REAGAN STARR
ELIZABETH ASSAD EIROA
STEVEN DAVID WOHLSCHLAEGER
TODD DRISCOLL
SAMANTHA ANN NUNN
Matthew Walter Hull
Stephen Frederick Eggert
Brett Bean
Raymond Rogers
Brad Dutton
PHILLIP EARL FLORES
Geoffrey R. Turnbull
Michael F. Kelly
Matthew Kogler
JOE RYAN FLORES
ANGELA MARIE CONNER
DURAN B DISMORE
ALAN BRIAN ALBERTS
Natalie Johnson
Kenneth Daniel Coleman
Joshua John Vessell
Selena Requena
Michael Dwayne Reese
Caleb Zaborowski
Joshua Martin Prihoda
SARAH Elizabeth SPIVEY
LAWRENCE B RODRIGUEZ
DONALD WAYNE KAINER
CODY EUGENE BARTLETT
Derrick Lee McCarley
Robert Joseph Arnold
Kris McDonald
James Warren Arnold
NICHOLAS HABIB NAZAR
RICHARD CHARLES MAIER
QUAN LUU
REINA BRUNIG
Shawn Michael Pressley
LAWRENCE M GOLDSTEIN

Within 25 miles of Conroe, TX, Best Investors lists 176 registered investment advisory firms with 476 offices nearby, managing about $14.7T in combined regulatory AUM across 2,860,670 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 Conroe

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM