Best Investors Account Sign in

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

OPPENHEIMER & CO. INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
IAS WEALTH MANAGEMENT, INC.
EDWARD JONES
QUATTRO FINANCIAL ADVISORS
LEGACY CAPITAL
ANCHORED WEALTH
OSAIC WEALTH, INC.
BOGART WEALTH, LLC
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
B. RILEY WEALTH ADVISORS, INC.
CWM, LLC
HFG WEALTH MANAGEMENT, LLC
BELLATORE FINANCIAL, INC.
COOKSEN WEALTH, LLC

Investors

CYNTHIA ANNE KELLEY
DIANA DIAZ
SHERRY LYNN BUHRLE
DAVID DARIN DELLINGER
ROBERTO SANCHEZ
JORGE ALEJANDRO HOLLANDER
DINEEN HUGHES
JOHN D HUNTER
ANDREW M. SNYDER
TIMOTHY WAYNE CARMEAN
MICHAEL AUGUST PRAZAK
Mark Quentin Walker
SHANE RAPHAEL FRUGE
DEVIN LACY GREER
JAMES PATRICK MCCABE
JENNIFER STEIL
NATALLIA ORNELAS
Curt Emile Beck
Jeffrey Allen Newkirk
JOHN LESTER HAYNES
Jason Daniel Henry
HENRY ALAN STEVENS
Jonathan Taylor Parr
YVES OLIVIER COCHEZ
Micala Patschke
Crystal Dobson Prachyl
MARQUIS CHARLES HAMMETT
JOEL ANTONIO DIAZ
WILLIAM RAY JOHNSON
SAMMY JOE JOHNSON
PAUL WILLIAM RHOADES
Matthew Thomas Sechelski
DAVID CHRISTOPHER WALKUP
DEAN ALAN HARMAN
CHRISTOPHER STEPHEN RIGGS
Bradley Ray Glenn
JAMES EDWARD BOGART
AMANDA M MUSE
Austin Hilscher
DANIEL EVANS
MICHAEL BENITO CAMARA
James Roderick Allen
MICHAEL LAWRENCE MULLOY
DAVID NYLE BRADY
JASON MARK PETERSON
DANE MICHAEL WEBB
Madison Tough Maggard
CHRISTOPHER PAUL GARCIA
David Skilton
Reed Walker Chumley
MARK LEE NIXON
NATHAN DOUGLAS BELL
HAROLD JOHN LESAGE
JEANETTE MARIE MATTIZA
MIGUEL PABLO VELAZQUEZ
Laura Susan Carreras
Logan T Mulloy
PAULA MARIE LUNDY
Peter MICHAEL Cymbala
JoAnna Lynn Prince
Matthew Ryan Cudd
ALAN EDWARD SKIDMORE
BICH VAN THI NGO
ELEC Glenn PRESNELL
Donato P Martone
HARRY BRADFORD ALLCOTT
KENNETH R MCINTOSH
MARK A THORNBERRY
Jamie Dillon
Paul William Keehn
ALEX CHRISTOPHER VAZQUEZ
Carter D Sherman
Amanda Hatfield
Tyler J Griffin
TULIN HARVEY
Tanner Kelly Warner
Connor David Pittman
Ligia Maria Aguilar Bueso
JAMES P O'CONNOR
BRIAN JOSEPH BENANDI
Melissa Anne Jacobsen
ANIBAL MIATELLO
TAYLOR ALLCOTT
Amlan Sahoo
GLENN FRANK PRESNELL
Joshua John Vessell
ANDREW JORDAN SIMMS
CHRISTINE BRANDEWIE
Renee Weston
KURT CARLSON SCHWENKEL
ALVIN ANIL MURGAI
ANTHONY CHARLES COMER
THERESA M. PRINTY
ROBERT L VAUGHAN
NICOLE LYNN BLASCHKE
JOSEPH PAUL ZURFLEY
ZACHARY Christian HEARD
RICHARD THOMAS EBERT
PHILIP JAMES SCHNEIDER
Clinton Lee Roberts
CASEY THOMAS SCHURWON
Joshua Tyler Heard
Logan Lopez
LORRAINE ALLEMAND
JEFFREY BURNELL HEARD
APRIL SULLIVAN
SHELLEY TREADWAY WATERS
LESLIE J FITZGERALD
MARY RACHAEL ROGERS
KELSEY Marshall SHIVE
TIMOTHY MARK HARRISON
KASEY MARIE MAYNE
MICHAEL ANTHONY BRCIC
PHILLIP JUDSON KENNEMER
JAMES ALLEN TOLBERT
WILLIAM ROGER RASSMAN
Matthew Thomas Harvey
LARRY ARLEN HARVEY
JACOB N. GUINN
Kevin Gregory Bruce
Scott Clifton Francis
Kathryn Louise Bates
Nicholas Adam Stevens
HENRY JOHN PIZZUTELLO

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