Best Investors Account Sign in

Best financial advisors in Converse, TX

Registered advisers within 25 miles of Converse, TX.

Offices
493
Firms
200
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,713,304 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

PLANMEMBER SECURITIES CORPORATION
J.P. MORGAN SECURITIES LLC
EDWARD JONES
FIRST COMMAND ADVISORY SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FROST INVESTMENT SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
COMPASS FINANCIAL GROUP
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
GAMBOA CAPITAL MANAGEMENT INC.

Investors

JOSEPH ANDREW RITTERHOUSE
Santanna Moody
PRISCILLA JO SHUSTER
Douglas F Ternan
Steve D Rocha
Robert Lee Brister
Annette Medley
Patrick Charles Marshall
JASON DANE SMITH
Ili MANSFIELD
John Robert Grigsby
Matthew Colby Bauer
Matthew H Willemin
Jaime Morales
CASSANDRA LEA TRUESDALE GUTIERREZ
JEREMY DAVID FULLER
Zackary James Bilbrey
ALEXANDER HENRY HARTMAN
Frank Carl Dimicelli
Brandon James Dimicelli
STEPHEN MICHAEL WALLACE
ROBERT DERRICK WAGNER
REGINALD LLOYD REID
Nicholas Paul LaBarbera
Austin Thomas Riley
Bruce John Byrne
Cesar A. Lopez-Solorzano
ROGER ALLAN HAYNES
MARCO GAMBOA
Kami Lyn Vidor
James Christopher Geddie
Brann Garrett Calvetti

Within 25 miles of Converse, TX, Best Investors lists 200 registered investment advisory firms with 493 offices nearby, managing about $15.2T in combined regulatory AUM across 2,713,304 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 Converse

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