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Best financial advisors in Crecy, TX

Registered advisers within 25 miles of Crecy, TX.

Offices
5
Firms
4
Combined AUM
$1.20T
Firm-wide filings, not assets booked only here
Clients
218K
218,155 clients when Item 5C has a number
Avg / client
$5.48M
Combined AUM ÷ clients

Nearby offices

Firms

SANCTUARY ADVISORS, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
RBC CAPITAL MARKETS, LLC

Investors

ROY MAXWELL ALVIS, Jr.
ALEXIS H PIGG
William ALLEN ALVIS
TREY LANDEL WILKERSON
TYLER REED YOUNG
GREGORY TAYLOR BOWMAN
BONNIE KATHLEEN MCKINNEY
JAMES JOSHUA ZELESKEY JR
JOHN PHILLIP FRIESEN
Brent A Brookshire

Within 25 miles of Crecy, TX, Best Investors lists 4 registered investment advisory firms with 5 offices nearby, managing about $1.20T in combined regulatory AUM across 218,155 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 Crecy

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 3 SANCTUARY ADVISORS, LLC 415 advisers $34.9B AUM 4 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM