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Best financial advisors in Cross Roads, TX

Registered advisers within 25 miles of Cross Roads, TX.

Offices
10
Firms
5
Combined AUM
$3.10T
Firm-wide filings, not assets booked only here
Clients
106K
106,347 clients when Item 5C has a number
Avg / client
$29.2M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERITAS ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Investors

Keith Thomas Rogers
Melanie Muller Romine
Carley Elyse Shuffield
Matthew Langwell
Jason Dan Jenkins
Paul Edward Dixon
Marvin Ray Clement
Bradley Evans Ely
Gerald J Giesenschlag
Jeff Croswell
CURTIS BRANDON REESE
Cody Barnhill
Kamesha Cook

Within 25 miles of Cross Roads, TX, Best Investors lists 5 registered investment advisory firms with 10 offices nearby, managing about $3.10T in combined regulatory AUM across 106,347 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 Cross Roads

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 ADVICE AND PLANNING SERVICES 35,647 clients · 1,783 advisers $37.9B AUM 5 AMERITAS ADVISORY SERVICES, LLC 1,086 clients · 576 advisers $13.7B AUM