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Best financial advisors in Crystal Beach, TX

Registered advisers within 25 miles of Crystal Beach, TX.

Offices
37
Firms
16
Combined AUM
$3.92T
Firm-wide filings, not assets booked only here
Clients
258K
258,372 clients when Item 5C has a number
Avg / client
$15.2M
Combined AUM ÷ clients

Nearby offices

Firms

VOYA FINANCIAL ADVISORS, INC.
EDWARD JONES
EVENT HORIZON MANAGEMENT LTD
ALLSTATE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
LIFESTYLE ASSET MANAGEMENT, INC.
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SALINAS ASSET MANAGEMENT, LLC

Investors

JEREMY OLIVER JOAQUIN
JULIE ELIZABETH ANDERSON
Samuel Mark Malchar
Matthew Steven Thompson
Frank Holder
Brian Dobrava
Patrick McDonald
Matthew David Jacobson
TIMOTHY RAYMOND WAMPLER
Marcia Brassieur
Gary R Davis
Sean C Flanagan
John Paul McAuliff
LEE SIMS SKIPPER
MITCHELL COLE MORGAN
Nestor DeLaFuente
David P Rogers
Lauren Suderman Millo
Kelley F Delesandri
Lorilyn Wynn
John Welsh Eyster
KYLE EDWARD JOHNSTON
STEVEN DAVID STOCK
Steven Travis Callaway
PAUL GREGORY GROVER
Carmen Michelle Warren
Andrew Thomas Harrity
Michael Warren
Henry Walter Harrity
Steven Little
CYNTHIA GAYLE BARNETT
Matthew Legg
Roy Salas

Within 25 miles of Crystal Beach, TX, Best Investors lists 16 registered investment advisory firms with 37 offices nearby, managing about $3.92T in combined regulatory AUM across 258,372 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 Crystal Beach

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 5 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 8 VOYA FINANCIAL ADVISORS, INC. 120 clients · 757 advisers $3.87B AUM