Best financial advisors in Davilla, TX

Registered advisers within 25 miles of Davilla, TX.

Offices

55

Firms

19

Combined AUM

$5.83T

Firm-wide filings, not assets booked only here

Clients

483K

483,268 clients when Item 5C has a number

Avg / client

$12.1M

Combined AUM ÷ clients

Nearby offices

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

104 W 4th St. Suite B
Taylor, TX 76574

16.7 miles away

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

104 W 4th St Suite B
Taylor, TX 76574

16.7 miles away

DOVETAIL WEALTH MANAGEMENT, LLC

301 NORTH MAIN STREET
TAYLOR, TX 76574

16.7 miles away

EDWARD JONES

104 E. 2nd Street
TAYLOR, TX 76574

16.8 miles away

EDWARD JONES

602 W 2nd Street
Taylor, TX 76574

16.9 miles away

MOMENTUM INDEPENDENT NETWORK INC.

101 SALADO PLAZA DRIVE
SALADO, TX 76571

18.1 miles away

LPL FINANCIAL LLC

50 SOUTH MAIN ST
SALADO, TX 76571

18.2 miles away

PFS INVESTMENTS INC.

418 N MAIN ST STE 3
SALADO, TX 76571

18.3 miles away

THE PERSONAL WEALTH COACH

918 NORTH MAIN STREET
SALADO, TX 76571

18.4 miles away

CETERA INVESTMENT ADVISERS LLC

1707 W Cameron Ave, Suite A
Rockdale, TX 76567

18.8 miles away

EDWARD JONES

4224 S 5TH ST SUITE B
Temple, TX 76502-3344

18.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

321 Limestone Ter Ste 300
Jarrell, TX 76537

EDWARD JONES

5293 S 31ST ST SUITE 133
TEMPLE, TX 76502

PFS INVESTMENTS INC.

1506 PASEO DEL PLATA STE 300
TEMPLE, TX 76502

EDWARD JONES

1209 W CAMERON AVE
ROCKDALE, TX 76567

19.1 miles away

EDWARD JONES

315 S HOUSTON
CAMERON, TX 76520

19.1 miles away

EDWARD JONES

1023 CANYON CREEK DR SUITE 120
TEMPLE, TX 76502-3278

19.2 miles away

EDWARD JONES

715 WEST CAMERON
ROCKDALE, TX 76567

19.3 miles away

PNC WEALTH MANAGEMENT LLC

1004 MARLANDWOOD ROAD
TEMPLE, TX 76502

19.3 miles away

THE STRATEGIC FINANCIAL ALLIANCE, INC.

4102 SOUTH 31ST STREET SUITE 350
TEMPLE, TX 76502

19.4 miles away

Firms

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

DOVETAIL WEALTH MANAGEMENT, LLC

MOMENTUM INDEPENDENT NETWORK INC.

LPL FINANCIAL LLC

PFS INVESTMENTS INC.

THE PERSONAL WEALTH COACH

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

PNC WEALTH MANAGEMENT LLC

THE STRATEGIC FINANCIAL ALLIANCE, INC.

Investors

Donovan Mark Gaudin

William Richard Britten

Michael Anthony DeRosa

LOUIS ROY HUGHES

Christopher James Carruthers

Jessica Catherine Humphreys

Mark Alan Thompson

TROY LANDON SMITH

Eric Lawrence Phelps

KYLE ANTHONY LOFTIN

Samantha Varacalli

JACOB AARON MCCLURE

JEFFREY WILLIAM MCCLURE

Marvin Ray Clement

Douglas Martin Weisbruch

Garrett Stanley

Thomas Ray Howell

Donny Wilson Hyden

Natalie Rizvi Allman

WILLIAM ROBERT WOUGHTER

MARK STEPHEN MCINTYRE

ARTHUR NEAL MCBURNETT

Paul Edward Dixon

Melanie Muller Romine

Carley Elyse Shuffield

Daryl Dee Riegel

Joshua D Sadler

Matthew Langwell

Jason Dan Jenkins

Julian Rebucas Tahimik

WILLIAM MARCUS HENN

Within 25 miles of Davilla, TX, Best Investors lists 19 registered investment advisory firms with 55 offices nearby, managing about $5.83T in combined regulatory AUM across 483,268 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 Davilla

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 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM