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Best financial advisors in Dogwood Acres, TX

Registered advisers within 25 miles of Dogwood Acres, TX.

Offices
713
Firms
290
Combined AUM
$15.8T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,915,237 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

CWM, LLC
HFG WEALTH MANAGEMENT, LLC
BELLATORE FINANCIAL, INC.
COOKSEN WEALTH, LLC
HODOS WEALTH GROUP, LLC
TRAJAN WEALTH, L.L.C.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ABENDSTERN WEALTH MANAGEMENT, INC.
BULLTICK WEALTH MANAGEMENT, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
MARIPAU WEALTH MANAGEMENT LLC
OPPENHEIMER & CO. INC.

Investors

WILLIAM ROGER RASSMAN
Matthew Thomas Harvey
LARRY ARLEN HARVEY
JACOB N. GUINN
Kevin Gregory Bruce
Scott Clifton Francis
Kathryn Louise Bates
Nicholas Adam Stevens
HENRY JOHN PIZZUTELLO
BRYAN GILBERT KELLY
LINDSEY MAYNARD COOKSEN
PETER M REILLY
Donald George Maynard
MIGUEL RAFAEL VALDEZ
JEFFERY KENT EVANS
JANET DIANNE BRYANT
DEBORAH JOAN MANSFIELD
PAUL OLIVER HUGHSTON
THOMAS WILLIAM PICKETT
LAUREN BIGGS
LINDSEY D BARLOW
WALTER JAMES HOPKINS
MATTHEW HOWARD GALPERT
GEOFFREY MARK LESUER
LANA MAVOR
KIT EDWARD VICK
J KYLE MAYS
EUGENE ADAM DIAMONT
STEPHEN MATTHEW BENOTTI
TIFFANY A MANSFIELD
ALAN ROBERTO MENDOZA
MARK ALFRED OWENS
TERRI LYNN FERGUSON
KENNETH LAWRENCE LOGSDON
JEANETTE MARY ALLAN
BRIAN DAVID THOMPSON
Chad Radney Nichols
PATRICIA MCMAHON BONNOT
KELLY LYNN BABINEAUX
MELISSA R GREER
JAMES PAUL LEBOUEF
JARED B POULLARD
JOHN DOMINIC WRIGHT
JOHNERIC BANNON
ERICA GREENE
LOUIS JOHN DAVENIO
LUIS ENRIQUE MARTINEZ
CARLOS ANDRES ALVAREZ
GABRIEL GUILLERMO ELORDUY
John Curry McGill
Craig Allan Tomasek
Alexander Thomas Burchett
STEPHEN CHRISTOPHER BURCHETT
JIMMY ELTON SLOAN
CYNTHIA ANNE KELLEY
DIANA DIAZ
SHERRY LYNN BUHRLE
DAVID DARIN DELLINGER
ROBERTO SANCHEZ
JORGE ALEJANDRO HOLLANDER
DINEEN HUGHES

Within 25 miles of Dogwood Acres, TX, Best Investors lists 290 registered investment advisory firms with 713 offices nearby, managing about $15.8T in combined regulatory AUM across 2,915,237 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 Dogwood Acres

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM