Best Investors Account Sign in

Best financial advisors in Driftwood, TX

Registered advisers within 25 miles of Driftwood, TX.

Offices
776
Firms
493
Combined AUM
$18.9T
Firm-wide filings, not assets booked only here
Clients
3.00M
2,995,768 clients when Item 5C has a number
Avg / client
$6.30M
Combined AUM ÷ clients

Nearby offices

Firms

HERACLITUS CAPITAL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
PFG ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SIMONET FINANCIAL GROUP, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LG3 CAPITAL MANAGEMENT, LLC
HAMPTON ROCK WEALTH MANAGEMENT
FOREFRONT
GUARDIAN INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
CALDWELL SUTTER CAPITAL, INC.
WEALTHSPIRE ADVISORS

Investors

ALEX MATTHEW GARCIA
Robert John Thompson
RONALD WAYNE PINCKARD
CASEY LANE PINCKARD
Max Henry Diefenthaler
BILLYGRAM SIMONET
Julio Campos
LAWRENCE WAYNE WEIGELT
LUKE A RAMSAY
DAVID ALAN DODSON
STUART LAIDLAW BROWN
Bryan Scott Shuda
Catalina Salvatierra
REBEKAH ANN HAVLINEK
Ericka Leigh Koenigsberg
James Andrew Alders
ERIC J. NEGRON
CHRISTOPHER TODD OWENS
AMY LYNN COLTON
CHAD JARRETT RIXSE
Aspen Lynn West
Bruce D Kern
Jacob A Logan
ABBY NICOLE MORTON
AARON OAKLEY BEST
DAVID ALLEN CARTER
GERALD E SHAW
David Mason Daley
BRENT ANDREW PEDDY
Jay Everett Kadlec
Travis Scott Eaton
Logan Wade DeRosier
WILLIAM FREDERICK FOX
Jennifer Lee Radford
London Cade Chamberlain
Leilani Lyn Shortt
Waqar Kasim Meyer
JAMES ARTHUR BAKER
JOSHUA PAUL RENFRO
Patrick Joseph Lantzy
BRIAN JAMES GERNANT
JOSEPH W JEFFERS
Sean Patrick Tuohy
MARY ANNE SHEARER
Stephanie Calderon Emory
Lisa Deterding
Ana S Moradel
Samuel Fishelberg
Adam Timroth Hughes
Paul Lanari
Robert K Burris

Within 25 miles of Driftwood, TX, Best Investors lists 493 registered investment advisory firms with 776 offices nearby, managing about $18.9T in combined regulatory AUM across 2,995,768 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 Driftwood

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM