Best financial advisors in East Bernard, TX

Registered advisers within 25 miles of East Bernard, TX.

Offices

49

Firms

18

Combined AUM

$6.15T

Firm-wide filings, not assets booked only here

Clients

994K

994,355 clients when Item 5C has a number

Avg / client

$6.19M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

804 N FULTON ST
WHARTON, TX 77488

13.8 miles away

EDWARD JONES

317 WEST MILAM STREET
WHARTON, TX 77488

14.2 miles away

CGN ADVISORS, LLC

5407 Mesquite Ridge St.
Fulshear, TX 77441

17.6 miles away

EDWARD JONES

30525 FIRST STREET SUITE D
FULSHEAR, TX 77441

17.9 miles away

EDWARD JONES

29810 F M 1093 SUITE C
FULSHEAR, TX 77441-3922

18.4 miles away

EDWARD JONES

201 FOWLKES STREET
SEALY, TX 77474

18.5 miles away

PFS INVESTMENTS INC.

119 MAIN STREET SUITE C
SEALY, TX 77474

18.5 miles away

EDWARD JONES

113 MAIN ST
SEALY, TX 77474-2318

18.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1900 Avenue G
ROSENBERG, TX 77471-2536

19.1 miles away

CETERA INVESTMENT ADVISERS LLC

830 3RD STREET STE 214
ROSENBERG, TX 77471

19.1 miles away

WELLS FARGO CLEARING SERVICES, LLC

2910 AVENUE H
ROSENBERG, TX 77471

19.7 miles away

WELLS FARGO CLEARING SERVICES, LLC

2833 HIGHWAY 36 S
SEALY, TX 77474

20.6 miles away

NEEDVILLE INSURANCE AGENCY INC

13644 FM 442 SUITE C
NEEDVILLE, TX 77461

20.7 miles away

TITAN RETIREMENT ADVISORS LLC

5757 FLEWELLEN OAKS LN STE 601
FULSHEAR, TX 77441

20.9 miles away

EDWARD JONES

5757 FLEWELLEN OAKS LN STE 703
FULSHEAR, TX 77441

20.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

5757 Flewellen Oaks Ln Ste 401
Fulshear, TX 77441

20.9 miles away

BERRY CAPITAL MANAGEMENT, LLC

27706 SPRINGBROOK COURT
FULSHEAR, TX 77441

AMERIPRISE FINANCIAL SERVICES, LLC

16134 Highway 36
Needville, TX 77461-9319

21.4 miles away

J.P. MORGAN SECURITIES LLC

5210 FM 1463 Rd
Katy, TX 77494

21.6 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

9410 SPRING GREEN BLVD
KATY, TX 77494

22.4 miles away

Firms

CGN ADVISORS, LLC

PFS INVESTMENTS INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

WELLS FARGO CLEARING SERVICES, LLC

NEEDVILLE INSURANCE AGENCY INC

TITAN RETIREMENT ADVISORS LLC

BERRY CAPITAL MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Derek Joseph Macha

James Chadwick Faucett

JOHNATHAN MICHAEL AELMORE

Kent Allen Beard

Aaron Kilpatrick

Andrew Clayton Krampitz

MICHAEL LOUIS KOVAR

Krystal Ann Fritsch

Cameron Todd Kershner

JANICE ELLEN VYORAL

JEFFREY CHARLES MCCLELLAN

Ivan M Martinez Olmos

LESLEY LOZANO-PEREZ

Bradley Thomas Stavinoha

JOSHUA JOHN COUGHRAN

Matthew Dennis Steger

Glenn Franklin Schmidt

Camber Mae Jones

Justin Hernandez

Carringhton Alexander Powell

Jayesh Bhikha Bhakta Bhakta

Within 25 miles of East Bernard, TX, Best Investors lists 18 registered investment advisory firms with 49 offices nearby, managing about $6.15T in combined regulatory AUM across 994,355 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 East Bernard

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM