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Best financial advisors in East Side, TX

Registered advisers within 25 miles of East Side, TX.

Offices
20
Firms
8
Combined AUM
$3.01T
Firm-wide filings, not assets booked only here
Clients
443K
443,379 clients when Item 5C has a number
Avg / client
$6.80M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
DOMINION PORTFOLIO MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.

Investors

Sarah Christine Goodson-Chandler
Olivia Boone
Sarah Kathryn Walker
Elizabeth Lee Elliott
CHRISTIAN LINDSEY
DAVID BRIAN MURPHY
Adam Lee Weber
DREW ELDRED NIXON
CHARLES EDWARD MARAGGIA
TATE KEVIN BARBER
JAMES HOWARD PONDER
Kasey Leigh Cram
Brad Wells Howlett
Molly Marie Hollis
James Stone Thomas
Preston Alexander Paul
Kaye Nell Ochetto
ASHLEY W. CAUDLE
KENNETH KYLE KNOX
Beau Burris
Lorie S Knox
John Jace London
NATHAN NIVEN BACH
Travis Ellwood Keeney
Aurelio Ortiz
Brooke LaBouve
MICHAEL ALBERT VERHALEN
ALEXANDRIA PAIGE YOHN
WESLEY DESHON ECKLES
MICHAEL STEVENS
ROBERT DANIEL LATHAM
Bonnie Masters Corbett
CASSIUS MARCUS BURRELL

Within 25 miles of East Side, TX, Best Investors lists 8 registered investment advisory firms with 20 offices nearby, managing about $3.01T in combined regulatory AUM across 443,379 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 Side

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 DOMINION PORTFOLIO MANAGEMENT, INC. 18 advisers $277M AUM