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Best financial advisors in Elmwood, TX

Registered advisers within 25 miles of Elmwood, TX.

Offices
17
Firms
9
Combined AUM
$2.13T
Firm-wide filings, not assets booked only here
Clients
431K
430,548 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
&PARTNERS
ADVISOR RESOURCE COUNCIL
LPL FINANCIAL LLC
BLUEPRINT RETIREMENT ADVISORS LLC
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
MATT MONTGOMERY

Investors

Kenneth Wayne Tidrow
MITCHELL ALAN WEST
RYAN CHRISTOPHER LIGHTFOOT
CHARLES MICHAEL BENNETT
Linda Atwood
Meredith Scott Thompson
Brick Palmer Parsons
DAVID PRICE JAMES
Jordan Ray
MICHAEL TIMOTHY WILSON
STEPHEN ANTHONY MISSILDINE
BRETT ANDREW WEISENBURN
JOHN JEREMY HARMEL
GREGORY SHAWN WADE
RICHARD LEE STONE
Kourtney DeeAnn Childress
Andrew Mackenzie Swink
Jimmy Brian Holcomb
Amy Nicole Pate
Taylor Erron Gray
Debra Diane Dominy
MATT MONTGOMERY

Within 25 miles of Elmwood, TX, Best Investors lists 9 registered investment advisory firms with 17 offices nearby, managing about $2.13T in combined regulatory AUM across 430,548 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 Elmwood

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 4 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 5 &PARTNERS 535 advisers $30.3B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 ADVISOR RESOURCE COUNCIL 13 clients · 82 advisers $3.49B AUM 8 MATT MONTGOMERY 86 clients · 1 advisers $36.3M AUM