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Best financial advisors in Emory, TX

Registered advisers within 25 miles of Emory, TX.

Offices
20
Firms
8
Combined AUM
$2.51T
Firm-wide filings, not assets booked only here
Clients
268K
267,913 clients when Item 5C has a number
Avg / client
$9.36M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
DOMINION PORTFOLIO MANAGEMENT, INC.
LPL FINANCIAL LLC

Investors

Brandon Ross Roberts
Holly Wasson
Tony LeGrow
BRIAN DAVID COVENTRY
Gregory Raymond Mills
MONICA LYN LITTLEFIELD
Julia Catherine Wilhite
JAMAEL DAMON HARRIS
Luke Kendrick
Rebecca Pauline Thompson
Emily Brooke Atkinson
Reagan Mikaela Lowrance
Craig Sterling Johnson
WESLEY H COOPER
Nichole D Rosamond
Christopher Michael Voorheese
CHETTAMRA SHUNEA ALEXANDER
Amy Donielle Castleberry
Jason Loren Ray
Troy N Turner
Jurgen Daniel Simons
LAUREN HESTER JASON
William Jonathan Helvey
Billy Ray Miller
Maria Giovanna Hagaman
Cloise Benjamin Hendley
TOD GLENN BYRD
TONI SMITH THREADGILL

Within 25 miles of Emory, TX, Best Investors lists 8 registered investment advisory firms with 20 offices nearby, managing about $2.51T in combined regulatory AUM across 267,913 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 Emory

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 DOMINION PORTFOLIO MANAGEMENT, INC. 18 advisers $277M AUM