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Best financial advisors in Enchanted Oaks, TX

Registered advisers within 25 miles of Enchanted Oaks, TX.

Offices
25
Firms
9
Combined AUM
$2.94T
Firm-wide filings, not assets booked only here
Clients
249K
249,195 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
DOMINION PORTFOLIO MANAGEMENT, INC.
BISON WEALTH, LLC
OASIS ADVISORS
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Zachary Davis Pruitt
Barry D Sartain
Hunter W Greene
Gillian Elise Verde
SEAN PATRICK RAY
Hayden Christopher Shaddox
Bryan Clemmons
ERIN LYN HOLLOWAY
JOHNNY KYLE ROBERTS
RICHARD JOEL WILSON
Anthony David Kalawe
WILLIAM CARLISLE BONE
Adam Layne Piper
Ethan C Jackson
Colin Joseph Barrett
William Jack Bass
Cloise Benjamin Hendley
Kristopher A Freberia
Sean Matthew Coplen
FRANCISCO JAVIER CABELLO ORTEGA
LAUREN HESTER JASON
William Jonathan Helvey
Amanda Verde

Within 25 miles of Enchanted Oaks, TX, Best Investors lists 9 registered investment advisory firms with 25 offices nearby, managing about $2.94T in combined regulatory AUM across 249,195 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 Enchanted Oaks

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 BISON WEALTH, LLC 61 advisers $2.74B AUM 8 OASIS ADVISORS 20 advisers $278M AUM