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Best financial advisors in Fair Oaks, TX

Registered advisers within 25 miles of Fair Oaks, TX.

Offices
243
Firms
99
Combined AUM
$9.15T
Firm-wide filings, not assets booked only here
Clients
1.10M
1,103,097 clients when Item 5C has a number
Avg / client
$8.29M
Combined AUM ÷ clients

Nearby offices

Firms

ADVISOR LOGISTICS, LLC
OSAIC WEALTH, INC.
PRIME CAPITAL FINANCIAL
RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ELDON PASS
CRESTMONT PRIVATE WEALTH LLC
CAPTRUST
LPL FINANCIAL LLC

Investors

BRETT OLAN WHEELER
CHRISTOPHER EDWARD MALSAM
LARRY FRANKLIN WYNN
RICHARD BROOKS BARKLEY
RICHARD PATRICK GLEASON
Taylor Kris Knopf
WYATT SCHREPFER
Wendy Lynn Sachs
ROY SCOTT SACHS
LORELIA L. RODRIGUEZ
Ryan Marquard
RUBEN CARDENAS
JAMES CARTER BOONE
LINDSEY PAUL HICKS
MARCO ALONSO RODRIGUEZ
Ryan Hall Ridlehuber
Kase A White
Joshua Hadad Mejia
AMY KRISTINE OCHS
SAMUEL SEAN MCGEE
HANNAH VINYARD PERRY
ALEC BLAINE WALKER
Daniel Allen Grover
SHAWN TRAHILL MORRIS
CASEY ADAM KELLER
BRITNI JUNE MOSHER
KARL JOSEPH EGGERSS
Richard Alfonso Reyes
JASON ANTHONY ZAMORA
THOMAS LYONEL DAVILA
Brandon Wayne Webb
Alfred Fuentes
Alejandro Martinez
VIRGINIA ETHEREDGE THOMPSON
Erik David Holt

Within 25 miles of Fair Oaks, TX, Best Investors lists 99 registered investment advisory firms with 243 offices nearby, managing about $9.15T in combined regulatory AUM across 1,103,097 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 Fair Oaks

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 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM