Best financial advisors in Florence, TX

Registered advisers within 25 miles of Florence, TX.

Offices

157

Firms

64

Combined AUM

$7.35T

Firm-wide filings, not assets booked only here

Clients

1.22M

1,219,186 clients when Item 5C has a number

Avg / client

$6.03M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

1530 SUN CITY BLVD SUITE 117
GEORGETOWN, TX 78633

10.1 miles away

EDWARD JONES

4869 Williams Dr Building 1 Suite 101
Georgetown, TX 78633

11.1 miles away

FOUNDATIONS INVESTMENT ADVISORS LLC

4861 Williams Drive Suite 105 Unit D
Georgetown , TX 78633

11.1 miles away

EMBREE CAPITAL MARKETS GROUP, INC.

4747 WILLIAMS DRIVE
GEORGETOWN, TX 78633

11.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

321 Limestone Ter Ste 300
Jarrell, TX 76537

J.P. MORGAN SECURITIES LLC

4600 Williams Dr
Georgetown, TX 78633

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

4520 WILLIAMS DR
GEORGETOWN, TX 78628

12.2 miles away

WELLS FARGO CLEARING SERVICES, LLC

4505 WILLIAMS DR
GEORGETOWN, TX 78633

12.2 miles away

MOMENTUM INDEPENDENT NETWORK INC.

508 Sarazen Loop S
Georgetown, TX 78628

12.3 miles away

EDWARD JONES

4410 WILLIAMS DR SUITE 107
GEORGETOWN, TX 78628

12.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

4402 WILLIAMS DRIVE SUITE 105
GEORGETOWN, TX 78628

12.3 miles away

MWA FINANCIAL SERVICES INC.

4118 Williams Drive
Georgetown, TX 78628

12.5 miles away

EDWARD JONES

4112 WILLIAMS DR SUITE 106
GEORGETOWN, TX 78628-1336

12.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

4112 Williams Drive Suite 107
Georgetown, TX 78628

12.5 miles away

EDWARD JONES

14362 W STATE HWY 29 STE 102
LIBERTY HILL, TX 78642

13.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

12701 Hwy 29 W #3
Liberty Hill, TX 78642

13.5 miles away

WELLS FARGO CLEARING SERVICES, LLC

3727 WILLIAMS DR
GEORGETOWN, TX 78628

13.5 miles away

WELLS FARGO CLEARING SERVICES, LLC

3727 WILLIAMS DR [SUPPORT CENTER]
GEORGETOWN, TX 78628

13.5 miles away

SPC

3613 WILLIAMS DRIVE STE 405
GEORGETOWN, TX 78628

13.6 miles away

EDWARD JONES

9025 W STATE HIGHWAY 29 SUITE OF2-201
LIBERTY HILL, TX 78642

13.9 miles away

Firms

FOUNDATIONS INVESTMENT ADVISORS LLC

EMBREE CAPITAL MARKETS GROUP, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

MOMENTUM INDEPENDENT NETWORK INC.

MWA FINANCIAL SERVICES INC.

Investors

Michael Edward Dosier

Alyson Louise Huddleston

Garrett Stanley

Jamie Brenner McLean

BRANDON EDWARD BYNUM

SARAH JEAN CALURE

GREGORY ALLEN GATLIN

John Scott Murphy

ALLISON ELIZABETH DICKMANN

KELLY GUY HERRING

Paul Eric Krause

Benjamin Ryan Tanguay

Melissa Renee Rodriguez

TIMOTHY GEORGE BARRAS

Brent David Allen

MICHAEL DAVID COOKE

CARRIE CHRISTINE KLINE

KIMBERLY KAY BEENEY

GEORGE STURDEVANT WANAMAKER

DANNY MICHAEL BAZAR

Christina Stanislavovna Chernyshev

WILLIAM CLIFT MCDONALD

STEPHANIE JANE HEMENWAY

WILLIAM PAUL FINK

SCOTT CRAIG OLSON

Leslie Ourso Die

Caitlin Callicutt Koester

Within 25 miles of Florence, TX, Best Investors lists 64 registered investment advisory firms with 157 offices nearby, managing about $7.35T in combined regulatory AUM across 1,219,186 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 Florence

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM