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Best financial advisors in Ft Sm Houston, TX

Registered advisers within 25 miles of Ft Sm Houston, TX.

Offices
466
Firms
194
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,696,463 clients when Item 5C has a number
Avg / client
$4.97M
Combined AUM ÷ clients

Nearby offices

Firms

MISSION ADVISORS, LP
J.P. MORGAN SECURITIES LLC
CERRO LOBOS MANAGEMENT, LLC
KAPELA
EDWARD JONES
WHITE POST INVESTMENTS, LP
KESTRA ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LUTHER KING CAPITAL MANAGEMENT CORPORATION
EDELWEISS, LLC
327 CAPITAL PARTNERS, LLC
FROST INVESTMENT SERVICES
GUNN & CO ASSET MANAGEMENT INC
GAPINSKI CAPITAL MANAGEMENT, LLC
SANCTUARY ADVISORS, LLC
DRY LINE PARTNERS LLC

Investors

DANA FARRELL MCGINNIS
Tory Devore
Andrew Renteria
Jose David Ramos
KYLE RODNEY MARTIN
Jocelyn Cates
Christopher Steven Berry
CARL PULTZ FLANAGAN
Lilly Kate Jordan
KATHERINE ELIZABETH SLAYDON
SUSAN BOWDEN GOMEZ
KURT MONIER STEVES
MICHAEL A NANCE
DENNIS MARTIN JANYSEK
ASHLEY KOLINEK FERGUSON
DORANELIE LOPEZ GUTIERREZ
Edward Lee McClure
ROBERT GIBSON GUNN
Jeanine Schaack Payne
CELESTE REYES LUNA
JOHN CLAYBOURN FRAKES

Within 25 miles of Ft Sm Houston, TX, Best Investors lists 194 registered investment advisory firms with 466 offices nearby, managing about $13.4T in combined regulatory AUM across 2,696,463 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 Ft Sm Houston

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM