Best Investors Account Sign in

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

VAQUERO GLOBAL INVESTMENT LP
SHV ETA VENTURES, LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC INSTITUTIONS, INC.
HMP CAPITAL MANAGEMENT, LLC
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
RAYMOND JAMES & ASSOCIATES, INC.
PARK AVENUE SECURITIES LLC
1900 WEALTH
ROCKEFELLER FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KESTRA ADVISORY SERVICES, LLC
RBC CAPITAL MARKETS, LLC
EHRENBERG CHESLER INVESTMENT ADVISORS LLC
TURTLE CREEK WEALTH ADVISORS, LLC
PRIME CAPITAL FINANCIAL
SAVANT WEALTH MANAGEMENT
INSIGNEO ADVISORY SERVICES, LLC

Investors

LAURA MARIE SALABURU
IRIS L DIAZ
NAHID KARIM KARIMJEE
Aaron Paul Davila
HERBERT MILLS PALM
David Lee Stevens
James R Bradford
BRADEN BLACKWELDER
SAMUEL A HALEY
Stefano Rosellini
Robert Banks Donnelly
Lydia Samaniego Brieno
Pamela Sue Wise
GERARDO RAMIREZ
MICHAEL RAY SIERRA
ERICA SHAO NING KRAUTHEIM
MELISSA TORRES ANDERSON
Todd Lee Brockwell
Hunt Daniel Hord
Jacob Hudson Allison
PHYLLIS MARTIN KYLE
MILES TAYLOR FUQUAY
JAMES MICHAEL SULESTER JR
ROBERT BOYD JONES
Mary Mullins Romanczuk
Jessica Driscoll Drought
Charles Curtis Dodd
Caroline McSween Satel
Christopher Tobin Kardys
Hannah Allison Jones
Stephen R Hernandez
Richard Rolle Dullnig
MATTHEW ROBERT RICHTER
AUSTIN BRANNON KROLL
JAMES CHRISTOPHER AUGUSTINE
ELMER EUGENE MARTIN
LONDA GAYE WILLEMS
DAVID GEORGE LLOYD
ROXIANE KERNS
SYLVIA MAY HYDRICK
CHARLES E ELLZEY HOFFMAN JR.
BRETT R DANIELS
QUINTON MICHAEL TRAMONTANO
COURTNEY NICOLE CONNOLLY
ROBERT ECHAVARRIA
Daniel W Lasater
ABIGAIL CLAUDIO-JACKSON
RYAN MCCLEARY
JASON MATTHEW PORTER
John David Carrillo
Klinton Chi-Chuen Law
Erik Carl Munson
Joshua L Killeen
Shelby C Bracho
Jinkie Corpin Underwood
CYNTHIA LEE COLLINS
James Norman NORMAN Deitrich
Corey Cunningham
JOHN WILLARD DE MARIGNY
John J Glade
Alexandra L Meyers
MANUEL H VON SCHULENBURG
DIANE CHERYL DIAZ
JACOB LEE FLACH
ALBERTO J MAYCOTTE
MARGARET WHITEHEAD WALKER
ANA I ROBINSON
HECTOR DANIEL NINO
WALTER C HAYNE
CHRISTOPHER JOHN FLANNERY
NOAH ACEVEDO
DANIEL RUSSELL NELSON
Richard F Johnson
LUIS ALFONSO TESTAS
Valerie A Boggs
KEITH M CONNOLLY
F MICHAEL WOOD
BEATRIZ FLORES DOAK
Kara Perez
LISA L REYES
RAUL RODRIGO RIOJAS
CAROLYN E BROWN - SIMPSON
MARIA ELENA DE ANDA
LAURA C HICKS
JUAN CARLOS BUSTOS MARES
DAVID VILLARREAL
ANTHONY QUINTANILLA
Jaqueline Bernal
CALEY TAYLOR CUNNINGHAM
ADOLFO JAVIER ESTRELLA
CARLOS AGUILERA
Jaime Alberto Gutierrez
TODD ROSS BRAULICK
Christopher belsjoe
MICHAEL BRENT THOMPSON
James G Moon
Johnni Lavell Bradley
Lisa Ann Gonzalez
Amanda Pauline Perkins
Nicole Matthews Hughes
Hector Mario Chavez
NICHOLAS AULD ANTHONY
Nicholas Tramontano
Brent Christian Sandstrom
Michael John Malchoff
Joseph P Cortez
Christopher Chamberlain Kleberg
Raymundo Gomez Janeiro
Jackson Charles Burgess
ADALBERTO CUEVAS
Heather A Walsh
Abelardo HERNANDEZ Miranda
Brian W Tramontano
MICHAEL K HEANEY
ANDREA MARIE MILLER
ANNA MARIA FEMAT
David J Kiolbassa
Alfonso W Lopez Yanez
MICHAEL DOUGLAS WHITEHURST
Thomas A Immenschuh
JOHN WILLIAM MORGAN
Sharon LESLEY Miller
NANCY MARIBEL DE LEON
KAREN ELIZABETH SIMS
DANIEL MOLINA
Alexander Joseph Streusand
JORGE LUIS BURGOS
RYAN DANIEL ORTIZ
Antonio Arnulfo Salgado
DANIELA ITZEL ARIAS ROJAS
Austin S Burt
Ignacio Aguirre Mijares
Armando Echeveste
Andrew Caleb Becerra
Zachary Noble
Tram Nguyen Garcia
Guadalupe Gonzalez
Hayden K Smith
Ashleigh S Henderson
Robert A Nelson
Baochau Ton
Miles Robert Miller
REBECCA BENAVIDEZ
TODD ALAN BOGGAN
Shari Rene White
Fredy L Tun Cifuentes
Jacqueline Victoria von Schulenburg
Rebecca Abby Gonzalez
Brenda L Garza
Matthew C Trapp
Derrick Strozier
Kyle A Tramontano
David Ross LaGrange
Patrick JOSEPH Bitter
ANTONIO G CARIAS
Kolapo Atanda
Erin Breuel Cook
Gina Francis Hughes
KELLY DODSON KERR
MELISSA K BUREK
AUDRA S KERR
BRIAN JOHN CALLAHAN
Rosanna F Bragdon
JOHN PHILLIP FRIESEN
STEVEN MICHAEL OGLE
BRIDGET ELISE HILLSMAN
VICTOR VARDELL OELSEN
CAROL LYNN MANI JOHNSTON
GREGORY TAYLOR BOWMAN
NICHOLAS KONECNY
BRIAN PATRICK MEEKS
ERIC SCOTT REBLIN
SONALI MAHENDRA PATEL
LAURA LEE EHRENBERG-CHESLER
Taylor Alexander Gill
KRISTIN RENEE CARLTON
BEATRICE FRANCOISE NUNEZ

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