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Best financial advisors in Georgetown, TX

Registered advisers within 25 miles of Georgetown, TX.

Offices
466
Firms
217
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,757,223 clients when Item 5C has a number
Avg / client
$4.89M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MODERN FINANCIAL PLANNING
SAVVY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SPENCER FINANCIAL STRATEGIES
SAGE WEALTH PLANNING
REAP FINANCIAL GROUP, LLC
GROWTH HORIZONS WEALTH MANAGEMENT LLC
CWM, LLC
RAYMOND JAMES & ASSOCIATES, INC.
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

JUSTIN BROWN
DARRICK LAMAR MCGILL
JOHN DAVID UECHI
JAMIE BENAVIDES
DANA MICHAEL POWELL
JENNIFER LEIGH Curry
Andrew Bruce Cottrill
Makenna Noelle Lang
JEFFREY SCOTT CARTLEDGE
Sarah Ann McEntee
Gregory Dean Strickland
John Michael Boles
MICHAEL JAMES LOERCH
Alexander Gunn
CAROL ANN DAVIES
TODD ALAN HARGROVE
MICHAEL Logan TROXELL
BRYAN PATRICK HASLING
BRIAN THOMAS BOSWELL
CATHY LEE REED
Troy LAYNE Johnson
JEREMY KADE REYNOLDS
Matthew Barry MacKay
Troy M Hein
Zachary Sandlin
ERIC STROMFELD
CAROL A SANDLIN
Taylor Renee Hunter
Teri Lynn McLaughlin
Dylan Stewart Taylor
William Spencer Hart
Ethan Christopher Kok
Paige Alysse Millikin
Zackary Boyd Smutzer
MARIAH FELIS HOLMES
CHRISTOPHER JOHN HUNDL
LEAH JOY NEWMAN
HANNAH SANDRA HEERLEIN
JUSTIN BLAKE SAFFLE
Christopher Brent Heerlein
Cuan George McComb
Melissa Michelle Butler
Aaron Hamilton Adams
ZACHARY MICHAEL THOMAS
Scott Goeke
Zachary Lawrence Langan
Robert Wayne Huntley
TRENT MATTHEW CONNOR
JAYNIE STUART FIELDS
DOUGLAS ANDREW NOBLE
GREGORY THOMAS BOWDEN
Justin French
Benjamin Arney
JOSEPH JORDAN FRENCH
DENISE MERAZ
RODNEY LEE DAHL
ANTHONY BLAKE CARPENTER
BRYAN ERIC JAMISON

Within 25 miles of Georgetown, TX, Best Investors lists 217 registered investment advisory firms with 466 offices nearby, managing about $13.5T in combined regulatory AUM across 2,757,223 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 Georgetown

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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