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Best financial advisors in Gilmer, TX

Registered advisers within 25 miles of Gilmer, TX.

Offices
51
Firms
23
Combined AUM
$7.44T
Firm-wide filings, not assets booked only here
Clients
1.56M
1,562,313 clients when Item 5C has a number
Avg / client
$4.76M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SIGNAL SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ROSE WEALTH, LLC

Investors

Gary A. Vestal
PATRICK ANDREW VANBURKLEO
Chad Alan Burkhalter
HENRY NEIL TROELL
JONATHAN FREDERICK JETTER
Jimmy Charles Jones
Dallas D Long
Lisa Nicole Spencer
Darren Matthew Swanner
William Thomas Harrison
WILLIAM MARTIN PERRY
Tyler Rainer
SHANE TODD SHERWOOD
Allison M Miller
Cheyenne L Summers
Cody J Blankenship
Matthew Kyle Simcox
STEPHEN HUEL JONES
ABBE DALE WEAVER
Collin Joseph Bower
Nicholas Craig Albert
Connor Q Bailey
LARRY EUGENE CASTLE
CRAIG ALEXANDER PARR
MICHAEL ADAM GRAVES
MARKIE BUCK BARNETT
KAREN LYNN JACKSON
ARLEE MICHELE SMALL
LORI R JAMES
DANIEL JOSEPH LYNCH
TERRI S BROWN
RICHARD ALLEN JAMES
HERMAN CULVER BELL
LiAnn Jin James
BLAKE CHRISTIAN WHITE
Ronnie Kenneth Barton
Randall Scott Ward
SEAN JOSEPH GREEN
ALEX CHRISTIAN ALSTON
Andrew Alston
Grant Skylar Jordy
Andrew Richard Rodriguez
JOHN MICHAEL BLACK
Clinton Samuel Quinn
JESSE JAMES WALNOFER

Within 25 miles of Gilmer, TX, Best Investors lists 23 registered investment advisory firms with 51 offices nearby, managing about $7.44T in combined regulatory AUM across 1,562,313 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 Gilmer

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 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM