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Best financial advisors in Graham, TX

Registered advisers within 25 miles of Graham, TX.

Offices
8
Firms
6
Combined AUM
$2.27T
Firm-wide filings, not assets booked only here
Clients
248K
248,293 clients when Item 5C has a number
Avg / client
$9.14M
Combined AUM ÷ clients

Nearby offices

Firms

EP WEALTH ADVISORS
MOMENTUM INDEPENDENT NETWORK INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
LPL FINANCIAL LLC

Investors

DOUGLAS HANSON JONES
KENNETH MARK THAYER
Darby Buster Brockway
Landon Kyle Anderson
Tamara Lynn Earp
Allison Brooke Lowe
Matthew R Lowe
Todd Norment Danley
Carrie Sue West
GREGORY SCOTT BONZELAAR
MITCHELL BRUCE MOORE

Within 25 miles of Graham, TX, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $2.27T in combined regulatory AUM across 248,293 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 Graham

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 EP WEALTH ADVISORS 346 advisers $45.1B AUM 5 MOMENTUM INDEPENDENT NETWORK INC. 15 clients · 106 advisers $1.61B AUM 6 AMERICAN INDEPENDENT SECURITIES GROUP, LLC 4,385 clients · 48 advisers $986M AUM