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Best financial advisors in Grandview, TX

Registered advisers within 25 miles of Grandview, TX.

Offices
104
Firms
26
Combined AUM
$4.82T
Firm-wide filings, not assets booked only here
Clients
944K
943,834 clients when Item 5C has a number
Avg / client
$5.11M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AUSDAL FINANCIAL PARTNERS, INC.
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

ROBERT MICHAEL CLARKIN
Christopher Adam Gabel
David LaMar Sykes
Ruhama Titus McCoy
REX GLENN RUSSELL
LOYD BRADLEY BOULDIN
Andrea Kelly
Lane Mitchell Harrington
Jacob G Zachary
BROOKE MARCHELLE MOORE
RODNEY CLINTON FOWLER
Alyssa Ann Dotson
James Neal Logan
MATTHEW A GREENWOOD
Leah Megan Parent
Matthew Shane Dollins
Jonah A Segovia
Jason Bradley Mann
Robert Eleazar Segovia
MICHAEL WILLIAM VICTORY
MATTHEW WILLIAM VICTORY
JENNIFER LYNN HERREN
John Wesley Hardin
BRANTLEY FREEMAN
Alan Robert Reese
Jared Wesley Ford

Within 25 miles of Grandview, TX, Best Investors lists 26 registered investment advisory firms with 104 offices nearby, managing about $4.82T in combined regulatory AUM across 943,834 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 Grandview

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM