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Best financial advisors in Granite Shoals Lake Shores, TX

Registered advisers within 25 miles of Granite Shoals Lake Shores, TX.

Offices
23
Firms
14
Combined AUM
$5.18T
Firm-wide filings, not assets booked only here
Clients
347K
347,201 clients when Item 5C has a number
Avg / client
$14.9M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
ALLEGIANCE ADVISORS, INC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DOMINION PORTFOLIO MANAGEMENT, INC.
CALTON & ASSOCIATES, INC.
THE ROSAMOND FINANCIAL GROUP WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
A SLING & A STONE, INCORPORATED
TLG ADVISORS, INC.

Investors

COIECE CORNELIUS PYLE
JOSHUA DAVID CARR
THOMAS LESTER MOORE
HOWARD NOEL HERRING
Jordan Randall Gristy
JAMES AUGUST WOODRUFF
WILLIAM DALE HESTER
DARYL ANTHONY ARNETT
RANDALL WARREN SMITH
JOY ELIZABETH LAWRENCE
RIX CARLTON SMITH
Balint Barnabas Gal
RICHARD LYNN HAVARD
Anthony Dayne Arnett
Clinton Lee Connell
PRESTON ANDREW ROSAMOND
Daniel Regis Kerr
Jimmie Allen Stark
Jodi Kerr
Mitchell DeWayne Rivers
Kevin Reed
Christine Annie Buckley
Duncan R Nichols
Michael Eugene Linam
CHARLES LANE BOWEN
DANIEL BRANDON ARRINGTON
ADAM JAMAR BOWEN
GREGORY GENE EDDINGS
STEPHANIE CAROL BOYER
JO LYNN DYER
Case Coleman
Steve CRAIG McCannon
RICHARD JOHN COLEMAN
Richard J Coleman
Kaitlin L Lewis
Corey Allen Skahill
SHANE ALAN STEWART
Jesus Silva De La Hoya
Grayson Vincent Jaynes
Elizabeth Pruett Faulkenberry
Matthew Brent McCracken
John Garrett Rowe
Jeffrey Michael Prokop

Within 25 miles of Granite Shoals Lake Shores, TX, Best Investors lists 14 registered investment advisory firms with 23 offices nearby, managing about $5.18T in combined regulatory AUM across 347,201 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 Granite Shoals Lake Shores

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM