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Best financial advisors in Heidelberg, TX

Registered advisers within 25 miles of Heidelberg, TX.

Offices
84
Firms
32
Combined AUM
$7.87T
Firm-wide filings, not assets booked only here
Clients
856K
856,479 clients when Item 5C has a number
Avg / client
$9.19M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
EDWARD JONES
TEXAS VALLEY GROUP
ALLSTATE FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JOHN LEE LACKEY
VICTOR MANUEL REYNA
JAMES CECIL SIMMONS
DIANA EDITH CORTEZ
AMANDA ESTRADA
ANGELICA MARIA GARRIDO
EUSEBIO CORTEZ
EDUARDO GONZALEZ
TITO RESENDEZ
DENNIS MARTIN MITCHELL
MONTE KEITH MARTIN
MATT DAVID HEFFERNAN
David J Heffernan
Daniel Reza
Carlos Enrique Cuellar
JOSE E. MARTINEZ
Jeffrey Allen Stewart
Krista Lee Cuevas
Larry Brant Wilson
Laurent Derek Lancy
ALDO G RODRIGUEZ
ROBERTO ESCOBAR

Within 25 miles of Heidelberg, TX, Best Investors lists 32 registered investment advisory firms with 84 offices nearby, managing about $7.87T in combined regulatory AUM across 856,479 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 Heidelberg

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM