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Best financial advisors in Helotes, TX

Registered advisers within 25 miles of Helotes, TX.

Offices
470
Firms
193
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,713,483 clients when Item 5C has a number
Avg / client
$5.40M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LIFETIME FINANCIAL PLANNERS LLC
LPL FINANCIAL LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
EDWARD JONES
SA FINANCIAL SOLUTIONS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ETHOS IRR
CORNERMEN FINANCIAL, LLC
CETERA INVESTMENT ADVISERS LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
MARK MUECKE CAPITAL MANAGEMENT, LLC
LEVEL FOUR ADVISORY SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
COMPASS FINANCIAL GROUP
MCNALLY FINANCIAL SERVICES CORPORATION
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

STEVEN EVERETT MULDOWNEY
KEVIN SCOTT RADEMACHER
KELLY RAE WELKER
DAVID OVERTON CARLOCK
Stewart Taylor Werner
Michael Anthony Apolinar
John F Duda
GERHARDT GENE HARTMAN
MATTHEW GENE HARTMAN
ERNEST RICHARD MENDOZA
HOWARD JAY RAPPAPORT
LOGAN WILLIAM DIETEL
Benjamin Ethan Clark
LOGAN RAY ROBINSON
RANDLE RUSSELL ROSS
JANICE HUEY WONG
MARK WALTER MUECKE
Stuart Douglas Waldenmaier
Cameron Neumann
Kenneth Scott Haslam
Dean Eastman
Jaylon D'amoniq Dukes
CALVIN RICHARD SPEER
MARK ALAN KEMP
JOSEPH ANTHONY BERKEL
DAVID DORN MCNALLY
JAN I ZENNER
MARSHALL ROYAL CASSEDY
Marcus Hans Hafner
CLIFFORD BRIAN BURCH
RAY HUGHSTON PATTERSON
BRUNILDA RAMON
JAMES ROBERT BISHOP
STEPHEN MATTHEW BREIG
SCOTT CHRISTOPHER VLASI
JUSTIN BOUDREAU
ANGEL IVAN CRUZ
Mark A Osborn

Within 25 miles of Helotes, TX, Best Investors lists 193 registered investment advisory firms with 470 offices nearby, managing about $14.7T in combined regulatory AUM across 2,713,483 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 Helotes

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM