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Best financial advisors in Henrietta, TX

Registered advisers within 25 miles of Henrietta, TX.

Offices
41
Firms
19
Combined AUM
$6.01T
Firm-wide filings, not assets booked only here
Clients
817K
817,156 clients when Item 5C has a number
Avg / client
$7.35M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
MERCANTILE INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
ISC ADVISORS, INC.
BROOKS FINANCIAL SERVICES
CETERA INVESTMENT ADVISERS LLC
SENTRY MANAGEMENT INC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Bradley Scott Yurcho
Kerri Dell Williams
Clifton Neal Harris
Sydney P Hastings
Grady Raymond Schenk
Justin Gene Pestel
JOHN ANTHONY LANKFORD
Jefferson David Jameson
Weston B Hook
Bryan Taylor Hines
Jessica Blair Hatcher
TRACEY WAYNE DENSON
MY KIM TON
JAMES MICHAEL MORRIS
SAMUEL SONG PAK
Frank Ernest Wilson
STEVEN ROYCE ROBINSON
GREGORY GLYNN GRAY
Shane OBrien Makary
KEVIN L RIDENOUR
KEVIN LYNN BROOKS
JONATHAN MALONE BROOKS
CODY BLAKE MOODY
Laura Ann Breidenbach
GEORGE MURPHY DAVIS
GEORGE MURPHY DAVIS
NILEY MONROE CHURCH
Matthew Milhollon
PATRICIA ALEJANDRA GOMEZ-MENDEZ
GLORIA ANN BOHANNON

Within 25 miles of Henrietta, TX, Best Investors lists 19 registered investment advisory firms with 41 offices nearby, managing about $6.01T in combined regulatory AUM across 817,156 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 Henrietta

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM