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Best financial advisors in Highlands, TX

Registered advisers within 25 miles of Highlands, TX.

Offices
785
Firms
364
Combined AUM
$17.8T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,069,486 clients when Item 5C has a number
Avg / client
$5.80M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
TEXAS CAPITAL MANAGEMENT
LPL FINANCIAL LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GULF COAST RIA
J.P. MORGAN SECURITIES LLC

Investors

JEREMY TODD ROSENKRANZ
JUANITA ROWAN FINLEY
TRAVIS CORBIN SMITH
Lara Umberger
RENEE MICHELLE THIBODEAUX
Brian Timothy Stephens
Joseph Daniel Webster
Todd Swonke
Ramiro Martinez
Blake Michael Cather
Jonathan Scott Ahearn
MATTHEW BLAISE WHITE
Holly Roberts McCreight
Lindsey L Frazier
RANDY LEE CASEY
PAUL DANIEL WANKOWICZ
Keith Nix
Alexander B Meyer
THOMAS WYMAN BADGETT
Aric Earl Boullion
Jana Ballinger
John M Hollywood
CECIL DELANEY WILLIAMS
Melissa Hughes
Eric Russell Holland

Within 25 miles of Highlands, TX, Best Investors lists 364 registered investment advisory firms with 785 offices nearby, managing about $17.8T in combined regulatory AUM across 3,069,486 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 Highlands

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM