Best Investors Account Sign in

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

GRADIENT ADVISORS, LLC
TOROFINO INVESTMENT MANAGEMENT, LP
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
SOUL STREET ASSET MANAGEMENT CO., LLC
KANOS CAPITAL MANAGEMENT, LLC
CRYPTO YIELD CAPITAL, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
ALLEGRO MINERAL PARTNERS LLC
CONCURRENT INVESTMENT ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

PAUL DAVID BROWN
DOMINIC ROBERT CASEY
Travis Adam White
Eric N. Mangin
NEELAY LAKHIA
Andrew Provost
Mohammad Asif Hassan Sheikh
CARRIE CARRIE MCKENZIE
KEITH RODNEY KEENER
Bruce H Quick
JAMES RAPHAEL FRANKOWSKI
KATHRYN JOYCE LACKETT
Anthony Michael Torres
BILL JON RIPPEY
SAMUEL OLIVER PENNI
CAIN MATTHEW CUNNINGHAM
Thomas William Daniels
ATHENA LYNNE MORROW
GEORGE ONGWAE ONAMI
Dada Jagiere
Nnaemeka Onyebuchi Onuba
Chinedu Onuba
LOUIS MERKLE
RAMIRO ALEJANDRO GRANADOS
STEVE DURANT PONTIFF
Donald Rene Quintero
MITJA MIHAEL PETERMAN
AMEET RAJGURU
MITJA M PETERMAN
JAKE MATTHEW SMAHA
KIRBY SHANKS
STEPHEN CHARLES JANAK
RODGER ADAM HOOFNAGLE
JACKSON EDWARD PETEFISH
ANDREW ALEXANDER HAFTEK
CARINE FISCHER SMITH
KUNAL D VYAS
ANTWAN LAMBERT
EDWARD ORLANDO BAUTISTA
James Sullivan Scully
BRIAN WADE STANFORD
Noel Palackel Thomas
LEAH REBECCA BENNETT
ALEJANDRO VALDEZ

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