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Best financial advisors in Iredell, TX

Registered advisers within 25 miles of Iredell, TX.

Offices
9
Firms
6
Combined AUM
$1.81T
Firm-wide filings, not assets booked only here
Clients
127K
127,127 clients when Item 5C has a number
Avg / client
$14.3M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
SOUTHWESTERN ADVISORY GROUP LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Kenneth Wayne Mills
COLE GILLIAM PARKS
JENNIFER LYN WILLIAMS
STEVEN RAY WILLIAMS
WILL RAYMOND HALE
Emiley Morgan Zschiesche
RAMON LYNN HAILE
CALEB V. ALLEN
DAVID HAROLD KINCANNON
Stephen R Fambrough
Kelly Ann Kuhl
MELANIE JO HOUSDEN
REAGAN KEITH REICH
Hunter Daniel Creasey

Within 25 miles of Iredell, TX, Best Investors lists 6 registered investment advisory firms with 9 offices nearby, managing about $1.81T in combined regulatory AUM across 127,127 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 Iredell

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 SOUTHWESTERN ADVISORY GROUP LLC 1 advisers $39.4M AUM