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Best financial advisors in Jacksonville, TX

Registered advisers within 25 miles of Jacksonville, TX.

Offices
71
Firms
38
Combined AUM
$8.69T
Firm-wide filings, not assets booked only here
Clients
1.51M
1,509,476 clients when Item 5C has a number
Avg / client
$5.75M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MATT MONTGOMERY
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CWM, LLC
OSAIC WEALTH, INC.

Investors

JOHN JEREMY HARMEL
Kourtney DeeAnn Childress
Andrew Mackenzie Swink
Jimmy Brian Holcomb
Amy Nicole Pate
MATT MONTGOMERY
RICHARD LEE STONE
GREGORY SHAWN WADE
Taylor Erron Gray
Debra Diane Dominy
Jake Waldrop
Benjamin Michael Phillips
Drew Gregory Evans
HEATHER BLAYLOCK BATES
Eric Anthony Endres
CECIL AVIS STAPLES
MICHAEL A HARRISON
Michael Blake Greening
Earl Matthew Hengen
Kayla Nicole Welvaert
Corey Allen Coleman
Noah Brown
SHERRIE LANE REYNOLDS
Jace Christian Rees
JAMES CURTIS REES
JARED LUKE TIMS
GORDON TRACY LANGE

Within 25 miles of Jacksonville, TX, Best Investors lists 38 registered investment advisory firms with 71 offices nearby, managing about $8.69T in combined regulatory AUM across 1,509,476 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 Jacksonville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM