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Best financial advisors in Jasper, TX

Registered advisers within 25 miles of Jasper, TX.

Offices
8
Firms
5
Combined AUM
$1.07T
Firm-wide filings, not assets booked only here
Clients
29.0K
28,978 clients when Item 5C has a number
Avg / client
$36.8M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AE WEALTH MANAGEMENT, LLC
TUBREAUXS WEALTH & LEGACY SOLUTIONS
DOMINION PORTFOLIO MANAGEMENT, INC.
CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Investors

Derek Wayne Clotiaux
JAMES ERIC JEANSONNE
GARY BURTON DANNAR
JAMES EDWARD HUGHES
STEPHANIE DIANE ACOSTA
Jaret P Chapman
Tracy Reagan Clotiaux
Jaylon Wade Clotiaux
CHOTSIE SKINNER BICKERSTAFF

Within 25 miles of Jasper, TX, Best Investors lists 5 registered investment advisory firms with 8 offices nearby, managing about $1.07T in combined regulatory AUM across 28,978 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 Jasper

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 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM 3 CAPITAL INVESTMENT ADVISORY SERVICES, LLC 217 clients · 104 advisers $2.39B AUM 4 DOMINION PORTFOLIO MANAGEMENT, INC. 18 advisers $277M AUM 5 TUBREAUXS WEALTH & LEGACY SOLUTIONS 1 advisers $12.6M AUM