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Best financial advisors in Jollyville, TX

Registered advisers within 25 miles of Jollyville, TX.

Offices
993
Firms
565
Combined AUM
$19.3T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,203,918 clients when Item 5C has a number
Avg / client
$6.01M
Combined AUM ÷ clients

Nearby offices

Firms

CWM, LLC
LIVE OAK INVESTMENT PARTNERS
BURKHOLDER WEALTH MANAGEMENT
CREATIVE PLANNING
MAINSAIL PARTNERS
ANCIENT ART, L.P.
EFP ADVISORS, LLC
FIRST TRUST ADVISORS LP
PATHSTONE
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
BONITAS RESEARCH LLC
EDWARD JONES
REDBUD VENTURES MANAGEMENT, LLC
OXBOW ADVISORS, LLC
ROCKEFELLER FINANCIAL LLC
TECA PARTNERS, LP

Investors

LOVESS HENRY
MICHAEL DAVID CHARLES
Christine Vu
CARLI RENEE SMITH
Dayton Smith
SOHA SAMER DESSOUKY
Jessie Barnes Wussow
QUINCY LEE
OWEN ARONSON
Adam Robert Keller
David Conor Wells
JOSEPH ANTHONY BUDREWICZ
Paul Bello
Nathan Conner Respondek
Jared Ellis
MICHAEL FRANCIS CONROY
TIMOTHY E. WOODRUFF
CESAR MARTINEZ
LIAM EDWARD OBRIEN
MASON DAVID STARRY
Matthew Timothy Koelzer
Jack Joseph Recker
David Benjamin Mills
Makenna Quinn Krajsa
ALEC GASTON SWOFFORD
William Dooley
Grant Falite
SETH DOWNS
Philip Vincent Costa
Owen Hughes
Ashlee Lynn Rhodes
DAVID WILLIAM KINSEY
TYLER COCKLE
ERIC REGIS MC MAHON
Christian Shaughnessy
WILLIAM EVANS
CARL ALBERT HASS
CHRISTIAN DAVID EDMONDS HOLLINGER
Jacob Donzelli
Jack BECK Engel
Thomas Witbeck Tinsley
THOMAS C O'BRIEN
QUINTON JOHN PASCHE
Lauren Michelle Cassidy
Ross Vande Weerd
Andrew Brualdi Shalgos
Timothy Fleming
Austin Riley Pronovost
Matt Blair OBrien
Nathaniel Harris
JAY OWEN BRAINARD
SUSAN LEONARD WITTLIFF
Roger Ivan Toledo
Robert Gordon
Kevin J Hughes
NOAH NATHANIEL ALDERSON
Cuan George McComb
Melissa Michelle Butler
Aaron Hamilton Adams
Ryan M. Leggett
CHANCE MICHAEL FINUCANE
DARLA CHAPMAN RIPLEY
BARRY LLOYD BRAUCHI
THOMAS MILTON CRAIN
Jonas Adam Mioen Dahlstrom
KIMMIE JO MATHIS-DOUMIS
COURTNEY GIBSON BECHTOL
ROBERT ELLIOTT WALSH
JAMES THEODORE OAKLEY
DANA BUTTREY CROSWHITE
Edward Scott Budd
ALEXANDER CHARLES LADAGE
JONATHAN RAY MALDONADO
RUSTY TALLY
NORA I. ROCHA

Within 25 miles of Jollyville, TX, Best Investors lists 565 registered investment advisory firms with 993 offices nearby, managing about $19.3T in combined regulatory AUM across 3,203,918 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 Jollyville

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM