Best Investors Account Sign in

Best financial advisors in Jonestown, TX

Registered advisers within 25 miles of Jonestown, TX.

Offices
994
Firms
566
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,203,915 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CHIMNEY ROCK EQUITY PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
SHOREBREAK CAPITAL, LLC
COMPENDIUM WEALTH ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
PEAK ROCK CAPITAL LLC
SANCTUARY ADVISORS, LLC
AMERITAS ADVISORY SERVICES, LLC
BLUE SAGE CAPITAL
NAVIDAR LLC
HILLTOP SECURITIES ASSET MANAGEMENT, LLC
AQS ASSET MANAGEMENT, L.L.C.
HILLTOP SECURITIES INC.
LONGHORN FREEDOM FUND MGR, LLC
IRONBRIDGE WEALTH COUNSEL, LLC

Investors

Edgar Eduardo Delgado Garza
JASON THOMAS REISDORPH
Timothy C Krudwig
DEVIN ANDREW THOMPSON
Cyler Clifton
BRYAN JOSEPH BOURGEOIS
STEVEN JAY LONDON
AILEEN A. GRANT
RICK ANDREW FUCHS
GRAHAM PATRICK HECK
Gregory Mason Rollo
Matthew Grant Williams
MARK ALLEN HUGHES
TIMOTHY JOHN WALSH
STEPHEN BRENT DAY
THOMAS GREGORY WARNER
SCOTT DAMIAN MCINTYRE
ANDREA LEE CASH
Matthew Rene Gomez
JOHN LARRY WHITE
Megan Marissa Rahmes

Within 25 miles of Jonestown, TX, Best Investors lists 566 registered investment advisory firms with 994 offices nearby, managing about $19.2T in combined regulatory AUM across 3,203,915 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 Jonestown

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