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Best financial advisors in Katy, TX

Registered advisers within 25 miles of Katy, TX.

Offices
1,518
Firms
698
Combined AUM
$20.7T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,232,665 clients when Item 5C has a number
Avg / client
$6.41M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
ALLIED REALTY ADVISORS IV, LLC
ALLIED ATMA VENTURES, LLC
FROST INVESTMENT SERVICES
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
NEWEDGE ADVISORS
EDWARD JONES
LPL FINANCIAL LLC
EQUILIBRIA WEALTH MANAGEMENT, LLC
EVERKEY FINANCIAL LLC
NET FINANCIAL
COINSOLATION ADVISORS LLC

Investors

Martin D Hernandez Garcia
DAVID SCOTT EVEREST
MICHAEL AARON PORTER
ALBERTO CHAVEZ
Will G. Ortiz
Aaron Joseph Lestage
DIYANA DIMOVA NIKOLOV
Laura Gabriela Montealegre
Martin K Melnik
Tuyet-Minh Ha Hoang
Robert Nerio
EUNMI AHMED
Deanna L Reeves
Hoang Nguyen
Chenchu Vellore Srinivas
MICHAEL WESLEY MCGEE
Katie Ann Kovich Edling
Giao Ngoc Vo
Keri Jeannine Wile
MICHAEL WESLEY MCGEE
Amanda Renee Munselle
Robert Barclift Borden
RAQUEL IRIS GARZA
SARA ANGELICA MANNING-BRACHO
Matthew Benjamin Cote
Jesse Lance Anglin
Shane Paul Theriot
Chris Lee Ames
KHALID ABDULLAH ALRASHED
Zachary James Wanamaker
Samuel Micah Valerio
Austin Edward Muehlenbrock
George A Rockley
JAMES WESLEY BARNETT
JOHN MICHAEL MOORE
MERCEDES GABRIELLE BARKER
RYAN ERIC MCPHETRIDGE
DAVID LEE

Within 25 miles of Katy, TX, Best Investors lists 698 registered investment advisory firms with 1,518 offices nearby, managing about $20.7T in combined regulatory AUM across 3,232,665 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 Katy

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM