Best Investors Account Sign in

Best financial advisors in Kaufman, TX

Registered advisers within 25 miles of Kaufman, TX.

Offices
39
Firms
16
Combined AUM
$4.17T
Firm-wide filings, not assets booked only here
Clients
860K
860,384 clients when Item 5C has a number
Avg / client
$4.85M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
DOMINION PORTFOLIO MANAGEMENT, INC.

Investors

FRANCISCO JAVIER CABELLO ORTEGA
Sean Matthew Coplen
Kristopher A Freberia
Amanda Verde
Lauren Lattig
CASSIE LUE PERRY
JEFFREY GLENN MOORMEIER
Olivia Joyce Rice
William Geron Bryan
Brett Austin Hensley
Hunter W Greene
Nicholas Cason
Luke Kendrick
Rebecca Pauline Thompson
JAMAEL DAMON HARRIS
RUSSELL EUGENE SHAUL
Gregory Lee Pharris
Barry D Sartain
Zachary Davis Pruitt
Tasha Nicole Cunningham
Fay RoseMarie Keane-Headley
IMELDA BANDA
LAUREN HESTER JASON

Within 25 miles of Kaufman, TX, Best Investors lists 16 registered investment advisory firms with 39 offices nearby, managing about $4.17T in combined regulatory AUM across 860,384 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 Kaufman

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM