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Best financial advisors in Kerrville, TX

Registered advisers within 25 miles of Kerrville, TX.

Offices
49
Firms
20
Combined AUM
$6.68T
Firm-wide filings, not assets booked only here
Clients
1.33M
1,325,174 clients when Item 5C has a number
Avg / client
$5.04M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
TRUE NORTH ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
STRATEGIC FINANCIAL CONCEPTS, LLC
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIRESIDE ADVISORS, LLC

Investors

Daniel Cossu
Kendall N. Davison
LISA ANNE DESILETS
DIRK ALLEN TAYLOR
Grant Scott Mein
LETICIA ALBITER
JEFFREY NEILL GLENN
Bryon Patrick Mein
John Andreas Mein
ROYCE GLENN ITSCHNER
KENNETH LEE WATSON
DAVID SCOTT BOLTON
TIMOTHY CHARLES LIDIAK
LINDA PAULINE GARRETT
JOHN CATO RICH
PATRICK DAVID MOSSMAN
Joyce Diane Mechler
JOHN BARTON STEVENS
ROBERT CHARLES FAIRCHILD
ROBERT CHARLES FAIRCHILD
HEIDI GOMEZ
Zachary Scott Riffett
GILBERTO ALEJANDRO PAIZ
Andrew Allen Gay
Zachary Ryan Green
Guy Randall Overby
Taylor Morgan Finley
KAY FOWLER KELTON
CURTIS MORGAN FINLEY
Dale Adam Boothman
William P Rose
Amy D Bush

Within 25 miles of Kerrville, TX, Best Investors lists 20 registered investment advisory firms with 49 offices nearby, managing about $6.68T in combined regulatory AUM across 1,325,174 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 Kerrville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM