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Best financial advisors in Kingwood, TX

Registered advisers within 25 miles of Kingwood, TX.

Offices
982
Firms
442
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,952,036 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

MUTUAL ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
FARMERS ASSET MANAGEMENT, LLC
D.H. HILL ADVISORS, INC.
LIFEPLAN FINANCIAL SERVICES, LP
SILVERSTONE PRIVATE WEALTH
WHITFILL INVESTMENT MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
US 1ST WEALTH MANAGEMENT
SYMPHONY FINANCIAL, LTD. CO.
J.P. MORGAN SECURITIES LLC
MTR FINANCIAL SERVICES, LLC
EDWARD JONES
ROTH FINANCIAL PARTNERS LLC

Investors

Christopher Matthew Wise
Christopher Scott Sewell
CALEB MIN RUDE
JEFFERSON YUHAN CHAN
MIRIAM OCHOA ANGEL
Kimberly Kay Rehmeyer
ROBERT WAYNE MITCHELL
Cameron Mitchell
FRANCISCO RETANA IBARRA
NOOR SIRAJ AMIRALI
MICHAEL RICHARD CLOUSE
LAWRENCE JOSEPH BEDARD
DANNY HAROLD HILL
LESLIE HOWARD KERN
MICHAEL JOSEPH HERNANDEZ
Cheryl Leigh Smith
EDWARD JAY LARKIN
Jarrett Cade Gist
CHARLES KENDALL DEBENON
Trevor Andrew DeBenon
Jennifer Aguirre
JESUS ALBERTO SOTO
GERALD ROBERT WHITFILL
JENNIFER A RICHARDS
Garth Thomas Hentges
Torie Elizabeth Blakelock
JONATHAN LANE BLAKELOCK
Justin D Smith
GARY LYNN PRICE
TERRANCE SAMUEL ELDER
MEGAN PAPPAS GASKAMP
Anthony Dwayne Griffin
BRENDA R.C. JACKSON
WILLIAM EARL SHANK
James M Atkins
John Sawyer
Emmanuel Velazquez
Hector E Martinez
LYNN DAVID FLETCHER
MATTHEW THOMAS RUSSELL
Ronald Thomas Hill
Bryan Lee Treadway
ERIC ABRAM JOHNSON
JAMES AUSTIN ROTH
PETER BRUCE ROTH

Within 25 miles of Kingwood, TX, Best Investors lists 442 registered investment advisory firms with 982 offices nearby, managing about $17.5T in combined regulatory AUM across 2,952,036 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 Kingwood

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