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Best financial advisors in Kleberg, TX

Registered advisers within 25 miles of Kleberg, TX.

Offices
1,410
Firms
781
Combined AUM
$20.2T
Firm-wide filings, not assets booked only here
Clients
41.5M
41,476,918 clients when Item 5C has a number
Avg / client
$485.9K
Combined AUM ÷ clients

Nearby offices

Firms

EMPOWERMENT FINANCIAL ADVISORS LLC
AMERICAN BEACON ADVISORS, INC.
UNITED CAPITAL FINANCIAL ADVISORS
GOLDMAN SACHS WEALTH SERVICES, L.P.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.E. SIMMONS & CO., P.C.
BLACK SWAN MANAGEMENT GROUP, INC.
CARRINGTON ADVISORS, LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

Michael Bankole Awosemusi
SAMUEL JOSEPH SILVER
JASON LAMONT WATSON
Peter Ratcliffe
BRIAN JOSEPH MARKEY
TARA MARGARET BUENO
Theodore Raymond Wozniak
Christopher Adam Stuck
MATTHEW WARREN HERBERT
Erin Kae Higginbotham
David Crosby Boone
ERIC CAMERON TARGOFF
Christopher Steven Gautier
ERIK ALEXANDER MEYER
ROBERT THOMAS BROWN
SEAN DONALD FELLIN
LAUREN FLEMEN
JACOB HOOD
JILLIAN MARIE DRAGONE
CORY MICHAEL CHMELKA
THOMAS BRIDGES DICKEY
FRANK MAZZUCA
Laura Martinez
Luke Porter Roe
Vishwas Singh
Sean Thomas OToole
Clark Richards Woodruff
Haden Robert McKeehan
Nidhi Chetanbhai Patel
Brandon Tort
TEODORA Imad IBRAHIM
Sofia Maricevic
John Charles Kilgallon
Dylan Douglas McDonald
Kevin John McDevitt
Madhura Shringare
THOMAS FRANCIS MCCARTY
Alyssa Jordan Benton
Abdoulali Ibrahim Jirani
Varunavi Shukla
Troy Tyrone Jackson
Bibhu Chapagain
Smridhi Sharma
Alexander Jeffrey Gido
Trent Carter Adams
Domonique Lockridge
Juan Martin Ponce
Devin Michael Young
Imani Khan Hosseini
WILLIAM LEE SWEARINGEN
JORDAN Dimiter STEFANOV
TODD JAY MCDONALD
ERIC E MAYA
Peter Gerhard Henkel
GRANT GOTHAM HOLLOSCHUTZ
STEPHEN ANDREW TAYLOR
Jonathan Ian Graham
Matthew James Bates
CHRISTOPHER MICHAEL SALM
Kyle Elmer Simmons
Joy Lynn Simmons
JAMES BRADLEY CARROLL
TYLER EDWARD TALMAN
CINTHYA CASTELLON MICELI
DAVID JAMES SCHUBERT
JON ROBERT GEKIERE
CAROLYN ELAINE TESCHEMACHER
ROGER ROBERT GEKIERE
HAPPY LANE FRANKLIN
CHRISTOPHER WADE WYATT
JAMES ROBERT DAFFRON
ROBERT MICHAEL JOHNSON
LAWRENCE ARTHUR GEKIERE
STEVEN PAUL HAGEMANN
CLYDE WALDO WYATT
JAMES LOUIS EINSPANIER
JACK ELMER SIMMONS
KENNETH DEREK THOMSON
CHRISTOPHER DEE JEFFERS
CURTIS DEAN HARRIS
KATHRYN DANIELLE GILLETTE
Ronald Lynn Herron
Chad Drake
JOEL EDWARD MOORE
JOEL DAVID FULTS
ERIK ROBERT LICHTY
NICHOLAS MICHAEL BELLAMY
Scott L Lichty
Robert Benjamin French
ROBERT EDWARD CALDWELL
CHRISTOPHER J CRUZ
Caleb Williams
Langston Facen
Christopher Harold Baker

Within 25 miles of Kleberg, TX, Best Investors lists 781 registered investment advisory firms with 1,410 offices nearby, managing about $20.2T in combined regulatory AUM across 41,476,918 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 Kleberg

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