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Best financial advisors in Kyle, TX

Registered advisers within 25 miles of Kyle, TX.

Offices
709
Firms
459
Combined AUM
$19.0T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,983,065 clients when Item 5C has a number
Avg / client
$6.35M
Combined AUM ÷ clients

Nearby offices

Firms

SIMONET FINANCIAL GROUP, LLC
EDWARD JONES
BARTON FINANCIAL GROUP LLC
LPL FINANCIAL LLC
CWM, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATEGIC FINANCIAL CONCEPTS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TRANSCE3ND LLC
SEMPER SURSUM INVESTMENTS LLC
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC

Investors

Max Henry Diefenthaler
BILLYGRAM SIMONET
Julio Campos
ZACHARY A BARTON
WILLIAM Gerard PIER
Shannon Taylor
Shalana Denise Poole
CORY PACK
EDDIE JOSEPH HEBERT
Demetrios Karakasidis
Adam Douglas Jolliff
Kevin Michael Spotts
Amanda J Poynor
HERMAN HENRY GERDES
Nikki Kay Polistina
JOSEPH ALLEN QUARTUCCI
MARK CHARLES SCHREIBER
TERENCE HERBERT TAYLOR
Daniel Joseph Roemerman
JESSICA MICHELLE KNUTSON
BRUCE GERARD WEHNER
JENNIFER KRISTIE TAYLOR
Kyle Wilcutt
JOSHUA MARK HUARD
CLELLAN VANCE HYATT
KYLE JASON ROBARGE
DONALD GENE DURR
Micah Anthony Medellin
Bryson Blackwell
Cole Stanton Pickett
Tobin Allen Narciso Short
Ashley Marie Kempenski
Mark Douglas Caldwell
JOHN EDWARD MORIARTY
WILLIAM JOSEPH ALEXANDER
Chad Benoit
STEPHEN C JOSEPH
Arpit Sharma
Sebastiano Vassallo
John Matthew Linn
Vincent Keith Annable
STEVEN J PERRMANN
CONNER CAPPS
Cody Michael Surma
Lacey Thompson-Krul
LAWRENCE WAYNE WEIGELT
YOGESH Prabhakar MODAK
Robert K Burris
Staci Rhodes George
Morgane R Rodiek
Reagan Brooke Rentschler
ERIC LAURIN JOHNSON
Max Shanley
Kyley R Newth
William Heredia-Ramirez
SHELLEY MARIE PEREZ
Michael Feulner

Within 25 miles of Kyle, TX, Best Investors lists 459 registered investment advisory firms with 709 offices nearby, managing about $19.0T in combined regulatory AUM across 2,983,065 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 Kyle

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM