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Best financial advisors in La Reforma, TX

Registered advisers within 50 miles of La Reforma, TX.

Offices
79
Firms
31
Combined AUM
$7.85T
Firm-wide filings, not assets booked only here
Clients
856K
856,479 clients when Item 5C has a number
Avg / client
$9.17M
Combined AUM ÷ clients

Nearby offices

Firms

IWC FINANCIAL PLANNING
LPL FINANCIAL LLC
VESICA WEALTH ACQUISITION
J.P. MORGAN SECURITIES LLC
VOYA FINANCIAL ADVISORS, INC.
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TEXAS VALLEY GROUP
TRANSAMERICA FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC

Investors

JUAN FRANCISCO TREVINO
THOMAS PHILIP GREUNER
ALBERT LUIS LOPEZ
Jaime Arnoldo Cavazos
ERIN CHRISTINE KUNZ
JASON RIGOBERTO VALLE
Bryan Mendoza
Aaron Vidal Ramirez
ELIAB F. ALONZO
Cassandra Raquel Moreno
MARCO GARZA
Ildefonso (Al) Casarez
Mark Anthony Hernandez
JUSTIN MARCOS CAPPADONA
WILLIAM FREDERICK MARTIN
Wenceslao Guerrero
Andrew Ryan Louder
David Hernan Salinas
ALBERTO CAVAZOS
Rati Manish Tripathi
BERNADETTE YOUNGSIL KIM
Kavitha Rani
Christina Johnston Lopez
Abelardo Juan Leal
Rafael Rodriguez
William Steven Alaniz
DIEGO GUADALUPE MORENO
CESAR ALEJANDRO RIVERA VILLEGAS

Within 50 miles of La Reforma, TX, Best Investors lists 31 registered investment advisory firms with 79 offices nearby, managing about $7.85T in combined regulatory AUM across 856,479 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 La Reforma

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM