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Best financial advisors in Lago Vista, TX

Registered advisers within 25 miles of Lago Vista, TX.

Offices
1,001
Firms
567
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,204,081 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
ESQUIRES GROUP LLC
TEXAS ASSET MANAGEMENT
HAMILTON FINANCIAL PLANNING LLC
LINCOLN INVESTMENT
BLUE TOWER ASSET MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
AMPLIO WEALTH MANAGEMENT, INC.
RINCON WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
NORCAP INVESTMENT MANAGEMENT, L.P.
SIZEMORE CAPITAL MANAGEMENT, LLC
YCG, LLC

Investors

Charles Earl Cox
Taylor Colleen Smith
Clare Renae Grabarkewitz
WILLIAM ROBERT NELSON
JOHN THOMAS DRAWDY
Dean R. Specker
David Fischer
Marc Richard Barnes
Shelley Renae Johnson
JOHN DAVID POLLOCK
LAURA ANN BOURBONNAIS
MATTHEW LOUIS RZEPKA
THOMAS RYAN WILLIAMS
MICHAEL JAMES FRENCH
Kaili Erin Winters
ASHLEY CHRISTINE WINTERS
Erling Bert Brakke
Charles Jay Love
William Raymond Perlette
Karen Cassidy
WILLIAM CHRISTOPHER SPARKS
SCOTT CHRISTOPHER WINTERS
KIMBERLY PERRY
Michael Burton Smith
MARC DAVID OROURKE
JOHN LINTON AVERY
PHILIP J KEHOE
STEVEN PHILLIP MARGULIN
Alan Scher
Sabina Li Pan
JOHN WHITAKER BRODNAX
JAMES RICHARD KARNES
ELVIN GARY MILLER
Trent S Hamilton
SCOTT PRICE HAMILTON
RANDY RAY OEHRLEIN
DON SANBORN CROOK
ANDREW CYRUS OSKOUI
Jordan Kopelman
KEVIN THOMAS CORRIGAN
MEENAL SHARMA
Ramiro Herrera
Emily Marie Edington
Vladislav Michael Glouchkov
George Caviedes
Jeremy Self
ROBERT SCOTT BARLEY
SCOTT RYAN MALONE
Adam James Gafken
Dina M Slaibi
Graham R Johnson
STEPHEN MARK MURO
Jonathan Gregory McClelland
WILLIAM DAVID KRUGER
BRIAN ALAN YACKTMAN
Bryce Bastien

Within 25 miles of Lago Vista, TX, Best Investors lists 567 registered investment advisory firms with 1,001 offices nearby, managing about $19.2T in combined regulatory AUM across 3,204,081 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 Lago Vista

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