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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

HEALTHQUEST CAPITAL MANAGEMENT, L.P.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AVIDIAN WEALTH SOLUTIONS
GRACE BAY ASSET MANAGEMENT LLC
FOUNDER FAMILY FINANCIAL, LLC
AQS ASSET MANAGEMENT, L.L.C.
INDEPENDENT FINANCIAL PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CENTERGATE CAPITAL
SWBC INVESTMENT ADVISORY SERVICES LLC
HUB INVESTMENT PARTNERS, LLC
ADVANTAGE CAPITAL
CAVNER SOCIAL ENTERPRISES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

William Bruin
GILBERT J RIOJAS
JON JAMES TOERNER
ELEANOR LOYCE JORDAN
GRAYSON GLENN HOPPER
WILLIAM MORGAN STONE
ROBERT LEE BERGER
CHRISTOPHER LEE STOLTE
CHERYL LYNN LEE
SHELLEY DON HATLEY
JEANNE ANN UNDERWOOD
DAWNA ELAYNE CARR-FRENKEL
Stacy Michelle Bouwman
Brandon James Bullock
SARA REEDER MATLOCK
BRADLEY DAVID FERGUSON
MARK DONALD MURRAY
BRIAN CHRISTOPHER AYLIEFF
IAN T JAMES
BRADLEY RICHARD HOEGLER
Dawn Michelle Edwards
MATT W ESCALANTE
THOMAS EDWARD DITZER
JERRY ARNOLD VERSEPUT
JULLIE ANN NICOLE STRIPPOLI
KEVIN JOHN TAYLOR
Patrick William Dupont
Ryan Michael Jacobs
Maegan Ayana Villarreal
Hudson J Ruen
Keaton Thomas Christian
Cristhian Omar Gonzales
Tyler Nguyen
MATTHEW ROBERT ALMQUIST
Robert Vassilev
JEFFREY DONALD SHARP
ALP ARSLAN ATABEK
John Robert Sturgis
ROBERT LEE HUDDLESTON
Garrett Pittman
Theresa Ayers
JASON RUSSELL HESSLER
CHRISTOPHER REED VANDERKOLK
PATRICK MICHAEL FAY
RYAN JOEL CANALES
STEVEN ANDREW COOPER
LAURA THAI STENBERG
ALEXANDER ALEXANDROVICH ANTSKAITIS
CHRISTOPHER JAMES JAMAIL
SIMON MISELIS
PATRICK FITZGERALD MAYNOR
Ryan C Mayer
ERNEST JAY HORN
CHRISTIAN A SALAZAR
Dakota Shea Staton
EDWARD MICHAEL WARE
Jensen Lorea
Macy Hauptmann
Harrison MacDonald
Coleman Jacob Fox
Karissa Renee Brick
Lisa Estellla McMillan
Tyler Jonathan Cox
Madalyn Turner
William Alan Suntrapak
David Chandler Booth
James Reppas
Jeffrey Alan Churba
LIONEL CHARLES FULLER
JOHN JOSEPH PESCE
Sherry Lynn Echart
JULIE MARIA LANE
ERIC MICHAEL LIGHT
Olivia Nakkash Demissie
PATRICK JOSEPH PUCHER
DANIEL AUSTIN DRIVER
KEVIN WILLIAM NOVAK
Dominick James Guiseppone-Zucconi
Laneka V Sledge
Louis Perez
Charles Gentry Dyson
Eric Williams
June Pinkney
CRAIG CARLTON ADAMS
MICHAEL GEORGE CAMIZZI
DANIELLE RYAN DYKES
Kevin Hull
PAUL BERNARD HUNT
STEVEN MICHAEL FENNER
BRIAN C WELLS
Christopher D Guzman
TIMOTHY DAVID HUMMEL
Garrett Adams
JULIA T RASELL
THOMAS GILBERT SIEBERS
Josef Nazir Ghaussy
David Ming Jeremiah
Jade Marisa Wilson
Bradley Tyler Schardein
Charles Parsa Gholami
Leon Jiang
Eli Michael Gary
Daniel Neil
ERIK CHASE HANSEN
Colin Lee Nickells
Joshua Heo Mitchell
Arjun Krishna Mohan
Jonathan Eliot Kofos
DAMON LAIRD RAWIE
Erin Anne Harvey
DENNIS WALTER BIELIK
JAMES DENNIS CAVNER
THEODORE HOUGHTON HEATON
Timothy Pojman Coffey
Ford Benjamin Thompson

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