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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

MOMENTUM PRIVATE WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
ADAR1 CAPITAL MANAGEMENT, LLC
TOWN LAKE CAPITAL MANAGEMENT
EDWARD JONES
CENTENNIAL ADVISORS, LLC
TALAS CAPITAL LLC
PETERSON CAPITAL MANAGEMENT, LLC
FAIRWAY ASSET MANAGEMENT, LLC
ENDURE CAPITAL MANAGEMENT, LLC
ADVISORS CRYPTO, INC.
CAPSTAR FINANCIAL SERVICES LLC
VICTORY FINANCIAL
SOLARIS PRIVATE WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ADVISORY SERVICES NETWORK
LIFEWORKS ADVISORS, LLC

Investors

JENNIFER LYNNE HOPE
WILLIAM ANTHONY MARTIN
ANDREW LEE FRASER
Ethan Che Montalvo
Nicholas James Duggan
Rhonda Kay Maywald
Christopher Louis Dregits
CLAYTON ALEXANDER RIPLEY
Jordan Brown
Bronwyn Swartz
Jason Carroll Smith
Christopher Kelly Larson
ELIZABETH MARIE Torres
JEFFREY M ROSSMANN
MICHAEL DUANE REESE
KEVIN EUGENE WADE
ABRAHAM MARTINEZ
Jeremy Russell Aston
Samuel Garcia Gonzalez
Gavin Paul Ulewicz
Julia Christine Hummel
BARBARA ANDREA JOHNSON
John Andrew William Szugyi
Juan Jaime Soza
Zachary Bruce Treu
Jeremy Tung
Connor James Greenberg
Justin Michael Smith
Andrew James Creme
Greer Thomas Kollman
Ryan Michael Brown
ROBERT LANE DAHSE
JEFFREY WAYNE DAVIDSON
ANDREW PHILIP WARREN
ANITA TIERRA NIEFELDT
KYLE WARDLAW
CHRISTOPHER M. KILMER
BRIAN CHRISTOPHER ECKHOFF
COLTON TRENT LARUE
CADE DILLON MCDONALD
Phillip John Flores
Reid Joseph Limegrover
Fernando Perez
Christopher Gleason
Robert Paul Barre
Ryan Charles Oujesky
Johnathan James Blumeyer
Carson James Stear
Todd Marshall Dickinson
RYAN Christopher WELLS
PETER MERRILL WARREN
PAUL MICHAEL SCHAPPERT
CODY W STANSELL
CHARLES M. MUNSELL
William Nichols
WILLIAM THOMAS STILES
DANIEL CHARLES PASCHKE
LUCAS DANIEL STAUB
BENEDICT HEEBOEM LEE
William Tait Herbig
Nathaniel Todd Davis
Hayden Jacobs
Tori Nichole Glass
KAI ALBERT LAMB
Wesley Alan Coyle
Lauri Lynn Camden
PAUL DOUGLAS SMITH
AARON THELL WILLIAMS

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