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Best financial advisors in Lake Hills, TX

Registered advisers within 25 miles of Lake Hills, TX.

Offices
158
Firms
67
Combined AUM
$8.97T
Firm-wide filings, not assets booked only here
Clients
1.04M
1,044,063 clients when Item 5C has a number
Avg / client
$8.59M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES & ASSOCIATES, INC.
OSAIC WEALTH, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PRIME CAPITAL FINANCIAL
ADVISOR LOGISTICS, LLC
CARR CONSULTING P.A.
AMLETH EQUITY GROUP
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

JAMES CARTER BOONE
LINDSEY PAUL HICKS
MARCO ALONSO RODRIGUEZ
Ryan Hall Ridlehuber
Kase A White
Wendy Lynn Sachs
ROY SCOTT SACHS
LORELIA L. RODRIGUEZ
LARRY FRANKLIN WYNN
Brandon Wayne Webb
Alfred Fuentes
Alejandro Martinez
RUBEN CARDENAS
Kristin Blow
Ryan Marquard
RICHARD BROOKS BARKLEY
RICHARD PATRICK GLEASON
Taylor Kris Knopf
WYATT SCHREPFER
Jason Matthew Null
BRETT OLAN WHEELER
CHRISTOPHER EDWARD MALSAM
JOHN MALCOLM CARR
Noah Pierce
Laurel Collums
Jay Fine
Austin Lane
KRISTIN E SORENSEN
James Blake McAnelly
HARVEY LYNN RICHARDS

Within 25 miles of Lake Hills, TX, Best Investors lists 67 registered investment advisory firms with 158 offices nearby, managing about $8.97T in combined regulatory AUM across 1,044,063 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 Lake Hills

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 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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