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Best financial advisors in Lake Jackson, TX

Registered advisers within 25 miles of Lake Jackson, TX.

Offices
34
Firms
12
Combined AUM
$5.01T
Firm-wide filings, not assets booked only here
Clients
457K
456,504 clients when Item 5C has a number
Avg / client
$11.0M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
CWM, LLC
LPL FINANCIAL LLC
ROBERT W. BAIRD & CO. INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

SOTIROS C POLEMENAKOS
Grant A Townsend
Tamila Jo Ingle
ELAINE POLEMENAKOS
Ryan Alexander Follett
Lisa Jeanne Pauls
Amanda Kelley Mize
Hugh Light Stangeland
JEFFREY PAUL FATTIG
RICHARD ROBERTS ROBIE
Devin Edward Knapp
Scott Lee Ross
Josh Beall
James Andrew Beall
Jeffrey Dean Shoemaker
TINA MASHAL TUCKER
FRANCIS WILLIAM ROSS
DEAN EDWARD ELLIOTT
Irma A Callaway
GARY LEE FOOSE
WESLEY J. GARNER
BETHANY NICOLE DAVIS
MARK ALLEN MEIER
Julian Drake Elizondo
Conner Grant Percle
DERRICK DWAYNE MCELWEE
Brittany Colleen Odom
Kane Franklin Johnson
RICHARD NICHOLAS RIMATO
RICHARD LEIGH TRAVIS
Kyle Thomas McLachlan
Austin Travis
DEWAYNE CHRISTIAN GERBER
Brandon Mark Lovell
Kenneth Tucker
TIMOTHY MICHAEL KEEFE

Within 25 miles of Lake Jackson, TX, Best Investors lists 12 registered investment advisory firms with 34 offices nearby, managing about $5.01T in combined regulatory AUM across 456,504 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 Jackson

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CWM, LLC 248 clients · 642 advisers $50.6B AUM 8 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM