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Best financial advisors in Lake Worth, TX

Registered advisers within 25 miles of Lake Worth, TX.

Offices
803
Firms
275
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
2.96M
2,955,002 clients when Item 5C has a number
Avg / client
$6.18M
Combined AUM ÷ clients

Nearby offices

Firms

NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC.
INTEGRITY FINANCIAL GROUP
EDWARD JONES
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
EPUS GLOBAL ENERGY, LLC
EAGLE EYE FUNDS, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
RRIG MG, LLC

Investors

JOE MICHAEL FLETCHER
Matthew Alan Ward
ANDREA MARIE WARD
Jarrod S Warren
Eric Joseph McMahan
Cary Terry
Adam Broughton
Jasmin Marie Watkins
KEVIN MICHAEL LOCKABY
Amy Christine Norman
MICHAEL EUGENE MCADA
James Stoneman Hamilton
Roger Leon Williams
Shelby Marie Jennings
GARY SCOTT GILMORE
Timothy David Norman
Randall Sloan
Johnson Ross Perez
VICKI M RUSSELL
Jonathan Douglas Carani
William Rodney Swoboda
Cody Wayne Hambrick
Robert Scott Anderson
Lindsay Paige Emmert
MARVIN TURNER PETTY
Adam Alexander Driggers

Within 25 miles of Lake Worth, TX, Best Investors lists 275 registered investment advisory firms with 803 offices nearby, managing about $18.3T in combined regulatory AUM across 2,955,002 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 Worth

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T 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