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Best financial advisors in Lakeport, TX

Registered advisers within 25 miles of Lakeport, TX.

Offices
72
Firms
26
Combined AUM
$7.48T
Firm-wide filings, not assets booked only here
Clients
1.56M
1,562,313 clients when Item 5C has a number
Avg / client
$4.79M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC

Investors

KYLIE SHANNON FARMER
KENNETH IRWIN FOLEY
Lance Gordon Slaten
PAULA ANN MCCAULEY
ASHLEY ROSE DUSEK
Natalie L Long
Roger Dale Hendricks
KELON CARTER HALL
Logan D Skinner
KELLYN ROZIER DRAYER
Todd Louis Antonucci
JOSEPH ADAMS WALLACE
Brett Wells Howlett
Joseph Wright
Brandon Williamson
CHRISTOPHER BRENT RICE
MICHELLE LAMOND
LISA LOWRANCE
STEPHEN NICKLAUS SCHERREY
HARRISON EDWARD BERRYHILL
JAMES A WILLETT II
REBECCA SCHICK MOORE
FRED JACK IRWIN
DONNA TOOMBS
KENNETH M. CHINN
BRUCE R CLARK
JACOB NATHANIEL IRWIN
RUSSELL THOMAS WILSON
ALLEN JEFFERY RAND
ASHLEY COLLIER KING
RYAN CHRISTOPHER LACY
MATTHEW HOPKINS WILLETT
WILLIAM CHINN
GLENN H. COLLIER
TOM SHELDON HALEY
STEPHEN SCHERREY
JONATHAN KILLINGSWORTH
WALTER KEY CASH
CHRISTOPHER THOMAS WILSON
KEVIN BRENT ROSSOW
Emily Elaine Arp
Randall Scott Ward
JOHN MICHAEL BLACK
Clinton Samuel Quinn
Ronnie Kenneth Barton
Tara Harris
BLAKE CHRISTIAN WHITE

Within 25 miles of Lakeport, TX, Best Investors lists 26 registered investment advisory firms with 72 offices nearby, managing about $7.48T in combined regulatory AUM across 1,562,313 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 Lakeport

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM