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Best financial advisors in Lakeway, TX

Registered advisers within 25 miles of Lakeway, TX.

Offices
1,006
Firms
571
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,203,998 clients when Item 5C has a number
Avg / client
$6.21M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EMERGING OAKS CAPITAL LLC
KESTRA ADVISORY SERVICES, LLC
FUTURE CAPITAL MANAGEMENT INC.
COYLE CAPITAL, LLC
SOLUTIA GLOBAL, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EDWARD JONES
ADAR1 CAPITAL MANAGEMENT, LLC
TOWN LAKE CAPITAL MANAGEMENT
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
&PARTNERS

Investors

RUBEN BENAVIDES
Kevin Louis Garcia
Denver C Horn
Braden McLelland James
STEPHEN MARK MURO
Trevor Lane Jackson
MATTHEW TODD GRIFFITH
Eileen Carney Ybanez
BRANDON EDWARD WHITE
DUSTIN JOHN WHITE
SASA SAVKOVIC
ADAM HOWARD WOLF
KEITH EDWARD SCHNELLE
COURTNEY LYN WALKER
CASEY CARBAUGH MOSS
SARAH LYNN NOBLE
SCOTT J SCHILLER
Matthew C Trapp
JAMIE L GLENN
Ashley Renee Potts
John Barrett
ALBERT LEROY RUSSELL
WILLIAM ANTHONY MARTIN
ANDREW LEE FRASER
Ethan Che Montalvo
Bryce Bastien
Nicholas James Duggan
Rhonda Kay Maywald
Christopher Louis Dregits
CLAYTON ALEXANDER RIPLEY
Ramiro Herrera
Emily Marie Edington
Vladislav Michael Glouchkov
George Caviedes
CAROLINE LEIGH WELCH
RITCHY GUY SCOGGIN
CHERI D HARTMAN
David Nicolas Gonzaga
AMIT BATTISH
JOSEPH ANTON JERMAN
NATIA RAGE
BRIAN DANIEL WIESE
ASHLEY NICOLE PIGG
THOMAS CHAD LLOYD
CARI BETH ROTHFELD
BRETT AVERIT BELLCASE
ERIN TOBIN LOCKE
ZACHARY OLIVER SCOGGIN
MICHAEL STEPHEN NELSON
CAMERON BUCKELEW
ELIZABETH GRAHAM
CONNIE JEAN GAMBATESE
WAYNE DOUGLAS ROGERS
JOHN W ALEXANDER

Within 25 miles of Lakeway, TX, Best Investors lists 571 registered investment advisory firms with 1,006 offices nearby, managing about $19.9T in combined regulatory AUM across 3,203,998 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 Lakeway

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