Best Investors Account Sign in

Best financial advisors in Lakewood Village, TX

Registered advisers within 25 miles of Lakewood Village, TX.

Offices
1,699
Firms
705
Combined AUM
$20.6T
Firm-wide filings, not assets booked only here
Clients
3.53M
3,528,485 clients when Item 5C has a number
Avg / client
$5.82M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
BASA ADVISORS
EDWARD JONES
GURUFOCUS INVESTMENTS, LLC
EQUITABLE ADVISORS, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
FLUENT FINANCIAL, LLC
UNIPLAN FINANCIAL INVESTMENTS INC.
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC

Investors

MATTHEW RYAN RAKOFSKY
ERIC LEE BUSH
ROPAL ALLAN ANDERSON
JASON MATTHEW BARDIN
STACY SCOTT TUMA
TIMOTHY WASWICK
RAYMOND HOLDEN
Trenton Kreg Marsh
Benjamin David Scarth
JENNIFER NICOLE SMITH
CECHAN TIAN
DAVID SCOTT FISCHER
Charles Ryan Nail
DAVID LANE DOWNS
Gerald Ray Pierce
David Joseph Le
AILEEN M DIZON
DON H KHIEU
RANDELL WAYNE MARTIN
Randall Lee Patrick
Ramon Pizana III
Kimberly Ellen Arthur
Gerald Diduck
Carl Patrick Carlos
VALARIE LATRICE WRIGHT
Matthew Howard Fuller
Stephen Valelly
TREY WILLIAM TALLEY
Ian James Cobb
ETHAN MAYO
MITCHELL STEVEN KRAMER
Matthew Thomas Pence
Madison Lyn Begley
Michael Russell Dolson
Brad Novotny
DAVID RALPH WEBER
DAVID MICHAEL PIOTROWSKI
DAVID PATRICK OCONNOR
David Paul Smith

Within 25 miles of Lakewood Village, TX, Best Investors lists 705 registered investment advisory firms with 1,699 offices nearby, managing about $20.6T in combined regulatory AUM across 3,528,485 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 Lakewood Village

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