Best Investors Account Sign in

Best financial advisors in Lantana, TX

Registered advisers within 25 miles of Lantana, TX.

Offices
1,229
Firms
495
Combined AUM
$19.6T
Firm-wide filings, not assets booked only here
Clients
3.49M
3,493,494 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RFG WEALTH ADVISORY
TAYLOR FINANCIAL CONSULTING
FIREHORSE STRATEGIC INVESTING, LLC
SLATON CAPITAL ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
DFS ADVISORY
LPL FINANCIAL LLC
BLACKBORG MANAGEMENT, LLC
RELEVANCE CAPITAL MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FINANCIAL SECURITY SERVICES GROUP, INC.

Investors

Donovan Bailey
Peter D Tilton
Kathy Jean Bauer
Joseph Michael Jones
Ryan Michael Schroer
Michael Scott Tull
PETER BENNET MCCLESKEY
CHRISTOPHER TODD ROBINSON
MICHAEL KENT LEMICH
EMILIO LEO GONZALEZ
JESSICA RAE FAIRCHILD
Nicholas James Noll
JILL TAYLOR GORDON
Morton Mitchell Taylor
Christopher Barlow
MATTHEW FLEMING SLATON
OLIVER NEILL CHRISTIAN
GARY LYNN PEPPERS
Matthew Sand
Brayden George
JOEL TERRELL HAYS
REED LYNN HAYS
DARRELL MARTIN MITCHELL
James Frederick Smith
TRACIE LYNN GUYER
Clifton Matthew Clay
William Kyle Schlabach
Grace Elisabeth Stear
JAMES ALLEN RENCH
Jordan Scott Rench
CASEY ALLEN RENCH
Kelly Lynn Rench
Keith Kavell Carter
Owen Ross Kay
PAUL ANTHONY KRUS
Delaine Moore
Aaron Patrick Stevens
Isaac Franklin Stevens
SARAGAIL ANGELA CALLOWAY
JEROME VAN LEFTWICH
WESLEY WAYNE WARREN
Billy Wayne Clements
JAMES LLOYD JOHNSON
JEREMY JAMES NEWTON

Within 25 miles of Lantana, TX, Best Investors lists 495 registered investment advisory firms with 1,229 offices nearby, managing about $19.6T in combined regulatory AUM across 3,493,494 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 Lantana

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