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Best financial advisors in Laredo, TX

Registered advisers within 25 miles of Laredo, TX.

Offices
30
Firms
22
Combined AUM
$4.49T
Firm-wide filings, not assets booked only here
Clients
929K
929,353 clients when Item 5C has a number
Avg / client
$4.83M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
TEAMWORK FINANCIAL ADVISORS, LLC
KWS ADVISORY GROUP, LLC
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
INSIGNEO ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
SANCTUARY ADVISORS, LLC
KOVACK ADVISORS, INC.
CRESTA ADVISORS

Investors

Lizet Karina Serna
JESUS LEOPOLDO GUTIERREZ
HERBERT N KRAUS
Vania Magallanes
MATIAS DE LLANO
SUSANO CASTILLO
Oscar Omar Lopez
Gilberto Ruben Bermea
RUBEN LOPEZ
Luis Felipe Mendoza
OSCAR OMAR LOPEZ
MINERVA AYALA SANTOS
RAUL PATINO
Benjamin Hinojosa
Arnulfo Gonzalez
DYLAN ANDRES RIVAS-MARTINEZ
ANDRES ELOY RIVAS CHAVEZ
GERARDO CASTELLANOS
ELENA ALICIA SOLANO
MIGUEL ANGEL CHAVEZ
LUIS JUSTO GONZALEZ
Carlos Manuel Chapa
JAKE NORMAN SPRUIELL
Ricardo Hernandez
CARLOS ARMANDO DE LA GARZA
Luis Emmanuel Guajardo
MANUEL EUGENIO GARZA
Jeronimo Martinez
Ismael Delgado
Diego Lucatero
Claudette Dariel Soto
MARK LAWRENCE DEUTSCH
Adriana Perez
DIEGO ZAMORA

Within 25 miles of Laredo, TX, Best Investors lists 22 registered investment advisory firms with 30 offices nearby, managing about $4.49T in combined regulatory AUM across 929,353 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 Laredo

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM