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Best financial advisors in Leon Valley, TX

Registered advisers within 25 miles of Leon Valley, TX.

Offices
469
Firms
191
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.52M
2,524,449 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
B365INVEST
EDWARD JONES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FROST INVESTMENT SERVICES
FIRST COMMAND ADVISORY SERVICES
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
COMPASS FINANCIAL GROUP
MCNALLY FINANCIAL SERVICES CORPORATION
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Thomas Lavoy Wallace
JUAN CARLOS GARRIDO ZEVALLOS
John B Frahm
Robert Willis
CHARLES HENRY LAUBACH
ROBERT SALGADO
Monalisa Maldonado
DAVID BUGARIN
John David Slice
Caleb David Smith
Joshua Garcia
JOHN MICHAEL MORENO
PURA GLORIA CONNOR
MARK A THOMPSON
James Christopher Geddie
Brann Garrett Calvetti
Cindy Sue Crow
Wesley Alan Mlcak
ROEL GONZALES
TAREQ ABDALLA
RUTH SAMAVEDAM GONZALES
Betty Cervantes
Dean Eastman
JUAN CAMILO AMADOR
Jaylon D'amoniq Dukes
CALVIN RICHARD SPEER
MARK ALAN KEMP
JOSEPH ANTHONY BERKEL
DAVID DORN MCNALLY
JAN I ZENNER
MARSHALL ROYAL CASSEDY
Marcus Hans Hafner
CLIFFORD BRIAN BURCH
RAY HUGHSTON PATTERSON
BRUNILDA RAMON
JAMES ROBERT BISHOP
STEPHEN MATTHEW BREIG
SCOTT CHRISTOPHER VLASI
JUSTIN BOUDREAU
ANGEL IVAN CRUZ
Mark A Osborn

Within 25 miles of Leon Valley, TX, Best Investors lists 191 registered investment advisory firms with 469 offices nearby, managing about $13.3T in combined regulatory AUM across 2,524,449 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 Leon Valley

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM