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Best financial advisors in Lindale, TX

Registered advisers within 25 miles of Lindale, TX.

Offices
100
Firms
44
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
1.59M
1,588,803 clients when Item 5C has a number
Avg / client
$6.57M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
PFS INVESTMENTS INC.
DEAN WEALTH MANAGEMENT, LLC
TDL MANAGING PARTNERS, LLC
MML INVESTORS SERVICES, LLC
SIMPLICITY WEALTH
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Jessica Flores
Donald Regan Brandon
BRIAN MATTHEW SIVERTSEN
TINA RENEE SIVERTSEN
ALLISON TAYLOR
MICHELLE LYNN ALSTAT
RENAE Q JOHNSON
Marion Chester Walters
Martina Stanley
JOE NMN WYLIE
BENJAMIN HERSCHEL DEAN
DAVID MICHAEL BREEDLOVE
Jurgen Daniel Simons
Amy Donielle Castleberry
Jason Loren Ray
Troy N Turner
Lauren Raymond Woods
MAX STEWART
Jeremy Dean Ables
Andres De Jesus Ledesma
DWIGHT JAY OLIVER
ANDREW SCOTT FOCHT
NEAL DOUGLAS VASSO
CHARLES CLARK JONES
Brandon Cox
Melissa Mullins Shanhouse
STEVEN LEE EMMONS
Perry Flowers
Eve Marie Brewer
TAYLOR KING WHITE
Daniel Kipton Musson
Willis Jacob Hopson
JOHN FREEMAN MERRILL

Within 25 miles of Lindale, TX, Best Investors lists 44 registered investment advisory firms with 100 offices nearby, managing about $10.4T in combined regulatory AUM across 1,588,803 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 Lindale

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM