Best financial advisors in Lipan, TX

Registered advisers within 25 miles of Lipan, TX.

Offices

60

Firms

30

Combined AUM

$6.22T

Firm-wide filings, not assets booked only here

Clients

984K

983,834 clients when Item 5C has a number

Avg / client

$6.32M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

1903 FM 1189 STE 600
BROCK, TX 76087

11.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1903 FM 1189 STE 400
Brock, TX 76087

11.1 miles away

LPL FINANCIAL LLC

201 WEST PEARL ST
GRANBURY, TX 76048

14.1 miles away

EDWARD JONES

1200 S MORGAN ST
GRANBURY, TX 76048

14.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

201 E. Pearl St. Ste. 102
Granbury, TX 76048

14.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

514 E Hwy 377
Granbury, TX 76048-2556

14.5 miles away

ADVISORY SERVICES NETWORK

3771 Bethel Road
Weatherford, TX 76087

14.7 miles away

CWM, LLC

1115 Waters Edge Drive Suite 102
Granbury, TX 76048

J.P. MORGAN SECURITIES LLC

1051 EAST HIGHWAY 377
GRANBURY, TX 76048

15.1 miles away

BERRY WEALTH GROUP

920 WHITEHEAD DR.
GRANBURY, TX 76048

15.4 miles away

EDWARD JONES

1830 N PLAZA DRIVE SUITE B
GRANBURY, TX 76049

15.9 miles away

EDWARD JONES

2007 ROCKVIEW DR
GRANBURY, TX 76049-5737

EDWARD JONES

3010 HIGHWAY 377 EAST
GRANBURY, TX 76049

16.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

403 Temple Hall Hwy Ste 7
Granbury, TX 76049-8105

17.5 miles away

EDWARD JONES

401 TEMPLE HALL HWY 3
GRANBURY, TX 76049

17.5 miles away

EDWARD JONES

401 TEMPLE HALL HWY SUITE 3
GRANBURY, TX 76049

17.5 miles away

MICHELS FAMILY FINANCIAL, LLC

4800 Acton Hwy
Granbury, TX 76049

18.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

606 Fall Creek Hwy
Granbury, TX 76049-7972

18.7 miles away

WELLS FARGO CLEARING SERVICES, LLC

181 E B B FIELDER RD
WEATHERFORD, TX 76087

18.9 miles away

GEORGE, MORGAN & SNEED, P.C.

1849 WALL ST
WEATHERFORD, TX 76086

19.1 miles away

Firms

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

ADVISORY SERVICES NETWORK

J.P. MORGAN SECURITIES LLC

BERRY WEALTH GROUP

MICHELS FAMILY FINANCIAL, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

GEORGE, MORGAN & SNEED, P.C.

Investors

CHUCK DEWAYNE BLANTON

BRADLEY SCOTT BURNFIELD

Virg Allan Thomas

JARON DON BARRINGTON

Carrie Dalene Bellamy

Justin Michael Maroney

CODY BILL GARRISON

Waylon Thomas Widler

William Blake Royal

JUSTIN ROBERT HASCHKE

Damon Wayne Elvington

Mariah Griffith

Dustin Paterson

MICHELLE LEIGH BERRY

Tanya Dee Gilliam

Anthony Eugene Mobly

Taylor Anthony Mobly

Christopher Prater

Chad Calvert Carroll

Byron Scott Cox

Ryan Tye McDonald

JENNIFER JEAN SHANNON

Tanisha D Wilson

Daniel Hall Phillips

GRADY JOHN LEWIS

MICHAEL WAYNE MCGOWAN

JAMES EDWARD HARRIS

BRIAN KEITH PAYNE

Daniel Gene Hungerford

Within 25 miles of Lipan, TX, Best Investors lists 30 registered investment advisory firms with 60 offices nearby, managing about $6.22T in combined regulatory AUM across 983,834 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 Lipan

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM