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Best financial advisors in Live Oak, TX

Registered advisers within 25 miles of Live Oak, TX.

Offices
497
Firms
200
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,693,995 clients when Item 5C has a number
Avg / client
$4.95M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ACRUENCE MANAGEMENT LLC
LPL FINANCIAL LLC
S HARRIS FINANCIAL GROUP, LLC
DYNAMIC
THRIVENT INVESTMENT MANAGEMENT INC.
USAA INVESTMENT SERVICES COMPANY
IAMS WEALTH MANAGEMENT, LLC
SECURE FINANCIAL MANAGEMENT

Investors

PRESTON BRUCE HASTINGS
MIGUEL AGUILAR
NORMAN HAROLD WRIGHT
Richard G. Sosa
Carlos E. Henriquez
Joshua Wallace
David Joseph Griffiths
JOEL FOSTER PONTON
MATTHEW MICHAEL BROWN
MICHAEL WILLIAM MORGAN
Michael Matthew Morgan
MITCHELL ALLEN BYRUM
Daniel P King
Stephanie Allison Harris
Gary Scott Harris
Gracelyn Snider
Samuel James Haager
SCOTT ALLEN RADER
JAY ROGERS
DAVID BOYERS
NICOLAS JASON MCNABB
Jessica Carlos
VICTOR ANTONIO MENDEZ
ANTONIO MEDRANO
RODNEY KNAPPICK
ERIC NEAL GATES
JEFFREY THOMAS WURN
Karen Henderson
KEVIN DOUGLAS BEALL
RANDOL GEORGE WILKE
IDA KATHRYN BENFANTI
TODD FITZGERALD MCCOOL
CARL THOMAS OHLENBUSCH
GREGORY ALAN JENSCHKE
BRANDON LINDSEY GANN
MARISOL SANCHEZ
CHRISTOPHER CHAPA
MACDONALD CHUKUMAH ETUGBO
SCOTT WILLIAM RHIGER
MARY ELIZABETH STORK
RANDY REYNOL JASO
DAVID BRENT STAHL
JORGE E CRESPIN
CHRISTINE SYRENA CASTILLO
JOHN ROSS BALLANTYNE
REGINA CALDWELL BREQUE
WILLIAM LEE HARPER
BENITO REVILLA
JIM D SANDELL
PATRICK IBARRA
JAMES SCOTT LAUGHLIN
JERRELL TEMUJIN JENKINS
ERIC RYAN BREMER
MARAUD JAMAL PEMBERTON
DAVID WAYNE YORK
STEVEN JAMES NOLAN
AUBREY LAWRENCE BORDOVSKY
BENJAMIN PIERCE TEAGUE
ERIC J LEAL
APRIL JEAN SEMONES
GEORGE ALLEN WHEELOCK
LISA M HOFFMANN-AKOMPI
DANIEL FUENTES
JOSEPH DONALD OCHOA
JAMES DYER MUIR
TANYA LYNN HOLMESLEY
MICHAEL EVAN FARMER
VINCENT PAUL KNODELL
MARY ELIZABETH MEDLIN
BRANDON LEE SLOTNESS
Armando Castillo
Marcus LaGuardia
LEONARDO MATEUS MURCIA
REBECCA TERESA CHAZEN
Paxton Wood
NATHALIA AMADOR
Jason Arredondo
Emilio Lira
JAMIN COLIN KIRKWOOD
Jacob Alan McDonald
Jarod Robert Mercado
Thomas Edward Moore
DOMINIQUE ELAINE MILES

Within 25 miles of Live Oak, TX, Best Investors lists 200 registered investment advisory firms with 497 offices nearby, managing about $13.3T in combined regulatory AUM across 2,693,995 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 Live Oak

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