Best financial advisors in Lockhart, TX

Registered advisers within 25 miles of Lockhart, TX.

Offices

62

Firms

35

Combined AUM

$6.91T

Firm-wide filings, not assets booked only here

Clients

989K

989,411 clients when Item 5C has a number

Avg / client

$6.98M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

201 S Main St
Lockhart, TX 78644

EDWARD JONES

219 SOUTH COMMERCE ST
LOCKHART, TX 78644

CETERA INVESTMENT ADVISERS LLC

111A S CHURCH ST
LOCKHART, TX 78644

BROWNSBORO FINANCIAL

101 S. MAIN ST 2ND FLOOR
LOCKHART, TX 78644

EDWARD JONES

1011A W SAN ANTONIO
LOCKHART, TX 78644

CETERA INVESTMENT ADVISERS LLC

1013 W SAN ANTONIO ST #108
LOCKHART, TX 78644

HARRISON SECURITIES, INC.

1875 MINERAL SPRINGS ROAD
LOCKHART, TX 78644

CWM, LLC

7212 Goforth Rd, Ste. 213
Kyle, TX 78640

12.7 miles away

SIMONET FINANCIAL GROUP, LLC

1300 DACY LANE STE# 230
KYLE, TX 78640

EDWARD JONES

1300 DACY LN STE 210
KYLE, TX 78640-4964

BARTON FINANCIAL GROUP LLC

107 S. MAIN STREET UNIT A
KYLE, TX 78640

14.4 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

308 E HOPKINS ST
SAN MARCOS, TX 78666

15.7 miles away

WELLS FARGO CLEARING SERVICES, LLC

123 N EDWARD GARY ST
SAN MARCOS, TX 78666

15.7 miles away

LPL FINANCIAL LLC

4410 SOUTH FM 1626
KYLE, TX 78640

15.8 miles away

PFS INVESTMENTS INC.

174 S GUADALUPE ST.A STE. 200
SAN MARCOS, TX 78666-5567

15.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

100 E San Antonio St Ste 201
San Marcos, TX 78666

15.9 miles away

EDWARD JONES

133 W SAN ANTONIO STREET SUITE 300
SAN MARCOS, TX 78666

15.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

121 HALL PROFESSIONAL CENTER Ste D
Kyle, TX 78640

16.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2002 Medical Pkwy Ste A
San Marcos, TX 78666

16.2 miles away

EDWARD JONES

1290 WONDER WORLD DR STE 1210
SAN MARCOS, TX 78666

16.3 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

BROWNSBORO FINANCIAL

HARRISON SECURITIES, INC.

SIMONET FINANCIAL GROUP, LLC

BARTON FINANCIAL GROUP LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL LLC

PFS INVESTMENTS INC.

Investors

REBECCA DIANE PULLIAM

Katherine Camille Brown

Heidi Beth Irwin

Nicholas David Irwin

Robert Eugene Brown

Stephanie Ann Hendershot

WILLIAM ALEXANDER HARRISON

Shalana Denise Poole

Max Henry Diefenthaler

BILLYGRAM SIMONET

ZACHARY A BARTON

WILLIAM Gerard PIER

William Heredia-Ramirez

SHELLEY MARIE PEREZ

RICHARD EARL GIBBENS

SAMUEL JOHN RYLANDER

KENNETH HARVEY THIGPEN

BENJAMIN LOUIS LONGORIA

RICHARD MICHAEL SALAS

PATRICIA DALE THORNTON

Michael Feulner

Johnathan Tyler Curnutt

Crystal Leigh Dixon

SCOTT RAY LAZENBY

Matthew Leon Zito

Within 25 miles of Lockhart, TX, Best Investors lists 35 registered investment advisory firms with 62 offices nearby, managing about $6.91T in combined regulatory AUM across 989,411 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 Lockhart

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM