Best financial advisors in Lone Oak, TX

Registered advisers within 25 miles of Lone Oak, TX.

Offices

32

Firms

16

Combined AUM

$5.52T

Firm-wide filings, not assets booked only here

Clients

1.84M

1,840,833 clients when Item 5C has a number

Avg / client

$3.00M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

132 N TEXAS ST
EMORY, TX 75440

11.6 miles away

EDWARD JONES

7801 JACK FINNEY BLVD SUITE 105
GREENVILLE, TX 75402

12.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

9115 Wesley St Suite 1
Greenville, TX 75402

13.1 miles away

EDWARD JONES

2700 Rodeo Drive
Greenville, TX 75402

13.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2715 TRADERS RD SUITE C
Greenville, TX 75402

13.5 miles away

CHARLES SCHWAB & CO., INC.

3110 Interstate Highway 30 Suite 104
Greenville, TX 75402

13.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2814 TERRELL RD
Greenville, TX 75402

14.1 miles away

EDWARD JONES

2911 TERRELL RD STE A
GREENVILLE, TX 75402

14.1 miles away

CETERA INVESTMENT ADVISERS LLC

2609 EASTLAND SUITE B
GREENVILLE, TX 75402

14.2 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

5903 WESLEY ST
GREENVILLE, TX 75402

14.2 miles away

J.P. MORGAN SECURITIES LLC

5906 WESLEY ST.
GREENVILLE, TX 75402

14.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

5809 Wesley St
Greenville, TX 75402-8974

14.3 miles away

EDWARD JONES

4717 STONEWALL STREET
GREENVILLE, TX 75401

14.7 miles away

FIRST ADVISORS NATIONAL, LLC

4815 King Street, Suite B Suite B
Greenville, TX 75401

14.9 miles away

BLUE MONARCH FINANCIAL INC.

2418 LEE STREET SUITE 130
GREENVILLE, TX 75401

15.3 miles away

FINANCIAL LIFESTYLE MANAGEMENT

3101 JOE RAMSEY BLVD. SUITE#107
GREENVILLE, TX 75401

16.7 miles away

LPL FINANCIAL LLC

1311 LIVE OAK STREET
COMMERCE, TX 75428-2577

17.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1500 Live Oak St
Commerce, TX 75428-2548

17.9 miles away

EDWARD JONES

ON THE SQUARE 1225 WASHINGTON ST
COMMERCE, TX 75428

18.1 miles away

PFS INVESTMENTS INC.

588 N 4TH ST STE A
WILLS POINT, TX 75169

19.8 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

CHARLES SCHWAB & CO., INC.

CETERA INVESTMENT ADVISERS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

FIRST ADVISORS NATIONAL, LLC

BLUE MONARCH FINANCIAL INC.

FINANCIAL LIFESTYLE MANAGEMENT

LPL FINANCIAL LLC

PFS INVESTMENTS INC.

Investors

Brandon Ross Roberts

Billy Ray Miller

Maria Giovanna Hagaman

MICHAEL EDDIE HALL

Dylan Allensworth

Joseph Carson Lake

Nicky Don Sprowls

SUSAN NANETTE MULKEY

Matthew Logan Jones

JOSEPH ELI KILLGORE

PENNI LEANNE PERKINS

Dustin Ray Smith

LARRY DALE MONEY

JOHN CLAY PULLEN

DANIEL WAYNE FINCH

Andrew David Garner

Kathryn Michelle Ridge

VICTORIA LEE WARD

Shannon Edward Gillis

SUSAN ELIZABETH LENNON

JOHN RUSSELL ARMSTRONG

DIXIE LYNN TURMAN

Michael Roy Morrow

JAMAEL DAMON HARRIS

Within 25 miles of Lone Oak, TX, Best Investors lists 16 registered investment advisory firms with 32 offices nearby, managing about $5.52T in combined regulatory AUM across 1,840,833 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 Lone Oak

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM