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Best financial advisors in Longview, TX

Registered advisers within 25 miles of Longview, TX.

Offices
87
Firms
30
Combined AUM
$8.85T
Firm-wide filings, not assets booked only here
Clients
1.58M
1,579,831 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PERRY D. REED & COMPANY, P.C.
RBC CAPITAL MARKETS, LLC
PARK AVENUE SECURITIES LLC
CG ADVISORY SERVICES
&PARTNERS
CETERA INVESTMENT ADVISERS LLC
CONCURRENT INVESTMENT ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Chad Edward Smith
Preston Watkins
BRIAN LEE BOGUE
JASON SCOTT DODSON
JAMES RUSSELL MALONE
DAVID FURRH WARE
PERRY DONALD REED
THOMAS EUGENE RILEY
BRUCE ALEXANDER CAMMACK
TRACY ANNETTE WEBB
NANCY SHATTO MURRAY
BRADEN CLARK WISE
DAVID LELAND CARR
Cassidy Carr
DEBRA ELLA NICHOLAS
ANA C GOMEZ
TINA PRIOR SELLERS-PHELAN
DAVE LYNDON SPURRIER
Martin Cerda
RHONDA ALYSON BAGLEY
CURTIS TILMAN HINSHAW
CARL MILTON NEWMAN
JONATHAN ROBERT CROMER
JERRY DAVID MARTIN
Erin Kay Whitehurst
Tyler Newman
VICKIE R. BOGGIO
WILLIAM YNGVE RICE
WILLIAM YNGVE RICE
Natalie L Long
Roger Dale Hendricks
BRENT SCOTT SMITH
KELON CARTER HALL
KELLYN ROZIER DRAYER
Todd Louis Antonucci
JOSEPH ADAMS WALLACE
MICHELLE LAMOND
LISA LOWRANCE
STEPHEN NICKLAUS SCHERREY
HARRISON EDWARD BERRYHILL
JAMES A WILLETT II
REBECCA SCHICK MOORE
FRED JACK IRWIN
DONNA TOOMBS
KENNETH M. CHINN
BRUCE R CLARK
JACOB NATHANIEL IRWIN
RUSSELL THOMAS WILSON
ALLEN JEFFERY RAND
ASHLEY COLLIER KING
RYAN CHRISTOPHER LACY
MATTHEW HOPKINS WILLETT
WILLIAM CHINN
GLENN H. COLLIER
TOM SHELDON HALEY
STEPHEN SCHERREY
JONATHAN KILLINGSWORTH
WALTER KEY CASH
CHRISTOPHER THOMAS WILSON
KEVIN BRENT ROSSOW

Within 25 miles of Longview, TX, Best Investors lists 30 registered investment advisory firms with 87 offices nearby, managing about $8.85T in combined regulatory AUM across 1,579,831 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 Longview

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM