Best financial advisors in Lorena, TX

Registered advisers within 25 miles of Lorena, TX.

Offices

91

Firms

45

Combined AUM

$8.95T

Firm-wide filings, not assets booked only here

Clients

1.48M

1,477,732 clients when Item 5C has a number

Avg / client

$6.06M

Combined AUM ÷ clients

Nearby offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

706 Sun Valley Blvd
Hewitt, TX 76643

EDWARD JONES

400 SAPPHIRE
HEWITT, TX 76643

EDWARD JONES

2410 WYCON DR SUITE 202
WACO, TX 76712-0000

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

2410 Wycon Drive, Suite 204
Waco, TX 76712

EDWARD JONES

5401 CROSSLAKE PARKWAY SUITE 300
WACO, TX 76712

THRIVENT INVESTMENT MANAGEMENT INC.

115 Burnett Ct
Woodway, TX 76712

LPL FINANCIAL LLC

105 OLD HEWITT RD, SUITE 400
WACO, TX 76712

EDWARD JONES

7804 CENTRAL PARK DRIVE
WOODWAY, TX 76712

EDWARD JONES

8300 OLD MC GREGOR RD STE 1B
WACO, TX 76712

STATE FARM INVESTMENT MANAGEMENT CORP.

8809 Woodway Dr
Waco, TX 76712

EDWARD JONES

250 Sharron Dr
Woodway, TX 76712

CX INSTITUTIONAL, LLC

15150 Badger Ranch Blvd., Suite 203
Woodway, TX 76712

CX INSTITUTIONAL, LLC

15150 Badger Ranch Blvd., Suite 203
Woodland, TX 76712

EDWARD JONES

15190 BADGER RANCH BLVD UNIT 101
WACO, TX 76712

CETERA INVESTMENT ADVISERS LLC

16100 BADGER RANCH BLVD
WACO, TX 76712

STATE FARM INVESTMENT MANAGEMENT CORP.

7213 New Sanger Ave
Waco, TX 76712

STATE FARM INVESTMENT MANAGEMENT CORP.

1000 S New Rd Ste 180
Waco, TX 76711

EDWARD JONES

5018A W WACO DRIVE
WACO, TX 76710

NOBLE ADVISORY GROUP LLC

6801 SANGER AVE SUITE 120A
WACO, TX 76710

FOUNDERS FINANCIAL SECURITIES LLC

6801 Sanger Ave Suite 105
Waco, TX 76710

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CX INSTITUTIONAL, LLC

CETERA INVESTMENT ADVISERS LLC

NOBLE ADVISORY GROUP LLC

FOUNDERS FINANCIAL SECURITIES LLC

Investors

Stacy Renee Brooks

John Michael Maddux

Charles R Virnau

Benjamin D Barnett

Shawna Brooke Bradfute

Richard K. Wallace

SHARON DALE KOESTER

Timothy Rothenbush

Brandon C Kubitza

TIMOTHY RAY GRIESSE

RICHARD LANCE HIGH

Joshua Carl Satterfield

Shown Patrick Carter

Ryan William McCreery

Justin Trey Kegley

Donna Lynn Phelps

Matthew Scott Dollar

TRACI LYNN PLEMONS

Bradley Alan Wilson

BRIAN CHRISTOPHER DAVIS

BRIAN ALEXANDER REMSON

Michael Robinson

Ronald Lee Freeman

Eric Stephen Lovett

KENDALL CHARLES LOVETT

RICHARD LESLIE KRUGER

MATTHEW CHRISTOPHER DILL

Brent Allen McFarling

LANCE LIPOUFSKI

NEAL EDWARD STANFIELD

Within 25 miles of Lorena, TX, Best Investors lists 45 registered investment advisory firms with 91 offices nearby, managing about $8.95T in combined regulatory AUM across 1,477,732 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 Lorena

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 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