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Best financial advisors in Los Fresnos, TX

Registered advisers within 25 miles of Los Fresnos, TX.

Offices
23
Firms
14
Combined AUM
$5.87T
Firm-wide filings, not assets booked only here
Clients
1.04M
1,035,338 clients when Item 5C has a number
Avg / client
$5.67M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

ALEJANDRO FLORES
LIN A EDWARDS
LUIS CARLOS DELAROSA
David Diaz
CRUZ CHRISTIAN LOPEZ
Anthony Albert Rendon
MIGUEL LOZANO
MARIA LIDIA ROJAS
IRIS L DIAZ
JULIO HERIBERTO CAVAZOS
JOSCELINE NAVE
MICHAEL JONATHAN LIMAS
ROBERT FREDERICK RICHARDSON
NANCY KILLIAN RODRIGUEZ
LURDES COATS
DAVID MERRILL
TITO SHANE
Cristobal Aaron Delgado
Carlos Enrique Cuellar
Daniel Reza
MATT DAVID HEFFERNAN
David J Heffernan
DENNIS MARTIN MITCHELL
MONTE KEITH MARTIN
TITO RESENDEZ
EDUARDO GONZALEZ
EUSEBIO CORTEZ
ANGELICA MARIA GARRIDO

Within 25 miles of Los Fresnos, TX, Best Investors lists 14 registered investment advisory firms with 23 offices nearby, managing about $5.87T in combined regulatory AUM across 1,035,338 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 Los Fresnos

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM