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Best financial advisors in Lucas, TX

Registered advisers within 25 miles of Lucas, TX.

Offices
1,967
Firms
978
Combined AUM
$21.6T
Firm-wide filings, not assets booked only here
Clients
41.7M
41,661,461 clients when Item 5C has a number
Avg / client
$519.6K
Combined AUM ÷ clients

Nearby offices

Firms

CLEAR AND SIMPLE FINANCIAL GROUP LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
COMPASS FINANCIAL MANAGEMENT LLC
ADVISOR RESOURCE COUNCIL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
FROST INVESTMENT SERVICES
OSAIC WEALTH, INC.
FIRST CHOICE FINANCIAL PLANNING LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

BILLY WORTH BRIGGS
JUDD WRIGHT KEARBY
David Neftali Acosta
Stephen H. Jones
Willard Andrew Nopper
FREDERICK EUGENE MOWERY
Conor C Shepard
STEVEN JOSEPH DAWSON
Chapman Buck King
DANIEL THOMAS WALKER
ANDERSON BATEN BROOKS
James John Hesson
Albert Keith Bryant
JASON REED
John A Pittman
Jamaul Darnell Pride
Neal Brian Norton
Tamara Warfield
David Paine Field
Brianna Lea Field
Marshall F Kube
DAREN KEITH LEE
Richard Erling
Larry Wainwright

Within 25 miles of Lucas, TX, Best Investors lists 978 registered investment advisory firms with 1,967 offices nearby, managing about $21.6T in combined regulatory AUM across 41,661,461 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 Lucas

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM