Best financial advisors in Lufkin, TX

Registered advisers within 25 miles of Lufkin, TX.

Offices

40

Firms

21

Combined AUM

$5.36T

Firm-wide filings, not assets booked only here

Clients

310K

309,608 clients when Item 5C has a number

Avg / client

$17.3M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

615 US HWY 69
HUNTINGTON, TX 75949

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1609 SOUTH CHESTNUT STREET SUITE 103
LUFKIN, TX 75901

STATE FARM INVESTMENT MANAGEMENT CORP.

1605 S. Chestnut Drive
Lufkin, TX 75901

COMMONWEALTH FINANCIAL NETWORK

1101 S Chestnut Street
Lufkin, TX 75901

EDWARD JONES

2003 TULANE DR
LUFKIN, TX 75901

LPL FINANCIAL LLC

212 S TIMBERLAND DR SUITE L
LUFKIN, TX 75901

RBC CAPITAL MARKETS, LLC

5030 Champions Dr.
Lufkin, TX 75901

EDWARD JONES

204 CHRISTIE ST
LUFKIN, TX 75904

CETERA INVESTMENT ADVISERS LLC

222 S SECOND ST
LUFKIN, TX 75901

11 FINANCIAL

504 S FIRST ST.
LUFKIN, TX 75901

PLANMEMBER SECURITIES CORPORATION

415 S. First St., Suite 440
Lufkin, TX 75901

EDWARD JONES

321 SOUTH FIRST
LUFKIN, TX 75901

EDWARD JONES

619 WEST FRANK AVE
LUFKIN, TX 75904

LPL FINANCIAL LLC

1503 HANKS ST, STE A
LUFKIN, TX 75904

EDWARD JONES

1318 S JOHN REDDITT DRIVE SUITE B
LUFKIN, TX 75904

LPL FINANCIAL LLC

205 N TEMPLE
DIBOLL, TX 75941

11.6 miles away

SANCTUARY ADVISORS, LLC

303 S TEMPLE DR STE 300
DIBOLL, TX 75941

11.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

201 EAST MAIN STREET
NACOGDOCHES, TX 75961

20.9 miles away

LEVEL FOUR ADVISORY SERVICES

320 North Street Suite 308
Nacogdoches, TX 75961

21.1 miles away

B. RILEY WEALTH ADVISORS, INC.

816 North Street, Suite 6
Nacogdoches, TX 75961

21.3 miles away

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

STATE FARM INVESTMENT MANAGEMENT CORP.

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

RBC CAPITAL MARKETS, LLC

CETERA INVESTMENT ADVISERS LLC

PLANMEMBER SECURITIES CORPORATION

SANCTUARY ADVISORS, LLC

LEVEL FOUR ADVISORY SERVICES

B. RILEY WEALTH ADVISORS, INC.

Investors

Travis Duke Parker

ROBERT SCOTT WEST

JAY WAYNE JACKSON

CHRISTOPHER SLOAN MOSS

Ashlyn Nichole Reece

BRADLEY CRAIG MORRIS

STEPHEN WAYNE CORLEY

Jayce Randall Murry

TIMOTHY WILLIAM GEISBAUER

GREGORY TAYLOR BOWMAN

BONNIE KATHLEEN MCKINNEY

JAMES JOSHUA ZELESKEY JR

JOHN PHILLIP FRIESEN

Paul Weston Reed

JIMMY RAY MCDANIEL

JOSEPH JEROME CEASAR

Joshua Deron Vinson

Matthew Blair Williamson

Christopher Todd Conrad

Vincent Ray Treadwell

Zachary Ethan Boyd

John A Lassitter

Ashley Albritton Kettelkamp

Brent A Brookshire

Jay Russell Schwartz

TREY LANDEL WILKERSON

ROY MAXWELL ALVIS, Jr.

William ALLEN ALVIS

Thad Jeffrey Erwin

STEPHEN CASEY WRIGHT

AMANDA LYNN MITCHUM

GEORGE EINAR RAY

Within 25 miles of Lufkin, TX, Best Investors lists 21 registered investment advisory firms with 40 offices nearby, managing about $5.36T in combined regulatory AUM across 309,608 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 Lufkin

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM