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Best financial advisors in Magnolia, TX

Registered advisers within 25 miles of Magnolia, TX.

Offices
440
Firms
162
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
2.86M
2,859,761 clients when Item 5C has a number
Avg / client
$5.07M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITED CAPITAL FINANCIAL ADVISORS
WHITE WING WEALTH MANAGEMENT, LLC
WHITE WING CAPITAL PARTNERS, LLC
UBS FINANCIAL SERVICES INC.
OSAIC ADVISORY SERVICES, LLC
EDWARD JONES
ROCKEFELLER FINANCIAL LLC
BANORTE ASSET MANAGEMENT, INC.
SANCTUARY ADVISORS, LLC
RHAME & GORRELL WEALTH MANAGEMENT
LLOYDS INTREPID WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIVE POINT INFRASTRUCTURE LLC

Investors

Kimberly Crowl Steed
Tyler Johns
RYAN MATTHEW MCDONALD
RAYMOND KEY
ANGELA DENICE SANDERS
MARY LAUREN SANTINI
STEPHEN DOUGLAS BAUER
JOHN MICHAEL TRENT
ALIF KAROWADIA
CLIFTON SCOTT MC MILLAN
Meredith Elyse Stewart
CHARLTON ESTEVAN VANCE
WADDY JOE HAMMOND
STANLEY RAPHAEL PENA
RYAN SCHROEDER MATHES
WILLIAM PATRICK LYNCH
RALPH JOHN SCHROEDER
Clayton Cade McKenzie
Raymond Rogers
KYLE BENJAMIN MAXWELL
KEVIN RAY HERMIS
ADAM J LOVELESS
MARK CLIFFORD FRENCH
Sean Foust
Stacie Leigh Harris Boyle
William Jamison Morris Wallrapp
SHAWNA D ALEXANDER
ANTONIO TERUGGI PEREDA
Mario Hank
AARON ANTONIO BUITRON ROMERO
VICTOR HUGO BUJANDA
RICARDO ROCHE MALDONADO
JULIO CESAR GIL RECIO
BRENDA MICHELLE GARCIA AYALA
Miguel Maisterra Silva
BRADLEY CLARK CHAPPELL
BRENT ROBERT CHAPPELL
MICHAEL W MILLS
BRIANNA LEA WARREN
CHEL Lynn LARKIN
JAYMIE WENDT
SPENCER CARLSON
WILLIAM STEPHEN WARREN
Cydney Pineda Nash
John Alexander Geresi
Melissa McCook Rudell
TIMOTHY LEE BLANCHARD
BRECKLYNN MICHELLE WILLIAMS
KYLE MATTHEW MCCLAIN
David Ryland Hunter
Jack Weston Wood Freeman
Garett Steele
JEFFREY GLYNN RHAME
KYLE WILLIAM NICKERSON
Tyler Curtis Miller
Clayton Hostetter
Cory Dennis Moscoso
Austin Manning
Samanta Chirico Eliaz
ROBERT JOSEPH LLOYD
CHRISTOPHER HENRY LLOYD
Morgan Manfre Murdock
DOUGLAS ALAN WILKINSON
Ronald Lee Folwell
Jonathan Alexander Murdock
WENDY MCGOWAN ALLEN
Edwin Blaine Decker

Within 25 miles of Magnolia, TX, Best Investors lists 162 registered investment advisory firms with 440 offices nearby, managing about $14.5T in combined regulatory AUM across 2,859,761 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 Magnolia

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM