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Best financial advisors in Marion, TX

Registered advisers within 25 miles of Marion, TX.

Offices
415
Firms
175
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,691,769 clients when Item 5C has a number
Avg / client
$4.83M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
EQUITABLE ADVISORS, LLC
PLANMEMBER SECURITIES CORPORATION
SATHER FINANCIAL GROUP, INC.
PARK AVENUE SECURITIES LLC
FIRST COMMAND ADVISORY SERVICES
OLSON WEALTH MANAGEMENT
FIRST FIDELITY WEALTH MANAGEMENT LLC
SABER AND SHIELD WEALTH MANAGEMENT, L.L.C

Investors

Bruce John Byrne
ALEXANDER HENRY HARTMAN
JEREMY DAVID FULLER
Zackary James Bilbrey
STEPHEN MICHAEL WALLACE
ROBERT DERRICK WAGNER
HEATHER MARIE MAZOCH
Matthew Colby Bauer
Matthew H Willemin
Jorge Camero
Yvonne Thompson Maniez
KEVIN LEE VIGIL
PRISCILLA JO SHUSTER
Douglas F Ternan
Steve D Rocha
Alexandra Paige Squires
MARK GREGORY SQUIRES
James Arthur Wissmiller
Rebecca Muehl
John D Muehl
JOSEPH ANDREW RITTERHOUSE
William Charles Errett
Evan Phillip Martinez
Grant Warren Wilson
HARVINDER S SAHNI
Robert Lee Brister
Annette Medley
Patrick Charles Marshall
JASON DANE SMITH
Ili MANSFIELD
John Robert Grigsby
Georgia Lynn Malmsten
Clark Ryan Pantel
KENNETH WAYNE OLSON
HEATHER VIRGINIA DORRESTIJN
ROBERT WILLEM DORRESTIJN
Santanna Moody
Simon Glen Saberon
SHELBY HOFFMAN SABERON
Rebecca Anne Coker

Within 25 miles of Marion, TX, Best Investors lists 175 registered investment advisory firms with 415 offices nearby, managing about $13.0T in combined regulatory AUM across 2,691,769 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 Marion

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM