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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

ROBINSON VALUE MANAGEMENT, LTD.
SHOREBIRD CAPITAL, LP
TITLEIST ASSET MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
HILLTOP SECURITIES INC.
AMERITAS ADVISORY SERVICES, LLC
SANCTUARY ADVISORS, LLC
CHRISTENSEN GROUP FINANCIAL, LLC
MARTIN CAPITAL ADVISORS, LLP
TLWM FINANCIAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MARK MUECKE CAPITAL MANAGEMENT, LLC
MWA FINANCIAL SERVICES INC.
STRATEGIQ FUNDS, INC.
STONE WALL FINANCIAL
LPL FINANCIAL LLC

Investors

CHARLES WILSON ROBINSON
AMY ABBEY ROBINSON
BYRON LUCIEN FIELDS
Penny Prewitt Jones
CHASE MATTHEW O'BANION
MARC BENEDICT MARQUEZ
MARC ALLEN YORK
Frank Henry Bullinger
CHRISTOPHER RAWSON
NEIL HOWARD KALB
JOE-BEN O'BANION
MARIA ADRIANA VALENCIA
SRDJAN BLUM
JEROMY AUSTIN WHITE
Justin Loyd Brady
Justin Tyler Wagner
Carlos Giovanni Castorena
Ann Beth Barham
ROY BRYAN BLY
MATTHEW CARTER NERZ
CHRISTOPHER JASON MANN
Katie Keppler
Cameron Luke Blake
Katarina Gabriella Partalas
CHRISTIAN ANDREW AMSBERRY
David Leo Smidebush
RICHARD MICHAEL JUDD
ADAM MARK EISENHAUER
RUSSELL CLARK KING
Thomas Edward Moore
Lisa Marie Alvarado
CHARLES SCOTT GLOVER
JERROD HENRY FRASER
WILLIAM BLAKE KOPPLIN
David D Levenhagen
KATIE MARIAH LANGE
WARREN ROBERT HECKENDORN
Trenton Leffingwell
JEFFREY DEAN DOSS
Cynthia Sue Holland
Brendan Maurice Nohsey
Bryan Hicks
MARK EDWARD TRAVIS
JOHN CLARK STULTS
BRANDON ANDERSON BOWMAN
LARRY BRENT WELDER
Joseph Roeber Schuetze
Gloria Cisneros
Joshua Cade Johnson
STEPHANIE WILKE KRUEGER
Christopher Phillips
COLTON MATTHEW KRUEGER
CARMEN DARBY BARNCORD
PAUL BRYCE MARTIN
ENZO THOMAS PELLEGRINO
ROBERT SCOTT BOWERMAN
SIMON JAMES THOMPSON
Preston James Vaught
Juan Chavez
Alexis Ferris
ELISSA M LOCOCO
GARY CHARLES FARMER
JOSEPH G RODRIGUEZ
Daniel Edward Rebmann
Brisa Gonzales
MARK WALTER MUECKE
JORGE CASTILLO
JERROD R SUMMERS
BRIAN ANTHONY MARCHIORI

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