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Best financial advisors in Marshall, TX

Registered advisers within 25 miles of Marshall, TX.

Offices
56
Firms
25
Combined AUM
$7.56T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,568,705 clients when Item 5C has a number
Avg / client
$4.82M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
EDWARD JONES
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

MICHAEL STEVENS
MICHAEL ALBERT VERHALEN
ALEXANDRIA PAIGE YOHN
Aurelio Ortiz
Brooke LaBouve
NATHAN NIVEN BACH
Travis Ellwood Keeney
ASHLEY W. CAUDLE
KENNETH KYLE KNOX
Beau Burris
Lorie S Knox
John Jace London
James Stone Thomas
Preston Alexander Paul
JAMES HOWARD PONDER
Kasey Leigh Cram
Brad Wells Howlett
Molly Marie Hollis
Breandan Elane Pogue
Courtney Shae Meadows
Christopher Scott Comer
Russell Joseph Romano
Logan D Skinner
HARRY RUSSELL HEADRICK
William Forrest Williams
KELON CARTER HALL
Natalie L Long
Roger Dale Hendricks
ASA RILEY DEWITZ
Lori Ivey
Chad Edward Smith

Within 25 miles of Marshall, TX, Best Investors lists 25 registered investment advisory firms with 56 offices nearby, managing about $7.56T in combined regulatory AUM across 1,568,705 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 Marshall

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM