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Best financial advisors in Mc Dade, TX

Registered advisers within 25 miles of Mc Dade, TX.

Offices
20
Firms
9
Combined AUM
$2.81T
Firm-wide filings, not assets booked only here
Clients
268K
268,055 clients when Item 5C has a number
Avg / client
$10.5M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
DOUGLAS CAPITAL ADVISORS
CETERA INVESTMENT ADVISERS LLC
WESTPARK WEALTH ADVISORS, INC.
DOVETAIL WEALTH MANAGEMENT, LLC
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Investors

ROBERTSON NGUNYI NDEGWA
Jack Wayne Sutton
Brandi Wilburn
Kyle D Mogonye
Adam Dean Straznicky
Walt Green
MARK GRAFTON
JOE MARK ABBOTT
PETER JOHN LYNCH
Henry Charles Golightly
Howard Douglas
Matthew Hance
DUSTIN KYLE GERSCH
Lindsey Elise Boriack
Bradley Steven Van Houten
CRAIG LORAN SIMS
REECE A CERNOCH
Stephen Miller
Micah James Oliver
Jessica Catherine Humphreys
Mark Alan Thompson
Michael Anthony DeRosa
LOUIS ROY HUGHES
Christopher James Carruthers
Mary Ann Yi
Donovan Mark Gaudin
William Richard Britten
Joel A Bravo
LOGAN SCOFIELD LEPE

Within 25 miles of Mc Dade, TX, Best Investors lists 9 registered investment advisory firms with 20 offices nearby, managing about $2.81T in combined regulatory AUM across 268,055 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 Mc Dade

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 KNIGHTS OF COLUMBUS ASSET ADVISORS LLC 237 advisers $30.5B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 DOVETAIL WEALTH MANAGEMENT, LLC 4 advisers $333M AUM 8 WESTPARK WEALTH ADVISORS, INC. 379 clients · 26 advisers $254M AUM