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Best financial advisors in Mcqueeney, TX

Registered advisers within 25 miles of Mcqueeney, TX.

Offices
132
Firms
49
Combined AUM
$7.82T
Firm-wide filings, not assets booked only here
Clients
1.12M
1,117,373 clients when Item 5C has a number
Avg / client
$7.00M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
SATHER FINANCIAL GROUP, INC.
PARK AVENUE SECURITIES LLC
OLSON WEALTH MANAGEMENT
EQUITABLE ADVISORS, LLC
HERITAGE HAUS WEALTH PARTNERS LLC

Investors

HEATHER MARIE MAZOCH
Monica Garcia
Steven Christopher Alyea
John R Boroff
JESSICA MICHELLE DELANY
Kristy Marie Kirkland
Kenneth Ryan Wolber
Kenneth Douglas Martin
Troy Anton Halfmann
Rebecca Joy Kallies
Ned Cox
Stacy Lyn Allen
Brandon Vincent Wayne Allen
MICHAEL A LEAL
Jorge Camero
Yvonne Thompson Maniez
KEVIN LEE VIGIL
William Charles Errett
Evan Phillip Martinez
James Arthur Wissmiller
Rebecca Muehl
John D Muehl
Grant Warren Wilson
HARVINDER S SAHNI
Georgia Lynn Malmsten
Clark Ryan Pantel
KENNETH WAYNE OLSON
Alexandra Paige Squires
MARK GREGORY SQUIRES
Michael Samuel Srulowitz
Tanner J. Friesenhahn
Michael Francisco Gaona

Within 25 miles of Mcqueeney, TX, Best Investors lists 49 registered investment advisory firms with 132 offices nearby, managing about $7.82T in combined regulatory AUM across 1,117,373 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 Mcqueeney

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM