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Best financial advisors in Mertens, TX

Registered advisers within 25 miles of Mertens, TX.

Offices
13
Firms
8
Combined AUM
$2.29T
Firm-wide filings, not assets booked only here
Clients
645K
645,387 clients when Item 5C has a number
Avg / client
$3.55M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
EAGLE FINANCIAL ADVISORS, LLC
WORTH ASSET MANAGEMENT
LEGACY WEALTH ADVISORS, INC.

Investors

Noah Compton Dansby
BRANDEN CHARLES MANN
BARRY LEE BAILEY
ROBERT MICHAEL CLARKIN
Christopher Adam Gabel
Jason Coty Garcia
Jennifer Jolene Vendryes
JOHN DAVID HALE
Christopher Joseph Tucker
JOHN DANIEL LANDRUM
Barry Ray Moore
KIP RYON FEDORA
Jeffrey Todd Irish
KELLY L. FRANCIS

Within 25 miles of Mertens, TX, Best Investors lists 8 registered investment advisory firms with 13 offices nearby, managing about $2.29T in combined regulatory AUM across 645,387 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 Mertens

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 WORTH ASSET MANAGEMENT 10 advisers $288M AUM 7 EAGLE FINANCIAL ADVISORS, LLC 8 advisers $113M AUM 8 LEGACY WEALTH ADVISORS, INC. 2 advisers $49.9M AUM