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Best financial advisors in Mineola, TX

Registered advisers within 25 miles of Mineola, TX.

Offices
25
Firms
11
Combined AUM
$3.34T
Firm-wide filings, not assets booked only here
Clients
878K
877,881 clients when Item 5C has a number
Avg / client
$3.80M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
DEAN WEALTH MANAGEMENT, LLC
TDL MANAGING PARTNERS, LLC
MML INVESTORS SERVICES, LLC
SIMPLICITY WEALTH

Investors

Amy Donielle Castleberry
Jason Loren Ray
Troy N Turner
Jurgen Daniel Simons
Gregory Raymond Mills
BRIAN DAVID COVENTRY
Tony LeGrow
Jessica Flores
Donald Regan Brandon
BRIAN MATTHEW SIVERTSEN
TINA RENEE SIVERTSEN
ALLISON TAYLOR
MICHELLE LYNN ALSTAT
RENAE Q JOHNSON
Marion Chester Walters
Martina Stanley
JOE NMN WYLIE
BENJAMIN HERSCHEL DEAN
DAVID MICHAEL BREEDLOVE
Darren Matthew Swanner
William Thomas Harrison
Brandon Ross Roberts
Holly Wasson
Lauren Raymond Woods
MAX STEWART
Jeremy Dean Ables
Andres De Jesus Ledesma
DWIGHT JAY OLIVER
ANDREW SCOTT FOCHT

Within 25 miles of Mineola, TX, Best Investors lists 11 registered investment advisory firms with 25 offices nearby, managing about $3.34T in combined regulatory AUM across 877,881 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 Mineola

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM