Best financial advisors in Moffatt, TX

Registered advisers within 25 miles of Moffatt, TX.

Offices

44

Firms

19

Combined AUM

$6.19T

Firm-wide filings, not assets booked only here

Clients

887K

887,400 clients when Item 5C has a number

Avg / client

$6.98M

Combined AUM ÷ clients

Nearby offices

WELLS FARGO CLEARING SERVICES, LLC

ONE NORTH MAIN
TEMPLE, TX 76501

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

16 E Avenue N Suite 203B
Temple, TX 76501

EDWARD JONES

4224 S 5TH ST SUITE B
Temple, TX 76502-3344

PNC WEALTH MANAGEMENT LLC

1315 SOUTH 31ST STREET
TEMPLE, TX 76504

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

803 S 33rd St.
Temple, TX 76504

PNC WEALTH MANAGEMENT LLC

1004 MARLANDWOOD ROAD
TEMPLE, TX 76502

EDWARD JONES

1908 WEST AVENUE H
TEMPLE, TX 76504

EDWARD JONES

1023 CANYON CREEK DR SUITE 120
TEMPLE, TX 76502-3278

CENTAURUS FINANCIAL, INC.

1949 SCOTT BLVD.
TEMPLE, TX 76504

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

3405 S 31ST ST
TEMPLE, TX 76502

WELLS FARGO CLEARING SERVICES, LLC

3407 S 31ST ST
TEMPLE, TX 76502

THE STRATEGIC FINANCIAL ALLIANCE, INC.

4102 SOUTH 31ST STREET SUITE 350
TEMPLE, TX 76502

PFS INVESTMENTS INC.

1506 PASEO DEL PLATA STE 300
TEMPLE, TX 76502

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

2027 South 61st Street, suite 115B
Temple, TX 76504

STATE FARM INVESTMENT MANAGEMENT CORP.

3604 SW H K Dodgen Loop Ste. 100
Temple, TX 76504

EDWARD JONES

5293 S 31ST ST SUITE 133
TEMPLE, TX 76502

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2010 Birdcreek Drive Suite 100
Temple, TX 76502

EDWARD JONES

2305 BIRDCREEK TERRACE
TEMPLE, TX 76502

JOURNEY ADVISORY GROUP, LLC

2207 BIRDCREEK DR.
TEMPLE, TX 76502

EDWARD JONES

100 KASBERG DR STE B
TEMPLE, TX 76502

Firms

WELLS FARGO CLEARING SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

PNC WEALTH MANAGEMENT LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CENTAURUS FINANCIAL, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THE STRATEGIC FINANCIAL ALLIANCE, INC.

PFS INVESTMENTS INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

JOURNEY ADVISORY GROUP, LLC

Investors

MELODY ANGEL WALLACE

BARBARA MARIE CARDINAL-SORGE

STACY DENISE WOLBRUECK

JOHN CRAIG CONNOLLY

HUGH DUNHAM SHINE

Jeffrey Bruce Coffman

Douglas Martin Weisbruch

Shannon E. Young

MELINDA ANN BULLS

Julian Rebucas Tahimik

Donna Mikulas Heatherley Martin

Cody Dan Fenoglio

Daryl Dee Riegel

Joshua D Sadler

MICHAEL ANDREW MONTGOMERY

Alexander Michael Fry

CHAD Steven HOLDER

WILLIAM MARCUS HENN

WILLIAM ROBERT WOUGHTER

MARK STEPHEN MCINTYRE

ARTHUR NEAL MCBURNETT

DARRELL EDWARD GLASER

Trevor Allen Glaser

JOHN ROBERT FARWELL

Thomas Ray Howell

Donny Wilson Hyden

Natalie Rizvi Allman

Deanna Lynn Willson

John Robert Holmes

Christine Eastham Kianes

Jacob Stefan Smith

KATHRYN C MCNEELY

Johnathan Howard Taylor

Within 25 miles of Moffatt, TX, Best Investors lists 19 registered investment advisory firms with 44 offices nearby, managing about $6.19T in combined regulatory AUM across 887,400 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 Moffatt

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 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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM