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Best financial advisors in Monadale, TX

Registered advisers within 25 miles of Monadale, TX.

Offices
785
Firms
453
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,198,243 clients when Item 5C has a number
Avg / client
$5.71M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
INKED INVESTMENTS
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
ISF ADVISORY, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.

Investors

John David Kaspar
Jennifer Lynn Brown
Monica Dee Story
Kacie Nichole Edmonds
Nicholas A Morton
DENVER LEIGH CHILDS
ANGELA FAYE HONEY
Stephen C Homer
Sarah Alexandra Chavarria
Jorge Alberto Cepeda
JEFFREY WILLIS DURKEE
CLINTON LESLIE POTTS
Mary Ann Yi
JOSEPH W JEFFERS
HASSAN SYED ALI
SHONDA DAVIS HETHERINGTON
Amy M Norris
Kari Lynn Matney
STEPHEN ALLEN CARTER
MARQUES JELLANI BOBO
Rebecca LeAnn Robinson
Gina Bustos
LAURENCE JOHN EGLE
LOGAN SCOFIELD LEPE
JEFFREY DAVID BRECHT

Within 25 miles of Monadale, TX, Best Investors lists 453 registered investment advisory firms with 785 offices nearby, managing about $18.3T in combined regulatory AUM across 3,198,243 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 Monadale

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM