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Best financial advisors in Montgomery, TX

Registered advisers within 25 miles of Montgomery, TX.

Offices
402
Firms
166
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,822,697 clients when Item 5C has a number
Avg / client
$5.17M
Combined AUM ÷ clients

Nearby offices

Firms

CENTAURUS FINANCIAL, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
OAKSTREET WEALTH MANAGEMENT, INC.
BLOCTECH MANAGEMENT, LLC
PRIVATE ADVISOR GROUP, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
PALADINO WEALTH
KINGSVIEW WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.

Investors

Matthew Thomson McLane
John Lefler
James l Schulmire
Patrick York McLane
CHAD MCLANE
Frank Andrew McLane
DANIELA Mead Pratt
Cesar Stanley Martinez
Caleb Zaborowski
Clint Blinka
Luke Daniel Smith
Thomas J Reed
Crystal Marie Coley
LINDSEY AMANDA BLACK
AUSTIN MICHAEL BROWN
JEREMY JOE WALKER
SCOTT BRAD DEAN
WILLIAM JOSEPH PALADINO
SHANON PAUL SALSBURY
Brian Lee Gremminger
James Roderick Allen
Rachel Sokira Clark
MICHAEL ANDREW PINKLEY
KEVIN W. PINKLEY
Michael Dwayne Reese
Bryan Joseph Sullivan
Samuel Schmittgens

Within 25 miles of Montgomery, TX, Best Investors lists 166 registered investment advisory firms with 402 offices nearby, managing about $14.6T in combined regulatory AUM across 2,822,697 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 Montgomery

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM