Best financial advisors in Moody, TX

Registered advisers within 25 miles of Moody, TX.

Offices

121

Firms

48

Combined AUM

$9.00T

Firm-wide filings, not assets booked only here

Clients

1.65M

1,650,499 clients when Item 5C has a number

Avg / client

$5.45M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

215 W Mcgregor Dr Unit A
Mcgregor, TX 76657

11.1 miles away

LPL FINANCIAL LLC

7480 HONEYSUCKLE # 100
TEMPLE, TX 76502

11.5 miles away

COMMONWEALTH FINANCIAL NETWORK

10156 Windy Pointe Dr
Temple, TX 76502

11.6 miles away

EDWARD JONES

7363 WEST ADAMS AVE SUITE 103
TEMPLE, TX 76502

11.6 miles away

EDWARD JONES

9105 ADAMS LN SUITE A
TEMPLE, TX 76502

11.7 miles away

WHISPER WEALTH ADVISORS LLC

216 PALOMA DR STE 110
TEMPLE, TX 76502

11.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

10252 W Adams Ave Ste 104B
Temple, TX 76502

11.7 miles away

EDWARD JONES

100 KASBERG DR STE B
TEMPLE, TX 76502

11.8 miles away

EDWARD JONES

1908 WEST AVENUE H
TEMPLE, TX 76504

13.3 miles away

WELLS FARGO CLEARING SERVICES, LLC

ONE NORTH MAIN
TEMPLE, TX 76501

13.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

803 S 33rd St.
Temple, TX 76504

13.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

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

13.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2010 Birdcreek Drive Suite 100
Temple, TX 76502

13.7 miles away

PNC WEALTH MANAGEMENT LLC

1315 SOUTH 31ST STREET
TEMPLE, TX 76504

13.7 miles away

JOURNEY ADVISORY GROUP, LLC

2207 BIRDCREEK DR.
TEMPLE, TX 76502

13.7 miles away

EDWARD JONES

2305 BIRDCREEK TERRACE
TEMPLE, TX 76502

13.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

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

13.8 miles away

EDWARD JONES

3011 N MAIN ST STE C
BELTON, TX 76513

14.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

16 E Avenue N Suite 203B
Temple, TX 76501

14.2 miles away

CENTAURUS FINANCIAL, INC.

1949 SCOTT BLVD.
TEMPLE, TX 76504

14.3 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

WHISPER WEALTH ADVISORS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

PNC WEALTH MANAGEMENT LLC

JOURNEY ADVISORY GROUP, LLC

CENTAURUS FINANCIAL, INC.

Investors

Jorge Luis Hallon

JOHN RAGSDALE BAILEY

KEVIN WILLIAM MEYER

Angel Jose Santiago

Barrett Scott Evan

Todd M. Vincent

Dylan Curtis Ripley

Thomas Robert Cooper

BRYAN ROGER DANIEL

ERIC LEROY PRALL

Johnathan Howard Taylor

Donna Mikulas Heatherley Martin

Cody Dan Fenoglio

MELODY ANGEL WALLACE

BARBARA MARIE CARDINAL-SORGE

STACY DENISE WOLBRUECK

JOHN CRAIG CONNOLLY

HUGH DUNHAM SHINE

MELINDA ANN BULLS

JOHN ROBERT FARWELL

Deanna Lynn Willson

John Robert Holmes

Shannon E. Young

KATHRYN C MCNEELY

Christine Eastham Kianes

Jacob Stefan Smith

DARRELL EDWARD GLASER

Trevor Allen Glaser

Scot Wilson Hrbacek

Jeffrey Bruce Coffman

MICHAEL ANDREW MONTGOMERY

Within 25 miles of Moody, TX, Best Investors lists 48 registered investment advisory firms with 121 offices nearby, managing about $9.00T in combined regulatory AUM across 1,650,499 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 Moody

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM