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Best financial advisors in Mount Vernon, TX

Registered advisers within 25 miles of Mount Vernon, TX.

Offices
21
Firms
9
Combined AUM
$2.74T
Firm-wide filings, not assets booked only here
Clients
325K
324,587 clients when Item 5C has a number
Avg / client
$8.44M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
ACCESS FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
PROSPERA FINANCIAL SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

Savannah Shaye Phillips
MARK KEVIN SACHSE
Garrett Mclain Pool
DAVID COOK
LARRY CLAUDE CANNADAY
JASON STEPHEN REID
Frank Dalton Durrum
Erin Conrad
Franklin Russel Conrad
MCCALL MCGUIRE DYKE
WILLIAM THOMAS FERGUSON
LANNY G WALKER
JENNIFER ARNOLD WILDMAN
ANDREW ARNOLD
David Wayne Patterson
ELIOT WAYNE RESTER
William Thomas Harrison
Darren Matthew Swanner
Jimmy Charles Jones
MONICA LYN LITTLEFIELD
Julia Catherine Wilhite
Emily Brooke Atkinson
Reagan Mikaela Lowrance
Craig Sterling Johnson
CHETTAMRA SHUNEA ALEXANDER
Nichole D Rosamond
Christopher Michael Voorheese
WESLEY H COOPER
George Keres Fite

Within 25 miles of Mount Vernon, TX, Best Investors lists 9 registered investment advisory firms with 21 offices nearby, managing about $2.74T in combined regulatory AUM across 324,587 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 Mount Vernon

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 PROSPERA FINANCIAL SERVICES, INC. 14 clients · 279 advisers $12.4B AUM 8 ACCESS FINANCIAL GROUP, LLC 2 advisers $39.3M AUM