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Best financial advisors in Nancy, TX

Registered advisers within 25 miles of Nancy, TX.

Offices
11
Firms
8
Combined AUM
$3.05T
Firm-wide filings, not assets booked only here
Clients
290K
290,255 clients when Item 5C has a number
Avg / client
$10.5M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RBC CAPITAL MARKETS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Travis Duke Parker
GREGORY TAYLOR BOWMAN
BONNIE KATHLEEN MCKINNEY
JAMES JOSHUA ZELESKEY JR
JOHN PHILLIP FRIESEN
ROBERT SCOTT WEST
JAY WAYNE JACKSON
Jayce Randall Murry
CHRISTOPHER SLOAN MOSS
Ashlyn Nichole Reece
BRADLEY CRAIG MORRIS
STEPHEN WAYNE CORLEY
TREY LANDEL WILKERSON
ROY MAXWELL ALVIS, Jr.
ALEXIS H PIGG
William ALLEN ALVIS
Paul Weston Reed
TIMOTHY WILLIAM GEISBAUER
JIMMY RAY MCDANIEL

Within 25 miles of Nancy, TX, Best Investors lists 8 registered investment advisory firms with 11 offices nearby, managing about $3.05T in combined regulatory AUM across 290,255 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 Nancy

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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 SANCTUARY ADVISORS, LLC 415 advisers $34.9B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM