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Best financial advisors in Naval Air Station/ Jrb, TX

Registered advisers within 25 miles of Naval Air Station/ Jrb, TX.

Offices
831
Firms
275
Combined AUM
$18.0T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,954,958 clients when Item 5C has a number
Avg / client
$6.09M
Combined AUM ÷ clients

Nearby offices

Firms

THE CAPITAL CHART ROOM, LTD
LPL FINANCIAL LLC
BRAZOS WEALTH ADVISORS LLC
EDWARD JONES
FROST INVESTMENT SERVICES
PUREWATER CAPITAL, LLC
PHILLIPS RAY CAPITAL MANAGEMENT, INC.
LAMPADOS FINANCIAL GROUP, LLC
HARVEST RETURNS, INC
ONEDIGITAL
MML INVESTORS SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
CERITY PARTNERS LLC
CORRIENTE ADVISORS, LLC
PORTIA CAPITAL MANAGEMENT
SWMG, LLC
SUMMIT PEAK INVESTMENTS, LLC
BASIN OIL AND GAS MANAGEMENT, LP

Investors

JEFFREY MARK HOLLER
Gilbert V Little
ROBERT WESLEY SHANNON
DEREK WILLIAM DANSBY
Bailey Mauldin Benningfield
Ashley Renae Spangler-Marquart
John Edward Marquart
Kailee Jensen
Kharla Sowells
Joseph Michael Mentesana
John Rizer
ALICE MARIAN GREEN
CHRISTINE LOUISE SHEPPARD
Bezan Fred Morris
TIMOTHY OCHOA HATCHER
COREY F SCOTT
MARK AUSTIN BERRY
BRIAN MICHAEL PHILLIPS
Chukwudi Ifeanyichukwu Uraih
GRAHAM COLIN MARSHALL
MICHAEL SHAD ROBERTSON
Colton Sage Good
KYLE DAVIS WHITTEMORE
JOSHUA ADAM PAIGEN
NICHOLAS OWEN PHILLIPS
ZACKERY MCCLAIN HOLLEY
Christopher Monroe Pleshek
MARK ALLEN WAKELEY
JEFFREY CHARLES PALADINI
THOMAS HENRY RICHARDSON
Christopher Ryan McNeal
Allen Kozel
Peter Martin
Henry Hobart Jackson
Alexey R Kassabov
BRETT THOMAS MCBROOM
THOMAS ARTHUR KARSTEN
Hunter Paul Haley
James Ray
AUSTIN LITTLE
JOSEPH Ryan MOORE
KELLY NICOLE BUCHFINK
STEWART BRUCE LEAFBLAD
David J Thurber
Brian Michael Keller
CHRISTOPHER WREN COATES
Kory Allen Morawietz
Cooper W Segars
APURVA Ashok MEHTA
Christopher William Lightbound
Raegan Nicole Rast

Within 25 miles of Naval Air Station/ Jrb, TX, Best Investors lists 275 registered investment advisory firms with 831 offices nearby, managing about $18.0T in combined regulatory AUM across 2,954,958 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 Naval Air Station/ Jrb

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T 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