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Best financial advisors in New Braunfels, TX

Registered advisers within 25 miles of New Braunfels, TX.

Offices
199
Firms
83
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
2.16M
2,161,802 clients when Item 5C has a number
Avg / client
$4.66M
Combined AUM ÷ clients

Nearby offices

Firms

HERITAGE HAUS WEALTH PARTNERS LLC
EDWARD JONES
SATHER FINANCIAL GROUP, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OAKWELL PRIVATE WEALTH MANAGEMENT
LPL FINANCIAL LLC
AUTHENTIKOS WEALTH ADVISORY LLC
OLSON WEALTH MANAGEMENT
PARK AVENUE SECURITIES LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
EAGLE STRATEGIES LLC
WEALTH WATCH ADVISORS, INC
OFG FINANCIAL SERVICES, INC.

Investors

Michael Samuel Srulowitz
Tanner J. Friesenhahn
Michael Francisco Gaona
Michael Aaron Schepp
William Charles Errett
Evan Phillip Martinez
Christina Tijerina Fallin
Camden Axel Steele
Kristen Ann Christensen
RICHARD CLAY ROBBINS
TOUCHSTONE KYTE MCDONALD
LINDSAY NICOLE HAAS
Kyte Wurzbach McDonald
MICHAEL MULLINS
Sherry Elaine Neeley
James Arthur Wissmiller
Rebecca Muehl
John D Muehl
Georgia Lynn Malmsten
Clark Ryan Pantel
KENNETH WAYNE OLSON
Grant Warren Wilson
HARVINDER S SAHNI
Ian Adam Bradley
Wesley Hutchins Thoms
Yvette Barrera
Mario Ray Barrera
Christine Elisabeth Brown
Michael Paul Jordan
Ricky Gonzales
ROGER EUGENE SIMMONS
Aaron Joseph Cormier
Cristian Daniel Ramirez
KEVIN KORD WEBB
Rebecca Anne Coker

Within 25 miles of New Braunfels, TX, Best Investors lists 83 registered investment advisory firms with 199 offices nearby, managing about $10.1T in combined regulatory AUM across 2,161,802 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 New Braunfels

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM