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Best financial advisors in New Caney, TX

Registered advisers within 25 miles of New Caney, TX.

Offices
414
Firms
147
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,816,528 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
LCM FINANCIAL
LPL ENTERPRISE, LLC
SOVEREIGN WEALTH ADVISORS LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KINGWOOD INVESTMENT GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
FARMERS ASSET MANAGEMENT, LLC
FROST INVESTMENT SERVICES
SILVERSTONE PRIVATE WEALTH

Investors

Regis Rodrigues
Gene Brauns
James Walter Huber
Jacob Valen Zolman
Madison Elizabeth Duxbury
Eric Shane Wiggins
David Caldwell Barsalou
David Mark Harris
WALTER EUGENE THEOBALD
Jarrod Shaw
David Andrew Zientek
ROBERT DALE WHITE
ETHAN S J WHITE
TERRY LEE WHITNEY
Christopher Paul Lane
Tirzah Mahinalani Akemi Haiola
CHRISTOPHER ALAN ALDEN
ALEXANDER JOSEPH LIEPMAN
CONOR PATRICK MULLENS
GARY ROY ALDEN
TERRI A CANTERBURY
JOHN ROGERS
Keaton M Uresti
Nathaniel S Maurer
Thomas Michael Stegner
Colin Wong
ROBERT WAYNE MITCHELL
Cameron Mitchell
DANA RENEE OTOOLE
RALPH VICTOR GONZALES
Jennifer Aguirre
JESUS ALBERTO SOTO

Within 25 miles of New Caney, TX, Best Investors lists 147 registered investment advisory firms with 414 offices nearby, managing about $14.0T in combined regulatory AUM across 2,816,528 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 Caney

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM