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Best financial advisors in New Sweden, TX

Registered advisers within 25 miles of New Sweden, TX.

Offices
920
Firms
536
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,203,292 clients when Item 5C has a number
Avg / client
$5.99M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
GRACE CAPITAL MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WAVERLY ADVISORS, LLC
LPL FINANCIAL LLC
MISSION HILL ADVISORS, LLC
GRANITE CHIEF
MUELLER WEALTH ADVISORS
PINE VALLEY CAPITAL PARTNERS LLC
THE PALISADES GROUP, LLC
GOLDMAN SACHS WEALTH SERVICES, L.P.
TRITIUM PARTNERS
STRATEGIC ADVISERS LLC
IRONARC MANAGEMENT, LLC
BUILDGROUP MANAGEMENT
WM CAPITAL PARTNERS, LLC
MOONTOWER ASSET MANAGEMENT LP
OWNER RESOURCE GROUP, LLC

Investors

CHRISTOPHER BAXTER JONES
Michael B Irvin
GEORGE Roger DUFF
Lauren Fischer
VICTOR ANTHONY GARCIA
STEPHEN ALLEN CARTER
MARQUES JELLANI BOBO
Rebecca LeAnn Robinson
Katia Muriel Palza
GLENDA MARIE MOLINA
THOMAS WILLIAM BROWN
ROBERT KLEPNER
AKSHAY GUPTA
JONATHAN HENNESSEY HOLMES
HAROLD EVERETT PETERSON
George F Henry
LETHE CASSANDRA BURNS
WILLIAM TODD EVERLY
ERIC MATTHEW ROSS
BRIANNA MARIE KUEHMSTEDT
MICHALYN LANNING PORTER
NATALIE MARGARET COMPTON
KIMBERLY Rivera GRIFFIN
Rosalyn Respecia
Laura ANNE Parker
MICHAEL MARK EISENMENGER
KEITH PATRICK FORD
Eric Scott Pomerantz
WALTER PAUL REEP
REY GARZA
CHRISTOPHER ALLEN TAYLOR
Sean Michael Yoder
Nathan Benjamin Ross
M C TYER
Max Mueller
MICHAEL SHANE SULLIVAN
TRISTEN NEVADOMSKI
SARAH VOSS
ANGELA DAVIS
COLLEEN LEANNE PETERSON
SARAH TOPHAM BARAJAS
EMILY D CUBA
JAY R. RUSSELL
JENNIFER L. BOWERS
MATHEW S. MELENDEZ
HOLLAND HENTON
RICHARD T BEATY
CHANHOME SOUMETHO
CAROLINE MARGARET MARMITT
ANDREW D. GATELY
CHRISTOPHER OWENS
TIMOTHY GUY STUNTZ
FEDERICO A. MOTA
AMANDA M. KUNISH
DANIEL JASON AULICINO
RAMIRO GALLEGOS
SHELBY PHILLIPS
STEPHEN TRUETT
MARGUERITE GIBBONS
JACOB CHRISTIAN THOMAS
NEPHI WALLACE BUSHMAN
KAYLA AVERY PORTILLO

Within 25 miles of New Sweden, TX, Best Investors lists 536 registered investment advisory firms with 920 offices nearby, managing about $19.2T in combined regulatory AUM across 3,203,292 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 Sweden

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T 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