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Best financial advisors in New Ulm, TX

Registered advisers within 25 miles of New Ulm, TX.

Offices
37
Firms
18
Combined AUM
$4.98T
Firm-wide filings, not assets booked only here
Clients
868K
867,703 clients when Item 5C has a number
Avg / client
$5.74M
Combined AUM ÷ clients

Nearby offices

Firms

FAIRBANKS FINANCIAL WEALTH MANAGEMENT
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
M.C. BYRD WEALTH MANAGEMENT, LLC
FWM PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
WESTPARK WEALTH ADVISORS, INC.
BRAZOS VALLEY COMPREHENSIVE FINANCIAL SERVICES, L.L.C
THRIVENT INVESTMENT MANAGEMENT INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Jay Douglas Boekeloo
Terry Sue Braun
Terry Lamond Hoover
Kyle Mueller
JARED ARI LEVY
LISA AILEEN PUGEL
Amy D Kaase
Edith Moreno
MONTE CRAIG BYRD
CALEB GRUBBS BYRD
MILTON MARC DOREMUS
TERESA K MOELLER
Carrie Isabel McRee
Burris Keith McRee
Russell Carl Braun
MELISSA ANN TOBOLA
MELVIN HOWELL EHLERT
Justin Michael Jersey
Rachel Eckert Nordt
RYAN KEITH ASCHENBECK
Shawn Christopher Weiss
Reid Aaron Aschenbeck
RAY LYNN WEISS
BARNEY RAY LOESCH
PHILIP HENRY OESTREICH
Casey William Henly
MARVIN LEE SPREEN
Perry Flowers
Troy Herrera
BRENT DOUGLAS NEAL
JAMES CALHOUN KEYS
DOUGLAS GLENN NEAL
Kelli Ann Dozier
J Brice Milliorn
Rachel LaNell Conley
Andrea J. Holle

Within 25 miles of New Ulm, TX, Best Investors lists 18 registered investment advisory firms with 37 offices nearby, managing about $4.98T in combined regulatory AUM across 867,703 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 Ulm

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM