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Best financial advisors in New Waverly, TX

Registered advisers within 25 miles of New Waverly, TX.

Offices
83
Firms
30
Combined AUM
$6.15T
Firm-wide filings, not assets booked only here
Clients
942K
941,762 clients when Item 5C has a number
Avg / client
$6.53M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
HOWARD CAPITAL MANAGEMENT, LLC
EDWARD JONES
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
PROSPERA FINANCIAL SERVICES, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC

Investors

GUADALUPE M MARTINEZ
JOAS ADLAI DE LA PAZ
SHARON THERESA AURICH
JARRID SHANE HICKS
CLIFFORD ALLEN ELY
Kourtney Scott
Bailey Wakefield
DIANA K BARNES
Zachary Christian Pulling
CHRISTOPHER LYNN DAVIS
Kevin Wayne Edney
Katrina N Fritsch
Manuel Alejandro Nava-Diaz
JOSEPH LEWIS MONTELEONE
Kenneth James Holland
Wilson Bryan Winn
Terrie Lynne Carpenter
GUSTAVO HERNANDEZ
BRYAN MICHAEL MASTEN
BRIAN BENNETT SMITH
Riley Wayne Smith
NICHOLAS HABIB NAZAR
Richard Lee Johnson
Britney Danielle Rascher
Kimberly Crowl Steed
Tyler Johns
BRENNEN Wayne FRICK

Within 25 miles of New Waverly, TX, Best Investors lists 30 registered investment advisory firms with 83 offices nearby, managing about $6.15T in combined regulatory AUM across 941,762 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 Waverly

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 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM