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Best financial advisors in Niederwald, TX

Registered advisers within 25 miles of Niederwald, TX.

Offices
698
Firms
456
Combined AUM
$18.7T
Firm-wide filings, not assets booked only here
Clients
2.97M
2,973,323 clients when Item 5C has a number
Avg / client
$6.30M
Combined AUM ÷ clients

Nearby offices

Firms

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
NORTHERN TRUST SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GRATUS WEALTH STRATEGIES LLC
WORLD INVESTMENT ADVISORS, LLC
CWM, LLC
CREATIVE PLANNING
LIVE OAK INVESTMENT PARTNERS
BURKHOLDER WEALTH MANAGEMENT
OASIS CAPITAL PARTNERS (TEXAS) INC.
AVC AIG GP, LP
STEPHENS
UBS FINANCIAL SERVICES INC.
PHILOSOPHY MANAGEMENT, LLC
QUAKE CAPITAL
MITHRIL CAPITAL MANAGEMENT LLC
MOZAYYX MANAGEMENT LLC

Investors

Chelsea Ann Herr
JUSTIN AARON MENDEZ
Marc Anthony Dunbar
CHANNON CHRISTOPHER CAIN
WYATT WOLCOTT GUGGISBERG
Clayton Boone
Brittany Falk
Gabriel Gonzalez
LOVESS HENRY
Dayton Smith
SOHA SAMER DESSOUKY
Jessie Barnes Wussow
MICHAEL DAVID CHARLES
Christine Vu
CARLI RENEE SMITH
RICHARD RANDOLPH ALEXANDER
DAVIS ROBERT BLAKE
MICHAEL COSTA

Within 25 miles of Niederwald, TX, Best Investors lists 456 registered investment advisory firms with 698 offices nearby, managing about $18.7T in combined regulatory AUM across 2,973,323 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 Niederwald

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