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Best financial advisors in North Branch, TX

Registered advisers within 25 miles of North Branch, TX.

Offices
2,433
Firms
1,094
Combined AUM
$24.0T
Firm-wide filings, not assets booked only here
Clients
41.9M
41,896,314 clients when Item 5C has a number
Avg / client
$572.2K
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRIME CAPITAL FINANCIAL
MCCASLIN BARROW HENDERSON, LLC
TWIN OAKS FUND MANAGEMENT, LLC
VALENTINE INVESTMENTS, LLC
IHT WEALTH MANAGEMENT LLC
KESTRA ADVISORY SERVICES, LLC
SUNTX CAPITAL MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ANSON FUNDS MANAGEMENT LP
THE MATHER GROUP, LLC
QUOTIENT WEALTH ASSET MANAGEMENT, LLC
INNOVAYTE CAPITAL
QUOTIENT WEALTH PARTNERS, LLC
CONCORDE INVESTMENT MANAGEMENT
BRAESIDE INVESTMENTS, LLC
MML INVESTORS SERVICES, LLC

Investors

STACY ELLEN SHIRLEY
ELIZABETH KATHERINE ROECKER
NICHOLAS WAYNE CONNOR
KATHERINE A ELLIS
Kathryne Elaine Micken
Jodi Marie Alsobrook
JULIA M DURAN
Thomas James Koppinger
MICHELLE MARIE WALSH-GALLEGOS
KEVIN P RIORDAN
LISA K MARCINKOWSKI
Scott B Webb
DANA PERRY
KRISTIE MANHEIM
Kristina MARIA Huda-Dimen
MONIKA A BENNETT
FIONNUALA WEHRMAN
Dustin L Beaver
Brent Michael Klein
LAURA K KUEHN
LeTasha C Sain
Christina Marie Barfield
DENISE ANN WESTBROOK
Rufus Alston Roberts
Shari Rene White
JEFFREY CHARLES KRATZ
Mark Albert Macumber
CHRISTOPHER P DURDEN
Quentin Campbell
Erick Gabriel Diaz
TIM JAMES DOWDEN
Tanner Little
BRADFORD JEFFREY VALENTINE
NIKKI DANYEL WALTON
B. FRANK VOIGT
KATHERINE ANN ROBERTSON
JAMIE CHRISTINE RADKE
NED NELSON FLEMING
ROBBI JILL YOUNG
BILLY C ROMINE
Myers Campbell Brown
KACI LEIGH SKIDGEL
Dan David Seeds
Jeffrey Dean Waller
David Maxwell Stewart
DALE WAYNE YOUNG
BRUCE ROSS WINSON
MATTHEW COLE GREER
ADAM JOSEPH RECKER
Brian Lane
David Geschke
JONATHAN ADAM BLUMENTHAL
LARRY DALE JACKSON
MATTHEW TAYLOR DAVIS
BRIAN R WEATHERLY
MATTHEW AARON BENNETT
JAMES MATTHEW RICH
JAMES EDWARD WARBURTON
JARED THOMAS DAVIS
JOHN LUCAS VACLAVIK
Colin Sam Faulk
CRAIG STEVEN DAMICO
KEVIN JOHN WILSON
Shai Matthew Spiegel Brown
Brady Christopher Davis
Chase Matthew Moody
Aidan Fox Jahnke
TIMOTHY RUSSELL HARDER
MARKHAM RAY HAWKINS
CHRISTOPHER RICHARD MOHRING
BRANDON M ROSS
BRUCE FRANCIS FITZSIMMONS
LUCAS BAKER
JOSEPH THOMAS CALHOUN
ZACHARY DONALD RUMPKE
CARLOS Garrett GUIDOTTI
William Warren Geist
ROSS AUSTIN MORROW
GARY BRENT WOOD
STEVEN PAUL MCINTYRE
Thomas Patrick Zanovich
AMY TAKKEU NG
JERRY JOE HORTON
ALEJANDRO PENA
CONSTANCE MARIE URBANEK
PATRICK THOMAS NOLAN
James W Allen
GREGORY DAIN HANCOCK
MATTHEW LAWRENCE GOODRICH
ALEXANDER ALFANO
DANIEL SCOTT LENGYEL
PEGGY YU PING TUNG
LEONARD JOHN GARGAGLIANO
MARK JEFFREY KASHAR
JASON P WATSON
JEFFREY RODMAN BENSON
CHASE Tyler SCOTT
GREGORY WAYNE ALVIS
MICHAEL SCOTT SLAYTON
CHARLES WAYNE MULKEY
JAIME GALVAN
LANDON JAMES VAUGHAN
WILLIAM RICHARD GEILER
JEFFREY DALE CUMMINS
TRUMAN GRAVES BLOCKER
RANDY GLYNN BLACK
Jonathan Douglas Bomar
Matthew Jared Galvan
Jenny Ngun Chin Sang
Angela K Arrington
Caleb Gorton
Torey Bernard Franklin
Victoria Marcella Pena

Within 25 miles of North Branch, TX, Best Investors lists 1,094 registered investment advisory firms with 2,433 offices nearby, managing about $24.0T in combined regulatory AUM across 41,896,314 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 North Branch

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T 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