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Best financial advisors in Oak Point, TX

Registered advisers within 25 miles of Oak Point, TX.

Offices
1,701
Firms
706
Combined AUM
$20.6T
Firm-wide filings, not assets booked only here
Clients
3.53M
3,528,939 clients when Item 5C has a number
Avg / client
$5.82M
Combined AUM ÷ clients

Nearby offices

Firms

PRUDENT PROSPERITY
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
AVENUE RETIREMENT SERVICES
EAGLE STRATEGIES LLC
ADVISOR RESOURCE COUNCIL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LAKESIDE CAPITAL FUNDS, LLC
LAKESIDE CAPITAL, LLC
WORTH ASSET MANAGEMENT

Investors

DAVID JAMES CRIPE
Nash Noorali
Keith Allen O'Keefe
Jennifer Heckart
Hannah Perna
KYLE MATTHEW SHIPLEY
Jeff Croswell
WILLIAM JOHN ROEBKEN
Catherine Jenkins
Stephanie B Barr
Marion Parker
CHARLES DARREN FOX
CHARLES WILLIAM WRIGHT
EDWARD ANTHONY FORSTER
James Earl Webb
DORON JARED ELAD
Yash Ajmeri
Daniella Marchetta
Jerome Nicholas Ponzio
Alton Barrett Thompson

Within 25 miles of Oak Point, TX, Best Investors lists 706 registered investment advisory firms with 1,701 offices nearby, managing about $20.6T in combined regulatory AUM across 3,528,939 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 Oak Point

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