Best Investors Account Sign in

Best financial advisors in Oak Ridge North, TX

Registered advisers within 25 miles of Oak Ridge North, TX.

Offices
527
Firms
178
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,824,243 clients when Item 5C has a number
Avg / client
$5.07M
Combined AUM ÷ clients

Nearby offices

Firms

WHITE WING CAPITAL PARTNERS, LLC
UBS FINANCIAL SERVICES INC.
OSAIC ADVISORY SERVICES, LLC
ROCKEFELLER FINANCIAL LLC
BANORTE ASSET MANAGEMENT, INC.
SANCTUARY ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
STRATEGIC ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EW HEALTHCARE PARTNERS
WEALTH SOLUTIONS, INC.
FOUNDATIONS INVESTMENT ADVISORS LLC
QUATTRO FINANCIAL ADVISORS
LEGACY CAPITAL

Investors

CHARLTON ESTEVAN VANCE
WADDY JOE HAMMOND
STANLEY RAPHAEL PENA
RYAN SCHROEDER MATHES
WILLIAM PATRICK LYNCH
RALPH JOHN SCHROEDER
Clayton Cade McKenzie
KYLE BENJAMIN MAXWELL
KEVIN RAY HERMIS
ADAM J LOVELESS
MARK CLIFFORD FRENCH
Sean Foust
Stacie Leigh Harris Boyle
William Jamison Morris Wallrapp
SHAWNA D ALEXANDER
ANTONIO TERUGGI PEREDA
Mario Hank
AARON ANTONIO BUITRON ROMERO
VICTOR HUGO BUJANDA
RICARDO ROCHE MALDONADO
JULIO CESAR GIL RECIO
BRENDA MICHELLE GARCIA AYALA
Miguel Maisterra Silva
BRADLEY CLARK CHAPPELL
BRENT ROBERT CHAPPELL
MICHAEL W MILLS
BRIANNA LEA WARREN
CHEL Lynn LARKIN
JAYMIE WENDT
SPENCER CARLSON
JAMES BRANTLEY HARRIS
Josh Palaszewski
Daniel Joseph Brooks
Ali Zaidi
Joseph Simons
Garrett James Huff
Jonathan D Rodriguez
WILL IRWIN LANDES
JESSICA N GAGNE
Ryan Taylor Saravo
DIEGO ANDRES BERROCAL DEJO
Eric Matthew Boguslawski
WILLIAM KIRK RICHARDSON
TERESA LYNN PACKER
Mitchell Murchison
JAMES EGAN
MARCUS DEWAYNE GILBERT
Collin Michael Knapp
SALVATORE LOBUE
EROL ENVER ERTUMEN
W Lee Bull
NATALIA BEATRIZ TORRES DECARLO
VALERIE AVILA
YARISEL DUCHARNE
DAVIS LEE SCHROEDER
ANDREW MICHAEL GARCIA
ANGEL MARIE WALDEN
Jonas M Peterson
Jordan King
Scott Allen Brieger
Jessica Jones
Megan S Larkins
Lori Knapp Parr
Robert Adam Young
TAM TRAN-MINH
KURT KULA
MARC S. FLAMER
ROUDMY P. RIZILE
CHRISTOPHER ALEXANDER THOMPSON
PABLO E. SALINAS
JACKLYN LEE TOBIN
MICHAEL BECK
SAMUEL R. VAN LEUVEN
PABLO ANDRES VAZQUEZ FLORES
KARLI MAE MADDOX
CHRISTOPHER JOHN WATSON MOEBEST
JOSEPH SIMON LEBLANC
DYLAN LANDRY
JUSTIN CHANDLER DEHN
TYLER KINCHEN
JARED CHAMBERLAIN
JOSHUA A PENA
SEAN A JAUSSI
NEGIN ELMI
DEVIN THURMOND
DAVID ALEJANDRO MORADO
KYLE JOSEPH BAKER
MATTHEW JAMES ADAMS
JAMES COLTON GRAHAM
JON D MITCHELL
GREGORY JAMES PASLER
JEFFREY STEPHENS
SEAN H APOSTALO
CARL MCGEE
HUGO PEREZ
JACOB WILLIAM WATSON
ALBAN DERIEUX
TYLER WESSELER
ALEJANDRO MARTINEZ
JULIANNA NOELLE DAVIS
KYILLAH JAYDE PETERSON
NOAH CLARK
ASHLEY FITTS
Carrie Ann Lujan
RICHARD DWAYNE BLAIR
EMILE PAUL DUFRENE
YVES OLIVIER COCHEZ
Micala Patschke
Crystal Dobson Prachyl
MARQUIS CHARLES HAMMETT

Within 25 miles of Oak Ridge North, TX, Best Investors lists 178 registered investment advisory firms with 527 offices nearby, managing about $14.3T in combined regulatory AUM across 2,824,243 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 Ridge North

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM