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Best financial advisors in Odem, TX

Registered advisers within 25 miles of Odem, TX.

Offices
63
Firms
27
Combined AUM
$9.53T
Firm-wide filings, not assets booked only here
Clients
1.14M
1,139,265 clients when Item 5C has a number
Avg / client
$8.37M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Steven Lee Geyer
TIMOTHY JAY CAZALAS
MATTHEW TREY SABLATURA

Within 25 miles of Odem, TX, Best Investors lists 27 registered investment advisory firms with 63 offices nearby, managing about $9.53T in combined regulatory AUM across 1,139,265 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 Odem

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM