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Best financial advisors in Odessa, TX

Registered advisers within 25 miles of Odessa, TX.

Offices
94
Firms
45
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
2.19M
2,189,742 clients when Item 5C has a number
Avg / client
$4.59M
Combined AUM ÷ clients

Nearby offices

Firms

PLANMEMBER SECURITIES CORPORATION
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
UNITING WEALTH PARTNERS
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.

Investors

WHITNEY ELIZABETH BRADY
Elizabeth Ledezma
Gary Paul Dutchover
CHRISTOPHER BRENT HOAK
TERRY LEE HOAK
Sherry Diane Snodgrass
KAREN KATHLEEN MCINTYRE
STEPHEN ROBINSON HURT
Erica Ramirez Guerrero
Edward Alan Guerrero
CHRISTOPHER D WRAY
SHAY HAMMONTREE
JOE KENNETH MOYA
CLAYTON ADAMS DENNIS
KERI JO HICKS
TROY ALLAN CHESNUT
Cameron Scott Crone
Tina Gwynn Mobley
Teresa Lynne Floyd
Abel Navarrete
Julia Machelle Massey
Ezekiel Pierce Donner
STEPHEN CRAIG WILSON
BRENDA SCHENCK BAZAN
Mickey Blane Heflin
Finley M Higgins
LUCY HERRERA
Patrick Wayne Young
Cortney L Smith
Nicklaus Dyer Webster
Arthur Leal

Within 25 miles of Odessa, TX, Best Investors lists 45 registered investment advisory firms with 94 offices nearby, managing about $10.1T in combined regulatory AUM across 2,189,742 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 Odessa

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM