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Best financial advisors in Old River-Winfree, TX

Registered advisers within 25 miles of Old River-Winfree, TX.

Offices
444
Firms
186
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,025,860 clients when Item 5C has a number
Avg / client
$5.06M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
THE SUM
VAN CLEMENS WEALTH MANAGEMENT, LLC
THE FIDUCIARY ALLIANCE
BELPOINTE ASSET MANAGEMENT LLC
EDELMAN FINANCIAL ENGINES
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
AVANTAX PLANNING PARTNERS, INC.

Investors

Richard Lynn Sparks
Alexander Fleming
Jaime Francisco Garza
Skyler White Childress
ANTHONY GEORGE MAKRANSKY
SHARON MARIE MEDINA
DAVID E. MELCHOR
Robyn Renee Honeycutt
TAMRA SHERI GANN-CURRY
BRIAN MICHAEL STANDEFER
DAVID JON MORROW
SAMARA TERRILL
STEPHEN HEVER
Valarie Vasiliki Minetos
Ryan Wayne Cobb
CIMALIE ANN ZOY
JAMES E. WILLIAMS-WILLIS
KALIKOLEHUA MICHELLE VEISEH
DAVID HERGERT
RUSSELL JEFFREY JUDAH
Jay W Gazzier
RICHARD BRENT DVORAK
MICHAEL PAUL PASCARELLA
MATTHEW CATRON
ADAM JOHN BADEAUX
Johnathon Johnson
Alberto J Pujols
ROBERT CHARLES MCDONALD
SHEHZAD DAUD KHAN
Stephanie Renee Hartman
CLAUDIA ALICIA CARDONA
DAVID ALLEN MOSS
MATTHEW THOMAS MILLER
JUSTIN JAMES SWOPE
BARBARA BETH HARMON
ALLEN DALE BAKER
RUSSELL STEWART ROSIN
Antonio Tatum
MAYANK RAI
MAMTA RAI
Matthew Legg
Roy Salas
MARY JANE DIXON
Cameron J Miller
DEBORAH LEIGH JONES
MATTHEW PHILLIP MURCH
Kyle Pledger

Within 25 miles of Old River-Winfree, TX, Best Investors lists 186 registered investment advisory firms with 444 offices nearby, managing about $15.3T in combined regulatory AUM across 3,025,860 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 Old River-Winfree

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM