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Best financial advisors in Overton, TX

Registered advisers within 25 miles of Overton, TX.

Offices
149
Firms
51
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
1.70M
1,696,341 clients when Item 5C has a number
Avg / client
$6.25M
Combined AUM ÷ clients

Nearby offices

Firms

PISTOL HILL CAPITAL
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
PARKWAY WEALTH MANAGEMENT GROUP, LLC
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC

Investors

Tucker Chaney Konczak
Emily Elaine Arp
Tara Harris
Reece Alan Nichols
Blake Lawrence Aldridge
CHRISTOPHER BRENT RICE
Brett Wells Howlett
Joseph Wright
Brandon Williamson
RONALD FORD POWELL
Joshua Wardle
DAVID WAYNE POWELL
Charles Lynn Hutto
Laney Jo Arrington
Andrew Victor LaGrone
Jeb Barrett Howard
Micah Howard
HEATHER BLAYLOCK BATES
ADAM TODD DUEY
Benjamin Michael Phillips
Drew Gregory Evans
Corey Allen Coleman
Noah Brown

Within 25 miles of Overton, TX, Best Investors lists 51 registered investment advisory firms with 149 offices nearby, managing about $10.6T in combined regulatory AUM across 1,696,341 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 Overton

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM