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Best financial advisors in Palo Alto Battlefield Nation, TX

Registered advisers within 25 miles of Palo Alto Battlefield Nation, TX.

Offices
20
Firms
12
Combined AUM
$5.87T
Firm-wide filings, not assets booked only here
Clients
1.04M
1,035,335 clients when Item 5C has a number
Avg / client
$5.67M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
EQUITABLE ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.

Investors

JULIO HERIBERTO CAVAZOS
JOSCELINE NAVE
LUIS CARLOS DELAROSA
MARIA LIDIA ROJAS
IRIS L DIAZ
MIGUEL LOZANO
CRUZ CHRISTIAN LOPEZ
Anthony Albert Rendon
ROBERT FREDERICK RICHARDSON
NANCY KILLIAN RODRIGUEZ
David Diaz
MICHAEL JONATHAN LIMAS
LURDES COATS
DAVID MERRILL
TITO SHANE
Cristobal Aaron Delgado
ALEJANDRO FLORES
Daniel Reza
Carlos Enrique Cuellar
MATT DAVID HEFFERNAN
David J Heffernan
DENNIS MARTIN MITCHELL
MONTE KEITH MARTIN
TITO RESENDEZ
EUSEBIO CORTEZ
EDUARDO GONZALEZ
DIANA EDITH CORTEZ
AMANDA ESTRADA
ANGELICA MARIA GARRIDO

Within 25 miles of Palo Alto Battlefield Nation, TX, Best Investors lists 12 registered investment advisory firms with 20 offices nearby, managing about $5.87T in combined regulatory AUM across 1,035,335 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 Palo Alto Battlefield Nation

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM