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Best financial advisors in Panhandle, TX

Registered advisers within 25 miles of Panhandle, TX.

Offices
29
Firms
21
Combined AUM
$5.43T
Firm-wide filings, not assets booked only here
Clients
851K
851,284 clients when Item 5C has a number
Avg / client
$6.38M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
HOLT WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TCP ASSET MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
CX INSTITUTIONAL, LLC
MORGAN STANLEY
DOUBLE SEVEN WEALTH GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SPRING CAPITAL MANAGEMENT
APPLIED INVESTMENT STRATEGIES, LLC
ADAMS WEALTH MANAGEMENT

Investors

Stephen Martinez
Ryan G Hill
STEPHEN MICHAEL HORST
MARILYN KAY HORN
Robert Bryce McMurtrey
Katie Lingor
STEPHEN PAUL HUTTON
JODY LEE HOLT
Eric Lawrence Schneck
JEFFREY MILES BARA
Brant Scott Brister
Matthew Scott Harkins
DOUGLAS MORGAN WHITE
JOHN CARLTON CLEMENS
DALE EDWARD BUCKNER
Teresa Ann Roop
CHANCE M TRAFTON
Erin Nichole Palmer
JOHN MICHAEL POLLEY
SEAN RICHARDSON YORK
DELYNN PATRICE CHIDESTER
MADISON Nicole JOHNSTON
REGINA GAIL DINGA
BRADLEY DEAN CLARK
Dwaina Lyn Six
KENT DOUGLAS MITCHELL
RICHARD EARL MCELREATH
ROBERT PAUL RATHBUN
JAMES W ADAMS

Within 25 miles of Panhandle, TX, Best Investors lists 21 registered investment advisory firms with 29 offices nearby, managing about $5.43T in combined regulatory AUM across 851,284 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 Panhandle

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM