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Best financial advisors in Pantego, TX

Registered advisers within 25 miles of Pantego, TX.

Offices
1,859
Firms
890
Combined AUM
$23.5T
Firm-wide filings, not assets booked only here
Clients
41.8M
41,757,542 clients when Item 5C has a number
Avg / client
$562.3K
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
MOMENTUM INDEPENDENT NETWORK INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CANNOLES ASSET MANAGEMENT, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Jason Eric Helsel
Dung Tran
Benjiman Cubbage
David Richard Cubbage
JAMES SYLVESTER WATKINS
JOSE GUADALUPE RODRIGUEZ
Brock Mitzel
Zachary Carl Scott
Cady Lori Lake
ELLEN KAY TIMBERLAKE
WALTER VIRDEN
WALTER VIRDEN
Christine Brady
Alex Darin Permenter
Elmer Ray Givens
ALFRED DAVID CARROLL
GORDON LEROY CANNOLES
John C Brown
JOHN W. BRIMER
Michael J Allen
SARAH MERRILL YOUNG
RAYMOND STEVEN BOLD
RICHARD BARRY JOHNSON
STEVEN FRANKLIN KLEIBER
JON KENNETH WYCH
Brian Philip Corneil
Mohammed J Ahmed

Within 25 miles of Pantego, TX, Best Investors lists 890 registered investment advisory firms with 1,859 offices nearby, managing about $23.5T in combined regulatory AUM across 41,757,542 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 Pantego

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM