Best Investors Account Sign in

Best financial advisors in Pasadena, TX

Registered advisers within 25 miles of Pasadena, TX.

Offices
1,319
Firms
616
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,221,120 clients when Item 5C has a number
Avg / client
$6.05M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
INVESTIRE CAPITAL LLC
ROYAL FUND MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
PFS INVESTMENTS INC.
GIBBS WEALTH MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
GENEOS WEALTH MANAGEMENT, INC.
LIFESTYLE ASSET MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

DIANA SOCORRO DIAZ VALLES
Jennifer Marie Mendoza
ARTHUR GIOVANNI ATKINS
BENJAMIN CALLAHAN
Andres Rene Rodriguez
JANEY ALI RIZVI
Platinum Cecilia Galey
Cesar Marcial Sosa
Nayeli Delia Gomez
Joshua Krakowiak
Perla Navila Cevallos
Michael Anthony Cevallos
Steele Stephen Arthur
Aaron T Williams
Michael Vernon Williams
Damian Andre Garcia
Jason E Allen
JESSE LOGAN DIETZ
STEPHAN TODD RASKA
DAVID AARON OBENBERGER
KALEB KRISTOFER JONES
Matthew David Spradley
William Norfolk
Eric Shay Gibson

Within 25 miles of Pasadena, TX, Best Investors lists 616 registered investment advisory firms with 1,319 offices nearby, managing about $19.5T in combined regulatory AUM across 3,221,120 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 Pasadena

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