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Best financial advisors in Pattison, TX

Registered advisers within 25 miles of Pattison, TX.

Offices
273
Firms
118
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.03M
2,028,699 clients when Item 5C has a number
Avg / client
$5.62M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BENTOAK CAPITAL
EQUILIBRIA WEALTH MANAGEMENT, LLC
EVERKEY FINANCIAL LLC
NET FINANCIAL
COINSOLATION ADVISORS LLC
SUNSET VIZCAYA MANAGER LLC
SUNSET COPPERLEAF MANAGER LLC
SUNSET ASPIRE MANAGER LLC
SUNSET MED CENTER MANAGER LLC
CRIS CAPITAL, LTD.
PARK AVENUE SECURITIES LLC
CREATIVEONE WEALTH, LLC
LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CGN ADVISORS, LLC

Investors

LLOYD BARRETT GRAHAM
STEFAN WESCOTT GRAHAM
ANDREW JEFFERSON GRAHAM
KIMBERLY GRACE CUSHMAN
JASON LEE MCGARRAUGH
Samuel Charles Webb
JOHN MICHAEL MOORE
MERCEDES GABRIELLE BARKER
RYAN ERIC MCPHETRIDGE
DAVID LEE
Micah Austin Mills
JAMES SCOTT DONEWALD
Donald Isaac Robertson
MATTHEW J MCCLEARY
JONATHAN P ENGLISH
Stephen Dale Hernandez
Samuel Micah Valerio
Austin Edward Muehlenbrock
George A Rockley
JAMES WESLEY BARNETT
Kent Allen Beard
Justin Hernandez
Carringhton Alexander Powell
KHALID ABDULLAH ALRASHED
Zachary James Wanamaker
Aaron Kilpatrick
JOHNATHAN MICHAEL AELMORE

Within 25 miles of Pattison, TX, Best Investors lists 118 registered investment advisory firms with 273 offices nearby, managing about $11.4T in combined regulatory AUM across 2,028,699 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 Pattison

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM