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Best financial advisors in Patton Village, TX

Registered advisers within 25 miles of Patton Village, TX.

Offices
362
Firms
140
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,815,490 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
SOVEREIGN WEALTH ADVISORS LLC
PFS INVESTMENTS INC.
LPL ENTERPRISE, LLC
LCM FINANCIAL
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KINGWOOD INVESTMENT GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Gene Brauns
Regis Rodrigues
James Walter Huber
Carl Thomas Dunn
Channing Norton Stuckey
Jacob Valen Zolman
Madison Elizabeth Duxbury
Kari Broyles Duggar
FRANCISCO ARMANDO MARTINEZ-VAZQUEZ
Eric Shane Wiggins
WALTER EUGENE THEOBALD
JOYLA DANITA GREGORY
STEPHANIE HERRERA
David Mark Harris
David Caldwell Barsalou
David Andrew Zientek
ROBERT DALE WHITE
ETHAN S J WHITE
TERRY LEE WHITNEY
Jarrod Shaw
Christopher Paul Lane
Tirzah Mahinalani Akemi Haiola
CHRISTOPHER ALAN ALDEN
ALEXANDER JOSEPH LIEPMAN
CONOR PATRICK MULLENS
GARY ROY ALDEN
TERRI A CANTERBURY
JOHN ROGERS
Keaton M Uresti

Within 25 miles of Patton Village, TX, Best Investors lists 140 registered investment advisory firms with 362 offices nearby, managing about $14.0T in combined regulatory AUM across 2,815,490 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 Patton Village

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM