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Best financial advisors in Pelican Bay, TX

Registered advisers within 25 miles of Pelican Bay, TX.

Offices
560
Firms
212
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,951,351 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
EPUS GLOBAL ENERGY, LLC
EAGLE EYE FUNDS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RRIG MG, LLC
RYDAR EQUITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
EXPONENT MANAGEMENT LLC
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC

Investors

Jonathan Douglas Carani
William Rodney Swoboda
Cody Wayne Hambrick
VICKI M RUSSELL
Michael Pacheco
Ronald Brooks Pinckard
Geoffrey Browning
GARY RYAN PECKHAM
Cameron Michael Rompal
Jason Needham
Nichelle Lynn Davis
JUSTIN SHELTON GUESS
BRENDAN CAINE BETSILL
RANDY CARTER COX
JERRY LEE WALKER
VALRICIA ROSHELL MCCLOUD
JAMIE KAY CRNKOVIC
JENNY STEWART
Mark Patenaude
STEVEN ZARKIVACH
Christopher JOSEPH Smith
JARRET SEDLACEK

Within 25 miles of Pelican Bay, TX, Best Investors lists 212 registered investment advisory firms with 560 offices nearby, managing about $17.3T in combined regulatory AUM across 2,951,351 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 Pelican Bay

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