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Best financial advisors in Pflugerville, TX

Registered advisers within 25 miles of Pflugerville, TX.

Offices
1,002
Firms
572
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,203,991 clients when Item 5C has a number
Avg / client
$6.08M
Combined AUM ÷ clients

Nearby offices

Firms

STRATEGIC FINANCIAL CONCEPTS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UNICORN MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
DAVIS & WEHRLE, LLC
LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
INKED INVESTMENTS
CLIFTON MYERS FINANCIAL ADVISORY
TNT ASSET MANAGEMENT, LLC

Investors

MICHAEL ROBERT HARVEY
HUMBERTO EDMUNDO MORENO
Santiago Agustin Calderale
Ann C Conrad
Delton Cobert Drum
COLIN CHANDLER
Tuyet Mai Hoang
James Hickey
Aaron McGilvray Freeman
KEVIN TUCKER DAVIS
MARK EDWARD WEHRLE
HASSAN SYED ALI
SHONDA DAVIS HETHERINGTON
Amy M Norris
Kari Lynn Matney
STEPHEN ALLEN CARTER
MARQUES JELLANI BOBO
Rebecca LeAnn Robinson
Stephen Miller
Bradley Steven Van Houten
Stephen C Homer
Sarah Anne Donnelly
Shawn Parsons
CLIFTON WAYNE MYERS
TARIK RANDALL BAKIR
ISSAM MAHMOUD BAKIR
DAH-CHIN CHI
TREVOR LAITH BAKIR

Within 25 miles of Pflugerville, TX, Best Investors lists 572 registered investment advisory firms with 1,002 offices nearby, managing about $19.5T in combined regulatory AUM across 3,203,991 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 Pflugerville

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T 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