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Best financial advisors in Pilot Point, TX

Registered advisers within 25 miles of Pilot Point, TX.

Offices
595
Firms
245
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
2.85M
2,854,682 clients when Item 5C has a number
Avg / client
$5.05M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
RLT CAPITAL LLC
J.P. MORGAN SECURITIES LLC
WISDOM INDEX ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GENESIS TECH FUND MANAGER, LLC
CPR FINANCIAL & INSURANCE SERVICES, INC.
CLEAR SKY FINANCIAL, LP

Investors

John J. Friday
David Russell George
Robert Adam Friday
Melody Dickerson
Hunter James Goldsworthy
Ryan Paul Merchant
Caleb Andrew Smith
KARLA LEE SCHEVE
LINDSAY HEATHER JONES
TAMMIE DUNN WALKER
NICOLE MICHELE FRY
MATTHEW TAYLOR MANNING
Guy Charles
Zachary Friday
DAVID JAMES CRIPE
Jeff Croswell
Justin Priola
Matthew Laanan Aquino
MICHAEL JAMES DAVIDSON
Prashant Pillalamarri
Andrew Zarif Gayed Guirguis
Tobias Hananda
Amy Rose Hall
VINCENT ROCCO LOMBARDO
CHARLES PHILLIP ROSEN
Robert Vigus
JOHN WESLEY PAULSON
ANDREW LOUIS HICKEY
RANDY LOUIS SMITH

Within 25 miles of Pilot Point, TX, Best Investors lists 245 registered investment advisory firms with 595 offices nearby, managing about $14.4T in combined regulatory AUM across 2,854,682 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 Pilot Point

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM