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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

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
BENOLD FINANCIAL PLANNING
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITED ADVISORS AMERICA
EDWARD JONES
FROST INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
INDEPENDENT WEALTH NETWORK, INC.
AVENUE RETIREMENT SERVICES
PRUDENT PROSPERITY
EAGLE STRATEGIES LLC
FARMERS ASSET MANAGEMENT, LLC

Investors

DEDRICK L ADELL
GARRETT RAY LINKER
Jordan Douglas Benold
JOHN MARK BAKER
GREGORY JAY PITTS
LESLIE LYLE PINCOMBE
BRAD CARL MIKSEK
MICHAEL BRANDON COOPER
LUCIEN EUGENE CRAIG
BRETT AARON COONS
Matthew Craig Canton
Dominic Bruce Cooper
Austin Michael Sorem
VINCENT ALBERT VANTASSEL
RICHARD LYNN FOLLETT
AUBREY MARIE PAGANELLI
GLEN ALLEN FULLER
MICHAEL PATRICK DOUGHERTY
DAVID THOMAS DOMINGUEZ
Joe Cruse
Mario Anthony Quintana
Aaron Patrick McNeal
TRENT ELLIOTT VASSBERG
ALBERTO DANIEL FRAGA
GHAZALA AHMED
BRENT ALAN REED
Nash Noorali
GARY WAYNE BILYEU
DAVID LINTON RIGG
CHARLES DARREN FOX
Dale A Schniederjan
CHARLES WILLIAM WRIGHT
ROXANNE MAY HAUG
MARK DOUGLAS JETT
Nicole Marie Smith
William G Morgan

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