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Best financial advisors in Pinehurst, TX

Registered advisers within 25 miles of Pinehurst, TX.

Offices
454
Firms
165
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,827,562 clients when Item 5C has a number
Avg / client
$5.05M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
RISE CAPITAL GROUP LLC
J. W. COLE ADVISORS, INC.
SAGE CAPITAL ADVISORS, LLC
1876 PARTNERS, LP
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Kathryn A Frank
David Benjamin Frank
Michael Liberto
Luke Daniel Smith
David James Deveau
ROSANNA CHAPA
Brendan Howard Martin
Nathan Connor Gillmore
Jason Lee Harris
BRIAN DAVID THOMPSON
RODRIGO MARTINEZ
KAY ALLISEN KELLEY
Aaron Gregory Hoff
MICHAEL ALAN BRADFIELD
DIANA MARIE BLAIR
Brian Christopher Bohr
Peggy A Bowers
ROGER ALAN WALKER
Isaac Lee Noble
GAGAN SINGH
ALANNA CALEY BAILLIO
ROLAND ANTHONY LEWIS
CHARLES KEVIN BANKERD
Michael Olivier Fletcher
INDIRA A URCUYO
Lakia Taylor

Within 25 miles of Pinehurst, TX, Best Investors lists 165 registered investment advisory firms with 454 offices nearby, managing about $14.3T in combined regulatory AUM across 2,827,562 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 Pinehurst

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