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Best financial advisors in Plantersville, TX

Registered advisers within 25 miles of Plantersville, TX.

Offices
182
Firms
70
Combined AUM
$9.83T
Firm-wide filings, not assets booked only here
Clients
1.09M
1,085,407 clients when Item 5C has a number
Avg / client
$9.06M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
KINGSVIEW WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
LCS FUND GP, LLC
CENTAURUS FINANCIAL, INC.
OAKSTREET WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
PALADINO WEALTH

Investors

Brian C Hartley
CAMERON RAYBURN GARDNER
Clint Blinka
Brian Lee Gremminger
SHANON PAUL SALSBURY
Crystal Marie Coley
Luke Daniel Smith
Thomas J Reed
Cesar Stanley Martinez
Caleb Zaborowski
Matthew Thomson McLane
John Lefler
James l Schulmire
Patrick York McLane
CHAD MCLANE
Frank Andrew McLane
DANIELA Mead Pratt
Loy Clark Coffey
LINDSEY AMANDA BLACK
Patrick Conrad McMahon
JEREMY JOE WALKER
SCOTT BRAD DEAN
James Roderick Allen
WILLIAM JOSEPH PALADINO
Bryan Joseph Sullivan
Samuel Schmittgens

Within 25 miles of Plantersville, TX, Best Investors lists 70 registered investment advisory firms with 182 offices nearby, managing about $9.83T in combined regulatory AUM across 1,085,407 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 Plantersville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM