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Best financial advisors in Pleasanton, TX

Registered advisers within 25 miles of Pleasanton, TX.

Offices
8
Firms
4
Combined AUM
$2.89T
Firm-wide filings, not assets booked only here
Clients
249K
249,195 clients when Item 5C has a number
Avg / client
$11.6M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Amber Dawn McGehee
Brandy M Martin
Odis Earl White
JOANN MARIE BERNHART
PETER MARTIN DE LUNA
William Cody Prescott
Joshua G Verette
Michele M. Higginbotham
SCOTT ANTHONY LYSSY
Hector Andres Mendez
Kathryn Shurbet Prescott
BRIAN PATRICK MEEKS

Within 25 miles of Pleasanton, TX, Best Investors lists 4 registered investment advisory firms with 8 offices nearby, managing about $2.89T in combined regulatory AUM across 249,195 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 Pleasanton

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM