Best financial advisors in Point, TX

Registered advisers within 25 miles of Point, TX.

Offices

29

Firms

15

Combined AUM

$5.38T

Firm-wide filings, not assets booked only here

Clients

1.77M

1,771,967 clients when Item 5C has a number

Avg / client

$3.04M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

132 N TEXAS ST
EMORY, TX 75440

PFS INVESTMENTS INC.

588 N 4TH ST STE A
WILLS POINT, TX 75169

14.3 miles away

EDWARD JONES

130 N 4th Street Suite 101
Wills Point, TX 75169

14.6 miles away

EDWARD JONES

7801 JACK FINNEY BLVD SUITE 105
GREENVILLE, TX 75402

STATE FARM INVESTMENT MANAGEMENT CORP.

9115 Wesley St Suite 1
Greenville, TX 75402

19.4 miles away

EDWARD JONES

2700 Rodeo Drive
Greenville, TX 75402

19.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2715 TRADERS RD SUITE C
Greenville, TX 75402

19.9 miles away

CHARLES SCHWAB & CO., INC.

3110 Interstate Highway 30 Suite 104
Greenville, TX 75402

20.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2814 TERRELL RD
Greenville, TX 75402

20.7 miles away

EDWARD JONES

2911 TERRELL RD STE A
GREENVILLE, TX 75402

20.7 miles away

CETERA INVESTMENT ADVISERS LLC

2609 EASTLAND SUITE B
GREENVILLE, TX 75402

20.9 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

5903 WESLEY ST
GREENVILLE, TX 75402

20.9 miles away

J.P. MORGAN SECURITIES LLC

5906 WESLEY ST.
GREENVILLE, TX 75402

20.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

5809 Wesley St
Greenville, TX 75402-8974

EDWARD JONES

4717 STONEWALL STREET
GREENVILLE, TX 75401

21.5 miles away

FIRST ADVISORS NATIONAL, LLC

4815 King Street, Suite B Suite B
Greenville, TX 75401

21.7 miles away

BLUE MONARCH FINANCIAL INC.

2418 LEE STREET SUITE 130
GREENVILLE, TX 75401

22.3 miles away

DOMINION PORTFOLIO MANAGEMENT, INC.

951 WEST DALLAS STREET
CANTON, TX 75103

22.4 miles away

EDWARD JONES

405 Live Oak St
Canton, TX 75103-3341

22.8 miles away

CETERA INVESTMENT ADVISERS LLC

101 BILL BRADFORD ROAD SUITE 25
SULPHUR SPRINGS, TX 75482

22.9 miles away

Firms

PFS INVESTMENTS INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CHARLES SCHWAB & CO., INC.

CETERA INVESTMENT ADVISERS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

FIRST ADVISORS NATIONAL, LLC

BLUE MONARCH FINANCIAL INC.

DOMINION PORTFOLIO MANAGEMENT, INC.

Investors

Brandon Ross Roberts

JAMAEL DAMON HARRIS

Rebecca Pauline Thompson

Billy Ray Miller

Maria Giovanna Hagaman

MICHAEL EDDIE HALL

Dylan Allensworth

Joseph Carson Lake

Nicky Don Sprowls

SUSAN NANETTE MULKEY

Matthew Logan Jones

JOSEPH ELI KILLGORE

PENNI LEANNE PERKINS

Dustin Ray Smith

LARRY DALE MONEY

JOHN CLAY PULLEN

DANIEL WAYNE FINCH

Andrew David Garner

Kathryn Michelle Ridge

LAUREN HESTER JASON

William Jonathan Helvey

MONICA LYN LITTLEFIELD

Within 25 miles of Point, TX, Best Investors lists 15 registered investment advisory firms with 29 offices nearby, managing about $5.38T in combined regulatory AUM across 1,771,967 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 Point

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM