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Best financial advisors in Poolville, TX

Registered advisers within 25 miles of Poolville, TX.

Offices
53
Firms
23
Combined AUM
$4.55T
Firm-wide filings, not assets booked only here
Clients
1.03M
1,029,341 clients when Item 5C has a number
Avg / client
$4.42M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
GEORGE, MORGAN & SNEED, P.C.
LPL FINANCIAL LLC
LOMBARD ADVISERS INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
RYDAR EQUITIES, INC.
ADVISORY SERVICES NETWORK
J.P. MORGAN SECURITIES LLC

Investors

CRAIG ALAN BAGLEY
Sion Audrain
MICHAEL CLIFFORD BARRON
CHRISTINA JOY BENINATI
Andrew Steven Lane
William Cody Strait
Daniel Gene Hungerford
JACY CHERI GUYNES
LEON ARLIN HENRY
KENNETH RAYMOND KIRKEBY
JAMES EDWARD HARRIS
BRIAN KEITH PAYNE
Adrian Jay Craddock
Rebecca Diane Prince
Taylor Leeann Cope
STEVEN ZARKIVACH
DAVID EARL CORRELL
John Frank McShan
JUSTIN SHELTON GUESS
BRENDAN CAINE BETSILL
RANDY CARTER COX
JERRY LEE WALKER
GARY RYAN PECKHAM
Cameron Michael Rompal
CHUCK DEWAYNE BLANTON
Jared Matzke
Waylon Thomas Widler
Michael Pacheco
Kris B Morris

Within 25 miles of Poolville, TX, Best Investors lists 23 registered investment advisory firms with 53 offices nearby, managing about $4.55T in combined regulatory AUM across 1,029,341 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 Poolville

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 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM