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Best financial advisors in Porfirio, TX

Registered advisers within 25 miles of Porfirio, TX.

Offices
9
Firms
8
Combined AUM
$5.00T
Firm-wide filings, not assets booked only here
Clients
385K
384,846 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC

Investors

EDUARDO GONZALEZ
EUSEBIO CORTEZ
ANGELICA MARIA GARRIDO
TITO RESENDEZ
DENNIS MARTIN MITCHELL
MONTE KEITH MARTIN
MATT DAVID HEFFERNAN
David J Heffernan
Carlos Enrique Cuellar
DIANA EDITH CORTEZ
AMANDA ESTRADA
Daniel Reza

Within 25 miles of Porfirio, TX, Best Investors lists 8 registered investment advisory firms with 9 offices nearby, managing about $5.00T in combined regulatory AUM across 384,846 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 Porfirio

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM