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Best financial advisors in Princeton, TX

Registered advisers within 25 miles of Princeton, TX.

Offices
980
Firms
395
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,979,602 clients when Item 5C has a number
Avg / client
$5.16M
Combined AUM ÷ clients

Nearby offices

Firms

DELTA INVESTMENT MANAGEMENT, LLC
MCCULLOUGH WEALTH MANAGEMENT LLC
PARKWAY WEALTH MANAGEMENT GROUP, LLC
HELPING HAND RIA, LLC
EDWARD JONES
VICTORY FINANCIAL
ONE CAPITAL MANAGEMENT, LLC
BOK FINANCIAL SECURITIES, INC.
HILLTOP SECURITIES INC.
D.A. DAVIDSON & CO.
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
BOK FINANCIAL PRIVATE WEALTH, INC.
ASTRA WEALTH MANAGEMENT GROUP
BMP II KATYDID MANAGEMENT, LLC
LPL ENTERPRISE, LLC
GARNER ASSET MANAGEMENT CORPORATION
INTELLIWEALTH FINANCIAL ADVISORS, LTD
CWS INVESTMENTS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC

Investors

MARK ANDREW TREWITT
Joseph Michael McCullough
Gavin Ray Baker
Michael Branch
CHARLES GRIEN TRIPLETT
CHRIS OBERLING
CHRISTOPHER DAVID COLON
Helen Foster Hackney Conley
Tyler West Hastings
Elizabeth Kate Rauschmayer
JOHN STRICKLAND
TAMLYN RAY BAKER
ROBERT DWIGHT MCMEEN
JOEL MARSHALL HACKNEY
Jackson Hardy Baker
MICHAEL JACK GOODMAN
Sean M. Duncan
PAM PONGSATIANWONG DUNCAN
Jason Alan Gilbert
Adam Richard Arrington
Nathaniel Todd Davis
SUSAN HICKMAN SEITER
Michael Joseph Zarich
Adam Seth Baker
Gerald Ezequiel Montoya
Ronald Ames Rotthaus
Erin Melissa Finley Lee
Nicholas Edward Polyak
Chad Lynn Wood
Bradford Thomas Beeson
Nora Calderon Gil
Peter Mark Froggatt
George Venegas Pedraza
David William McClanahan
Sara Alicia Fagot
Eduardo Cano
Jeremy Aguilar
Zebrick Yancarlo De Leon
Alessandro Ugge
Daniel James Sprusansky
Steve Dwain Germany
Kayla Jo Smiley
Hunter Alan Woody
Christopher Philip Cunningham
Jacqueline Ann Sheahan
Benjamin Karl Garcia
Michael Vincent Manna
Kelly Ann Landen
Josef Rau
STEVEN ALEXANDER SARKISSIAN
DANIEL LESTER COLLINS
JOHN MARCUS ALLEN
ROBERT ALVIN HARTY
JAMES RAYMOND BUSSEY
MARIELA PONCE-GOMEZ
John C Ramey
JAMES FREDERICK MARTIN
WALTER JOSEPH ANTHONY
GAYLE MARIE Mabry
Laura Beatriz Fleites Rodriguez
JENNIFER ANN WINTERS
STEVEN MARSHALL PERRY
Jesse Fox
ALEX JEFFREY MATHERN
STEVEN WILLIAM STAHLBERG
LESLIE JO LUKENS MARTIN
Mitchell Austin McLaurin
KEATON SPENCER HOPPE
George Cameron Decell
ANDREW ROBERT HICKS
GAIL CARRION
STEVEN ZURLIS
BRADLEY THOMAS VINEYARD
MARK FILARDI
CANDY RENE HAWKINS
CHARLES ANDREW EVANS
GREGORY COLEMAN
JOHN RANDALL DARDEN
JOHN LAURENCE MANESS
Brandon James Anderson
OWEN TURNER MCCABE
MADISON DAY BROYLES
RODDY WAYNE WARREN
ROBERT EDWARD HOLLAND
BENJAMIN PAUL KIEHN
JOHN M HARPER
ANDRE RODOLFO JOSIAH
Scott Aaron Gottlich
CORINA GREEN
SEAN JOSEPH CONTI
Cynthia Martin Michel
MARK O KIM
XIAOJING ZHANG
JAIRO ENRIQUE MEJIA
Christopher Tammany Cuneo
AARON JORDAN BECKER
Grant Reid Bruce
MARCELLA MADELINE SHAIKH
DANIEL P HOPP
JAMES NEAL TURNER
JONATHAN DAVID HOOPES
PREETINDER SINGH CHATHA
David Alan King
William C Artzberger
Robert E Pugh
Benjamin Thomas Watson
WALTER ELLIS HAMPTON
Christopher Brett Sands
RICHARD LEO SCORDO
Jaden Wade Smoot
PRESTON MAYO
JAYCIE TYE
VARUN ELANGOVAN
ROBERT SIBLEY GARNER
DAVID ALBERT BODEN
MICHAEL ELMER ENGELS
KIRK DANIEL BELL
Christian Calderon

Within 25 miles of Princeton, TX, Best Investors lists 395 registered investment advisory firms with 980 offices nearby, managing about $15.4T in combined regulatory AUM across 2,979,602 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 Princeton

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM