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Best financial advisors in Providence Village, TX

Registered advisers within 25 miles of Providence Village, TX.

Offices
1,064
Firms
430
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,191,760 clients when Item 5C has a number
Avg / client
$5.46M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRUDENT PROSPERITY
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
FRONTLINE WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
BFC PLANNING, INC.
CULTIVAR CAPITAL, INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Robert Adam Friday
Jeff Croswell
DAVID JAMES CRIPE
David Russell George
John J. Friday
WILLIAM JOHN ROEBKEN
Kyle S. Parkin
Justin Thomas
CLYDE RICHARD WOOLFOLK
Jason Scott Freeby
Nash Noorali
GARY CALMES
DUNCAN JAMES GATES
GUY WILLIAM JONES
TIMOTHY WAYNE SHOOPMAN
Abe F. Nayfa
KRISTIN CORRERO
Kyle A. Nayfa
THOMAS EARL MUIR
JEFFERSON KEITH HENDERSON
CHRISTOPHER JESSE ALVAREZ
Amrit Singh Dhillon
David Ray Gilmore

Within 25 miles of Providence Village, TX, Best Investors lists 430 registered investment advisory firms with 1,064 offices nearby, managing about $17.4T in combined regulatory AUM across 3,191,760 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 Providence Village

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM