Best Investors Account Sign in

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

WAYMAKER PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
CG ADVISORY SERVICES
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
STONEBRIDGE WEALTH MANAGEMENT, LLC
BRECK PARTNERS, LLC
SUREPATH WEALTH MANAGEMENT, LLC
DAVID RHODES CANNON, C.P.A., LLC
OLIMPIO NEU & ASSOCIATES, INC.
HERRINGTON WEALTH MANAGEMENT CORPORATION
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
INDEPENDENT FINANCIAL GROUP, LLC
UNITED CAPITAL FINANCIAL ADVISORS
VAN CLEMENS WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CLAIRALPHA ADVISORS LLC

Investors

CHARLES GLEN DANIEL
DIOSELINA G RAMIREZ
RAOUL P SHROFF
CHRISTOPHER KEITH HUGGINS
Malak G Garcia
Jennifer Aceves
SARAH EMILY SELIN
Branson C Butler
Roderick Wilson
Shruti Nilesh Vasa
MIGUEL ANTONIO BERNARD
ERICA TYREE
Nathanial Alan Wilk
Mario Hermilo Gonzalez
Tanner Martin Luehrs
Alan N Tama
Benjamin Reyes
Alexander Thomas Tiner
Thomas D Bridgman
Antonio Loeza
Jaynish Gandhi
Carlos Antonio Parra
Gregory Patrick Fallon
Bhavya Shukla
JAYDEN SHEA MCDOUGAL
Christina Kutej
Hope Catterton Ellis
Daniel Aguirre
JAMES ROYAL
MARY LEE FERRELL
JOHN RALEIGH JONES
KURT DAVID PETERSEN
Harry CHARLES Loftus
MICHAEL TRENT MILLER
Julie Julaine A Cichy
Mark ARNOLD Theriault
John Frith Jr.
SCOTT BROWNING COOMBES
TOMMY L PIERCE
Kelly M D'Ambrosia
Jennifer Nicole Wall Campbell
CODY B BRADSHAW
WILLIAM B SMAYDA
Timothy Bennett
JOHN THOMAS HUGHES
JESSE LEE BELVILLE
Stephanie Leigh Dobson
ARIK Clayton Garner
GERARD K RONCINSKE
DAVID MICHAEL PETERSON
MARK RANDALL MASSEY
RICHARD WIESLAW PIATAS
JEFF EASTBURN
CHARU DAYAL
Robert Lawrence Odishoo
STEPHEN PAUL WEATHERS
Jackson S Alexander
Seth E Hare
Angela Ann Dover
ANGELA JEAN SHAW
KRISTINA Tran Johnson
MATTHEW KING
SUZANNE E INGRAM
Cynthia Q Tran-Alecio
MARTHA JANINE SOLOMON
Christopher Beach
DANIEL GREER
TYLER GENE SAMUELS
HARRY LEON WALLACE
Eric Wynn
Mary Henry
KRYSTAL NICHOLE DELEON
Brandon Z Shen
FREDERICK LEANO
NATHANIEL VOLK DONNELLY
Kevin Cochran
GLENN MAY
ADAM K NOLL
Michael James O'Neil
Frank Trent Campbell
Landon Lingle
Wendy J Simpson
Rebecca Annmarie De Anda Licona
Roderick Bennett
Jason Michael Wills
Kelsey DeLynn Gaona
Natali Renee Flores
Jillian Dits
Kate Kelly Dittrich
adel ihab nasser
WENDY WALKER MESSMANN
KAREN DENISE HAWTHORNE
Michael J Fontenot
MICHELLE MARIE DOVE
Buffie Anderson
Jason EUGENE Tarver
John W Ludlow
KIRK GREER
CURTISS MARVIN KAUFMAN
MICHAEL SANTINO PARRELLY
CHRISTOPHER BRUCE CAMPBELL
GIORDANO GIOVANNI ZUAZO
Tyler SCOTT Theriault
Joanna Fazio Clark
Roberto Cespedes
Richard L Mason
BRADLEY WILLIS
TROY JORDAN EMERSON HACKNEY
AARON RAY KELLY
ELIZABETH JOY COOKE
Aaron Anthony Smith
Lance Sutton
Jose M Lopez
Kenneth Chinn
Jessica Watts
Taylor Cook
NEIL EVAN RINEHART
Joseph John Nittolo
KIM MARIE PEARSON
THOMAS SLATER
Gregory L Harned
Brendan Wagner
Merilyn Aro
ali Mirjahangiri
Natalie young
Luis Cristobal Lemus
Amanda Kristin Colon
Jonathon Condren
GREGORY COLEMAN
Eric C Savio
Jose Alejandro Valencia
Victoria Rimpsey
Brooke Adel Tarvin
Brandon Hugh Glossop
Emely Garcia
William Thomas Ransom
Brandon Antione Kelly
Haris Khurrum Monga
Martin Anguiano
MATTHEW DONALD DELUCA
Zhilu Zhang
Matt L Clover
JANICE ANN SIMMONS
CYNTHIA GAYNOR LEMONS
Harry Wayne Porter
ROBERT JOSEPH FREY
DUSTY JORY TRIPP
CARY JOSEPH TUCKER
Madeline Hope Nichols
John M Terry
HANNAH MARIE UBANOSKI
TERRY DUONNE LEE
JOHN MARSHALL TERRY
KIBB HARLON KING
Bruce Allen Lewin
ROBERT ALLEN SMITH
GREG DAVID HORNOK
DAVID H KO
JAY HENRY LIBERMAN
Kendall RAY Pfutzenreuter
JODIE K MCKEVITT
HOLLI DEANNA TERRY
Lydia Meiying Guo
JOYCE MIANI
PHILIP STEPHEN HAMMITT
ROBERT LEROY STRAIGHT
SACHA DAVID ZURAWEL
Nancy Kristene Foust
ROBERT GEORGE DILLENBACK
TODD ALLEN PACE
BARRY WAYNE NEW
DIANA LOUISE READ
Parker David Thompson
GREGORY WILLIAM LEISEY
Sherry Farley Mitterer
JENNIFER Jean HANSARD
Robert Griffin Smith
Lucas K Chavez
Yelisey Kuts
Michael Robert Brown
STEVEN MARC NAGEL
KENNETH ANTHONY BLATTENBAUER
Erik Morin
Hannah May Ellis
GUSTAVO A DELAFUENTE
KELLEY JEFFERSON DOUGLAS
ERIC GERRARD EDWARDS
DAVID RHODES CANNON
BRIAN CHRISTOPHER NEU
SALVATORE JULIO OLIMPIO
EVANGELINE TYNDALL HERRINGTON
Galen Rue Herrington
SHEA GORDON
MARY KATHLEEN DAVIS
NATALIE ANNE RUDIS
KENNETH JAMES BEBER
TRUDY TURNER
AARON LYNN SURIFF
MARLA JANE JOHNSTON
Ryan J Munoz

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