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Best financial advisors in Red Oak, TX

Registered advisers within 25 miles of Red Oak, TX.

Offices
958
Firms
583
Combined AUM
$18.0T
Firm-wide filings, not assets booked only here
Clients
41.1M
41,129,952 clients when Item 5C has a number
Avg / client
$438.0K
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
5TH LEVEL CAPITAL MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC

Investors

MICHAEL JOSEPH MENDOZA
Andrea Walton
Jacob Chase Colwell
Karen Diane McClary
Jillian Diane McClary
Robert D Collins
Wess Griggs Winn
Robert William Mastin
CHRISTOPHER DAVIS JORDAN
John Wade Reagan
ALISON A FOURTNER
Lance Spencer Gary
Jody Thomas Madding
Kelly M Dlabaj
Paul Bryan Colwell
Jaime Dlabaj Holland
Russell Damian Philip Clark
Jeffery Dale Buttgen
Jason Crenshaw
KIP RYON FEDORA
Barry Ray Moore
Darryl Lewis Fenton
Daisy Cano

Within 25 miles of Red Oak, TX, Best Investors lists 583 registered investment advisory firms with 958 offices nearby, managing about $18.0T in combined regulatory AUM across 41,129,952 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 Red Oak

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 INVESCO ADVISERS, INC. 217 advisers $750B AUM