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Best financial advisors in Rio Medina, TX

Registered advisers within 25 miles of Rio Medina, TX.

Offices
417
Firms
182
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.52M
2,523,213 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
CARR CONSULTING P.A.
ESCALERA COMMUNITY INVESTMENTS, LLC

Investors

LORENA VILLA
Austin Lane
John David Harmon
Jeffrey A Settle
Laurel Collums
Jay Fine
Oscar Andres Hernandez
KRISTIN E SORENSEN
CARLOS HERNANDEZ MIRANDA
Eric Eugene Fenn
Robin Anderson Fenn
Abraham J Guzman
Joshua Wallace
Edward Luis Fabela
CHARLES EDWARD MCCALL
Wesley Adam Landrus-McGee
Juan C Zayas
DONALD MICHAEL BRITT
NATALIE Ayerim REYES
AMANDA MARIE DURAN
JOHN MALCOLM CARR
Andres Alfredo Garza
SUSANNE SERNA
MONIQUE MICHELLE CASSIDY

Within 25 miles of Rio Medina, TX, Best Investors lists 182 registered investment advisory firms with 417 offices nearby, managing about $13.2T in combined regulatory AUM across 2,523,213 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 Rio Medina

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 CAPTRUST 963 advisers $1.24T 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