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Best financial advisors in Roanoke, TX

Registered advisers within 25 miles of Roanoke, TX.

Offices
1,495
Firms
574
Combined AUM
$20.8T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,551,159 clients when Item 5C has a number
Avg / client
$5.86M
Combined AUM ÷ clients

Nearby offices

Firms

ROLAND, CRISS INVESTMENT RESEARCH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STERLING CAPITAL ADVISORS
PHILLIPS RAY CAPITAL MANAGEMENT, INC.
KESTRA ADVISORY SERVICES, LLC
THE CAPITAL CHART ROOM, LTD
LPL FINANCIAL LLC
THIRTEEN TWENTY-TWO ADVISORS
EDWARD JONES
EAGLE CAPITAL INTERNATIONAL, LLC
ROBERT W. BAIRD & CO. INCORPORATED
CREATIVE PLANNING
J.P. MORGAN SECURITIES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

DONALD KENT DENTON
TRE LEDON CARRUTHERS
Winston Trenton Trotter
MARGARET METCALF HOOD
MARK ASHBY HOOD
BRIAN MICHAEL PHILLIPS
PAUL SANFORD FAIDLEY
Victor Kushal Heetai
DAVID CHRISTOPHER HOPKINS
JEFFREY MARK HOLLER
Gilbert V Little
Randall Sloan
John Sidney Morrison
HEATHER RAE BRIDGES
LANDON G FREEMAN
JESSYCA R. MILLER
JONATHAN CHRISTIAN BRIDGES
JOSEPH AARON BROWNBACK
LARRY GLEN BRUNELL
BRYCE REED DANLEY
BILLY ALLEN YARBROUGH
BROOKS HENRY DANLEY
Rachel Couch
WILLIAM PHILIP SMILEY
AMBER MCINTYRE
Kyler Nielsen
Aisha Ann Rada
Albert Dixon Pattillo
Michael Denis Walker
Spencer Beau Jones
Andrew Rubinson
Sue Ellen Burch
Marshall Alan Humphrey
MARCUS HOUSTON QUALLS
BRYAN CHRISTOPHER VAUGHN
JENIREE SANCHEZ
Caitlin M Kraft
Mallory E Wittkowske
Peter J Philpott
Scott F Taft
GEORGE VINCENT GAMEZ
PAUL RICHARD ROBINSON
PETER L PHILPOTT
JOSEPH KANE SHOLDEN
WILLIAM CLAY RYAN
SUSAN M FETTIG
PAUL ANDREW ROBINSON
SUSAN GRANT PALOMBO
BRADLEY LANE JONES
CATHERINE ANN MCGRATH
Rachel Robinson Florence
YANELY GARCIA
Jack R Seitz
KENDALL MARIE INMAN
Whitney E Welch
WILLIAM PAUL DAVIS
DAVID MICHAEL ADAMS
SAVANNAH JAYNE PETRONIS
Joshua J Allen
CRAIG OLSON NICHOLSON
JEFFREY WAYNE CARROLL
DEBBIE KAY HURLEY
Cayden Dare
Michelle Anne Willingham
TY WATERMAN CHESNUT
Bismarck O. Darko
CORD ANTHONY ADAMS
Roy Scott Hamilton
Diana V Butler
Ariel Canales
DAVID ANDREW SANDEFER
BRIAN GERARD PETRANDO
BHARAT M PARIKH
W BLAKE MONROE
DARYL R Klump
BENJAMIN WADE HENDERSON

Within 25 miles of Roanoke, TX, Best Investors lists 574 registered investment advisory firms with 1,495 offices nearby, managing about $20.8T in combined regulatory AUM across 3,551,159 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 Roanoke

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 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM