Best Investors Account Sign in

Best financial advisors in Robert Lee, TX

Registered advisers within 50 miles of Robert Lee, TX.

Offices
43
Firms
17
Combined AUM
$4.81T
Firm-wide filings, not assets booked only here
Clients
592K
592,106 clients when Item 5C has a number
Avg / client
$8.12M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MUTUAL ADVISORS, LLC
EDWARD JONES

Investors

Douglas Sitter
JEREMY ANDREW DODD
JOHN T MCPHERSON
Mark Allen Garcia
Jason Savage Blake

Within 50 miles of Robert Lee, TX, Best Investors lists 17 registered investment advisory firms with 43 offices nearby, managing about $4.81T in combined regulatory AUM across 592,106 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 Robert Lee

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM