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Best financial advisors in Rockport, TX

Registered advisers within 25 miles of Rockport, TX.

Offices
16
Firms
10
Combined AUM
$5.48T
Firm-wide filings, not assets booked only here
Clients
854K
853,964 clients when Item 5C has a number
Avg / client
$6.42M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MORGAN STANLEY
LPL FINANCIAL LLC
GENEOS WEALTH MANAGEMENT, INC.
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
THE OFFICE OF HEATH O. LAUSENG
AMERIPRISE FINANCIAL SERVICES, LLC
EMPOWER ADVISORY GROUP, LLC

Investors

Elizabeth Gonzalez
Kaelyn DuBose
Vanessa Lynn Giannamore
Mayra a Moreno
Bill T Wilson
PAT COMAR JOHNSON
PHILIP EDWARD VOLPE
SUE ANNA DIETERICH
Michael Crase
RYAN BRADLEY WILLIAMS
Samuel Lowell Spears
Chase N Rios
Sara Elizabeth Janak
JOSEPH ANDREW PAZERA
LYNDSEY DIAN WALTERS
DIEGO ZAMORA
RUDY CAMERON SOLIZ
JASON DANIEL STAFF
ANGELA NICOLE RUDDOCK
MATTHEW TREY SABLATURA
Parker DeLaine Brown
Elizabeth Sheri Ackman
KIMBERLY S PENDERGRAFT
Kathleen Elizabeth Clark
Eric McLester
TomAnn Ecker
BRADLEY G. WEST
ROBERT R WYCKOFF
LEAH RENEE WYCKOFF
ARTHUR JESSE CANTU
HAROLD DOUGLAS MCCOY

Within 25 miles of Rockport, TX, Best Investors lists 10 registered investment advisory firms with 16 offices nearby, managing about $5.48T in combined regulatory AUM across 853,964 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 Rockport

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM