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Best financial advisors in Rollingwood, TX

Registered advisers within 25 miles of Rollingwood, TX.

Offices
978
Firms
566
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,203,929 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

CAPTRUST
OEW INVESTMENT ADVISORS LP
KESSLER ENERGY, LLC
GUZMAN WEALTH MANAGEMENT
MISSION WEALTH MANAGEMENT, LP
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
FRENCH FAMILY OFFICE, LLC
EDWARD JONES
INDEPENDENT FINANCIAL PARTNERS
SHADOWRIDGE ASSET MANAGEMENT, LLC
LIVEOAK MANAGEMENT SERVICES, LLC
CENTURY MANAGEMENT FINANCIAL ADVISORS
HEALTHQUEST CAPITAL MANAGEMENT, L.P.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
ADVANTAGE CAPITAL

Investors

Kirkland Henley Caison
Loredana M Morosanu
BRYAN EDWARD SWEENEY
ROBERT ARTHUR KESSLER
STEVEN GUZMAN
Julian Scoglio
JORDAN BRANDON GREEN
JAMES CAILLAVET PALMER
JARRET WESTON CARTER
KITTREDGE LEE GRIFFIN
JOHN WALLACE MADDEN
DAVID RICHARD FRENCH
Jay Michael Daily
CHRISTOPHER LEE STOLTE
LAURA F REDFERN
WILLIAM THOMAS HEPBURN
Chad Michael Karnes
Heather Dalice Johnson
RALPH PHILIP LEBKUECHER
DAVID HARDING FEATHERSTON
LISA ANNETTE STROUD
AARON SAMUEL BUCKHOLTZ
JAMES DAVID BRILLIANT
ARNOLD VAN DEN BERG
WILLIAM HUGH BRILLIANT
Rachel Renee Van Den Berg
JOHN BRADLEY DIXON
DAVID B LLOYD
SCOTT SCHAIN VAN DEN BERG
MARK SADAMU OKAMOTO
William Bruin
GILBERT J RIOJAS
JON JAMES TOERNER
ELEANOR LOYCE JORDAN
GRAYSON GLENN HOPPER
Nicholas Edward McConnell

Within 25 miles of Rollingwood, TX, Best Investors lists 566 registered investment advisory firms with 978 offices nearby, managing about $19.2T in combined regulatory AUM across 3,203,929 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 Rollingwood

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 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T 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