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Best financial advisors in Roman Forest, TX

Registered advisers within 25 miles of Roman Forest, TX.

Offices
411
Firms
146
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,816,528 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
SYMPHONY FINANCIAL, LTD. CO.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
US 1ST WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TLG ADVISORS, INC.
EDWARD JONES
PFS INVESTMENTS INC.
BROOKSTONE CAPITAL MANAGEMENT LLC

Investors

KYLE ANDREW SADLER
LINDSEY C. REDDING
DAVID PATRICK FARRELL
BRIAN F LA ROCCA
CRAIG F ZUMPANO
ROBERT L (II) HAYES
BRADFORD J BOIKE
Jonathan Andrew Conner
Robert Joseph Taphorn
Sharon Lynn Campbell
Nicholas Lee Hathaway
John FREDERICK Taphorn
MEGAN PAPPAS GASKAMP
Anthony Dwayne Griffin
BRENDA R.C. JACKSON
WILLIAM EARL SHANK
James M Atkins
John Sawyer
Emmanuel Velazquez
Hector E Martinez
LYNN DAVID FLETCHER
TERRANCE SAMUEL ELDER
John P. Bunch
JERRY LEON CUTAIA
Tyler A Getz
Logan Raffa
Catrina Renee Beauchamp
Andrew Prucha
LYNN M WAMMEL
Briana Nicole Prucha
Kelly Foisner Troutman
TOBY MCSWAIN
Matthew John Bohli
TIMOTHY JAMES NEUMANN
Felicia Ann Cumby
JOYLA DANITA GREGORY
STEPHANIE HERRERA
Samuel Fullerton Wheatley
Diana Garcia Van Horn
DONALD JAMES TRAUGOTT
ODIS DOUGLAS JOHNSON

Within 25 miles of Roman Forest, TX, Best Investors lists 146 registered investment advisory firms with 411 offices nearby, managing about $14.0T in combined regulatory AUM across 2,816,528 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 Roman Forest

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM