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Best financial advisors in Rosenberg, TX

Registered advisers within 25 miles of Rosenberg, TX.

Offices
1,059
Firms
516
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,129,110 clients when Item 5C has a number
Avg / client
$5.52M
Combined AUM ÷ clients

Nearby offices

Firms

WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
B.D. STERLING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
EDWARD JONES
HAMZA INVESTS FUND MANAGER LLC
SWEETWATER FINANCIAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

WESLEY OWEN BALES
BRANDON BAS CURTIS
Cody Alan Guyer
Keith Wayne Patterson
Muna Malik
JASON CANCINO
Corey Ingram
Maria D Salguero
Carly Michel Voyles
Aurian Faridi
Damian Lance Kimmons
DAVID BRYAN TEEL
Mark Anthony Leifrig
KEITH ANDREW BORGFELDT
JAMES BRYANT HAWRYLUK
MUHAMMAD abbas dhanji
ROBERT LEE MCQUILLAN
Yaqi Li
Scott K Fogleman
STEVEN LOUIS WIRICK
BARBARA DAVIS WIRICK

Within 25 miles of Rosenberg, TX, Best Investors lists 516 registered investment advisory firms with 1,059 offices nearby, managing about $17.3T in combined regulatory AUM across 3,129,110 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 Rosenberg

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 INVESCO ADVISERS, INC. 217 advisers $750B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM