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Best financial advisors in Round Mountain, TX

Registered advisers within 25 miles of Round Mountain, TX.

Offices
70
Firms
42
Combined AUM
$6.11T
Firm-wide filings, not assets booked only here
Clients
850K
850,038 clients when Item 5C has a number
Avg / client
$7.19M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
HERACLITUS CAPITAL MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CURRAN FINANCIAL PARTNERS, LLC
OPTAS, LLC
TEXAS ASSET MANAGEMENT
HAMILTON FINANCIAL PLANNING LLC
LINCOLN INVESTMENT
KESTRA ADVISORY SERVICES, LLC
AMPLIO WEALTH MANAGEMENT, INC.
RINCON WEALTH MANAGEMENT

Investors

NATHAN ROBERT SCARBOROUGH
MARK ALAN HANDLEY
Jeffrey Jay Bouwman
Jeremy Lee Bouwman
KYLE LOGAN GREER
Kendall Simpson
Gavin James Loftus
Nicole Christine Babin
Michelle Miller Florander
Colten Napier
Kenneth M Patterson
JEFFREY WILLIS DURKEE
SUSAN OBRIEN CURRAN
STEPHEN JAMES CURRAN
Zachary Jacob Bezella
COURTNEY LYN WALKER
George Caviedes
RYAN Hart
Blake Aaron Broussard
FREDERICK MORGAN GLASSER
MICHAEL BERGER
MEGHAN RAILEY
JOHN WHITAKER BRODNAX
JAMES RICHARD KARNES
ELVIN GARY MILLER
Trent S Hamilton
SCOTT PRICE HAMILTON
RANDY RAY OEHRLEIN
DON SANBORN CROOK
STEPHEN MARK MURO
David Reed Reisen
Adam Besand
Charles Earl Cox
Taylor Colleen Smith
Clare Renae Grabarkewitz
ROBERT SCOTT BARLEY
SCOTT RYAN MALONE
Adam James Gafken
Dina M Slaibi
Graham R Johnson

Within 25 miles of Round Mountain, TX, Best Investors lists 42 registered investment advisory firms with 70 offices nearby, managing about $6.11T in combined regulatory AUM across 850,038 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 Round Mountain

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM