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Best financial advisors in Round Rock, TX

Registered advisers within 25 miles of Round Rock, TX.

Offices
1,034
Firms
584
Combined AUM
$19.3T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,204,521 clients when Item 5C has a number
Avg / client
$6.02M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STRATEGIC FINANCIAL CONCEPTS, LLC
ARGENT WEALTH MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFG ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
DAVIS & WEHRLE, LLC
TNT ASSET MANAGEMENT, LLC
GREENBELT INVESTMENT ADVISORS, LLC
CLIFTON MYERS FINANCIAL ADVISORY

Investors

Rawley M Farrell
MICHAEL ROBERT HARVEY
HUMBERTO EDMUNDO MORENO
SCOTT JACOBSMEYER
SUSAN PULLIG LIPSCOMB
Gina Bustos
LAURENCE JOHN EGLE
Delton Cobert Drum
Bradley Steven Van Houten
Thomas Evan Green
STEPHEN ALLEN CARTER
MARQUES JELLANI BOBO
Rebecca LeAnn Robinson
HASSAN SYED ALI
SHONDA DAVIS HETHERINGTON
Amy M Norris
Kari Lynn Matney
Ryan Landers
Jesse Frieden
TODD AARON DURFLINGER
KEVIN TUCKER DAVIS
MARK EDWARD WEHRLE
Sarah Anne Donnelly
Shawn Parsons
TARIK RANDALL BAKIR
ISSAM MAHMOUD BAKIR
DAH-CHIN CHI
TREVOR LAITH BAKIR
HOMER PHILLIPS PARSEGIAN
MATTHEW VAN COOK WELLS
DONALD CLIFFORD HURWITZ
AMANDA MICHELE CHRISTIANS
TERRY DEAN ELLIS

Within 25 miles of Round Rock, TX, Best Investors lists 584 registered investment advisory firms with 1,034 offices nearby, managing about $19.3T in combined regulatory AUM across 3,204,521 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 Rock

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