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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

ENERGY GROUP CAPITAL LP
WELLS FARGO CLEARING SERVICES, LLC
CIBC PRIVATE WEALTH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MISSION WEALTH MANAGEMENT, LP
OASIS CAPITAL PARTNERS (TEXAS) INC.
AVC AIG GP, LP
STEPHENS
PHILOSOPHY MANAGEMENT, LLC
CROWDSTREET ADVISORS, LLC
ORCHARD FINANCIAL
UBS FINANCIAL SERVICES INC.
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
NORTHERN TRUST SECURITIES, INC.

Investors

MARTHA GONZALEZ
JAY EDWARD ALEXIS
CORY JASON MASSEY
MOSES CLIFTON MENDEZ
JASON JOSEPH SANTOWSKI
MICHAEL MANUEL ARRIAGA
KHAN PHOUNG KAMMERER
JANIE LOPEZ RODRIGUEZ
CECILIO URQUIZA MARQUEZ
JAKE MICHAEL HANSEN
GEORGE HUGH COVERT
DAVID ALAN HORVATH
DENNIS LYN SMITH
BENJAMIN JAMES MURRAY
STEVEN JOSEPH HOAG
JEREMY LOYD VANCE
JASON LEE CALE
SANDRA STARSIAKOVA
AMY LANETTE AGUILAR
CHRISTOPHER PAUL LEDOUX
MECHOLAH L HAYDEN
ANTHONY MIGUEL SERRANO
LEA VONCELL NAVARIJO
JOSUE BERMUDEZ
ALBERTO PADILLA
JESSI SAGE UNDERBRINK
JOSE ANTONIO JAIMES-HERNANDEZ
VICTOR PEREZ CAMPOS
JOHN PARKS
JAMES KEITH WILLIAMSON
AMY MICHELLE BIRNBAUM
THOMAS LE
DEBORAH MAY FOUST
TAYLOR M. LIPPS
KORY ALAN JOHANNING
DANNY OMAR LOPEZ
Juana Angelica Esparza
SARAH ROSE HARRINGTON
JACOB WILLIAM KLINE
ERDENER BEKAR
DYLAN CALVERT ELIAS
CHRISTOPHER SCOTT SCHMIDT
JARED KEITH HALL
TYLER HILLSON ZUREK
HUBERT WETZEL BAYS
AJAY KUMAR GUPTA
DUSTIN DREW WHITING
CHRISTIAN GUERRERO
JUDE HANNE SAYAH
JESSICA LANE STREALY
EHSAN AREF ADIB
ADAM RAY VILLALPANDO
Adriana Perez
SALOME CHUN HAN
CHAD Steven HOLDER
AROOSA HAMID
NOAH NATHANIEL ALDERSON
JAIME LUIS DIAZ
STEPHANIE JANE HEMENWAY
Christy Berglund
SHELLEY MARIE PEREZ
Jose P Avelar-Solis
MICHAEL RYAN SMITH
Robert Kenneth Johnson
MARK EDWIN FRAZIER
Nicole Marie Granger
TIVA BREEZE LEWIS
ANDERS MARTIN RASMUSSEN
HOLLIS LENOIR JEFFERIES
DENNIS KRISTOPHER KITTRELL
JONATHAN MATTHEW DEWOODY
JORGE ALBERTO MALDONADO
JUSTIN ANTHONY KRESZ
PATRICK MICHAEL CRUISE
DAVID HENSLEY SHINE
SCOTT DAVID SMITH
KINBERLY URIETA
LAURA ELIZABETH BLEAKLEY
MICHAEL DON PORTMAN
JOHN RICHARDSON HARRELL
KELLY DAVIES CHIMERA
Felix ADRIAN Erbring
MICHAEL TRAVIS JOHNSON
JOHN ALLAN GAMBLIN
ELIZABETH ANNE JENSEN
TIMOTHY G CORS
ASHTON ROANE
PAUL DAVID TEARSON
Cole David Haddock
RICHARD RANDOLPH ALEXANDER
DAVIS ROBERT BLAKE
Ashley Nicole Bradford
STEPHANIE ANNE ROTH
LEAH ANNE COLEMAN
MATTHEW J SCHAEFER
HARDIE BARR
DOUGLAS LAYNE CARROLL
VIRGINIA NASSOUR
JOHN PHILLIP TUCCIO
Joseph Robert Gallardo
Tyson Hughes Robertson
JAMES MARCUS BROWN
Chelsea Ann Herr
JUSTIN AARON MENDEZ
Marc Anthony Dunbar

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