Best Investors Account Sign in

Best financial advisors in San Angelo, TX

Registered advisers within 25 miles of San Angelo, TX.

Offices
48
Firms
20
Combined AUM
$4.83T
Firm-wide filings, not assets booked only here
Clients
593K
593,091 clients when Item 5C has a number
Avg / client
$8.14M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EQUITABLE ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRATEGIC FINANCIAL CONCEPTS, LLC
EDWARD JONES
SPC
OUTLIER FINANCIAL PARTNERS, LLC
THIEMAN INVESTMENT & RETIREMENT SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

MARIA JARA MARTINEZ
BENJAMIN BELIO VILLARREAL
DEE JAY WILDE
Kaylyn Grace Alexander
RUTH FRANCES WILDE
MICHAEL RYAN BARNES
JAMES JONES
GREGORY NEAL MCDONALD
JOHN STEPHEN CECIL
STEPHANIE ANN PEDDY
ROBERT FRANK ZESCH
Erika Renee Lara
Wayne Alan Knight
William Louie Holmes
Edward Charles Yale
MARCELA BECERRA
SAMUEL EDWIN EDWARDS
Cody James Clements
Jason T Fuchs
James Lawrence Freeman
REBECCA LARRYN ARNOLD
Levi Taylor Calhoun
Nathan Granzin
JUSTIN MICHAEL OWEN
JANELL KAY ECKERT
Samantha Candace Lea McIntyre
Jonathan Hunter Hughes
LISA K EADY
Ashley Marie Paloutzian
Tommy Edward Neal
Mason Bond Heflin
Maverick N Gadberry
MICHAEL LANCE JONES
Connor Dierschke
Jordan Nicole Hohensee

Within 25 miles of San Angelo, TX, Best Investors lists 20 registered investment advisory firms with 48 offices nearby, managing about $4.83T in combined regulatory AUM across 593,091 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 San Angelo

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM