Best financial advisors in San Benito, TX

Registered advisers within 25 miles of San Benito, TX.

Offices

26

Firms

14

Combined AUM

$5.87T

Firm-wide filings, not assets booked only here

Clients

1.04M

1,035,335 clients when Item 5C has a number

Avg / client

$5.67M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

1221 S 77 Sunshine Strip
Harlingen, TX 78550

EDWARD JONES

1906 E TYLER AVE SUITE E2
HARLINGEN, TX 78550

AMERIPRISE FINANCIAL SERVICES, LLC

1206 EAST TYLER AVE
HARLINGEN, TX 78550

LPL FINANCIAL LLC

1118 EAST HARRISON AVE
HARLINGEN, TX 78550

STATE FARM INVESTMENT MANAGEMENT CORP.

922 E Harrison Ave
Harlingen, TX 78550

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

222 E VAN BUREN ST
HARLINGEN, TX 78550

PFS INVESTMENTS INC.

315 EAST JACKSON STE 6
HARLINGEN, TX 78550

WELLS FARGO CLEARING SERVICES, LLC

1206 DIXIELAND RD
HARLINGEN, TX 78552

PNC WEALTH MANAGEMENT LLC

1902 WEST TYLER AVENUE
HARLINGEN, TX 78550

WELLS FARGO CLEARING SERVICES, LLC

203 N ARROYO BLVD
LOS FRESNOS, TX 78566

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

302 Lorenaly Dr. Suite E
Brownsville, TX 78526

11.7 miles away

WELLS FARGO CLEARING SERVICES, LLC

910 RUBEN M TORRES BLVD
BROWNSVILLE, TX 78520

12.8 miles away

WELLS FARGO CLEARING SERVICES, LLC

1175 FM 802
BROWNSVILLE, TX 78521

13.4 miles away

LPL FINANCIAL LLC

1425 RUBEN TORRES BLVD SUITE R
BROWNSVILLE, TX 78521-1104

13.5 miles away

J.P. MORGAN SECURITIES LLC

1475 RUBEN M. TORRES BOULEVARD
BROWNSVILLE, TX 78521

13.5 miles away

PNC WEALTH MANAGEMENT LLC

2000 Ruben Torres Sr Blvd
BROWNSVILLE, TX 78526

13.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1623 Central Blvd. Ste 200
Brownsville, TX 78520

14.3 miles away

EQUITABLE ADVISORS, LLC

1728 BOCA CHICA BLVD.
BROWNSVILLE, TX 78520

15.2 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

1534 EAST 6TH STREET SUITE 101 [SATELLITE]
BROWNSVILLE, TX 78520

15.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

915 E 11th St.
Brownsville, TX 78520

16.2 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PFS INVESTMENTS INC.

WELLS FARGO CLEARING SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

J.P. MORGAN SECURITIES LLC

EQUITABLE ADVISORS, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Carlos Enrique Cuellar

MATT DAVID HEFFERNAN

David J Heffernan

DENNIS MARTIN MITCHELL

MONTE KEITH MARTIN

EDUARDO GONZALEZ

DIANA EDITH CORTEZ

ANGELICA MARIA GARRIDO

ALEJANDRO FLORES

LUIS CARLOS DELAROSA

JULIO HERIBERTO CAVAZOS

MARIA LIDIA ROJAS

CRUZ CHRISTIAN LOPEZ

Anthony Albert Rendon

ROBERT FREDERICK RICHARDSON

NANCY KILLIAN RODRIGUEZ

MICHAEL JONATHAN LIMAS

Cristobal Aaron Delgado

Within 25 miles of San Benito, TX, Best Investors lists 14 registered investment advisory firms with 26 offices nearby, managing about $5.87T in combined regulatory AUM across 1,035,335 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 Benito

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM