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Best financial advisors in San Leanna, TX

Registered advisers within 25 miles of San Leanna, TX.

Offices
918
Firms
549
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,204,713 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
WEALTHSPIRE ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
REAL-IMPACT CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEMPER SURSUM INVESTMENTS LLC

Investors

Lisa Deterding
Ana S Moradel
Matthew Lloyd Gilbertson
CATHLEEN KNIPPA WENGER
Lauren Elizabeth Gwinn
Matthew Louis Aulbach
MELISSA LEN KNIPPA
Jonathan C Block
Staci Rhodes George
Morgane R Rodiek
Reagan Brooke Rentschler
Peter Anthony Conforti
Nichole Saray
Samuel Fishelberg
JOSE ANTONIO REYES
ERIC LAURIN JOHNSON
Max Shanley
Kyley R Newth
Robert K Burris
Marshall Hale Kincannon
BRANDY E. WHITESIDE
William Lelon Corbin
MARK EDWARD DELANEY
Erica Sigholz
Steven Wendler
Mitchell Alan Rentschler
Brendan Jones-Williams
Sun Joo oh
Jacob Samuel Aromy
YOGESH Prabhakar MODAK
Adam Timroth Hughes
Gerardo Zamora

Within 25 miles of San Leanna, TX, Best Investors lists 549 registered investment advisory firms with 918 offices nearby, managing about $19.2T in combined regulatory AUM across 3,204,713 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 Leanna

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