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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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AYURASSET LLC
ATLASMARK FINANCIAL, INC.
LPL FINANCIAL LLC
HACKETT FINANCIAL GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
JAMESTOWN CAPITAL MANAGEMENT, LLC
REAP FINANCIAL GROUP, LLC
DMT CAPITAL LLC
J.P. MORGAN SECURITIES LLC
FREESTYLE MANAGEMENT, L.L.C.
JPL WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
ARROWHEAD ASSET MANAGEMENT

Investors

BRYAN GHILES WAYT
Krisanne Heinze
Sreekanth Nagarajan
ERIK JON ANDERSON
CASEY CARBAUGH MOSS
SARAH LYNN NOBLE
ALEXANDER MARTIN GROTH
Erik Neil Drewry
SCOTT GLENN HACKETT
DANIAL JAMES VERHAALEN
Michele Joan Warren
RICHARD L CORBIN
KEVIN DEAN HAMMOND
Michael Shawn Murphy
Ellen E Edwards
CHRISTOPHER JOHN HUNDL
LEAH JOY NEWMAN
JUSTIN BLAKE SAFFLE
Christopher Brent Heerlein
HANNAH SANDRA HEERLEIN
Victor Nathaniel Ruiz
Gary Lester Jones
LILY MEIXIA HO
Stephen Miller
DAVID SHANE COOPER
MICHAEL PAUL LEVINGSTON
BYRON WINDER ECKOLS
RALPH ARTHUR BOSCHERT

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