Best Investors Account Sign in

Best financial advisors in San Marcos, TX

Registered advisers within 25 miles of San Marcos, TX.

Offices
155
Firms
68
Combined AUM
$8.91T
Firm-wide filings, not assets booked only here
Clients
2.57M
2,574,702 clients when Item 5C has a number
Avg / client
$3.46M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FROST INVESTMENT SERVICES
MONEY CONCEPTS CAPITAL CORP
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BARTON FINANCIAL GROUP LLC
PLW FINANCIAL
CHRISTIAN FINANCIAL ADVISORS
SIMONET FINANCIAL GROUP, LLC

Investors

Sammi Nicolle Moore
Cody Shaun Dailey
JERRY D GLOSSON
Ruben Ruiz
Jason Lee Dixon
Jason L Fischer
Christopher A Thomas
Johnathan Tyler Curnutt
Crystal Leigh Dixon
RICHARD EARL GIBBENS
SAMUEL JOHN RYLANDER
KENNETH HARVEY THIGPEN
BENJAMIN LOUIS LONGORIA
SERGIO GAMEZ
RICHARD MICHAEL SALAS
PATRICIA DALE THORNTON
Michael Feulner
SHELLEY MARIE PEREZ
William Heredia-Ramirez
Matthew Leon Zito
SCOTT RAY LAZENBY
James Corey Wheeler
Zachary Whitley
ZACHARY A BARTON
WILLIAM Gerard PIER
Jason Bradley Grohman
Teresa Rose Joelson
MATTHEW EDWIN BARROVECCHIO
ROBERT NEIL BARBER
Donald VandeVanter
CORY PACK
Christopher Cade Wright
Max Henry Diefenthaler
BILLYGRAM SIMONET

Within 25 miles of San Marcos, TX, Best Investors lists 68 registered investment advisory firms with 155 offices nearby, managing about $8.91T in combined regulatory AUM across 2,574,702 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 Marcos

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM