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Best financial advisors in Schertz, TX

Registered advisers within 25 miles of Schertz, TX.

Offices
492
Firms
202
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,711,544 clients when Item 5C has a number
Avg / client
$5.50M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
PLANMEMBER SECURITIES CORPORATION
FIRST COMMAND ADVISORY SERVICES
J.P. MORGAN SECURITIES LLC
SABER AND SHIELD WEALTH MANAGEMENT, L.L.C
WORLD INVESTMENT ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
COMPASS FINANCIAL GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FROST INVESTMENT SERVICES

Investors

Matthew Colby Bauer
Matthew H Willemin
JEREMY DAVID FULLER
Zackary James Bilbrey
ALEXANDER HENRY HARTMAN
STEPHEN MICHAEL WALLACE
ROBERT DERRICK WAGNER
PRISCILLA JO SHUSTER
Douglas F Ternan
Steve D Rocha
JOSEPH ANDREW RITTERHOUSE
Robert Lee Brister
Annette Medley
Patrick Charles Marshall
JASON DANE SMITH
Ili MANSFIELD
John Robert Grigsby
Santanna Moody
Bruce John Byrne
Simon Glen Saberon
SHELBY HOFFMAN SABERON
HAROLD ANTHONY HOLTMAN
Eduardo Badillo Garza
ANTHONY ALLEN SACCO
BENJAMIN WILLIAM WESTNEY
JOE ANTHONY RAMON
WALTER DEAN SALYER
William David Alford
MELANIE MARIA AALTJE RHOOMS
BYRON DANIEL CLARK
Elsa Cranford
Matthew Joseph Ure
Austin Thomas Riley
Cesar A. Lopez-Solorzano
ROGER ALLAN HAYNES
Frank Carl Dimicelli
Brandon James Dimicelli
Jaime Morales
CASSANDRA LEA TRUESDALE GUTIERREZ

Within 25 miles of Schertz, TX, Best Investors lists 202 registered investment advisory firms with 492 offices nearby, managing about $14.9T in combined regulatory AUM across 2,711,544 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 Schertz

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM