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Best financial advisors in Sebastian, TX

Registered advisers within 25 miles of Sebastian, TX.

Offices
17
Firms
11
Combined AUM
$5.43T
Firm-wide filings, not assets booked only here
Clients
792K
791,894 clients when Item 5C has a number
Avg / client
$6.86M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
TEXAS VALLEY GROUP
IWC FINANCIAL PLANNING
J.P. MORGAN SECURITIES LLC

Investors

ANGELICA MARIA GARRIDO
DIANA EDITH CORTEZ
AMANDA ESTRADA
EDUARDO GONZALEZ
EUSEBIO CORTEZ
TITO RESENDEZ
DENNIS MARTIN MITCHELL
MONTE KEITH MARTIN
MATT DAVID HEFFERNAN
David J Heffernan
Carlos Enrique Cuellar
Daniel Reza
VICTOR MANUEL REYNA
JOHN LEE LACKEY
JAMES CECIL SIMMONS
JUAN FRANCISCO TREVINO
THOMAS PHILIP GREUNER
ALBERT LUIS LOPEZ
Jaime Arnoldo Cavazos
ERIN CHRISTINE KUNZ
JASON RIGOBERTO VALLE
Bryan Mendoza
JOSE E. MARTINEZ

Within 25 miles of Sebastian, TX, Best Investors lists 11 registered investment advisory firms with 17 offices nearby, managing about $5.43T in combined regulatory AUM across 791,894 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 Sebastian

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 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM