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Best financial advisors in Shady Shores, TX

Registered advisers within 25 miles of Shady Shores, TX.

Offices
1,096
Firms
438
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,158,072 clients when Item 5C has a number
Avg / client
$5.51M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
BAKERAVENUE
VICTORY FINANCIAL
INDEPENDENT FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
VIVID WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
ALTFUND MANAGEMENT, LLC
EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
TEAKWOOD CAPITAL
BANNERMAN WEALTH
INSIGHT EQUITY MANAGEMENT COMPANY LLC
MORGAN STANLEY
INTELLICENTS INVESTMENT SOLUTIONS INC
EAGLE STRATEGIES LLC
KPC FINANCIAL SOLUTIONS, LLC

Investors

PAUL ANTHONY MORGAN
JASON MATTHEW ADAMCIK
CARLA MARIA BARRON
RONALD DAVID PARRISH
KELLI NICOLE LUDWINSKI
JONATHAN MICHAEL BERNSTEIN
GEOFFREY DALE ERWIN
Joseph Lesnick
Austin James Roesler
Sanden Leavers
SCOTT CHRISTOPHER STEPHENS
DOYLE RODNEY TRACER
KIRK BADII
TRISTAN ANDREW KING
Danika Marie Young
BRADLEY WYATT HALL
MARK HARRISON LADREW
Grant Toller Augustini
Phillip Scott Rice
Abdullah Hashmi
Sang Eckerle
James Robert Farish
Gary Alan Briggs
COLLEEN MARIE MARCHETTI
Stephen Kyle Mullican
JOSHUA KENNETH BANNERMAN
Jacquelyn Nicole Joy Girling
Natalie Burkhaulter
CHAD E FOX
John William Euler
BRIAN DOUGLAS OLSON
MICHAEL VINCENT VALLEE
MILO GAY COBB
CINDY DIANE MARTINEZ
THOMAS NEWTON PIERCE
TAHESIN HUSSEIN SOMJI
Marisa Brazeel
BRYAN ROBERT BADURA
ANDREW D CLUGSTON
JAMIE Ford FORD SAALFELD
BREG A HUGHES
Denise M Allen
Tatiana Elza Fried
LESLIE ORNER HARTMAN
JOSEPH ROBERT EICHMANN
FREDERICK OLUSEGUN EHINMIAKHENA
Jay David Angotti
KEVIN PATRICK CHRIST
TODD JOSEPH RABALAIS

Within 25 miles of Shady Shores, TX, Best Investors lists 438 registered investment advisory firms with 1,096 offices nearby, managing about $17.4T in combined regulatory AUM across 3,158,072 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 Shady Shores

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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