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Best financial advisors in Shavano Park, TX

Registered advisers within 25 miles of Shavano Park, TX.

Offices
483
Firms
198
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,713,951 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LARSEN FINANCIAL MANAGEMENT
AFFINIUS CAPITAL LLC
SANCTUARY ADVISORS, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
RELYON FINANCIAL ADVISORS, LLC
FINANCIAL PLANNING HQ, LLC
USAA INVESTMENT SERVICES COMPANY
INDEPENDENCE WEALTH GROUP
TORRES FINANCIAL SERVICES, INC.
SECURE FINANCIAL MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CAPITAL ALLIANCE WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
ERNST & YOUNG INVESTMENT ADVISERS LLP

Investors

John Henry Shaffer
VICTOR JEFFREY LARSEN
Bradley W Johnson
Jonathan Paul Klug
Randolph Edwin Daniels
MARTHA BEATRIZ ORTEGA
Christo Apostolos Naranja
QING SELBY
STEVE MATTHEW WARREN
JACOB A. WARREN
JOSEPH D WARREN
VICTOR ANTONIO MENDEZ
ANTONIO MEDRANO
RODNEY KNAPPICK
ERIC NEAL GATES
JEFFREY THOMAS WURN
Karen Henderson
KEVIN DOUGLAS BEALL
RANDOL GEORGE WILKE
IDA KATHRYN BENFANTI
TODD FITZGERALD MCCOOL
CARL THOMAS OHLENBUSCH
GREGORY ALAN JENSCHKE
BRANDON LINDSEY GANN
MARISOL SANCHEZ
CHRISTOPHER CHAPA
MACDONALD CHUKUMAH ETUGBO
SCOTT WILLIAM RHIGER
MARY ELIZABETH STORK
RANDY REYNOL JASO
DAVID BRENT STAHL
JORGE E CRESPIN
CHRISTINE SYRENA CASTILLO
JOHN ROSS BALLANTYNE
REGINA CALDWELL BREQUE
WILLIAM LEE HARPER
BENITO REVILLA
JIM D SANDELL
PATRICK IBARRA
JAMES SCOTT LAUGHLIN
JERRELL TEMUJIN JENKINS
ERIC RYAN BREMER
MARAUD JAMAL PEMBERTON
DAVID WAYNE YORK
STEVEN JAMES NOLAN
AUBREY LAWRENCE BORDOVSKY
BENJAMIN PIERCE TEAGUE
ERIC J LEAL
APRIL JEAN SEMONES
GEORGE ALLEN WHEELOCK
LISA M HOFFMANN-AKOMPI
DANIEL FUENTES
JOSEPH DONALD OCHOA
JAMES DYER MUIR
TANYA LYNN HOLMESLEY
MICHAEL EVAN FARMER
VINCENT PAUL KNODELL
MARY ELIZABETH MEDLIN
BRANDON LEE SLOTNESS
Armando Castillo
Marcus LaGuardia
LEONARDO MATEUS MURCIA
REBECCA TERESA CHAZEN
Paxton Wood
RAPHAEL PETER VEGA
JOHN KEVIN CHAN
DENTON MEAD NERISON
JAMIN COLIN KIRKWOOD
Jacob Alan McDonald
Jarod Robert Mercado
Thomas Edward Moore
NICOLAS JASON MCNABB
Jessica Carlos
Emilio Lira
Yudel David De La Garza
JASMINE NICHOLE RAMIREZ
JAMES SILVA
Ronnie Cavazos Haim
RAYMOND AGUILLON
KONRAD GAYLE KUYKENDALL
ADAM GREGORY FREY
JEFFREY THOMAS HIGGINS
GREGORY BRYAN DREW
SCOTT DUNCAN MOHLER
ROBERT CHRISTY DEMING
MICHAEL BYRON LOADER
Colleen Brigid Gavaghan
Ramiro Omar Gonzalez

Within 25 miles of Shavano Park, TX, Best Investors lists 198 registered investment advisory firms with 483 offices nearby, managing about $14.7T in combined regulatory AUM across 2,713,951 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 Shavano Park

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