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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

LPL FINANCIAL LLC
SENDERO WEALTH MANAGEMENT, LLC
EDWARD JONES
TEXAS INSTITUTIONAL INVESTMENT MANAGEMENT, LLC
GRAYCHASE WEALTH ADVISORY LLC
CETERA INVESTMENT ADVISERS LLC
M. E. ALLISON & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TWO CENTURIES INVESTMENTS, LLC
GLASS WEALTH MANAGEMENT CO., LLC
COMMONWEALTH FINANCIAL NETWORK
WEALTH WATCH ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
STRATEGIQ FUNDS, INC.
STONE WALL FINANCIAL

Investors

Rene P Soliz
ELIZABETH FLAVIN CRAWFORD
ARIEL PALOMO
Eric Michael Gallardo
Stephen Foster Bell
EDWIN CHARLES KREUSEL
RICHARD TYLER DAVIES
LEE ANNE PRZYBYLA
JULIE K GERRON
AMAURY J DE BARROS CONTI
TARA DANETTE MAXWELL
GEORGE HARRY WATSON
THOMAS OLAN YAGER
ELIZABETH ANNE BUCKTHAL CHILTON
JARED LYNN HUNT
Rodrigo Lopez Carrillo
Laura Frances Cantu
Jake Tyler Carlyle
EDWARD AUSTIN HART
SCOTT ROGERS MCMILLIAN
FREDERICK WARREN MIDDLETON
GREGORY EDWARD MUENSTER
WILLIAM HEARTSILL YOUNG
JOHNNY LEE CAVAZOS
Ryan Lee Everett
Brandon Paul DuBose
STEPHEN PAUL ARNOLD
ERIC MICHAEL EFRON
RICHARD ALAN MILLER
TREVOR THOMAS MYRES
Jacob Taylor Yaklin
HARRY J PARKER
CHERI ROMAN
LINDE ALLEN MURPHY
JAMES MILAM PETTUS
CHARLES BENNETT ALLISON
Kyle Murphy Emmons
CHRISTOPHER RUMSEY ALLISON
GEORGE ROLLE DULLNIG
ROBERT MILLER DULLNIG
NED MURPHY EMMONS
KENNETH RAY BROWN
DONALD MICHAEL BRITT
John Patrick Toohey
Campbell Cobb Seay
CHRISTOPHER SMYTH WILDE
DAVID DOWLING HORNBERGER
STEPHEN BRENT WILDE
REBECCA ANN BOYD
COLLIN JOSEPH FABAC
VICTORIA E MARTINEZ
Christopher Wayne Jones
Karen Christine Rader
C. Emory Jones
James Austin Sanders
RAMIRO MARMOLEJO
JAMES JOSEPH JURICA
HUNTER ISAAC SHIELDS
CHARLES EDWARD MCCALL
ESTELA SOTELO
ANGELA MARIEL CARDENAS MELCHOR
JERROD R SUMMERS

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