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Best financial advisors in Sheldon, TX

Registered advisers within 25 miles of Sheldon, TX.

Offices
1,565
Firms
684
Combined AUM
$19.8T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,229,716 clients when Item 5C has a number
Avg / client
$6.14M
Combined AUM ÷ clients

Nearby offices

Firms

EDGAR INVESTMENT MANAGEMENT, LLC
BENZER CAPITAL
WOODSTOCK WEALTH MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
RIDGEBACK FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
TREMONT STREET ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AVIOR WEALTH MANAGEMENT, LLC
INCREASE CONSULTANTS LLC
GPI FUND MANAGEMENT, LLC
CHCC GLOBAL SERVICES LLC

Investors

MATTHEW AARON EDGAR
SALIM ALI NATHANI
Nicholas Ray Casatelli
JOHNNY RAY WHITE
CHRISTOPHER J PETERS
Keith Raney
Clayton Albert Curley
Herbert Bender
JODI LE-NGUYEN
Ahmed Elghitany
ROBERT MILES CHALLENGER
WILLIAM CRANE ANSELL
THOMAS MARK RUSH
Bri'Ana Ariel Savage
Evelia Martinez
Sabrinea Renee Nix
LANE MICHAEL BEASLEY
David Wayne Carter
Jonathan Davila
Tanya Stringer
DAVID PAUL VAUGHAN
MORRIS LYNN MONROE
KYLE DAVID ANGELLE
ERIC LAMONT MILLER
ANDREW T HAUCH
Marcus Kiel Ford
Kiley Sanders
Blake K McCormack
Ethan Sonnier
Lauren Houghton
Laurie Peterson
Scott Allen Brieger
Jessica Jones
Megan S Larkins

Within 25 miles of Sheldon, TX, Best Investors lists 684 registered investment advisory firms with 1,565 offices nearby, managing about $19.8T in combined regulatory AUM across 3,229,716 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 Sheldon

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM