Best Investors Account Sign in

Best financial advisors in Shenandoah, TX

Registered advisers within 25 miles of Shenandoah, TX.

Offices
647
Firms
242
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
2.85M
2,851,093 clients when Item 5C has a number
Avg / client
$5.29M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THREADGILL FINANCIAL, LLC
QVIDTVM MANAGEMENT LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
BRIGHT VISION WEALTH
INDEPENDENT FINANCIAL GROUP, LLC
EVOLVE WEALTH ACCUMULATOR FUND MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
ROSSBY FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
AVIOR WEALTH MANAGEMENT, LLC

Investors

LAURIE BETH MCLAUGHLIN
ADAM REESE THREADGILL
ZACHARY N THREADGILL
Brian Scott Bowman
Eric James La Manna
David William Cottle
BRYAN WESLEY DELLINGER
Nicholas Thomas DAmato
Janna Thomas Hurd
Ebele Gunn
Samuel David Jordan
ROBERT DOHERTY BOND
MARY RACHEL HICKS
REGINALD FRANKLIN MUGGLEY
BERNARD FRED ADAM
Peter Joseph Vanderlofske
Louis Edward Perkins
Troy Don Perkins
Jennifer Rhine Dillee
DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL
RACHAEL ANN LAVOIE
KARA RENE MORIN
ANTONIO REYNA
JARED DOLAN
David Nell
DAVID PAUL VAUGHAN
MORRIS LYNN MONROE

Within 25 miles of Shenandoah, TX, Best Investors lists 242 registered investment advisory firms with 647 offices nearby, managing about $15.1T in combined regulatory AUM across 2,851,093 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 Shenandoah

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