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Best financial advisors in Smithville, TX

Registered advisers within 25 miles of Smithville, TX.

Offices
15
Firms
8
Combined AUM
$3.00T
Firm-wide filings, not assets booked only here
Clients
373K
372,616 clients when Item 5C has a number
Avg / client
$8.04M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
WESTPARK WEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
THRIVENT INVESTMENT MANAGEMENT INC.
MOMENTUM INDEPENDENT NETWORK INC.

Investors

Micah James Oliver
Adam Dean Straznicky
MARK GRAFTON
JOE MARK ABBOTT
Matthew Hance
CRAIG LORAN SIMS
DUSTIN KYLE GERSCH
Lindsey Elise Boriack
Bradley Steven Van Houten
REECE A CERNOCH
Donald Cliff Gage
DEREK D THORP
MARK ELWOOD MESERVEY
ERICH RICHARD LEHMANN
Forrest Vance Stewart
BOBBY J THIBODEAUX
Jessie Augustus Hill
Zachary Holmes
Charles Joseph Mazac
Bailey Grace Grzyb
Joseph K Prendiville
CHARLES ANDREW BROWN

Within 25 miles of Smithville, TX, Best Investors lists 8 registered investment advisory firms with 15 offices nearby, managing about $3.00T in combined regulatory AUM across 372,616 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 Smithville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 MOMENTUM INDEPENDENT NETWORK INC. 15 clients · 106 advisers $1.61B AUM 8 WESTPARK WEALTH ADVISORS, INC. 379 clients · 26 advisers $254M AUM