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Best financial advisors in South Houston, TX

Registered advisers within 25 miles of South Houston, TX.

Offices
1,379
Firms
639
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,221,242 clients when Item 5C has a number
Avg / client
$6.05M
Combined AUM ÷ clients

Nearby offices

Firms

INVESTIRE CAPITAL LLC
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
TRUIST ADVISORY SERVICES, INC.
GIBBS WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OTHNIEL FINANCIAL ADVISORY SERVICES, LLC
ROYAL FUND MANAGEMENT, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
RHP WEALTH MANAGEMENT

Investors

Jennifer Marie Mendoza
ARTHUR GIOVANNI ATKINS
Nayeli Delia Gomez
Damian Andre Garcia
DIANA SOCORRO DIAZ VALLES
CHRIS EDWARD COOKSON
JESSE LOGAN DIETZ
BENJAMIN CALLAHAN
STEPHAN TODD RASKA
MARVIN GABRIEL NORMAN
Andres Rene Rodriguez
JANEY ALI RIZVI
Perla Navila Cevallos
Michael Anthony Cevallos
Platinum Cecilia Galey
Cesar Marcial Sosa
Joshua Krakowiak
HEYDI SOPHIA GARCIA
Steele Stephen Arthur
Aaron T Williams
Michael Vernon Williams
STEVEN SCOTT SIPES
SPENCER BRADLEY VOWELL
NATALIE CAROL PICHA
Matthew Douglas Berti
Lingyun Yang
MICHELE ALICE JONES
GLENN RICHMOND ROYAL

Within 25 miles of South Houston, TX, Best Investors lists 639 registered investment advisory firms with 1,379 offices nearby, managing about $19.5T in combined regulatory AUM across 3,221,242 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 South Houston

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