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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

GUIDED CAPITAL WEALTH MANAGEMENT, LLC
WILLIAM RUSSELL WELCH
NEW TERRITORY ADVISORS
VOYA FINANCIAL ADVISORS, INC.
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
LIFE LINE WEALTH MANAGEMENT LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
ALLEGRO MINERAL PARTNERS LLC
CONCURRENT INVESTMENT ADVISORS, LLC
JUNCTION ENERGY CAPITAL, LLC
HEIGHTS INVESTMENT PARTNERS, LLC
ARKOS GLOBAL ADVISORS, LLC
CRIMSON MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

PETER L IVANYI
NICOLE CHRISTINE LOUVAR
Connor Ray Edward Tomlinson
KYLE R LOUVAR
WILLIAM RUSSELL WELCH
BREDAWN RILEY
ALEEDRA PRICE DUNCAN
Brandon Michael Cisneros
ANA D PORTILLO
JONATHAN MARCUS COX
TREVIS ANTONIO BONNETT
ELELUMHE KALIMETU GARUBA-HAWTHORNE
JENNIFER KIM
Alexa Tejeda
JUDITH GAIL WILLOUGHBY
DAVID JOSEPH LINNEY
ASHLEY NICOLE DOMINGUEZ
TIFFANY VAN CAO SIDOTI
TOM LAM
JOSEPHINE OLMSTEAD
Steven Carter
MIRANDA O'KEEFE
DAVID WAYNE HILBIG
JUSTIN N GARDINER
Palmer Elias White
Sebastian Earl Eccles
AARON JEROME STEPHENS
Richard Lynn Sparks
Alexander Fleming
ADRIANA PENALOZA
Colby Hunt
Lundyn Alexa Cuellar
LEAH REBECCA BENNETT
Blake K McCormack
Ethan Sonnier
Lauren Houghton
KEITH VANCIL GILBERT
KRYSTLE NICOLE WILLIAMS
RHETT J. CARTER
TIMOTHY KANE MCGUKIN
Andrew Caleb Dowell
JEFFREY ALAN THOMAS
MICHAEL HARVEY RICHTER
LESTER M BRACKLEY
CRAIG CHAMBERS DAWSON
ETHAN H POLLARD
James Thomas Leopold
Trevor Byron Harris
William Christopher Gardner
ERIC CHRISTOPHER BOYKIN
Evelia Martinez
Andrew John Smith

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