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Best financial advisors in South Padre Island, TX

Registered advisers within 25 miles of South Padre Island, TX.

Offices
8
Firms
6
Combined AUM
$2.34T
Firm-wide filings, not assets booked only here
Clients
694K
693,743 clients when Item 5C has a number
Avg / client
$3.38M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC

Investors

LIN A EDWARDS
ALEJANDRO FLORES
LUIS CARLOS DELAROSA
David Diaz
CRUZ CHRISTIAN LOPEZ
Anthony Albert Rendon
MIGUEL LOZANO
MARIA LIDIA ROJAS
IRIS L DIAZ
JULIO HERIBERTO CAVAZOS
JOSCELINE NAVE

Within 25 miles of South Padre Island, TX, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $2.34T in combined regulatory AUM across 693,743 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 Padre Island

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM