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Best financial advisors in Southmayd, TX

Registered advisers within 25 miles of Southmayd, TX.

Offices
47
Firms
18
Combined AUM
$4.86T
Firm-wide filings, not assets booked only here
Clients
941K
941,250 clients when Item 5C has a number
Avg / client
$5.16M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
INDEPENDENT FINANCIAL GROUP, LLC
MCCULLOUGH WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JAMES RUSSELL OLDHAM
JAMES HOUSTON MCCLURE
BRENT ALAN REED
Dee Ann Abner
TAMMY RENAE CRANFORD
Blake Preston Burchel
JAMES DEXTER WARD
SEAN HOOMAN AGAHI
Joseph Michael McCullough
DAVID RODRIGUEZ
STEPHEN WAYNE NEWTON
LINDSAY HEATHER JONES
TAMMIE DUNN WALKER
NICOLE MICHELE FRY
Melody Dickerson
Hunter James Goldsworthy
Ryan Paul Merchant
Caleb Andrew Smith
KARLA LEE SCHEVE
Zachary Friday
Morgan Vonell Henderson
Benjamin James Jackson
John J. Friday

Within 25 miles of Southmayd, TX, Best Investors lists 18 registered investment advisory firms with 47 offices nearby, managing about $4.86T in combined regulatory AUM across 941,250 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 Southmayd

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM