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Best financial advisors in Spring Branch, TX

Registered advisers within 25 miles of Spring Branch, TX.

Offices
290
Firms
118
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
1.71M
1,711,823 clients when Item 5C has a number
Avg / client
$7.39M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
DYNAMIC
PFS INVESTMENTS INC.
STRONGHOLD CAPITAL PARTNERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INVICTA FINANCIAL GROUP

Investors

Paul Barton
Jill Kathleen Montgomery
Gregory Scott Anderson
James Everett Lacewell
Steven David Chafin
Robert Tryon Zito
PEGGY PIPER STAVINOHA
Michael Andrew Mireles
GRANT DAVID CHERRY
TODD DAVID BROWN
Morgan Croslin Hammer
Adam Joseph Rhoades
SCOTT ALLEN RADER
JAY ROGERS
WILLIAM GREGORY YOUNG
Peter John Story
Sheila Pringle-Perez
KIMBERLY BLAIR GRANT
Jeffrey Jay Bouwman
Jeremy Lee Bouwman
MATTHEW GERARD SEBENOLER
BRIAN MICHAEL NEYLAND
MARY ELLEN STECK JABLONSKI
Ceceil Collins-Pearcy

Within 25 miles of Spring Branch, TX, Best Investors lists 118 registered investment advisory firms with 290 offices nearby, managing about $12.7T in combined regulatory AUM across 1,711,823 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 Spring Branch

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM